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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
FFN
3126
DELISTED
FRIENDFINDER NETWORKS INC COM STK (NV)
FFN
– –
-249,100
Closed -$67K
KBX
3127
DELISTED
KIMBER RESOURCES INC (CANADA)
KBX
– –
-35,000
Closed -$3K
ANTP
3128
DELISTED
PHAZAR CORP
ANTP
– –
-30,400
Closed -$37K
GDI
3129
DELISTED
GARDNER DENVER,INC
GDI
– –
-135,800
Closed -$10.2M
JADE
3130
DELISTED
LJ INTL INC
JADE
– –
-60,000
Closed -$118K
TRLG
3131
DELISTED
TRUE RELIGION APPAREL INC
TRLG
– –
-203,000
Closed -$6.43M
TVL
3132
DELISTED
LIN TV CORP
TVL
– –
-399,915
Closed -$6.12M
FFCH
3133
DELISTED
FIRST FINANCIAL HLDGS INC
FFCH
– –
-192,500
Closed -$4.08M
SDIX
3134
DELISTED
STRATEGIC DIAGNOSTICS INC
SDIX
– –
-299,300
Closed -$270K
TRMD
3135
DELISTED
TORM A/S AMERICAN DEPOSITARY SHARES
TRMD
– –
-21,810
Closed -$52K
ET
3136
DELISTED
EXACTTARGET INC COM STK (DE)
ET
– –
-90,400
Closed -$3.05M
VALV
3137
DELISTED
SHENGKAI INNOVATIONS, INC. COMMON STOCK
VALV
– –
-390,400
Closed -$166K
AQ
3138
DELISTED
Acquity Group Ltd
AQ
– –
-52,200
Closed -$675K
SVN
3139
DELISTED
7 Days Group Holdings Ltd
SVN
– –
-540,200
Closed -$7.45M
SPIR
3140
DELISTED
SPIRE CORP
SPIR
– –
-24,500
Closed -$14K
NTSP
3141
DELISTED
NETSPEND HLDGS INC COM STK
NTSP
– –
-595,200
Closed -$9.51M
LUFK
3142
DELISTED
LUFKIN IND INC
LUFK
– –
-198,662
Closed -$17.6M
NFP
3143
DELISTED
NATIONAL FINANCIAL PARTNERS CORP
NFP
– –
-973,900
Closed -$24.6M
CHG
3144
DELISTED
CH ENERGY GRP INC(HOLDING CO)
CHG
– –
-312,600
Closed -$20.3M
ADY
3145
DELISTED
FEIHE INTERNATIONAL INC (UT)
ADY
– –
-194,978
Closed -$1.44M
WBSN
3146
DELISTED
WEBSENSE INC
WBSN
– –
-479,016
Closed -$11.9M
WRLS
3147
DELISTED
TELULAR CORPORATION-NEW
WRLS
– –
-220,000
Closed -$2.77M
CMCSK
3148
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
– –
-585,239
Closed -$23.2M
EOX
3149
DELISTED
EMERALD OIL INC (MT)
EOX
– –
-6,329
Closed -$868K
FBC
3150
DELISTED
Flagstar Bancorp, Inc. New
FBC
– –
-54,212
Closed -$757K
124 125
126
127 128

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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.