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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
+9.03%
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
$41.8B
AUM Growth
+$537M
Cap. Flow
-$2.31B
Cap. Flow %
-5.54%
Top 10 Hldgs %
11.46%
Holding
3,281
New
498
Increased
1,317
Reduced
983
Closed
464

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$230M
2
JNJ icon
Johnson & Johnson
JNJ
+$205M
3
BAC icon
Bank of America
BAC
+$163M
4
COST icon
Costco
COST
+$162M
5
GSK icon
GSK
GSK
+$131M

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$396M
2
BMY icon
Bristol-Myers Squibb
BMY
+$219M
3
GE icon
GE Aerospace
GE
+$156M
4
DIS icon
Walt Disney
DIS
+$154M
5
AMZN icon
Amazon
AMZN
+$138M

Sector Composition

Rank Sector Weight
1 Technology 14.36%
2 Healthcare 13.06%
3 Consumer Discretionary 12.03%
4 Consumer Staples 11.17%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKS
3101
DELISTED
Barnes & Noble
BKS
– –
-255,452
Closed -$2.17M
WP
3102
DELISTED
Worldpay, Inc.
WP
– –
-421,900
Closed -$11.8M
INSY
3103
DELISTED
Insys Therapeutics, Inc.
INSY
– –
-473,100
Closed -$5.52M
ELLI
3104
DELISTED
Ellie Mae Inc
ELLI
– –
-160,700
Closed -$5.14M
IDTI
3105
DELISTED
Integrated Device Technology I
IDTI
– –
-505,053
Closed -$4.76M
NXTM
3106
DELISTED
NxStage Medical Inc.
NXTM
– –
-69,600
Closed -$916K
EOCC
3107
DELISTED
Enel Generacion Chile S.A.
EOCC
– –
-118,201
Closed -$3.44M
ECYT
3108
DELISTED
Endocyte, Inc. Common Stock
ECYT
– –
-70,400
Closed -$938K
KERX
3109
DELISTED
Keryx Biopharmaceuticals Inc
KERX
– –
-991,100
Closed -$10M
SVU
3110
DELISTED
SUPERVALU Inc.
SVU
– –
-222,855
Closed -$12.8M
ANDV
3111
DELISTED
Andeavor
ANDV
– –
-8,800
Closed -$387K
ILG
3112
DELISTED
ILG, Inc Common Stock
ILG
– –
-105,815
Closed -$2.5M
LAYN
3113
DELISTED
Layne Christensen Co
LAYN
– –
-96,554
Closed -$1.93M
BGC
3114
DELISTED
General Cable Corporation
BGC
– –
-55,800
Closed -$1.77M
GXP
3115
DELISTED
Great Plains Energy Incorporated
GXP
– –
-28,700
Closed -$637K
BBRG
3116
DELISTED
Bravo Brio Restaurant Group Inc.
BBRG
– –
-37,500
Closed -$566K
CBI
3117
DELISTED
Chicago Bridge & Iron Nv
CBI
– –
-422,330
Closed -$28.6M
APLP
3118
DELISTED
Archrock Partners, L.P. Common Units representing Limited Partner Interests
APLP
– –
-43,100
Closed -$1.25M
HTM
3119
DELISTED
U.S. Geothermal Inc.
HTM
– –
-6,200
Closed -$17K
WG
3120
DELISTED
Willbros Group
WG
– –
-16,800
Closed -$154K
STLY
3121
DELISTED
Stanley Furniture Co Inc
STLY
– –
-18,696
Closed -$69K
IXYS
3122
DELISTED
IXYS Corp
IXYS
– –
-56,281
Closed -$543K
GLBR
3123
DELISTED
Global Brokerage, Inc. Class A Common Stock
GLBR
– –
-25,670
Closed -$5.07M
ABCO
3124
DELISTED
Advisory Board Co
ABCO
– –
-39,740
Closed -$2.36M
RATE
3125
DELISTED
Bankrate Inc
RATE
– –
-50,800
Closed -$1.04M
123 124
125
126 127

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Jim Simons's Q4 2013 Portfolio in Review

As of Q4 2013, Jim Simons held 3,281 positions worth $41.8B, up 1.3% from $41.2B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $2.31B in Q4 2013, closing 464 positions and reducing 983 holdings. Its most notable exit was GE Aerospace, an estimated $156M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in Pfizer worth $230M.

  • Jim Simons's largest Q4 2013 buy was Pfizer: 7,904,832 shares worth $230M.
  • Jim Simons added most to Johnson & Johnson in Q4 2013, an estimated $205M increase.
  • Jim Simons's biggest Q4 2013 reduction was IBM, cutting an estimated $396M.
  • Jim Simons fully exited GE Aerospace in Q4 2013, selling an estimated $156M.
  • Jim Simons's ten largest holdings make up 11% of its $41.8B portfolio in Q4 2013.
  • Jim Simons opened 498 new positions and closed 464 in Q4 2013.
  • Jim Simons's portfolio value rose 1.3% quarter-over-quarter to $41.8B.

Based on Renaissance Technologies's 13F filing for Q4 2013, filed 14 Feb 2014.