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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
ROMA
3201
DELISTED
ROMA FINANCIAL CORPORATION COM STK
ROMA
– –
-238,309
Closed -$4.43M
SYMM
3202
DELISTED
SYMMETRICOM INC
SYMM
– –
-1,370,500
Closed -$6.61M
COGO
3203
DELISTED
COGO GROUP INC ORD SHS (CYM)
COGO
– –
-324,982
Closed -$751K
SHFL
3204
DELISTED
SHFL ENTMT INC
SHFL
– –
-163,744
Closed -$3.76M
NTSC
3205
DELISTED
NATL TECHNICAL SYS INC
NTSC
– –
-266,800
Closed -$6.1M
CDY
3206
DELISTED
CARDERO RES CORP.
CDY
– –
-161,800
Closed -$28K
IGOI
3207
DELISTED
IGO, INC NEW
IGOI
– –
-43,239
Closed -$130K
EDG
3208
DELISTED
EDGEN GROUP INC CLASS A COM STK
EDG
– –
-51,200
Closed -$389K
ACTV
3209
DELISTED
Active Network Inc
ACTV
– –
-311,600
Closed -$4.46M
HAUP
3210
DELISTED
HAUPPAUGE DIGITAL INC
HAUP
– –
-576,200
Closed -$225K
ROCM
3211
DELISTED
ROCHESTER MEDICAL CORP
ROCM
– –
-182,900
Closed -$3.65M
CITZ
3212
DELISTED
CFS BANCORP INC
CITZ
– –
-222,400
Closed -$2.46M
NYX
3213
DELISTED
NYSE EURONEXT INC
NYX
– –
-396,600
Closed -$16.6M
CMFO
3214
DELISTED
China Marine Food Group Limited Common Stock
CMFO
– –
-145,700
Closed -$55K
ABV.C
3215
DELISTED
COMPANHIA BEBIDA ADS EACH RPTNG 1 COM SH)
ABV.C
– –
-56,500
Closed -$2.19M
ABV
3216
DELISTED
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
– –
-540,500
Closed -$20.7M
LSE
3217
DELISTED
CAPLEASE, INC
LSE
– –
-1,444,736
Closed -$12.3M
OMX
3218
DELISTED
OFFICEMAX INCORPORATED
OMX
– –
-16,800
Closed -$215K
OPAY
3219
DELISTED
OFFICIAL PAYMENTS HLDGS INC
OPAY
– –
-186,000
Closed -$1.55M
SKS
3220
DELISTED
SAKS INCORPORATED
SKS
– –
-210,700
Closed -$3.36M
DOLE
3221
DELISTED
DOLE FOOD CO INC NEW CMN STK (DE)
DOLE
– –
-320,500
Closed -$4.37M
CGR
3222
DELISTED
CLAUDE RESOURCES INC (CDA)
CGR
– –
-1,866,651
Closed -$435K
DELL
3223
DELISTED
DELL INC
DELL
– –
-3,883,590
Closed -$53.4M
TGX
3224
DELISTED
THERAGENICS CORP
TGX
– –
-1,739,600
Closed -$3.79M
BZ
3225
DELISTED
BOISE INC COM STK (DE)
BZ
– –
-1,507,900
Closed -$19M
127 128
129
130 131

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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.