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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
ETP
3126
DELISTED
Energy Transfer Partners, L.P.
ETP
– –
-567,022
Closed -$21.4M
PNK
3127
DELISTED
Pinnacle Entertainment Inc.
PNK
– –
-230,600
Closed -$5.99M
GST
3128
DELISTED
Gastar Exploration Inc.
GST
– –
-231,480
Closed -$1.6M
MON
3129
DELISTED
Monsanto Co
MON
– –
-258,485
Closed -$30.1M
OA
3130
DELISTED
Orbital ATK, Inc.
OA
– –
-85,400
Closed -$10.4M
CASC
3131
DELISTED
Cascadian Therapeutics, Inc.
CASC
– –
-26,117
Closed -$276K
SCMP
3132
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
– –
-36,000
Closed -$338K
RT
3133
DELISTED
Ruby Tuesday Georgia
RT
– –
-163,423
Closed -$1.13M
PKY
3134
DELISTED
Parkway, Inc.
PKY
– –
-276,061
Closed -$5.33M
BSTG
3135
DELISTED
Biostage, Inc. Common Stock
BSTG
– –
-70,750
Closed -$336K
CAB
3136
DELISTED
Cabela's Inc
CAB
– –
-74,300
Closed -$4.95M
EGAS
3137
DELISTED
Gas Natural Inc.
EGAS
– –
-66,600
Closed -$535K
LUX
3138
DELISTED
Luxottica Group
LUX
– –
-74,784
Closed -$4.03M
CHMT
3139
DELISTED
Chemtura Corporation
CHMT
– –
-35,100
Closed -$980K
BEAV
3140
DELISTED
B/E Aerospace Inc
BEAV
– –
-55,801
Closed -$3.52M
ENH
3141
DELISTED
Endurance Specialty Holdings Ltd
ENH
– –
-23,300
Closed -$1.37M
TPLM
3142
DELISTED
Triangle Petroleum Corporation
TPLM
– –
-98,000
Closed -$815K
TSL
3143
DELISTED
Trina Solar Limited
TSL
– –
-219,700
Closed -$3M
ACAT
3144
DELISTED
Arctic Cat Inc
ACAT
– –
-25,000
Closed -$1.43M
SE
3145
DELISTED
Spectra Energy Corp Wi
SE
– –
-307,800
Closed -$11M
APOL
3146
DELISTED
Apollo Education Group Inc Class A
APOL
– –
-213,725
Closed -$5.84M
MEG
3147
DELISTED
Media General, Inc
MEG
– –
-168,100
Closed -$3.8M
PPS
3148
DELISTED
Post Properties
PPS
– –
-58,300
Closed -$2.64M
ACW
3149
DELISTED
Accuride Corp
ACW
– –
-130,395
Closed -$486K
SAAS
3150
DELISTED
inContact, Inc.
SAAS
– –
-63,300
Closed -$494K
124 125
126
127 128

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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.