We are live on ! Find out more
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
POLY
3076
DELISTED
Plantronics, Inc.
POLY
– –
-21,900
Closed -$1.02M
PBCT
3077
DELISTED
People's United Financial Inc
PBCT
– –
-53,661
Closed -$811K
KSU
3078
DELISTED
Kansas City Southern
KSU
– –
-275,500
Closed -$34.1M
HRC
3079
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
– –
-404,700
Closed -$16.7M
MDP
3080
DELISTED
Meredith Corporation
MDP
– –
-150,800
Closed -$7.81M
LORL
3081
DELISTED
Loral Space and Communications, Inc.
LORL
– –
-32,100
Closed -$2.6M
ALSK
3082
DELISTED
Alaska Communications Systems
ALSK
– –
-211,100
Closed -$448K
HWCC
3083
DELISTED
Houston Wire & Cable Company
HWCC
– –
-46,400
Closed -$621K
CTB
3084
DELISTED
Cooper Tire & Rubber Co.
CTB
– –
-174,797
Closed -$4.2M
CUB
3085
DELISTED
Cubic Corporation
CUB
– –
-29,200
Closed -$1.54M
GWPH
3086
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
– –
-5,100
Closed -$212K
SINA
3087
DELISTED
Sina Corp
SINA
– –
-72,400
Closed -$6.1M
ANH
3088
DELISTED
Anworth Mortgage Asset Corporation
ANH
– –
-27,900
Closed -$117K
WPX
3089
DELISTED
WPX Energy, Inc.
WPX
– –
-44,300
Closed -$903K
FRAN
3090
DELISTED
Francesca's Holdings Corporation
FRAN
– –
-17,417
Closed -$3.85M
GPOR
3091
DELISTED
Gulfport Energy Corp.
GPOR
– –
-399,100
Closed -$25.2M
WMGI
3092
DELISTED
Wright Medical Group Inc
WMGI
– –
-16,731
Closed -$514K
TRQ
3093
DELISTED
Turquoise Hill Resources Ltd
TRQ
– –
-164,487
Closed -$5.43M
NBL
3094
DELISTED
Noble Energy, Inc.
NBL
– –
-106,300
Closed -$7.24M
SHLO
3095
DELISTED
Shiloh Industries Inc
SHLO
– –
-100,100
Closed -$1.95M
GCAP
3096
DELISTED
Gain Capital Holdings, Inc.
GCAP
– –
-167,200
Closed -$1.26M
LM
3097
DELISTED
Legg Mason, Inc.
LM
– –
-404,100
Closed -$17.6M
TTPH
3098
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
– –
-1,375
Closed -$372K
BGG
3099
DELISTED
Briggs & Stratton Corp.
BGG
– –
-173,870
Closed -$3.78M
TECD
3100
DELISTED
Tech Data Corp
TECD
– –
-39,242
Closed -$2.02M
122 123
124
125 126

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.