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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
HUBG icon
1726
HUB Group
HUBG
$2.46B
$2.1M 0.01%
105,272
-18,800
-15% -$352K
THR
1727
DELISTED
Thermon Group Holdings
THR
$2.1M 0.01%
76,700
-65,000
-46% -$1.69M
CCIX
1728
DELISTED
COLEMAN CABLE IN COM
CCIX
$2.09M 0.01%
79,700
-14,200
-15% -$328K
FBRC
1729
DELISTED
FBR & Co. Common Stock
FBRC
$2.09M 0.01%
79,175
+12,541
+19% +$337K
JRN
1730
DELISTED
JOURNAL COMMUNICATIONS INC CL-A
JRN
$2.09M 0.01%
224,100
+35,000
+19% +$307K
HNH
1731
DELISTED
Handy & Harman Holdings Ltd.
HNH
$2.08M 0.01%
85,934
+25,334
+42% +$598K
CVGW
1732
DELISTED
Calavo Growers
CVGW
$2.08M 0.01%
68,700
+8,600
+14% +$256K
LMNX
1733
DELISTED
Luminex Corp
LMNX
$2.08M 0.01%
107,140
+52,500
+96% +$992K
CBF
1734
DELISTED
Capital Bank Financial Corp. Class A Common Stock
CBF
$2.08M 0.01%
91,259
-80,041
-47% -$1.8M
PTIX
1735
DELISTED
PERFORMANCE TECHNOLOGIES INC
PTIX
$2.07M 0.01%
554,600
+123,800
+29% +$381K
DRH icon
1736
Diamondrock Hospitality Co
DRH
$2.53B
$2.07M 0.01%
+179,084
New +$2.03M
HLIT icon
1737
Harmonic Inc
HLIT
$1.51B
$2.07M 0.01%
280,227
-97,700
-26% -$725K
ANAT
1738
DELISTED
American National Group, Inc. Common Stock
ANAT
$2.06M ﹤0.01%
18,000
-3,300
-15% -$354K
KFRC icon
1739
Kforce
KFRC
$1.04B
$2.06M ﹤0.01%
+100,749
New +$1.94M
XUE
1740
DELISTED
XUEDA EDUCATION GROUP ADS REPTG 2 ORD SHS
XUE
$2.06M ﹤0.01%
336,000
+196,800
+141% +$1.03M
DRD
1741
DRDGold
DRD
$2.1B
$2.06M ﹤0.01%
558,070
+42,100
+8% +$191K
FFNW
1742
DELISTED
First Financial Northwest, Inc
FFNW
$2.06M ﹤0.01%
198,436
-35,564
-15% -$377K
GHC icon
1743
Graham Holdings Company
GHC
$5.04B
$2.06M ﹤0.01%
+5,131
New +$1.99M
RUSHB icon
1744
Rush Enterprises Class B
RUSHB
$9.37B
$2.06M ﹤0.01%
181,447
+6,750
+4% +$72.6K
MCRI icon
1745
Monarch Casino & Resort
MCRI
$2.22B
$2.05M ﹤0.01%
102,200
-1,200
-1% -$22.5K
CEQP
1746
DELISTED
Crestwood Equity Partners LP
CEQP
$2.05M ﹤0.01%
14,805
-20,160
-58% -$2.88M
EQC
1747
DELISTED
Equity Commonwealth
EQC
$2.04M ﹤0.01%
87,675
+75,888
+644% +$1.8M
GNCMA
1748
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
$2.04M ﹤0.01%
183,100
+47,800
+35% +$466K
CAAS icon
1749
China Automotive Systems
CAAS
$142M
$2.04M ﹤0.01%
257,133
+15,233
+6% +$115K
ENSG icon
1750
The Ensign Group
ENSG
$10.6B
$2.03M ﹤0.01%
179,880
+58,392
+48% +$645K
68 69
70
71 72

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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.