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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
EAC
3051
DELISTED
Erickson Incorporated
EAC
– –
-90,900
Closed -$1.71M
RAX
3052
DELISTED
Rackspace Hosting Inc
RAX
– –
-66,400
Closed -$2.52M
DANG
3053
DELISTED
E-COMMERCE CHINA DANGDANG INC SPNSRD ADS REP COM CL A (CYM)
DANG
– –
-224,700
Closed -$1.56M
EMC
3054
DELISTED
EMC CORPORATION
EMC
– –
-2,126,100
Closed -$50.2M
CNYD
3055
DELISTED
CHINA YIDA HOLDING, CO. NEW COMMON STOCK(NEVADA)
CNYD
– –
-10,720
Closed -$43K
XNPT
3056
DELISTED
XENOPORT, INC.
XNPT
– –
-110,600
Closed -$547K
UNIS
3057
DELISTED
Unilife Corporation
UNIS
– –
-1,180
Closed -$37K
VSCP
3058
DELISTED
VIRTUALSCOPICS INC COM NEW
VSCP
– –
-5,300
Closed -$20K
ARO
3059
DELISTED
Aeropostale Inc
ARO
– –
-244,112
Closed -$3.37M
JAH
3060
DELISTED
JARDEN CORPORATION
JAH
– –
-450,636
Closed -$13.1M
FREE
3061
DELISTED
FREESEAS INC SHS NEW APR 2016 (MHL)
FREE
– –
0
– -$6K
PSUN
3062
DELISTED
PACIFIC SUNWEAR OF CAL. INC
PSUN
– –
-133,694
Closed -$484K
BTU
3063
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
– –
-61,080
Closed -$13.4M
BCA
3064
DELISTED
CORPBANCA SPONSORED ADR REPSTG (1-1,500)COM STK
BCA
– –
-22,668
Closed -$388K
BRCM
3065
DELISTED
BROADCOM CORP CL-A
BRCM
– –
-3,455,057
Closed -$117M
CBMX
3066
DELISTED
CombiMatrix Corporation
CBMX
– –
-1,198
Closed -$57K
SPDC
3067
DELISTED
SPEED COMMERCE, INC COM STK
SPDC
– –
-15,800
Closed -$44K
DOM
3068
DELISTED
DOMINION RES BLACK WARRIOR TR
DOM
– –
-32,681
Closed -$137K
ALTR
3069
DELISTED
Altera Corp
ALTR
– –
-401,473
Closed -$13.2M
AVL
3070
DELISTED
Avalon Rare Metals, Inc. Ordinary Shares (Canada)
AVL
– –
-64,700
Closed -$34K
BTH
3071
DELISTED
BLYTH,INC
BTH
– –
-55,450
Closed -$774K
RYL
3072
DELISTED
RYLAND GROUP INC
RYL
– –
-302,800
Closed -$12.1M
CMLP
3073
DELISTED
CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE)
CMLP
– –
-254,406
Closed -$5.66M
MIG
3074
DELISTED
MEADOWBROOK INSURANCE GRP INC
MIG
– –
-72,262
Closed -$580K
GEVA
3075
DELISTED
SYNAGEVA BIOPHARMA CORP COM STK (DE)
GEVA
– –
-5,701
Closed -$239K
121 122
123
124 125

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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.