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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
+4.12%
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
$41.7B
AUM Growth
-$66M
Cap. Flow
-$1.04B
Cap. Flow %
-2.49%
Top 10 Hldgs %
12.75%
Holding
3,290
New
474
Increased
1,340
Reduced
961
Closed
495

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$437M
2
VZ icon
Verizon
VZ
+$215M
3
CMCSA icon
Comcast
CMCSA
+$137M
4
VOD icon
Vodafone
VOD
+$137M
5
KMI icon
Kinder Morgan
KMI
+$133M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$263M
2
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$246M
3
WMT icon
Walmart Inc
WMT
+$229M
4
PFE icon
Pfizer
PFE
+$221M
5
COST icon
Costco
COST
+$184M

Sector Composition

Rank Sector Weight
1 Technology 14.93%
2 Consumer Discretionary 13.29%
3 Healthcare 11.79%
4 Industrials 11%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VALE icon
3026
Vale
VALE
$61.7B
– –
-4,832,371
Closed -$73.7M
VHI icon
3027
Valhi
VHI
$461M
– –
-2,342
Closed -$494K
VRTS icon
3028
Virtus Investment Partners
VRTS
$1.11B
– –
-16,000
Closed -$3.2M
VSAT icon
3029
Viasat
VSAT
$11.5B
– –
-18,393
Closed -$1.15M
VSH icon
3030
Vishay Intertechnology
VSH
$5.25B
– –
-200,625
Closed -$2.66M
VYX icon
3031
NCR Voyix
VYX
$1.1B
– –
-671,397
Closed -$14M
WBA
3032
DELISTED
Walgreens Boots Alliance
WBA
– –
-1,387,600
Closed -$79.7M
WELL icon
3033
Welltower
WELL
$165B
– –
-123,563
Closed -$6.62M
WERN icon
3034
Werner Enterprises
WERN
$2.24B
– –
-50,663
Closed -$1.25M
WGO icon
3035
Winnebago Industries
WGO
$896M
– –
-148,300
Closed -$4.07M
WHR icon
3036
Whirlpool
WHR
$2.76B
– –
-257,357
Closed -$40.4M
WOR icon
3037
Worthington Enterprises
WOR
$2.74B
– –
-389,604
Closed -$10.1M
WPM icon
3038
Wheaton Precious Metals
WPM
$61.8B
– –
-1,266,100
Closed -$25.6M
WT icon
3039
WisdomTree
WT
$3.38B
– –
-339,578
Closed -$6.01M
WW
3040
DELISTED
WW International
WW
– –
-74,612
Closed -$2.46M
WWW icon
3041
Wolverine World Wide
WWW
$1.46B
– –
-107,400
Closed -$3.65M
XTNT icon
3042
Xtant Medical Holdings
XTNT
$42.1M
– –
-534
Closed -$32K
GAP
3043
The Gap Inc
GAP
$7.31B
– –
-1,343,700
Closed -$52.5M
CCEC
3044
Capital Clean Energy Carriers
CCEC
$1.38B
– –
-15,730
Closed -$1.15M
ORKA
3045
Oruka Therapeutics
ORKA
$7.1B
– –
-407
Closed -$1.03M
PDCO
3046
DELISTED
Patterson Companies, Inc.
PDCO
– –
-235,804
Closed -$9.71M
CDMO
3047
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
– –
-13,617
Closed -$132K
BCOV
3048
DELISTED
Brightcove, Inc.
BCOV
– –
-149,560
Closed -$2.12M
B
3049
DELISTED
Barnes Group Inc.
B
– –
-55,126
Closed -$2.11M
AUMN
3050
DELISTED
Golden Minerals Company
AUMN
– –
-6,000
Closed -$71K
120 121
122
123 124

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Jim Simons's Q1 2014 Portfolio in Review

As of Q1 2014, Jim Simons held 3,290 positions worth $41.7B, down 0.16% from $41.8B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Jim Simons's Q1 2014 filing shows 474 new, 1,340 increased, 961 reduced and 495 closed positions. Its largest new stake was Apple: 22,998,136 shares worth $441M. The largest sale was Johnson & Johnson, an estimated $263M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Jim Simons's largest Q1 2014 buy was Apple: 22,998,136 shares worth $441M.
  • Jim Simons added most to Verizon in Q1 2014, an estimated $215M increase.
  • Jim Simons's biggest Q1 2014 reduction was Johnson & Johnson, cutting an estimated $263M.
  • Jim Simons fully exited LIFE TECHNOLOGIES CORP COM STK (DE) in Q1 2014, selling an estimated $246M.
  • Jim Simons's ten largest holdings make up 13% of its $41.7B portfolio in Q1 2014.
  • Jim Simons opened 474 new positions and closed 495 in Q1 2014.
  • Jim Simons's portfolio value fell 0.16% quarter-over-quarter to $41.7B.

Based on Renaissance Technologies's 13F filing for Q1 2014, filed 14 May 2014.