We are live on ! Find out more
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
AVG
3151
DELISTED
AVG Technologies N.V.
AVG
– –
-83,700
Closed -$1.44M
SGI
3152
DELISTED
Silicon Graphics Intl.
SGI
– –
-254,210
Closed -$3.41M
EMC
3153
DELISTED
EMC CORPORATION
EMC
– –
-2,806,000
Closed -$70.6M
SGNT
3154
DELISTED
SAGENT PHARMACEUTICALS INC COM STK (DE)
SGNT
– –
-98,500
Closed -$2.5M
EJ
3155
DELISTED
E HOUSE (CHINA) HOLDINGS LIMITED
EJ
– –
-1,351,373
Closed -$18.9M
FNFG
3156
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
– –
-1,896,705
Closed -$20.1M
RSE
3157
DELISTED
ROUSE PPTYS INC COM (DE)
RSE
– –
-66,100
Closed -$1.47M
XNPT
3158
DELISTED
XENOPORT, INC.
XNPT
– –
-59,312
Closed -$341K
AFOP
3159
DELISTED
Alliance Fiber Optic Prod Inc
AFOP
– –
-152,480
Closed -$2.29M
FSYS
3160
DELISTED
FUEL SYSTEMS SOLUTIONS INC COM STK
FSYS
– –
-25,697
Closed -$356K
FWM
3161
DELISTED
FAIRWAY GROUP HLDGS CORP CL A COM STK (DE)
FWM
– –
-122,905
Closed -$2.23M
UNIS
3162
DELISTED
Unilife Corporation
UNIS
– –
-29,112
Closed -$1.28M
ORIG
3163
DELISTED
Ocean Rig UDW Inc. Class A Common Shares
ORIG
– –
-32
Closed -$5.69M
ATML
3164
DELISTED
ATMEL CORP
ATML
– –
-2,496,200
Closed -$19.5M
LSG
3165
DELISTED
LAKE SHORE GOLD CORP
LSG
– –
-238,800
Closed -$109K
HNT
3166
DELISTED
HEALTH NET INC
HNT
– –
-264,700
Closed -$7.85M
PRE
3167
DELISTED
PARTNERRE LTD
PRE
– –
-27,900
Closed -$2.94M
SIRO
3168
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
– –
-189,000
Closed -$13.3M
REE
3169
DELISTED
RARE ELEMENT RES LTD
REE
– –
-146,800
Closed -$228K
RBY
3170
DELISTED
RUBICON MENERALS CORP (F)
RBY
– –
-663,800
Closed -$588K
SD
3171
DELISTED
SANDRIDGE ENERGY, INC.
SD
– –
-835,957
Closed -$5.07M
ALTR
3172
DELISTED
Altera Corp
ALTR
– –
-88,973
Closed -$2.89M
KCLI
3173
DELISTED
KANSAS CITY LIFE INS CO NEW (MO)
KCLI
– –
-7,579
Closed -$362K
CSG
3174
DELISTED
CHAMBERS STR PPTYS COM
CSG
– –
-57,200
Closed -$438K
RNO
3175
DELISTED
RHINO RESOURCE PARTNERS LP COM UNIT REPSTG LTD (DE)
RNO
– –
-17,700
Closed -$201K
125 126
127
128 129

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.