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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+4.17%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$42.9B
AUM Growth
+$1.2B
Cap. Flow
-$23.9M
Cap. Flow %
-0.06%
Top 10 Hldgs %
13.77%
Holding
3,246
New
450
Increased
1,273
Reduced
1,008
Closed
492

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$276M
2
IBM icon
IBM
IBM
+$272M
3
PG icon
Procter & Gamble
PG
+$161M
4
CL icon
Colgate-Palmolive
CL
+$151M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$146M

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$405M
2
CELG
Celgene Corp
CELG
+$207M
3
BKNG icon
Booking.com
BKNG
+$123M
4
LLY icon
Eli Lilly
LLY
+$114M
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$109M

Sector Composition

Rank Sector Weight
1 Technology 15.92%
2 Healthcare 13.46%
3 Consumer Discretionary 11.99%
4 Industrials 10.52%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WYY icon
3001
WidePoint Corp
WYY
$115M
– –
-24,190
Closed -$387K
XEL icon
3002
Xcel Energy
XEL
$48.7B
– –
-53,209
Closed -$1.61M
XLE icon
3003
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
– –
-104,600
Closed -$4.66M
XLF icon
3004
State Street Financial Select Sector SPDR ETF
XLF
$58.9B
– –
-876,915
Closed -$17.2M
XLI icon
3005
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
– –
-86,900
Closed -$4.55M
XLY icon
3006
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
– –
-52,600
Closed -$1.7M
XME icon
3007
State Street SPDR S&P Metals & Mining ETF
XME
$4.54B
– –
-12,300
Closed -$513K
XRT icon
3008
State Street SPDR S&P Retail ETF
XRT
$637M
– –
-57,400
Closed -$2.42M
YELP icon
3009
Yelp
YELP
$1.23B
– –
-464,405
Closed -$35.7M
ZEUS
3010
DELISTED
Olympic Steel
ZEUS
– –
-17,047
Closed -$489K
ZTS icon
3011
Zoetis
ZTS
$30B
– –
-163,303
Closed -$4.73M
VRN
3012
DELISTED
Veren
VRN
– –
-235,358
Closed -$7.86M
CNH
3013
CNH Industrial
CNH
$16.8B
– –
-962,198
Closed -$9.63M
NBIS
3014
Nebius Group N.V.
NBIS
$59.3B
– –
-856,550
Closed -$25.9M
RDGT
3015
Ridgetech Inc
RDGT
$3.39M
– –
-1
Closed -$39K
JOYY
3016
JOYY Inc
JOYY
$3.77B
– –
-303,500
Closed -$23.2M
TPC
3017
Tutor Perini Cor
TPC
$5.12B
– –
-166,700
Closed -$4.78M
VOXX
3018
DELISTED
VOXX International Corporation Class A
VOXX
– –
-42,267
Closed -$578K
HTLF
3019
DELISTED
Heartland Financial USA, Inc.
HTLF
– –
-8,200
Closed -$221K
VTNR
3020
DELISTED
Vertex Energy, Inc
VTNR
– –
-11,800
Closed -$76K
DXYN
3021
DELISTED
Dixie Group Inc
DXYN
– –
-60,337
Closed -$991K
CONN
3022
DELISTED
Conn's Inc.
CONN
– –
-121,268
Closed -$4.71M
HOLI
3023
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
– –
-165,339
Closed -$3.56M
PXD
3024
DELISTED
Pioneer Natural Resource Co.
PXD
– –
-3,396
Closed -$636K
KAMN
3025
DELISTED
Kaman Corp
KAMN
– –
-45,846
Closed -$1.86M
119 120
121
122 123

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Jim Simons's Q2 2014 Portfolio in Review

As of Q2 2014, Jim Simons held 3,246 positions worth $42.9B, up 2.9% from $41.7B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Jim Simons's Q2 2014 filing shows 450 new, 1,273 increased, 1,008 reduced and 492 closed positions. Its largest new stake was Procter & Gamble: 2,001,729 shares worth $157M. The largest sale was Verizon, an estimated $405M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2014 buy was Procter & Gamble: 2,001,729 shares worth $157M.
  • Jim Simons added most to Pfizer in Q2 2014, an estimated $276M increase.
  • Jim Simons's biggest Q2 2014 reduction was Verizon, cutting an estimated $405M.
  • Jim Simons fully exited Booking.com in Q2 2014, selling an estimated $123M.
  • Jim Simons's ten largest holdings make up 14% of its $42.9B portfolio in Q2 2014.
  • Jim Simons opened 450 new positions and closed 492 in Q2 2014.
  • Jim Simons's portfolio value rose 2.9% quarter-over-quarter to $42.9B.

Based on Renaissance Technologies's 13F filing for Q2 2014, filed 13 Aug 2014.