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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
PKT
3076
DELISTED
PROCERA NETWORKS INC NEW COM STK (DE)
PKT
– –
-197,540
Closed -$2.71M
ENTR
3077
DELISTED
ENTROPIC COMMUNICATIONS INC COM STK (DE)
ENTR
– –
-189,800
Closed -$810K
RVBD
3078
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
– –
-2,062,965
Closed -$32.1M
RIOM
3079
DELISTED
RIO ALTO MNG LTD NEW COM SHS (CANADA)
RIOM
– –
-20,300
Closed -$38K
BRP
3080
DELISTED
BROOKFIELD RESIDENTIAL PROPERTIES INC
BRP
– –
-120,500
Closed -$2.66M
NPSP
3081
DELISTED
NPS PHARMACEUTICALS INC
NPSP
– –
-204,900
Closed -$3.1M
CIMT
3082
DELISTED
CIMATRON LTD ORD SHS
CIMT
– –
-122,200
Closed -$736K
SAPE
3083
DELISTED
SAPIENT CORP
SAPE
– –
-193,147
Closed -$2.52M
RSH
3084
DELISTED
RADIOSHACK CORP
RSH
– –
-294,700
Closed -$931K
SWS
3085
DELISTED
SWS GROUP INC
SWS
– –
-20,800
Closed -$113K
PIKE
3086
DELISTED
PIKE CORPORATION COM STK (NC)
PIKE
– –
-15,700
Closed -$193K
CNVR
3087
DELISTED
CONVERSANT INC COM STK (DE)
CNVR
– –
-326,795
Closed -$8.07M
TIBX
3088
DELISTED
TIBCO SOFTWARE INC
TIBX
– –
-1,034,665
Closed -$22.1M
SPPR
3089
DELISTED
SUPERTEL HOSPITALITY, INC. COM NEW (MD)
SPPR
– –
-2,175
Closed -$17K
QRE
3090
DELISTED
QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE)
QRE
– –
-89,630
Closed -$1.58M
DCT
3091
DELISTED
DCT Industrial Trust Inc.
DCT
– –
-471,400
Closed -$13.5M
SUSS
3092
DELISTED
SUSSER HOLDINGS CORPORATION COMMON STOCK
SUSS
– –
-111,900
Closed -$5.36M
IDIX
3093
DELISTED
IDENIX PHARMACEUTICALS INC
IDIX
– –
-16,466
Closed -$59K
EQU
3094
DELISTED
EQUAL ENERGY LTD COM
EQU
– –
-10,220
Closed -$41K
FIO
3095
DELISTED
FUSION-IO INC COM
FIO
– –
-526,700
Closed -$7.5M
AMAP
3096
DELISTED
AUTONAVI HLDGS LTD SPON ADR (CYM)
AMAP
– –
-84,900
Closed -$1.02M
FURX
3097
DELISTED
FURIEX PHARMACEUTICALS INC COM STK (DE)
FURX
– –
-11,100
Closed -$378K
LSI
3098
DELISTED
LSI CORPORATION
LSI
– –
-1,074,244
Closed -$7.67M
CWTR
3099
DELISTED
COLDWATER CREEK INC COM STK NEW (DE)
CWTR
– –
-204,382
Closed -$511K
VPHM
3100
DELISTED
VIROPHARMA INC
VPHM
– –
-97,000
Closed -$2.78M
122 123
124
125 126

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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.