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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
MDVN
3276
DELISTED
MEDIVATION, INC.
MDVN
– –
-188,000
Closed -$6M
DLIA
3277
DELISTED
DELIA*S INC
DLIA
– –
-20,900
Closed -$18K
NWLIA
3278
DELISTED
NATL WESTN LIFE INS CO CL A
NWLIA
– –
-1,700
Closed -$380K
KNGT
3279
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
– –
-143,549
Closed -$2.63M
IMH
3280
DELISTED
Impac Mortgage Holdings Inc.
IMH
– –
-14,400
Closed -$86K
CAS
3281
DELISTED
A M Castle & Co
CAS
– –
-34,163
Closed -$505K
VXX
3282
DELISTED
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
– –
-1,719
Closed -$1.17M
WPZ
3283
DELISTED
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
– –
-98,677
Closed -$4.73M
DGIT
3284
DELISTED
DIGITAL GENERATION INC COM STK (DE)
DGIT
– –
-414,200
Closed -$5.28M
HK
3285
DELISTED
Halcon Resources Corporation
HK
– –
-3,904
Closed -$2.6M
VIFL
3286
DELISTED
FOOD TECHNOLOGY SERVICE, INC
VIFL
– –
-35,900
Closed -$255K
SPN
3287
DELISTED
Superior Energy Services, Inc.
SPN
– –
-7,363
Closed -$1.96M
POM
3288
DELISTED
PEPCO HOLDINGS, INC.
POM
– –
-154,800
Closed -$2.96M
AIM
3289
AIM ImmunoTech
AIM
$7.06M
– –
-2
Closed -$30K
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.