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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
FBMI
3176
DELISTED
FIRSTBANK CORP (MICH)
FBMI
– –
-80,355
Closed -$1.5M
NINE
3177
DELISTED
NINETOWNS INTERNET TECHNOLOGY GROUP CO LTD SPON ADR
NINE
– –
-620,300
Closed -$1.07M
ARTC
3178
DELISTED
ARTHROCARE CORP
ARTC
– –
-1,161,901
Closed -$56M
ZLC
3179
DELISTED
ZALE CORPORATION
ZLC
– –
-881,292
Closed -$18.4M
HOME
3180
DELISTED
HOME FED BANCORP INC COM STK NEW (MD)
HOME
– –
-189,125
Closed -$2.94M
LCAV
3181
DELISTED
LCA-VISION INC
LCAV
– –
-664,452
Closed -$3.56M
ACO
3182
DELISTED
AMCOL International Corp
ACO
– –
-416,284
Closed -$19.1M
LSI
3183
DELISTED
LSI CORPORATION
LSI
– –
-5,984,003
Closed -$66.2M
BEAM
3184
DELISTED
BEAM INC COM STK (DE)
BEAM
– –
-1,307,944
Closed -$109M
ATMI
3185
DELISTED
A T M I INC
ATMI
– –
-502,492
Closed -$17.1M
WBCO
3186
DELISTED
WASHINGTON BANKING CO
WBCO
– –
-50,249
Closed -$893K
KFN
3187
DELISTED
KKR FINANCIAL HOLDINGS LLC COM
KFN
– –
-894,075
Closed -$10.3M
ACCL
3188
DELISTED
Accelrys Inc
ACCL
– –
-1,179,254
Closed -$14.7M
COA
3189
DELISTED
COASTAL CONTACTS INC COMMON SHARES (CANADA)
COA
– –
-18,500
Closed -$207K
CWTR
3190
DELISTED
COLDWATER CREEK INC COM STK NEW (DE)
CWTR
– –
-18,923
Closed -$3K
HITK
3191
DELISTED
HI-TECH PHARMACAL INC
HITK
– –
-280,072
Closed -$12.1M
JRCC
3192
DELISTED
JAMES RIVER COAL NEW
JRCC
– –
-227,000
Closed -$170K
TBOW
3193
DELISTED
TRUNKBOW INTL HLDGS LTD COM
TBOW
– –
-108,379
Closed -$153K
CSE
3194
DELISTED
CAPITALSOURCE INC
CSE
– –
-2,019,649
Closed -$29.5M
PACR
3195
DELISTED
PACER INTL INC TENN
PACR
– –
-570,310
Closed -$5.11M
SUPX
3196
DELISTED
SUPERTEX INC
SUPX
– –
-270,600
Closed -$8.92M
XRTX
3197
DELISTED
XYRATEX LTD (BERMUDA)
XRTX
– –
-514,339
Closed -$6.81M
DBLE
3198
DELISTED
DOUBLE EAGLE PETROLEUM CO
DBLE
– –
-246,300
Closed -$704K
HDY
3199
DELISTED
HYPERDYNAMICS CORP (NEW)
HDY
– –
-40,115
Closed -$70K
CMCSK
3200
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
– –
-267,637
Closed -$13.1M
126 127
128
129 130

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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.