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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
ZOLT
3226
DELISTED
ZOLTEK COMPANIES INC
ZOLT
– –
-48,992
Closed -$821K
GIVN
3227
DELISTED
GIVEN IMAGING LTD
GIVN
– –
-65,700
Closed -$1.98M
APFC
3228
DELISTED
AMERICAN PACIFIC CORP
APFC
– –
-499,800
Closed -$18.6M
PATH
3229
DELISTED
NUPATHE INC COM STK
PATH
– –
-121,900
Closed -$399K
PTIX
3230
DELISTED
PERFORMANCE TECHNOLOGIES INC
PTIX
– –
-554,600
Closed -$2.07M
ANEN
3231
DELISTED
ANAREN INC
ANEN
– –
-294,600
Closed -$8.25M
HOLL
3232
DELISTED
HOLLYWOOD MEDIA CORP
HOLL
– –
-195,904
Closed -$274K
CEC
3233
DELISTED
CEC ENTERTAINMENT INC
CEC
– –
-140,900
Closed -$6.24M
CCIX
3234
DELISTED
COLEMAN CABLE IN COM
CCIX
– –
-79,700
Closed -$2.09M
DARA
3235
DELISTED
DARA BIOSCIENCES INC COM STK (DE)
DARA
– –
-31,435
Closed -$85K
MKTG
3236
DELISTED
RESPONSYS INC COM STK (CA)
MKTG
– –
-40,700
Closed -$1.12M
CRTX
3237
DELISTED
CORNERSTONE THERAPEUTICS INC
CRTX
– –
-380,774
Closed -$3.61M
LIFE
3238
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
– –
-3,241,897
Closed -$246M
HPOL
3239
DELISTED
HARRIS INTERACTIVE INC
HPOL
– –
-1,008,960
Closed -$2.02M
FLOW
3240
DELISTED
FLOW INTL CORP
FLOW
– –
-234,072
Closed -$943K
DRCO
3241
DELISTED
DYNAMICS RESEARCH CORP
DRCO
– –
-24,700
Closed -$284K
CGX
3242
DELISTED
CONSOLIDATED GRAPHICS INC
CGX
– –
-57,900
Closed -$3.9M
VCBI
3243
DELISTED
VIRGINIA COMMERCE BANCORP
VCBI
– –
-448,900
Closed -$7.63M
ATX
3244
DELISTED
COSTA INC CL A
ATX
– –
-307,100
Closed -$6.67M
HTSI
3245
DELISTED
HARRIS TEETER SUPERMARKETS INC COM STK (NC)
HTSI
– –
-206,000
Closed -$10.2M
DM
3246
DELISTED
DOLAN COMPANY COMMON STOCK
DM
– –
-578,200
Closed -$399K
VPHM
3247
DELISTED
VIROPHARMA INC
VPHM
– –
-630,800
Closed -$31.4M
CXM
3248
DELISTED
CARDIUM THERAPEUTICS INC NEW
CXM
– –
-35,100
Closed -$29K
MCBI
3249
DELISTED
METROCORP BANCSHARES INC
MCBI
– –
-48,149
Closed -$726K
ASIA
3250
DELISTED
ASIAINFO-LINKAGE INC COM STK (DE)
ASIA
– –
-783,319
Closed -$9.37M
128 129
130
131 132

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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.