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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
GUID
3126
DELISTED
Guidance Software, Inc.
GUID
– –
-15,600
Closed -$141K
PWE
3127
DELISTED
Penn West Energy Petroleum Ltd
PWE
– –
-23,400
Closed -$260K
YHOO
3128
DELISTED
Yahoo Inc
YHOO
– –
-1,039,000
Closed -$34.5M
XCO
3129
DELISTED
Exco Resources
XCO
– –
-2,805
Closed -$281K
EVER
3130
DELISTED
Everbank Financial Corp
EVER
– –
-19,700
Closed -$295K
JNS
3131
DELISTED
Janus Capital Group Inc
JNS
– –
-242,400
Closed -$2.06M
BAA
3132
DELISTED
Banro Corporation Common Stock
BAA
– –
-7,580
Closed -$50K
ISLE
3133
DELISTED
Isle of Capri Casinos Inc
ISLE
– –
-73,300
Closed -$554K
JOY
3134
DELISTED
Joy Global Inc
JOY
– –
-203,225
Closed -$10.4M
CSC
3135
DELISTED
Computer Sciences
CSC
– –
-205,502
Closed -$4.48M
MENT
3136
DELISTED
Mentor Graphics Corp
MENT
– –
-182,198
Closed -$4.26M
TNGO
3137
DELISTED
Tangoe, Inc.
TNGO
– –
-121,400
Closed -$2.89M
GGP
3138
DELISTED
GGP Inc.
GGP
– –
-1,118,400
Closed -$21.6M
EFUT
3139
DELISTED
eFuture Holding Inc. Ordinary Shares
EFUT
– –
-23,000
Closed -$89K
LGF
3140
DELISTED
Lions Gate Entertainment
LGF
– –
-649,100
Closed -$22.8M
AEGR
3141
DELISTED
Aegerion Pharmaceuticals
AEGR
– –
-52,800
Closed -$4.53M
MOBI
3142
DELISTED
Sky-mobi Limited ADS
MOBI
– –
-86,300
Closed -$312K
BLOX
3143
DELISTED
Infoblox Inc
BLOX
– –
-404,300
Closed -$16.9M
RSTI
3144
DELISTED
Rofin-Sinar Technologies Inc
RSTI
– –
-35,258
Closed -$854K
COSI
3145
DELISTED
COSI INC NEW COM STK (DE)
COSI
– –
-14,600
Closed -$34K
PCO
3146
DELISTED
Pendrell Corporation - Class A
PCO
– –
-14
Closed -$28K
STR
3147
DELISTED
QUESTAR CORP
STR
– –
-337,600
Closed -$7.59M
TAL
3148
DELISTED
TAL INTERNATIONAL GROUP, INC.
TAL
– –
-130,906
Closed -$6.12M
UNTD
3149
DELISTED
UNITED ONLINE INC COM NEW
UNTD
– –
-243,074
Closed -$13.6M
BBEP
3150
DELISTED
BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP
BBEP
– –
-163,700
Closed -$3M
124 125
126
127 128

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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.