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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
+9.03%
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
$41.8B
AUM Growth
+$537M
Cap. Flow
-$2.31B
Cap. Flow %
-5.54%
Top 10 Hldgs %
11.46%
Holding
3,281
New
498
Increased
1,317
Reduced
983
Closed
464

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$230M
2
JNJ icon
Johnson & Johnson
JNJ
+$205M
3
BAC icon
Bank of America
BAC
+$163M
4
COST icon
Costco
COST
+$162M
5
GSK icon
GSK
GSK
+$131M

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$396M
2
BMY icon
Bristol-Myers Squibb
BMY
+$219M
3
GE icon
GE Aerospace
GE
+$156M
4
DIS icon
Walt Disney
DIS
+$154M
5
AMZN icon
Amazon
AMZN
+$138M

Sector Composition

Rank Sector Weight
1 Technology 15.2%
2 Healthcare 13.65%
3 Consumer Discretionary 12.36%
4 Consumer Staples 11.26%
5 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANDE icon
1476
Andersons Inc
ANDE
$2.25B
$3.13M 0.01%
+52,650
New +$2.8M
HOLI
1477
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
$3.13M 0.01%
165,300
-109,900
-40% -$1.86M
FLIC
1478
DELISTED
First of Long Island Corp
FLIC
$3.12M 0.01%
163,800
+41,625
+34% +$750K
OLP
1479
One Liberty Properties
OLP
$530M
$3.11M 0.01%
154,700
-5,200
-3% -$107K
ESIO
1480
DELISTED
Electro Scientific Industries
ESIO
$3.11M 0.01%
297,700
-78,626
-21% -$830K
WCG
1481
DELISTED
Wellcare Health Plans, Inc.
WCG
$3.11M 0.01%
+44,200
New +$3.09M
FEIC
1482
DELISTED
FEI COMPANY
FEIC
$3.11M 0.01%
34,800
+28,900
+490% +$2.56M
TWGP
1483
DELISTED
TOWER GROUP INTL LTD COM STK (BERMUDA)
TWGP
$3.11M 0.01%
920,056
+346,200
+60% +$1.42M
LBY
1484
DELISTED
Libbey, Inc.
LBY
$3.11M 0.01%
147,900
+29,200
+25% +$643K
CALL
1485
DELISTED
magicJack VocalTec Ltd
CALL
$3.1M 0.01%
260,300
+183,800
+240% +$2.28M
CALY
1486
Callaway Golf Company
CALY
$2.95B
$3.1M 0.01%
367,500
+13,700
+4% +$109K
LAB icon
1487
Standard BioTools
LAB
$281M
$3.1M 0.01%
80,900
-55,000
-40% -$1.62M
FFKT
1488
DELISTED
Farmers Capital Bank Corp
FFKT
$3.1M 0.01%
142,400
+6,989
+5% +$149K
NG icon
1489
NovaGold Resources
NG
$3.49B
$3.1M 0.01%
1,218,400
-269,700
-18% -$613K
ROST icon
1490
Ross Stores
ROST
$78.7B
$3.1M 0.01%
82,600
-1,031,800
-93% -$38.8M
STRR
1491
DELISTED
Star Equity Holdings
STRR
$3.09M 0.01%
16,708
+1,532
+10% +$272K
STB
1492
DELISTED
Student Transportation Inc
STB
$3.09M 0.01%
498,487
+347,287
+230% +$2.19M
IRBT
1493
DELISTED
iRobot
IRBT
$3.08M 0.01%
+88,700
New +$3.02M
JCI icon
1494
Johnson Controls International
JCI
$92.5B
$3.08M 0.01%
57,395
-397,662
-87% -$19.6M
EGP icon
1495
EastGroup Properties
EGP
$10.9B
$3.08M 0.01%
53,200
+46,000
+639% +$2.79M
WLB
1496
DELISTED
Westmoreland Coal Company
WLB
$3.08M 0.01%
159,384
+52,153
+49% +$759K
AH
1497
DELISTED
Accretive Health
AH
$3.06M 0.01%
334,500
+213,387
+176% +$1.84M
DVAX
1498
DELISTED
Dynavax Technologies
DVAX
$3.06M 0.01%
156,251
+120,715
+340% +$1.77M
MGCD
1499
DELISTED
MGC Diagnostics Corporation
MGCD
$3.06M 0.01%
241,712
+23,472
+11% +$287K
GSIG
1500
DELISTED
GSI GROUP INC COM STK (CDA)
GSIG
$3.05M 0.01%
271,600
+80,400
+42% +$835K
58 59
60
61 62

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Jim Simons's Q4 2013 Portfolio in Review

As of Q4 2013, Jim Simons held 3,281 positions worth $41.8B, up 1.3% from $41.2B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $2.31B in Q4 2013, closing 464 positions and reducing 983 holdings. Its most notable exit was GE Aerospace, an estimated $156M position sold in full.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in Pfizer worth $230M.

  • Jim Simons's largest Q4 2013 buy was Pfizer: 7,904,832 shares worth $230M.
  • Jim Simons added most to Johnson & Johnson in Q4 2013, an estimated $205M increase.
  • Jim Simons's biggest Q4 2013 reduction was IBM, cutting an estimated $396M.
  • Jim Simons fully exited GE Aerospace in Q4 2013, selling an estimated $156M.
  • Jim Simons's ten largest holdings make up 11% of its $41.8B portfolio in Q4 2013.
  • Jim Simons opened 498 new positions and closed 464 in Q4 2013.
  • Jim Simons's portfolio value rose 1.3% quarter-over-quarter to $41.8B.

Based on Renaissance Technologies's 13F filing for Q4 2013, filed 14 Feb 2014.