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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
LNKD
3226
DELISTED
LinkedIn Corporation
LNKD
– –
-22,000
Closed -$4.07M
LXK
3227
DELISTED
Lexmark Intl Inc
LXK
– –
-377,800
Closed -$17.5M
DWRE
3228
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
– –
-251,700
Closed -$16.1M
CHGS
3229
DELISTED
CHINA GENGSHENG MINERALS, INC. COMMON STOCK (NV)
CHGS
– –
-245,600
Closed -$79K
LIWA
3230
DELISTED
LIHUA INTL INC COM STK (DE)
LIWA
– –
-868,572
Closed -$4.26M
LLEN
3231
DELISTED
L & L ENERGY INC COM STK (NV)
LLEN
– –
-177,852
Closed -$30K
MJES
3232
DELISTED
MAJESCO HOLDINGS INC. NEW
MJES
– –
-295,800
Closed -$120K
EE
3233
DELISTED
El Paso Electric Company
EE
– –
-39,110
Closed -$1.4M
ENV
3234
DELISTED
ENVESTNET, INC.
ENV
– –
-7,700
Closed -$309K
RHT
3235
DELISTED
Red Hat Inc
RHT
– –
-137,865
Closed -$7.3M
CB
3236
DELISTED
CHUBB CORPORATION
CB
– –
-144,000
Closed -$12.9M
WES
3237
DELISTED
Western Gas Partners Lp
WES
– –
-91,803
Closed -$6.08M
FNSR
3238
DELISTED
Finisar Corp
FNSR
– –
-223,110
Closed -$5.92M
PRMW
3239
DELISTED
Primo Water Corporation
PRMW
– –
-103,737
Closed -$404K
LJPC
3240
DELISTED
La Jolla Pharmaceutical Company
LJPC
– –
-27,400
Closed -$296K
CZR
3241
DELISTED
Caesars Entertainment Corporation
CZR
– –
-91,800
Closed -$1.75M
UBNK
3242
DELISTED
UNITIED FINANCIAL BANCORP INC
UBNK
– –
-227,725
Closed -$4.19M
IFO
3243
DELISTED
INFOSONICS CORPORATION
IFO
– –
-148,114
Closed -$518K
AMBO
3244
DELISTED
AMBOW Educational Holdings
AMBO
– –
-244,280
Closed -$23K
CNOB
3245
DELISTED
CONNECTONE BANCORP INC
CNOB
– –
-10,537
Closed -$516K
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.