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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
+8.26%
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
$41.2B
AUM Growth
+$3.08B
Cap. Flow
+$811M
Cap. Flow %
1.97%
Top 10 Hldgs %
10.96%
Holding
3,196
New
439
Increased
1,284
Reduced
1,031
Closed
412

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$328M
2
JNJ icon
Johnson & Johnson
JNJ
+$229M
3
GE icon
GE Aerospace
GE
+$156M
4
TGT icon
Target
TGT
+$155M
5
DIS icon
Walt Disney
DIS
+$153M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$283M
2
LLY icon
Eli Lilly
LLY
+$211M
3
MSFT icon
Microsoft
MSFT
+$199M
4
BMY icon
Bristol-Myers Squibb
BMY
+$184M
5
C icon
Citigroup
C
+$177M

Sector Composition

Rank Sector Weight
1 Technology 14.03%
2 Healthcare 12.1%
3 Consumer Discretionary 11.99%
4 Consumer Staples 11.92%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARII
3026
DELISTED
American Railcar Industries, Inc.
ARII
– –
-10,200
Closed -$342K
SEII
3027
DELISTED
Sharing Economy International Inc. Common Stock (NV)
SEII
– –
-4,990
Closed -$106K
NWY
3028
DELISTED
New York & Co Inc
NWY
– –
-113,287
Closed -$719K
ANW
3029
DELISTED
Aegean Marine Petroleum Network
ANW
– –
-70,200
Closed -$650K
SHLD
3030
DELISTED
Sears Holding Corporation
SHLD
– –
-18,802
Closed -$597K
NLST
3031
DELISTED
Netlist, Inc.
NLST
– –
-10,900
Closed -$10K
AAV
3032
DELISTED
Advantage Oil & Gas Ltd
AAV
– –
-56,600
Closed -$224K
HGT
3033
DELISTED
Hugoton Royalty Trust
HGT
– –
-34,511
Closed -$297K
JASO
3034
DELISTED
JA Solar Holdings, Co., Ltd
JASO
– –
-37,460
Closed -$270K
HDNG
3035
DELISTED
Hardinge Inc
HDNG
– –
-35,870
Closed -$530K
EVEP
3036
DELISTED
EV Energy Partners, L.P.
EVEP
– –
-134,500
Closed -$5.03M
BV
3037
DELISTED
Bazaarvoice, Inc.
BV
– –
-116,000
Closed -$1.09M
AGU
3038
DELISTED
Agrium
AGU
– –
-540,700
Closed -$47M
TESO
3039
DELISTED
Tesco Corp
TESO
– –
-30,000
Closed -$398K
OCRX
3040
DELISTED
Ocera Therapeutics, Inc.
OCRX
– –
-9,182
Closed -$52K
BONT
3041
DELISTED
Bon-Ton Stores Inc/The
BONT
– –
-98,871
Closed -$1.78M
VAL
3042
DELISTED
Valspar
VAL
– –
-67,600
Closed -$4.37M
WINT
3043
DELISTED
Windtree Therapeutics Inc
WINT
– –
-885
Closed -$19K
UAM
3044
DELISTED
Universal American Corp
UAM
– –
-70,817
Closed -$630K
CYNO
3045
DELISTED
Cynosure, Inc. Class A
CYNO
– –
-157,622
Closed -$4.09M
IRG
3046
DELISTED
Ignite Restaurant Group, Inc.
IRG
– –
-18,500
Closed -$349K
TEAR
3047
DELISTED
TearLab Corporation
TEAR
– –
-10,610
Closed -$1.13M
APOL
3048
DELISTED
Apollo Education Group Inc Class A
APOL
– –
-352,125
Closed -$6.24M
CLNY
3049
DELISTED
Colony Capital, Inc.
CLNY
– –
-107,500
Closed -$2.14M
STJ
3050
DELISTED
St Jude Medical
STJ
– –
-316,813
Closed -$14.5M
120 121
122
123 124

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Jim Simons's Q3 2013 Portfolio in Review

As of Q3 2013, Jim Simons held 3,196 positions worth $41.2B, up 8.1% from $38.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q3 2013 filing shows 439 new, 1,284 increased, 1,031 reduced and 412 closed positions. Its largest new stake was GE Aerospace: 1,361,721 shares worth $156M. The largest sale was Apple, an estimated $283M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q3 2013 buy was GE Aerospace: 1,361,721 shares worth $156M.
  • Jim Simons added most to IBM in Q3 2013, an estimated $328M increase.
  • Jim Simons's biggest Q3 2013 reduction was Eli Lilly, cutting an estimated $211M.
  • Jim Simons fully exited Apple in Q3 2013, selling an estimated $283M.
  • Jim Simons's ten largest holdings make up 11% of its $41.2B portfolio in Q3 2013.
  • Jim Simons opened 439 new positions and closed 412 in Q3 2013.
  • Jim Simons's portfolio value rose 8.1% quarter-over-quarter to $41.2B.

Based on Renaissance Technologies's 13F filing for Q3 2013, filed 13 Nov 2013.