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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
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 16.85%
2 Healthcare 13.92%
3 Consumer Discretionary 12.37%
4 Industrials 10.61%
5 Consumer Staples 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMG icon
1401
ScottsMiracle-Gro
SMG
$3.56B
$3.72M 0.01%
+65,400
New +$3.91M
MUFG icon
1402
Mitsubishi UFJ Financial
MUFG
$259B
$3.7M 0.01%
602,200
-721,300
-54% -$4.08M
PSEM
1403
DELISTED
PERICOM SEMICONDUCTOR CP
PSEM
$3.7M 0.01%
409,030
-603
-0.1% -$5.06K
ANAC
1404
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
$3.68M 0.01%
207,578
+174,878
+535% +$2.82M
DHT icon
1405
DHT Holdings
DHT
$3.15B
$3.67M 0.01%
509,973
+81,100
+19% +$606K
IBCA
1406
DELISTED
INTERVEST BANCSHARES CORP COM
IBCA
$3.66M 0.01%
472,898
+76,186
+19% +$570K
FFKT
1407
DELISTED
Farmers Capital Bank Corp
FFKT
$3.66M 0.01%
161,922
+20,383
+14% +$411K
SXE
1408
DELISTED
Southcross Energy Partners, L.P.
SXE
$3.66M 0.01%
158,940
+126,959
+397% +$2.35M
EPAX
1409
DELISTED
Ambassadors Group Inc
EPAX
$3.65M 0.01%
792,700
-18,628
-2% -$76K
OTTR icon
1410
Otter Tail
OTTR
$3.9B
$3.65M 0.01%
120,410
+60,048
+99% +$1.75M
SNP
1411
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
$3.65M 0.01%
38,373
-42,627
-53% -$3.91M
EDGW
1412
DELISTED
Edgewater Technology Inc
EDGW
$3.64M 0.01%
488,700
-4,411
-0.9% -$32.9K
EFOR
1413
Everforth Inc
EFOR
$1.31B
$3.63M 0.01%
102,194
-203,700
-67% -$7.29M
PQUE
1414
DELISTED
PETROQUEST ENERGY INC (DE)
PQUE
$3.63M 0.01%
483,033
-143,035
-23% -$1.08M
CBI
1415
DELISTED
Chicago Bridge & Iron Nv
CBI
$3.63M 0.01%
+53,230
New +$4.23M
INTX
1416
DELISTED
Intersections, Inc.
INTX
$3.63M 0.01%
737,300
+100,500
+16% +$501K
CVC
1417
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
$3.63M 0.01%
205,400
-890,196
-81% -$15.2M
GSL icon
1418
Global Ship Lease
GSL
$1.52B
$3.62M 0.01%
109,831
-3,034
-3% -$99.1K
HTCH
1419
DELISTED
HUTCHINSON TECHNOLOGY INC
HTCH
$3.61M 0.01%
1,444,797
+26,154
+2% +$61.8K
CPE
1420
DELISTED
Callon Petroleum Company
CPE
$3.61M 0.01%
30,999
+1,385
+5% +$137K
NMM icon
1421
Navios Maritime Partners
NMM
$2.33B
$3.61M 0.01%
12,380
+7,450
+151% +$2.09M
JRN
1422
DELISTED
JOURNAL COMMUNICATIONS INC CL-A
JRN
$3.61M 0.01%
406,900
-50,613
-11% -$418K
OSPN icon
1423
OneSpan
OSPN
$602M
$3.6M 0.01%
310,570
+142,485
+85% +$1.48M
HCOM
1424
DELISTED
Hawaiian Telcom Holdco, Inc
HCOM
$3.6M 0.01%
125,900
-8,689
-6% -$236K
CCG
1425
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
$3.6M 0.01%
415,531
-393,469
-49% -$3.43M
55 56
57
58 59

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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 17% of assets, up from 16% 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.