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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
+9.03%
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
$41.8B
AUM Growth
+$537M
Cap. Flow
-$2.31B
Cap. Flow %
-5.54%
Top 10 Hldgs %
11.46%
Holding
3,281
New
498
Increased
1,317
Reduced
983
Closed
464

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$230M
2
JNJ icon
Johnson & Johnson
JNJ
+$205M
3
BAC icon
Bank of America
BAC
+$163M
4
COST icon
Costco
COST
+$162M
5
GSK icon
GSK
GSK
+$131M

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$396M
2
BMY icon
Bristol-Myers Squibb
BMY
+$219M
3
GE icon
GE Aerospace
GE
+$156M
4
DIS icon
Walt Disney
DIS
+$154M
5
AMZN icon
Amazon
AMZN
+$138M

Sector Composition

Rank Sector Weight
1 Technology 14.36%
2 Healthcare 13.06%
3 Consumer Discretionary 12.03%
4 Consumer Staples 11.17%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRAK icon
3026
ReposiTrak
TRAK
$156M
– –
-49,900
Closed -$436K
TRNO icon
3027
Terreno Realty
TRNO
$7.44B
– –
-18,100
Closed -$321K
TROW icon
3028
T. Rowe Price
TROW
$24.3B
– –
-376,300
Closed -$27.1M
TRV icon
3029
Travelers Companies
TRV
$78.3B
– –
-154,872
Closed -$13.1M
TSLA icon
3030
Tesla
TSLA
$1.31T
– –
-4,695,000
Closed -$60.5M
TTMI icon
3031
TTM Technologies
TTMI
$13.8B
– –
-108,332
Closed -$1.05M
UHS icon
3032
Universal Health Services
UHS
$9.94B
– –
-37,900
Closed -$2.84M
ULTA icon
3033
Ulta Beauty
ULTA
$23.3B
– –
-236,200
Closed -$28.2M
UMH
3034
UMH Properties
UMH
$1.38B
– –
-20,600
Closed -$205K
UUU icon
3035
Universal Safety Products Inc
UUU
$10.7M
– –
-10,100
Closed -$49K
VCEL icon
3036
Vericel Corp
VCEL
$2.27B
– –
-21,709
Closed -$121K
VECO icon
3037
Veeco
VECO
$3.07B
– –
-23,160
Closed -$862K
VET icon
3038
Vermilion Energy
VET
$1.73B
– –
-37,000
Closed -$2.03M
VIAV icon
3039
Viavi Solutions
VIAV
$9.47B
– –
-1,789,096
Closed -$15M
VNDA icon
3040
Vanda Pharmaceuticals
VNDA
$298M
– –
-256,600
Closed -$2.81M
VRTX icon
3041
Vertex Pharmaceuticals
VRTX
$134B
– –
-139,220
Closed -$10.6M
VSTM icon
3042
Verastem
VSTM
$638M
– –
-4,642
Closed -$693K
VWO icon
3043
Vanguard FTSE Emerging Markets ETF
VWO
$125B
– –
-68,400
Closed -$2.75M
WBD icon
3044
Warner Bros
WBD
$67.9B
– –
-123,780
Closed -$5.34M
WLY icon
3045
John Wiley & Sons Class A
WLY
$2.52B
– –
-146,700
Closed -$7M
WNC icon
3046
Wabash National
WNC
$505M
– –
-16,200
Closed -$189K
WPC icon
3047
W.P. Carey
WPC
$15.9B
– –
-13,950
Closed -$884K
XOM icon
3048
ExxonMobil
XOM
$657B
– –
-1,588,991
Closed -$137M
ZBH icon
3049
Zimmer Biomet
ZBH
$18.5B
– –
-72,100
Closed -$5.75M
ZION icon
3050
Zions Bancorporation
ZION
$10.4B
– –
-460,895
Closed -$12.6M
120 121
122
123 124

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Jim Simons's Q4 2013 Portfolio in Review

As of Q4 2013, Jim Simons held 3,281 positions worth $41.8B, up 1.3% from $41.2B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $2.31B in Q4 2013, closing 464 positions and reducing 983 holdings. Its most notable exit was GE Aerospace, an estimated $156M position sold in full.

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

Against the trend, Jim Simons opened a new position in Pfizer worth $230M.

  • Jim Simons's largest Q4 2013 buy was Pfizer: 7,904,832 shares worth $230M.
  • Jim Simons added most to Johnson & Johnson in Q4 2013, an estimated $205M increase.
  • Jim Simons's biggest Q4 2013 reduction was IBM, cutting an estimated $396M.
  • Jim Simons fully exited GE Aerospace in Q4 2013, selling an estimated $156M.
  • Jim Simons's ten largest holdings make up 11% of its $41.8B portfolio in Q4 2013.
  • Jim Simons opened 498 new positions and closed 464 in Q4 2013.
  • Jim Simons's portfolio value rose 1.3% quarter-over-quarter to $41.8B.

Based on Renaissance Technologies's 13F filing for Q4 2013, filed 14 Feb 2014.