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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
STNR
3176
DELISTED
STEINER LEISURE LTD
STNR
– –
-11,391
Closed -$560K
MWE
3177
DELISTED
MARKWEST ENERGY PARTNERS, LP
MWE
– –
-141,445
Closed -$9.35M
XOOM
3178
DELISTED
XOOM CORP COM
XOOM
– –
-62,799
Closed -$1.72M
ATRM
3179
DELISTED
ATRM HOLDINGS INC COMMON STOCK
ATRM
– –
-10,220
Closed -$68K
MM
3180
DELISTED
MILLENNIAL MEDIA INC COM STK (DE)
MM
– –
-784,600
Closed -$5.7M
AXX
3181
DELISTED
Alderon Iron Ore Corp
AXX
– –
-42,200
Closed -$67K
ZQK
3182
DELISTED
QUICKSILVER,INC.
ZQK
– –
-326,300
Closed -$2.86M
PLL
3183
DELISTED
PALL CORP
PLL
– –
-51,800
Closed -$4.42M
MILL
3184
DELISTED
MILLER ENERGY RESOURCES, INC COM STK
MILL
– –
-14,400
Closed -$101K
CTRX
3185
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
– –
-1,121,470
Closed -$53.2M
ROSE
3186
DELISTED
ROSETTA RESOURCES INC
ROSE
– –
-116,722
Closed -$5.61M
KRFT
3187
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
– –
-387,500
Closed -$20.9M
AUQ
3188
DELISTED
AURICO GOLD INC COM
AUQ
– –
-878,499
Closed -$3.21M
ADNC
3189
DELISTED
AUDIENCE INC COM STK (DE)
ADNC
– –
-18,111
Closed -$211K
RKT
3190
DELISTED
ROCK-TENN COMPANY CL-A
RKT
– –
-371,926
Closed -$19.5M
MCP
3191
DELISTED
MOLYCORP INC COM STK
MCP
– –
-2,015,893
Closed -$11.3M
AOL
3192
DELISTED
AOL INC COMMON STOCK
AOL
– –
-259,100
Closed -$12.1M
BKYF
3193
DELISTED
BK KY FINL CORP
BKYF
– –
-6,240
Closed -$230K
SARA
3194
DELISTED
SARATOGA RESOURCES INC
SARA
– –
-114,200
Closed -$130K
LO
3195
DELISTED
LORILLARD INC COM STK
LO
– –
-503,700
Closed -$25.5M
RGP
3196
DELISTED
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
– –
-148,700
Closed -$3.9M
RIOM
3197
DELISTED
RIO ALTO MNG LTD NEW COM SHS (CANADA)
RIOM
– –
-216,400
Closed -$360K
CFN
3198
DELISTED
CAREFUSION CORPORATION
CFN
– –
-487,600
Closed -$19.4M
ANV
3199
DELISTED
Allied Nevada Gold Corp
ANV
– –
-212,300
Closed -$754K
IRF
3200
DELISTED
INTL RECTIFIER CORP
IRF
– –
-345,100
Closed -$9M
126 127
128
129 130

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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.