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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
TECUA
3201
DELISTED
TECUMSEH PRODUCTS CO CL-A
TECUA
– –
-337,400
Closed -$2.33M
TECUB
3202
DELISTED
TECUMSEH PRODUCTS CO CL-B
TECUB
– –
-14,400
Closed -$98K
FBC
3203
DELISTED
Flagstar Bancorp, Inc. New
FBC
– –
-64,850
Closed -$1.44M
CAVM
3204
DELISTED
Cavium, Inc.
CAVM
– –
-66,200
Closed -$2.9M
STSA
3205
DELISTED
STERLING FINL CORP (WA) COM NEW
STSA
– –
-238,943
Closed -$7.96M
IIP
3206
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
– –
-11,100
Closed -$79K
LUNA
3207
DELISTED
Luna Innovations Incorporated
LUNA
– –
-13,800
Closed -$20K
WLL
3208
DELISTED
Whiting Petroleum Corporation
WLL
– –
-1,082
Closed -$22.5M
PSXP
3209
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
– –
-62,900
Closed -$3.06M
MBT
3210
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
– –
-1,332,450
Closed -$23.3M
MTL
3211
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
– –
-399,062
Closed -$1.65M
CHL
3212
DELISTED
China Mobile Limited
CHL
– –
-1,035,642
Closed -$47.2M
CHU
3213
DELISTED
China Unicom (HONG KONG) Limited
CHU
– –
-251,700
Closed -$3.31M
VVUS
3214
DELISTED
Vivus Inc
VVUS
– –
-7,404
Closed -$440K
NAVG
3215
DELISTED
Navigators Group Inc
NAVG
– –
-7,724
Closed -$237K
CCIH
3216
DELISTED
Chinacache International Holdings Ltd
CCIH
– –
-13,600
Closed -$279K
GFA
3217
DELISTED
Gafisa S.A.
GFA
– –
-6,972
Closed -$299K
GLF
3218
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
– –
-37,012
Closed -$1.66M
REXX
3219
DELISTED
Rex Energy Corporation
REXX
– –
-1,060
Closed -$198K
ALDW
3220
DELISTED
Alon USA Partners LP
ALDW
– –
-161,600
Closed -$2.69M
NW.PRC.CL
3221
DELISTED
Natwest Bank Ads Series C
NW.PRC.CL
– –
-23,093
Closed -$591K
RTK
3222
DELISTED
Rentech, Inc.
RTK
– –
-62,770
Closed -$1.19M
SPLS
3223
DELISTED
Staples Inc
SPLS
– –
-405,908
Closed -$4.6M
DSCI
3224
DELISTED
Derma Sciences, Inc. Common Stock (DE)
DSCI
– –
-95,281
Closed -$1.21M
EMXX
3225
DELISTED
Eurasian Minerals Inc
EMXX
– –
-64,200
Closed -$67K
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.