We are live on ! Find out more
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
+8.26%
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
$41.2B
AUM Growth
+$3.08B
Cap. Flow
+$811M
Cap. Flow %
1.97%
Top 10 Hldgs %
10.96%
Holding
3,196
New
439
Increased
1,284
Reduced
1,031
Closed
412

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$328M
2
JNJ icon
Johnson & Johnson
JNJ
+$229M
3
GE icon
GE Aerospace
GE
+$156M
4
TGT icon
Target
TGT
+$155M
5
DIS icon
Walt Disney
DIS
+$153M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$283M
2
LLY icon
Eli Lilly
LLY
+$211M
3
MSFT icon
Microsoft
MSFT
+$199M
4
BMY icon
Bristol-Myers Squibb
BMY
+$184M
5
C icon
Citigroup
C
+$177M

Sector Composition

Rank Sector Weight
1 Technology 14.03%
2 Healthcare 12.1%
3 Consumer Discretionary 11.99%
4 Consumer Staples 11.92%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMTC
1701
DELISTED
Bryn Mawr Bank Corp
BMTC
$1.87M ﹤0.01%
69,400
+17,200
+33% +$451K
FGP
1702
DELISTED
Ferrellgas Partners, L.P.
FGP
$1.87M ﹤0.01%
+83,900
New +$1.88M
MSFG
1703
DELISTED
MainSource Financial Group Inc
MSFG
$1.86M ﹤0.01%
122,600
+3,700
+3% +$53.8K
TGS icon
1704
Transportadora de Gas del Sur
TGS
$4.2B
$1.86M ﹤0.01%
877,528
+200,330
+30% +$375K
AIFU
1705
AIFU Inc
AIFU
$218M
$1.86M ﹤0.01%
884
-74
-8% -$161K
FEIM icon
1706
Frequency Electronics
FEIM
$856M
$1.85M ﹤0.01%
158,400
+11,000
+7% +$119K
CNSL
1707
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
$1.85M ﹤0.01%
107,206
-220,346
-67% -$3.83M
GLRE icon
1708
Greenlight Captial
GLRE
$512M
$1.84M ﹤0.01%
+64,800
New +$1.75M
HOME
1709
DELISTED
HOME FED BANCORP INC COM STK NEW (MD)
HOME
$1.84M ﹤0.01%
146,511
-9,900
-6% -$133K
GBL
1710
DELISTED
GAMCO Investors, Inc.
GBL
$1.84M ﹤0.01%
44,939
+18,570
+70% +$616K
SASR
1711
DELISTED
Sandy Spring Bancorp Inc
SASR
$1.83M ﹤0.01%
78,754
+22,836
+41% +$543K
FFBC icon
1712
First Financial Bancorp
FFBC
$3.6B
$1.83M ﹤0.01%
120,543
+85,300
+242% +$1.34M
GSIG
1713
DELISTED
GSI GROUP INC COM STK (CDA)
GSIG
$1.82M ﹤0.01%
191,200
+11,900
+7% +$103K
NPKI
1714
NPK International
NPKI
$1.18B
$1.82M ﹤0.01%
143,900
-4,500
-3% -$53K
KB icon
1715
KB Financial Group
KB
$41.7B
$1.82M ﹤0.01%
51,900
+4,600
+10% +$149K
CVGW
1716
DELISTED
Calavo Growers
CVGW
$1.82M ﹤0.01%
60,100
+14,600
+32% +$402K
STRT icon
1717
STRATTEC Security
STRT
$338M
$1.82M ﹤0.01%
47,365
+5,400
+13% +$209K
EVOL
1718
DELISTED
Evolving Systems, Inc.
EVOL
$1.82M ﹤0.01%
188,999
+60,400
+47% +$484K
GTIV
1719
DELISTED
GENTIVA HEALTH SERVICES INC
GTIV
$1.81M ﹤0.01%
150,516
-47,400
-24% -$536K
CVLG icon
1720
Covenant Logistics
CVLG
$880M
$1.81M ﹤0.01%
570,800
+30,400
+6% +$93.3K
FMBI
1721
DELISTED
First Midwest Bancorp Inc/IL
FMBI
$1.81M ﹤0.01%
119,971
-67,300
-36% -$1.02M
CAAS icon
1722
China Automotive Systems
CAAS
$142M
$1.81M ﹤0.01%
241,900
-2,333
-1% -$17.4K
PTVCB
1723
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
$1.8M ﹤0.01%
74,000
+1,599
+2% +$39.9K
RFP
1724
DELISTED
Resolute Forest Products Inc.
RFP
$1.8M ﹤0.01%
135,900
-38,700
-22% -$534K
HPOL
1725
DELISTED
HARRIS INTERACTIVE INC
HPOL
$1.79M ﹤0.01%
896,000
+38,200
+4% +$73K
67 68
69
70 71

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's Q3 2013 Portfolio in Review

As of Q3 2013, Jim Simons held 3,196 positions worth $41.2B, up 8.1% from $38.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q3 2013 filing shows 439 new, 1,284 increased, 1,031 reduced and 412 closed positions. Its largest new stake was GE Aerospace: 1,361,721 shares worth $156M. The largest sale was Apple, an estimated $283M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q3 2013 buy was GE Aerospace: 1,361,721 shares worth $156M.
  • Jim Simons added most to IBM in Q3 2013, an estimated $328M increase.
  • Jim Simons's biggest Q3 2013 reduction was Eli Lilly, cutting an estimated $211M.
  • Jim Simons fully exited Apple in Q3 2013, selling an estimated $283M.
  • Jim Simons's ten largest holdings make up 11% of its $41.2B portfolio in Q3 2013.
  • Jim Simons opened 439 new positions and closed 412 in Q3 2013.
  • Jim Simons's portfolio value rose 8.1% quarter-over-quarter to $41.2B.

Based on Renaissance Technologies's 13F filing for Q3 2013, filed 13 Nov 2013.