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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
LINE
3151
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
– –
-225,053
Closed -$5.83M
POWR
3152
DELISTED
POWERSECURE INTL INC COM STK (DE)
POWR
– –
-13,600
Closed -$218K
NJ
3153
DELISTED
NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK
NJ
– –
-42,600
Closed -$450K
JST
3154
DELISTED
JINPAN INT'L LTD(COMMON)
JST
– –
-57,500
Closed -$417K
BONA
3155
DELISTED
BONA FILM GROUP LTD SPONSORED ADS
BONA
– –
-52,500
Closed -$276K
YOKU
3156
DELISTED
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
– –
-231,473
Closed -$6.34M
MR
3157
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
– –
-358,000
Closed -$13.9M
PBY
3158
DELISTED
PEP BOYS MANNY MOE& JACK
PBY
– –
-99,400
Closed -$1.24M
PCP
3159
DELISTED
PRECISION CASTPARTS CORP
PCP
– –
-486,100
Closed -$110M
OVTI
3160
DELISTED
OMNIVISION TECHNOLOGIES INC
OVTI
– –
-78,610
Closed -$1.2M
ALTV
3161
DELISTED
Alteva
ALTV
– –
-43,300
Closed -$336K
SFY
3162
DELISTED
SWIFT ENERGY CO (HOLDING COMPANY)
SFY
– –
-470,600
Closed -$5.37M
FSL
3163
DELISTED
FREESCALE SEMICONDUCTOR LTD
FSL
– –
-247,200
Closed -$4.12M
TRNX
3164
DELISTED
TORNIER N V SHARES (NLD)
TRNX
– –
-61,400
Closed -$1.19M
PMFG
3165
DELISTED
PMFG INC COM STK (DE)
PMFG
– –
-87,600
Closed -$647K
ASMI
3166
DELISTED
ASM INTERNATL N.V
ASMI
– –
-45,541
Closed -$1.58M
BALT
3167
DELISTED
BALTIC TRADING LIMITED COMMON STOCK
BALT
– –
-210,034
Closed -$1.03M
AOI
3168
DELISTED
Alliance One International
AOI
– –
-9,090
Closed -$265K
SVBL
3169
DELISTED
SILVER BULL RESOURCES, INC
SVBL
– –
-40,700
Closed -$15K
PCYC
3170
DELISTED
PHARMACYCLICS INC
PCYC
– –
-285,500
Closed -$39.5M
PT
3171
DELISTED
PORTUGAL TELECOM SGPS, S.A.
PT
– –
-144,900
Closed -$648K
CODE
3172
DELISTED
SPANSION INC, CLASS A COMMON STOCK
CODE
– –
-192,600
Closed -$1.94M
VOLC
3173
DELISTED
VOLCANO CORPORATION COM STK
VOLC
– –
-40,500
Closed -$970K
OILT
3174
DELISTED
OILTANKING PARTNERS L P UIT LTD PARTNERSHIP INT (DE)
OILT
– –
-29,920
Closed -$767K
ESBF
3175
DELISTED
E S B FINL CORP
ESBF
– –
-14,368
Closed -$183K
125 126
127
128 129

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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.