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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
EGLE
3151
DELISTED
Eagle Bulk Shipping Inc.
EGLE
– –
-43
Closed -$404K
TELK
3152
DELISTED
TELIK, INC
TELK
– –
-18,252
Closed -$25K
CAVM
3153
DELISTED
Cavium, Inc.
CAVM
– –
-12,800
Closed -$453K
ALC
3154
DELISTED
ASSISTED LIVING CONCEPTS INC NEW CL A COM STK (NV)
ALC
– –
-298,500
Closed -$3.57M
DISH
3155
DELISTED
DISH Network Corp.
DISH
– –
-345,871
Closed -$14.7M
STEC
3156
DELISTED
STEC INC COM STK
STEC
– –
-1,606,310
Closed -$10.8M
CAM
3157
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
– –
-308,291
Closed -$18.9M
FNC
3158
DELISTED
SCBT FINANCIAL CORPORATION
FNC
– –
-62,665
Closed -$3.16M
WLL
3159
DELISTED
Whiting Petroleum Corporation
WLL
– –
-497
Closed -$6.87M
WBK
3160
DELISTED
Westpac Banking Corporation
WBK
– –
-275,730
Closed -$7.27M
VEDL
3161
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
– –
-32,466
Closed -$317K
GRA
3162
DELISTED
W.R. Grace & Co.
GRA
– –
-51,700
Closed -$4.34M
CHL
3163
DELISTED
China Mobile Limited
CHL
– –
-531,100
Closed -$27.5M
CHU
3164
DELISTED
China Unicom (HONG KONG) Limited
CHU
– –
-213,200
Closed -$2.8M
OSIR
3165
DELISTED
Osiris Therapeutics, Inc. Common Stock
OSIR
– –
-18,107
Closed -$182K
BBOX
3166
DELISTED
Black Box Corp
BBOX
– –
-11,482
Closed -$291K
JMBA
3167
DELISTED
Jamba, Inc.
JMBA
– –
-116,580
Closed -$1.74M
MTGE
3168
DELISTED
MTGE Investment Corp. Common Stock
MTGE
– –
-521,900
Closed -$9.38M
WR
3169
DELISTED
Westar Energy Inc
WR
– –
-589,000
Closed -$18.8M
SSN
3170
DELISTED
Samson Oil & Gas Limited
SSN
– –
-2,842
Closed -$12K
DGI
3171
DELISTED
DigitalGlobe Inc.
DGI
– –
-69,675
Closed -$2.16M
AIXG
3172
DELISTED
Aixtron SE
AIXG
– –
-90,979
Closed -$1.53M
MWW
3173
DELISTED
Monster Worldwide Inc
MWW
– –
-933,079
Closed -$4.58M
KKD
3174
DELISTED
KRISPY KREME DOUGHNUTS INC
KKD
– –
-1,290,864
Closed -$22.5M
FPTB
3175
DELISTED
FIRST PACTRUST BANCORP INC
FPTB
– –
-54,800
Closed -$744K
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.