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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
WMS
3226
DELISTED
WMS INDS INC
WMS
– –
-582,050
Closed -$15.1M
KDN
3227
DELISTED
KAYDON CORP
KDN
– –
-116,300
Closed -$4.13M
TMS
3228
DELISTED
TMS INTERNATIONAL CORP CLASS A COM STK
TMS
– –
-220,600
Closed -$3.85M
PVFC
3229
DELISTED
PVF CAPITAL CORP
PVFC
– –
-113,700
Closed -$468K
BKR
3230
DELISTED
BAKER MICHAEL CORP
BKR
– –
-239,200
Closed -$9.68M
ASTX
3231
DELISTED
ASTEX PHARMACEUTICALS, INC COM
ASTX
– –
-569,470
Closed -$4.83M
RUE
3232
DELISTED
RUE21 INC COM STK (DE)
RUE
– –
-685,800
Closed -$27.7M
SMS
3233
DELISTED
SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS)
SMS
– –
-40,100
Closed -$352K
FIRE
3234
DELISTED
SOURCEFIRE INC COM STK
FIRE
– –
-238,000
Closed -$18.1M
MFB
3235
DELISTED
MAIDENFORM BRANDS, INC
MFB
– –
-119,400
Closed -$2.81M
VHS
3236
DELISTED
VANGUARD HEALTH SYS INC COM STK (DE)
VHS
– –
-445,200
Closed -$9.35M
CXPO
3237
DELISTED
Crimson Exploration Inc. New Common Stock
CXPO
– –
-33,800
Closed -$102K
AERL
3238
DELISTED
ASIA ENTERTAINMENT & RES LTD ORD SHS(CYM)
AERL
– –
-104,300
Closed -$407K
VLTR
3239
DELISTED
VOLTERRA SEMCONDUCTOR CORP
VLTR
– –
-670,169
Closed -$15.4M
WCRX
3240
DELISTED
WARNER CHILCOTT PLC ORD SHS CL A (IRL)
WCRX
– –
-4,617,505
Closed -$106M
ARB
3241
DELISTED
ARBITRON INC (NEW)
ARB
– –
-7,300
Closed -$350K
MPAC
3242
DELISTED
MOD-PAC CORP
MPAC
– –
-35,400
Closed -$327K
LVB
3243
DELISTED
STEINWAY MUSICAL INSTRUMENTS
LVB
– –
-94,400
Closed -$3.78M
MOLXA
3244
DELISTED
MOLEX INC CL-A
MOLXA
– –
-133,160
Closed -$5.1M
QKLS
3245
DELISTED
QKL STORES INC COM ST NEW
QKLS
– –
-10,153
Closed -$45K
IRE
3246
DELISTED
GOVERNOR-BK OF IRELND ADS NEW
IRE
– –
-56,560
Closed -$637K
DLLR
3247
DELISTED
DFC GLOBAL CORP COM STK (DE)
DLLR
– –
-192,201
Closed -$2.11M
KEM
3248
DELISTED
KEMET Corporation
KEM
– –
-10,801
Closed -$45K
XL
3249
DELISTED
XL Group Ltd.
XL
– –
-988,200
Closed -$30.5M
ESV
3250
DELISTED
Ensco Rowan plc
ESV
– –
-64,081
Closed -$13.8M
128 129
130
131 132

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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.