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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
KWK
3201
DELISTED
QUICKSILVER RESOURCES INC
KWK
– –
-239,800
Closed -$736K
OXF
3202
DELISTED
OXFORD RESOURCES PARTNERS,LP COM UNIT RPSTG LTD PARTNER INT
OXF
– –
-51,587
Closed -$63K
CNQR
3203
DELISTED
CONCUR TECHNOLOGIES INC
CNQR
– –
-199,940
Closed -$20.6M
AZC
3204
DELISTED
AUGUSTA RESOURCE CORP
AZC
– –
-41,100
Closed -$59K
MCRS
3205
DELISTED
MICROS SYSTEMS INC
MCRS
– –
-91,500
Closed -$5.25M
OPEN
3206
DELISTED
OPENTABLE,INC COMMON STOCK
OPEN
– –
-46,500
Closed -$3.69M
FIO
3207
DELISTED
FUSION-IO INC COM
FIO
– –
-390,814
Closed -$3.48M
PDH
3208
DELISTED
PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT
PDH
– –
-130,637
Closed -$1.52M
YONG
3209
DELISTED
YONGYE INTERNATIONAL, INC. COMMON STOCK
YONG
– –
-718,800
Closed -$4.6M
BPO
3210
DELISTED
BROOKFIELD OFFICE PROPERTIES. INC
BPO
– –
-903,850
Closed -$17.4M
EPL
3211
DELISTED
EPL OIL & GAS, INC COMMON STK
EPL
– –
-48,500
Closed -$1.38M
HXM
3212
DELISTED
DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP)
HXM
– –
-369,377
Closed -$432K
CEDU
3213
DELISTED
CHINAEDU CORPORATION ADS
CEDU
– –
-55,800
Closed -$381K
DCTH
3214
DELISTED
Delcath Systems Inc
DCTH
– –
-11,231
Closed -$733K
KID
3215
DELISTED
KID BRANDS,INC COMMON STOCK
KID
– –
-89,800
Closed -$92K
PACT
3216
DELISTED
PACTERA TECHNOLOGY INTL LTD SPONSORED ADR
PACT
– –
-400,135
Closed -$2.86M
CIS
3217
DELISTED
CAMELOT INFORMATION SYSTEMS INC ADS (EA RSTG 4 ORD)
CIS
– –
-915,100
Closed -$1.83M
VTNC
3218
DELISTED
VITRAN CORPORATION
VTNC
– –
-136,100
Closed -$882K
MASC
3219
DELISTED
MATERIAL SCIENCES CORP
MASC
– –
-245,100
Closed -$2.9M
CADX
3220
DELISTED
CADENCE PHARMACEUTICALS, INC COM STK
CADX
– –
-54,300
Closed -$491K
LEAP
3221
DELISTED
LEAP WIRELESS INTERNATIONAL INC NEW
LEAP
– –
-1,271,137
Closed -$22.1M
AH
3222
DELISTED
Accretive Health
AH
– –
-334,500
Closed -$3.06M
GENT
3223
DELISTED
GENTIUM SPA ADS
GENT
– –
-104,500
Closed -$5.97M
BRD
3224
DELISTED
BRIGUS GOLD CORP COM STK
BRD
– –
-259,700
Closed -$203K
CAFI
3225
DELISTED
CAMCO FINL CORP
CAFI
– –
-53,300
Closed -$356K
127 128
129
130 131

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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.