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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
LUMO
3051
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
– –
-3,133
Closed -$621K
SAVE
3052
DELISTED
Spirit Airlines, Inc.
SAVE
– –
-27,200
Closed -$1.24M
CHUY
3053
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
– –
-7,200
Closed -$259K
LL
3054
DELISTED
LL Flooring Holdings, Inc.
LL
– –
-85,400
Closed -$8.79M
DLA
3055
DELISTED
Delta Apparel Inc.
DLA
– –
-12,100
Closed -$205K
THMO
3056
DELISTED
ThermoGenesis Holdings, Inc. Common Stock
THMO
– –
-21
Closed -$191K
CAMP
3057
DELISTED
CalAmp Corp.
CAMP
– –
-13,200
Closed -$8.49M
CTHR
3058
DELISTED
Charles & Colvard Ltd
CTHR
– –
-3,530
Closed -$178K
NURO
3059
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
– –
-31
Closed -$231K
AEL
3060
DELISTED
American Equity Investment Life Holding Company
AEL
– –
-232,400
Closed -$6.13M
MDRX
3061
DELISTED
Veradigm Inc. Common Stock
MDRX
– –
-19,965
Closed -$309K
ONCT
3062
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
– –
-13
Closed -$30K
FRTX
3063
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
– –
-107
Closed -$399K
AVID
3064
DELISTED
Avid Technology Inc
AVID
– –
-169,587
Closed -$1.38M
CEQP
3065
DELISTED
Crestwood Equity Partners LP
CEQP
– –
-14,805
Closed -$2.05M
FRGI
3066
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
– –
-54,700
Closed -$2.86M
CIR
3067
DELISTED
CIRCOR International, Inc
CIR
– –
-72,989
Closed -$5.9M
CS
3068
DELISTED
Credit Suisse Group
CS
– –
-88,900
Closed -$2.76M
AUD
3069
DELISTED
Audacy, Inc.
AUD
– –
-20,600
Closed -$217K
BBBY
3070
DELISTED
Bed Bath & Beyond Inc
BBBY
– –
-924,960
Closed -$74.3M
RFP
3071
DELISTED
Resolute Forest Products Inc.
RFP
– –
-91,200
Closed -$1.46M
ABMD
3072
DELISTED
Abiomed Inc
ABMD
– –
-79,323
Closed -$2.12M
ECOM
3073
DELISTED
CHANNELADVISOR CORPORATION
ECOM
– –
-34,402
Closed -$1.44M
CTXS
3074
DELISTED
Citrix Systems Inc
CTXS
– –
-23,722
Closed -$1.2M
PTR
3075
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
– –
-7,100
Closed -$779K
121 122
123
124 125

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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.