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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
SLTM
3101
DELISTED
SOLTA MED INC (DE)
SLTM
– –
-217,700
Closed -$496K
ALVR
3102
DELISTED
Alvarion Ltd
ALVR
– –
-40,140
Closed -$51K
MAKO
3103
DELISTED
MAKO SURGICAL CORP COM
MAKO
– –
-708,300
Closed -$8.54M
VELT
3104
DELISTED
VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY)
VELT
– –
-1,881,100
Closed -$2.63M
BERK
3105
DELISTED
BERKSHIRE BANCORP INC
BERK
– –
-10,200
Closed -$81K
SFD
3106
DELISTED
SMITHFIELD FOODS,INC
SFD
– –
-1,740,062
Closed -$57M
ECTY
3107
DELISTED
ECOTALITY INC COMMON STOCK (NV)
ECTY
– –
-381,600
Closed -$591K
MEMS
3108
DELISTED
MEMSIC INC COM STK (DE)
MEMS
– –
-428,100
Closed -$1.75M
IN
3109
DELISTED
INTERMEC, INC.
IN
– –
-847,599
Closed -$8.33M
LPR
3110
DELISTED
LONE PINE RES INC
LPR
– –
-1,121,122
Closed -$370K
TSRX
3111
DELISTED
TRIUS THERAPEUTICS INC COM STK (DE)
TSRX
– –
-65,061
Closed -$527K
BMC
3112
DELISTED
BMC SOFTWARE, INC
BMC
– –
-867,400
Closed -$39.1M
FMFC
3113
DELISTED
FIRST M & F CORP
FMFC
– –
-91,400
Closed -$1.45M
MBND
3114
DELISTED
MULTIBAND CORP NEW COM (MN)
MBND
– –
-52,572
Closed -$167K
MAXY
3115
DELISTED
MAXYGEN INC
MAXY
– –
-1,022,768
Closed -$2.54M
FBN
3116
DELISTED
FURNITURE BRANDS INT'L INC
FBN
– –
-36,694
Closed -$147K
MPR
3117
DELISTED
MET-PRO CORP
MPR
– –
-221,787
Closed -$2.98M
BKI
3118
DELISTED
BUCKEYE TECHNOLOGY INC
BKI
– –
-144,947
Closed -$5.37M
KEYN
3119
DELISTED
KEYNOTE SYSTEMS INC
KEYN
– –
-515,740
Closed -$10.2M
LEDR
3120
DELISTED
MARKET LEADER INC COM STK (WA)
LEDR
– –
-983,100
Closed -$10.5M
FFEX
3121
DELISTED
FROZEN FOOD EXPRESS INDS INC
FFEX
– –
-65,300
Closed -$105K
ASCA
3122
DELISTED
AMERISTAR CASINOS INC
ASCA
– –
-443,700
Closed -$11.7M
AM
3123
DELISTED
AMERICAN GREETINGS CORP CL A
AM
– –
-488,147
Closed -$8.89M
OFI
3124
DELISTED
OVERHILL FARMS INC
OFI
– –
-50,900
Closed -$252K
FSCI
3125
DELISTED
FISHER COMMUNICATIONS INC
FSCI
– –
-77,576
Closed -$3.19M
123 124
125
126 127

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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.