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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
EVAC
3251
DELISTED
EDWARDS GROUP LTD ADR (CYM)
EVAC
– –
-108,200
Closed -$1.1M
TUC
3252
DELISTED
MAC-GRAY CORP
TUC
– –
-246,001
Closed -$5.22M
TRQ.RT
3253
DELISTED
TURQUOISE HILL RES LTD RTS EXP 01/07/2014 (DE)
TRQ.RT
– –
-235,041
Closed -$226K
INOC
3254
DELISTED
INNOTRAC CORP
INOC
– –
-10,200
Closed -$83K
LPS
3255
DELISTED
LENDER PROCESSING SERVICES INC
LPS
– –
-1,014,900
Closed -$37.9M
SNTS
3256
DELISTED
SANTARUS INC
SNTS
– –
-2,136,038
Closed -$68.3M
EIHI
3257
DELISTED
EASTERN INSURANCE HOLDINGS INC COM STK
EIHI
– –
-94,787
Closed -$2.32M
LTON
3258
DELISTED
LINKTONE LTD ADS
LTON
– –
-1,039,347
Closed -$1.26M
STEL
3259
DELISTED
STELLARONE CORPORATION COM
STEL
– –
-76,600
Closed -$1.84M
IVAN
3260
DELISTED
IVANHOE ENERGY INC COM SHS (CDA)
IVAN
– –
-18,986
Closed -$82K
ARDNA
3261
DELISTED
ARDEN GROUP INC CL-A
ARDNA
– –
-7,600
Closed -$961K
VISN
3262
DELISTED
VisionChina Media, Inc.
VISN
– –
-15,455
Closed -$368K
CTIC
3263
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
– –
-28,575
Closed -$546K
PNX
3264
DELISTED
PHOENIX COMPANIES INC. NEW
PNX
– –
-20,429
Closed -$1.25M
EMKR
3265
DELISTED
Emcore Corp
EMKR
– –
-6,453
Closed -$330K
AHD
3266
DELISTED
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
– –
-29,412
Closed -$1.38M
HYGS
3267
DELISTED
Hydrogenics Corp
HYGS
– –
-10,410
Closed -$199K
WBK
3268
DELISTED
Westpac Banking Corporation
WBK
– –
-113,301
Closed -$3.29M
BBL
3269
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
– –
-172,000
Closed -$10.7M
CBB
3270
DELISTED
Cincinnati Bell Inc.
CBB
– –
-165,760
Closed -$2.95M
UN
3271
DELISTED
Unilever NV New York Registry Shares
UN
– –
-490,406
Closed -$19.7M
ABAX
3272
DELISTED
Abaxis Inc
ABAX
– –
-100,869
Closed -$4.04M
WR
3273
DELISTED
Westar Energy Inc
WR
– –
-149,500
Closed -$4.81M
TNH
3274
DELISTED
Terra Nitrogen
TNH
– –
-17,500
Closed -$2.47M
CFNL
3275
DELISTED
Cardinal Financial Corp
CFNL
– –
-185,400
Closed -$3.33M
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.