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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
VALE.P
3101
DELISTED
Vale S A
VALE.P
– –
-954,600
Closed -$11.9M
ATW
3102
DELISTED
Atwood Oceanics
ATW
– –
-159,718
Closed -$8.05M
SPNC
3103
DELISTED
Spectranetics Corp
SPNC
– –
-103,528
Closed -$3.14M
BXE
3104
DELISTED
Bellatrix Exploration Ltd.
BXE
– –
-88,960
Closed -$3.76M
PWE
3105
DELISTED
Penn West Energy Petroleum Ltd
PWE
– –
-1,457,303
Closed -$12.2M
CST
3106
DELISTED
CST Brands, Inc.
CST
– –
-288,607
Closed -$9.02M
VAL
3107
DELISTED
Valspar
VAL
– –
-15,108
Closed -$1.09M
ZLTQ
3108
DELISTED
ZELTIQ Aesthetics, Inc.
ZLTQ
– –
-67,400
Closed -$1.32M
LOCK
3109
DELISTED
LifeLock, Inc.
LOCK
– –
-151,685
Closed -$2.6M
ININ
3110
DELISTED
Interactive Intelligence Group, inc.
ININ
– –
-67,351
Closed -$4.88M
N
3111
DELISTED
Netsuite Inc
N
– –
-34,700
Closed -$3.29M
EPIQ
3112
DELISTED
EPIQ SYSTEMS INC
EPIQ
– –
-25,613
Closed -$349K
FEIC
3113
DELISTED
FEI COMPANY
FEIC
– –
-50,500
Closed -$5.2M
DANG
3114
DELISTED
E-COMMERCE CHINA DANGDANG INC SPNSRD ADS REP COM CL A (CYM)
DANG
– –
-1,369,200
Closed -$19.7M
REXI
3115
DELISTED
RESOURCE AMERICA INC CL-A
REXI
– –
-18,735
Closed -$161K
SQNM
3116
DELISTED
SEQUENOM INC NEW
SQNM
– –
-693,351
Closed -$1.7M
AXLL
3117
DELISTED
AXIALL CORP COM STK (DE)
AXLL
– –
-244,036
Closed -$11M
DWA
3118
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
– –
-328,700
Closed -$8.73M
MESG
3119
DELISTED
XURA INC COM (DE)
MESG
– –
-74,488
Closed -$2.58M
ECTE
3120
DELISTED
ECHO THERAPEUTICS, INC. NEW COMMON STOCK (DE)
ECTE
– –
-40,787
Closed -$122K
CRDC
3121
DELISTED
CARDICA INC COM NEW (DE)
CRDC
– –
-1,570
Closed -$16K
MHFI
3122
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
– –
-411,893
Closed -$31.4M
CSUN
3123
DELISTED
CHINA SUNERGY CO LTD ADS(CAYMAN ISLANDS)
CSUN
– –
-18,799
Closed -$81K
SLH
3124
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
– –
-4,900
Closed -$310K
ARPI
3125
DELISTED
AMERICAN RESIDENTIAL PPTYS INC COM
ARPI
– –
-52,200
Closed -$939K
123 124
125
126 127

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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.