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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
+4.17%
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
$42.9B
AUM Growth
+$1.2B
Cap. Flow
-$23.9M
Cap. Flow %
-0.06%
Top 10 Hldgs %
13.77%
Holding
3,246
New
450
Increased
1,273
Reduced
1,008
Closed
492

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$276M
2
IBM icon
IBM
IBM
+$272M
3
PG icon
Procter & Gamble
PG
+$161M
4
CL icon
Colgate-Palmolive
CL
+$151M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$146M

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$405M
2
CELG
Celgene Corp
CELG
+$207M
3
BKNG icon
Booking.com
BKNG
+$123M
4
LLY icon
Eli Lilly
LLY
+$114M
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$109M

Sector Composition

Rank Sector Weight
1 Technology 15.92%
2 Healthcare 13.46%
3 Consumer Discretionary 11.99%
4 Industrials 10.52%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DRL
3151
DELISTED
DORAL FINANCIAL CORPORATION (NEW)
DRL
– –
-67,769
Closed -$588K
APL
3152
DELISTED
ATLAS PIPELINE PARTNERS LP UTS
APL
– –
-208,484
Closed -$6.69M
MWIV
3153
DELISTED
MWI VETERINARY SUPPLY, INC.
MWIV
– –
-9,100
Closed -$1.42M
NPSP
3154
DELISTED
NPS PHARMACEUTICALS INC
NPSP
– –
-23,500
Closed -$703K
AUXL
3155
DELISTED
AUXILIUM PHARAMCEUTICALS INC
AUXL
– –
-125,895
Closed -$3.42M
XWES
3156
DELISTED
WORLD ENERGY SOLUTIONS INC NEW COMMON (DE)
XWES
– –
-15,400
Closed -$74K
SWS
3157
DELISTED
SWS GROUP INC
SWS
– –
-165,194
Closed -$1.24M
PSMI
3158
DELISTED
PEREGRINE SEMICONDUCTOR CORP COM STK (DE)
PSMI
– –
-130,787
Closed -$791K
FRF
3159
DELISTED
FORTEGRA FINL CORP COM STK (DE)
FRF
– –
-18,999
Closed -$134K
QRE
3160
DELISTED
QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE)
QRE
– –
-33,835
Closed -$605K
URS
3161
DELISTED
URS CORP
URS
– –
-141,066
Closed -$6.64M
GTAT
3162
DELISTED
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
– –
-111,000
Closed -$1.89M
MEAS
3163
DELISTED
MEASUREMENT SPECIALTIES INC
MEAS
– –
-5,400
Closed -$366K
GPRC
3164
DELISTED
GUANWEI RECYCLING CORP XOM STK (NV)
GPRC
– –
-14,900
Closed -$41K
RDA
3165
DELISTED
RDA MICROELECTRONICS INC SPONSORED ADR
RDA
– –
-47,696
Closed -$855K
HAST
3166
DELISTED
HASTINGS ENTERTAINMENT INC
HAST
– –
-138,800
Closed -$414K
PRIS.B
3167
DELISTED
PROMOTORA DE INFORMACIONES SA ADR REPSTG 4 CL B CONV SHS
PRIS.B
– –
-25,314
Closed -$71K
CHC
3168
DELISTED
CHINA HYDROELECTRIC CORP SPONSORED ADR RPSTG 3 ORD SHS
CHC
– –
-142,200
Closed -$483K
VSB
3169
DELISTED
VANTAGESOUTH BANCHARES, INC
VSB
– –
-34,000
Closed -$239K
CHTP
3170
DELISTED
CHELSEA THERAPEUTICS INT'L LTD
CHTP
– –
-33,306
Closed -$184K
ZIGO
3171
DELISTED
ZYGO CORP
ZIGO
– –
-233,600
Closed -$3.55M
NTS
3172
DELISTED
NTS INC COM STK (NV)
NTS
– –
-69,200
Closed -$134K
MBIS
3173
DELISTED
MEDIABISTRO INC COM (DE)
MBIS
– –
-34,741
Closed -$84K
VOCS
3174
DELISTED
VOCUS INC
VOCS
– –
-171,675
Closed -$2.29M
JFBI
3175
DELISTED
JEFFERSON BANCSHARES INC
JFBI
– –
-29,500
Closed -$230K
125 126
127
128 129

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Jim Simons's Q2 2014 Portfolio in Review

As of Q2 2014, Jim Simons held 3,246 positions worth $42.9B, up 2.9% from $41.7B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Jim Simons's Q2 2014 filing shows 450 new, 1,273 increased, 1,008 reduced and 492 closed positions. Its largest new stake was Procter & Gamble: 2,001,729 shares worth $157M. The largest sale was Verizon, an estimated $405M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2014 buy was Procter & Gamble: 2,001,729 shares worth $157M.
  • Jim Simons added most to Pfizer in Q2 2014, an estimated $276M increase.
  • Jim Simons's biggest Q2 2014 reduction was Verizon, cutting an estimated $405M.
  • Jim Simons fully exited Booking.com in Q2 2014, selling an estimated $123M.
  • Jim Simons's ten largest holdings make up 14% of its $42.9B portfolio in Q2 2014.
  • Jim Simons opened 450 new positions and closed 492 in Q2 2014.
  • Jim Simons's portfolio value rose 2.9% quarter-over-quarter to $42.9B.

Based on Renaissance Technologies's 13F filing for Q2 2014, filed 13 Aug 2014.