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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
DATA
3076
DELISTED
Tableau Software, Inc.
DATA
– –
-373,200
Closed -$28.4M
INSY
3077
DELISTED
Insys Therapeutics, Inc.
INSY
– –
-274,160
Closed -$5.68M
KEYW
3078
DELISTED
The KEYW Holding Corporation
KEYW
– –
-34,727
Closed -$650K
FTD
3079
DELISTED
FTD Companies, Inc. Common Stock
FTD
– –
-23,300
Closed -$741K
BMS
3080
DELISTED
Bemis
BMS
– –
-18,000
Closed -$706K
WFT
3081
DELISTED
Weatherford International plc
WFT
– –
-181,133
Closed -$3.14M
ULTI
3082
DELISTED
Ultimate Software Group Inc
ULTI
– –
-82,228
Closed -$11.3M
USG
3083
DELISTED
Usg
USG
– –
-398,502
Closed -$13M
ELLI
3084
DELISTED
Ellie Mae Inc
ELLI
– –
-40,500
Closed -$1.17M
BEL
3085
DELISTED
Belmond Ltd.
BEL
– –
-58,300
Closed -$840K
CLD
3086
DELISTED
Cloud Peak Energy Inc
CLD
– –
-213,400
Closed -$4.51M
SGYP
3087
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
– –
-197,390
Closed -$1.05M
ITG
3088
DELISTED
Investment Technology Group Inc
ITG
– –
-78,000
Closed -$1.58M
NFX
3089
DELISTED
Newfield Exploration
NFX
– –
-942,900
Closed -$29.6M
MZOR
3090
DELISTED
Mazor Robotics Ltd.
MZOR
– –
-47,100
Closed -$963K
KERX
3091
DELISTED
Keryx Biopharmaceuticals Inc
KERX
– –
-18,700
Closed -$319K
SNMX
3092
DELISTED
Senomyx, Inc.
SNMX
– –
-65,600
Closed -$700K
DFBG
3093
DELISTED
Differential Brands Group Inc
DFBG
– –
-4,785
Closed -$172K
NLST
3094
DELISTED
Netlist, Inc.
NLST
– –
-11,800
Closed -$22K
HGT
3095
DELISTED
Hugoton Royalty Trust
HGT
– –
-65,419
Closed -$528K
WGL
3096
DELISTED
Wgl Holdings
WGL
– –
-67,712
Closed -$2.71M
TWX
3097
DELISTED
Time Warner Inc
TWX
– –
-182,039
Closed -$11.4M
IPXL
3098
DELISTED
Impax Laboratories, Inc.
IPXL
– –
-1,046,000
Closed -$27.6M
CEI
3099
DELISTED
Camber Energy, Inc
CEI
– –
0
– -$11K
IXYS
3100
DELISTED
IXYS Corp
IXYS
– –
-35,417
Closed -$402K
122 123
124
125 126

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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.