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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
+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
BJRI icon
1726
BJ's Restaurants
BJRI
$1.42B
$1.79M ﹤0.01%
62,429
+39,900
+177% +$1.35M
FBRC
1727
DELISTED
FBR & Co. Common Stock
FBRC
$1.79M ﹤0.01%
66,634
+19,259
+41% +$540K
SMPL
1728
DELISTED
SIMPLICITY BANCORP INC
SMPL
$1.78M ﹤0.01%
114,700
+17,400
+18% +$261K
PEOP
1729
DELISTED
PEOPLES FED BANCSHARES INC COM STK (MD)
PEOP
$1.78M ﹤0.01%
102,400
+12,600
+14% +$230K
SCX
1730
DELISTED
The L.S. Starrett Company
SCX
$1.78M ﹤0.01%
161,700
-400
-0.2% -$4.23K
DWRE
1731
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
$1.77M ﹤0.01%
+38,300
New +$1.73M
BGC
1732
DELISTED
General Cable Corporation
BGC
$1.77M ﹤0.01%
55,800
+30,000
+116% +$941K
MFC icon
1733
Manulife Financial
MFC
$72.9B
$1.77M ﹤0.01%
106,924
+66,370
+164% +$1.13M
RUSHB icon
1734
Rush Enterprises Class B
RUSHB
$9.37B
$1.77M ﹤0.01%
174,697
+2,925
+2% +$29.1K
WSBC icon
1735
WesBanco
WSBC
$4.1B
$1.77M ﹤0.01%
59,455
+16,100
+37% +$470K
BXE
1736
DELISTED
Bellatrix Exploration Ltd.
BXE
$1.76M ﹤0.01%
+46,340
New +$1.58M
SBLK icon
1737
Star Bulk Carriers
SBLK
$3.21B
$1.76M ﹤0.01%
34,727
+32,522
+1,475% +$1.21M
EBSB
1738
DELISTED
Meridian Bancorp, Inc.
EBSB
$1.76M ﹤0.01%
197,554
+30,356
+18% +$250K
ANH
1739
DELISTED
Anworth Mortgage Asset Corporation
ANH
$1.74M ﹤0.01%
+360,192
New +$1.73M
ELON
1740
DELISTED
Echelon Corp
ELON
$1.74M ﹤0.01%
72,730
+1,900
+3% +$42.4K
CGX
1741
DELISTED
CONSOLIDATED GRAPHICS INC
CGX
$1.74M ﹤0.01%
31,000
-26,500
-46% -$1.43M
BSQR
1742
DELISTED
BSQUARE Corporation
BSQR
$1.74M ﹤0.01%
629,675
-400
-0.1% -$1.12K
TLK icon
1743
Telkom Indonesia
TLK
$14.5B
$1.74M ﹤0.01%
95,600
-62,600
-40% -$1.31M
CYBE
1744
DELISTED
Cyberoptics Corp
CYBE
$1.74M ﹤0.01%
278,100
+11,700
+4% +$69.4K
CETV
1745
DELISTED
Central European Media Enterprises Ltd
CETV
$1.73M ﹤0.01%
330,179
-141,125
-30% -$581K
PACT
1746
DELISTED
PACTERA TECHNOLOGY INTL LTD SPONSORED ADR
PACT
$1.73M ﹤0.01%
293,687
+80,958
+38% +$539K
FSYS
1747
DELISTED
FUEL SYSTEMS SOLUTIONS INC COM STK
FSYS
$1.73M ﹤0.01%
+87,822
New +$1.69M
FORTY
1748
Formula Systems
FORTY
$1.68B
$1.73M ﹤0.01%
68,800
+1,400
+2% +$33.2K
DL
1749
DELISTED
China Distance Education Holdings Limited
DL
$1.72M ﹤0.01%
163,100
+50,400
+45% +$480K
HBOS
1750
DELISTED
HERITAGE FINANCIAL GROUP
HBOS
$1.71M ﹤0.01%
98,300
+19,900
+25% +$353K
68 69
70
71 72

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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.