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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
GIS icon
1026
General Mills
GIS
$20.4B
$7.46M 0.02%
144,000
-1,767,000
-92% -$87.5M
PFSW
1027
DELISTED
PFSweb, Inc.
PFSW
$7.46M 0.02%
829,510
+35,971
+5% +$319K
RNST icon
1028
Renasant Corp
RNST
$3.96B
$7.45M 0.02%
256,467
+39,631
+18% +$1.16M
WINA icon
1029
Winmark
WINA
$1.24B
$7.45M 0.02%
98,400
+6,400
+7% +$520K
ENIA
1030
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
$7.44M 0.02%
+888,622
New +$6.84M
SVA
1031
DELISTED
Sinovac Biotech, Ltd
SVA
$7.43M 0.02%
1,031,711
-23,285
-2% -$154K
PCTI
1032
DELISTED
PCTEL, Inc. Common Stock
PCTI
$7.42M 0.02%
850,000
+19,700
+2% +$170K
ASML icon
1033
ASML
ASML
$695B
$7.42M 0.02%
79,449
-124,100
-61% -$11M
FDML
1034
DELISTED
Federal-Mogul Holdings Corporation
FDML
$7.41M 0.02%
395,800
-21,900
-5% -$404K
CALL
1035
DELISTED
magicJack VocalTec Ltd
CALL
$7.4M 0.02%
348,700
+88,400
+34% +$1.51M
DISH
1036
DELISTED
DISH Network Corp.
DISH
$7.39M 0.02%
118,812
+69,733
+142% +$4.06M
ALR
1037
DELISTED
AlerisLife Inc
ALR
$7.39M 0.02%
152,030
+6,740
+5% +$382K
CMLP
1038
DELISTED
CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE)
CMLP
$7.38M 0.02%
327,386
+34
+0% +$782
PMC
1039
DELISTED
PharMerica Corporation
PMC
$7.38M 0.02%
263,615
+201,615
+325% +$4.95M
CTCM
1040
DELISTED
CTC MEDIA INC COM STK
CTCM
$7.37M 0.02%
800,600
+413,700
+107% +$4.57M
PRGX
1041
DELISTED
PRGX Global, Inc.
PRGX
$7.36M 0.02%
1,061,460
+14,861
+1% +$101K
MUFG icon
1042
Mitsubishi UFJ Financial
MUFG
$257B
$7.33M 0.02%
1,323,500
-723,021
-35% -$4.32M
RHT
1043
DELISTED
Red Hat Inc
RHT
$7.3M 0.02%
+137,865
New +$7.95M
ELOS
1044
DELISTED
Syneron Medical Ltd
ELOS
$7.3M 0.02%
586,380
-31,800
-5% -$377K
ANN
1045
DELISTED
ANN INC
ANN
$7.29M 0.02%
175,700
-160,700
-48% -$5.74M
THS
1046
DELISTED
Treehouse Foods
THS
$7.28M 0.02%
+101,084
New +$6.97M
ASMI
1047
DELISTED
ASM INTERNATL N.V
ASMI
$7.26M 0.02%
+180,895
New +$6.53M
RBBN icon
1048
Ribbon Communications
RBBN
$372M
$7.25M 0.02%
430,309
+92,056
+27% +$1.53M
SNP
1049
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
$7.25M 0.02%
81,000
+44,470
+122% +$3.65M
BCO icon
1050
Brink's
BCO
$4.69B
$7.24M 0.02%
+253,605
New +$7.97M
40 41
42
43 44

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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.