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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
+4.12%
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
SDRL
3101
DELISTED
Seadrill Limited Common Stock
SDRL
– –
-324
Closed -$3.56M
LTM
3102
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
– –
-208,795
Closed -$3.4M
INXN
3103
DELISTED
Interxion Holding N.V.
INXN
– –
-32,400
Closed -$765K
LPT
3104
DELISTED
Liberty Property Trust
LPT
– –
-299,500
Closed -$10.1M
SRCI
3105
DELISTED
SRC Energy Inc
SRCI
– –
-95,300
Closed -$882K
WAIR
3106
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
– –
-91,200
Closed -$2M
ARTX
3107
DELISTED
Arotech Corporation
ARTX
– –
-220,266
Closed -$769K
VIAB
3108
DELISTED
Viacom Inc. Class B
VIAB
– –
-518,900
Closed -$45.3M
DF
3109
DELISTED
Dean Foods Company
DF
– –
-172,956
Closed -$2.97M
APC
3110
DELISTED
Anadarko Petroleum
APC
– –
-1,641,600
Closed -$130M
UPL
3111
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
– –
-298,810
Closed -$6.47M
CTRL
3112
DELISTED
Control4 Corporation
CTRL
– –
-19,400
Closed -$343K
ARRY
3113
DELISTED
Array Biopharma Inc
ARRY
– –
-363,852
Closed -$1.82M
AMID
3114
DELISTED
American Midstream Partners, LP
AMID
– –
-20,400
Closed -$552K
HZNP
3115
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
– –
-358,000
Closed -$2.73M
TFCFA
3116
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
– –
-1,328,664
Closed -$46.8M
TFCF
3117
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
– –
-800,169
Closed -$33.6M
ELGX
3118
DELISTED
Endologix Inc
ELGX
– –
-1,110
Closed -$194K
ENLK
3119
DELISTED
EnLink Midstream Partners, LP
ENLK
– –
-105,500
Closed -$2.91M
NAUH
3120
DELISTED
National American University Holdings, Inc.
NAUH
– –
-14,500
Closed -$51K
IMPV
3121
DELISTED
Imperva, Inc.
IMPV
– –
-39,800
Closed -$1.92M
AFSI
3122
DELISTED
AmTrust Financial Services, Inc.
AFSI
– –
-481,012
Closed -$7.86M
EGN
3123
DELISTED
Energen
EGN
– –
-70,600
Closed -$5M
AET
3124
DELISTED
Aetna Inc
AET
– –
-121,990
Closed -$8.37M
COL
3125
DELISTED
Rockwell Collins
COL
– –
-273,200
Closed -$20.2M
123 124
125
126 127

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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.