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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
+4.17%
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
$42.9B
AUM Growth
+$1.2B
Cap. Flow
-$23.9M
Cap. Flow %
-0.06%
Top 10 Hldgs %
13.77%
Holding
3,246
New
450
Increased
1,273
Reduced
1,008
Closed
492

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$276M
2
IBM icon
IBM
IBM
+$272M
3
PG icon
Procter & Gamble
PG
+$161M
4
CL icon
Colgate-Palmolive
CL
+$151M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$146M

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$405M
2
CELG
Celgene Corp
CELG
+$207M
3
BKNG icon
Booking.com
BKNG
+$123M
4
LLY icon
Eli Lilly
LLY
+$114M
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$109M

Sector Composition

Rank Sector Weight
1 Technology 15.92%
2 Healthcare 13.46%
3 Consumer Discretionary 11.99%
4 Industrials 10.52%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RPAI
3051
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
– –
-73,449
Closed -$994K
XEC
3052
DELISTED
CIMAREX ENERGY CO
XEC
– –
-403,798
Closed -$48.1M
PFPT
3053
DELISTED
Proofpoint, Inc.
PFPT
– –
-92,000
Closed -$3.41M
WRI
3054
DELISTED
Weingarten Realty Investors
WRI
– –
-594,583
Closed -$17.8M
BPFH
3055
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
– –
-282,777
Closed -$3.83M
FLIR
3056
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
– –
-39,660
Closed -$1.43M
GMLP
3057
DELISTED
Golar LNG Partners LP
GMLP
– –
-40,569
Closed -$1.21M
EV
3058
DELISTED
Eaton Vance Corp.
EV
– –
-107,500
Closed -$4.1M
CXO
3059
DELISTED
CONCHO RESOURCES INC.
CXO
– –
-192,400
Closed -$23.6M
TCO
3060
DELISTED
Taubman Centers Inc.
TCO
– –
-178,135
Closed -$12.6M
JE
3061
DELISTED
Just Energy Group Inc
JE
– –
-15,152
Closed -$4.01M
DZSI
3062
DELISTED
DZS Inc. Common Stock
DZSI
– –
-22,148
Closed -$467K
DNR
3063
DELISTED
Denbury Resources, Inc.
DNR
– –
-1,023,435
Closed -$16.8M
MINI
3064
DELISTED
Mobile Mini Inc
MINI
– –
-24,170
Closed -$1.05M
IBKC
3065
DELISTED
IBERIABANK Corp
IBKC
– –
-62,202
Closed -$4.36M
EQM
3066
DELISTED
EQM Midstream Partners, LP
EQM
– –
-12,981
Closed -$913K
AKRX
3067
DELISTED
Akorn Inc
AKRX
– –
-29,100
Closed -$640K
CPL
3068
DELISTED
CPFL Energia S.A.
CPL
– –
-308,355
Closed -$4.76M
MDCO
3069
DELISTED
Medicines Co
MDCO
– –
-53,042
Closed -$1.51M
HOS
3070
DELISTED
Hornbeck Offshore Services, Inc.
HOS
– –
-146,226
Closed -$6.11M
VSI
3071
DELISTED
Vitamin Shoppe Inc.
VSI
– –
-49,700
Closed -$2.36M
GHDX
3072
DELISTED
Genomic Health, Inc.
GHDX
– –
-108,555
Closed -$2.86M
MDSO
3073
DELISTED
Medidata Solutions, Inc.
MDSO
– –
-80,669
Closed -$4.38M
CRAY
3074
DELISTED
Cray, Inc.
CRAY
– –
-18,350
Closed -$685K
WAGE
3075
DELISTED
WageWorks, Inc.
WAGE
– –
-303,300
Closed -$17M
121 122
123
124 125

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Jim Simons's Q2 2014 Portfolio in Review

As of Q2 2014, Jim Simons held 3,246 positions worth $42.9B, up 2.9% from $41.7B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Jim Simons's Q2 2014 filing shows 450 new, 1,273 increased, 1,008 reduced and 492 closed positions. Its largest new stake was Procter & Gamble: 2,001,729 shares worth $157M. The largest sale was Verizon, an estimated $405M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2014 buy was Procter & Gamble: 2,001,729 shares worth $157M.
  • Jim Simons added most to Pfizer in Q2 2014, an estimated $276M increase.
  • Jim Simons's biggest Q2 2014 reduction was Verizon, cutting an estimated $405M.
  • Jim Simons fully exited Booking.com in Q2 2014, selling an estimated $123M.
  • Jim Simons's ten largest holdings make up 14% of its $42.9B portfolio in Q2 2014.
  • Jim Simons opened 450 new positions and closed 492 in Q2 2014.
  • Jim Simons's portfolio value rose 2.9% quarter-over-quarter to $42.9B.

Based on Renaissance Technologies's 13F filing for Q2 2014, filed 13 Aug 2014.