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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
+4.12%
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
$41.7B
AUM Growth
-$66M
Cap. Flow
-$1.04B
Cap. Flow %
-2.49%
Top 10 Hldgs %
12.75%
Holding
3,290
New
474
Increased
1,340
Reduced
961
Closed
495

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$437M
2
VZ icon
Verizon
VZ
+$215M
3
CMCSA icon
Comcast
CMCSA
+$137M
4
VOD icon
Vodafone
VOD
+$137M
5
KMI icon
Kinder Morgan
KMI
+$133M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$263M
2
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$246M
3
WMT icon
Walmart Inc
WMT
+$229M
4
PFE icon
Pfizer
PFE
+$221M
5
COST icon
Costco
COST
+$184M

Sector Composition

Rank Sector Weight
1 Technology 14.93%
2 Consumer Discretionary 13.29%
3 Healthcare 11.79%
4 Industrials 11%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FORTY
1726
Formula Systems
FORTY
$1.68B
$2.17M 0.01%
70,800
+200
+0.3% +$5.44K
ORBC
1727
DELISTED
ORBCOMM, Inc.
ORBC
$2.17M 0.01%
316,800
-33,800
-10% -$242K
TLT icon
1728
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
$2.16M 0.01%
+19,800
New +$2.11M
BERY
1729
DELISTED
Berry Global Group, Inc.
BERY
$2.15M 0.01%
+101,383
New +$2.17M
AMED
1730
DELISTED
Amedisys
AMED
$2.15M 0.01%
+144,680
New +$2.23M
NOVB
1731
DELISTED
NORTH VALLEY BANCORP-COM
NOVB
$2.15M 0.01%
89,018
+35,238
+66% +$789K
MYGN icon
1732
Myriad Genetics
MYGN
$303M
$2.15M 0.01%
62,800
-299,900
-83% -$9.29M
BSQR
1733
DELISTED
BSQUARE Corporation
BSQR
$2.15M 0.01%
679,375
+37,400
+6% +$128K
ICPT
1734
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
$2.14M 0.01%
+6,500
New +$2.19M
CKP
1735
DELISTED
CHECKPOINT SYSTEMS INC
CKP
$2.14M 0.01%
159,311
-15,789
-9% -$220K
ROIC
1736
DELISTED
Retail Opportunity Investments Corp.
ROIC
$2.13M 0.01%
142,900
-8,000
-5% -$117K
WES icon
1737
Western Midstream Partners
WES
$20B
$2.13M 0.01%
43,425
+17,626
+68% +$749K
UVE icon
1738
Universal Insurance Holdings
UVE
$1.18B
$2.13M 0.01%
167,810
-35,953
-18% -$457K
DALN
1739
DELISTED
DallasNews
DALN
$2.12M 0.01%
45,850
+9,375
+26% +$366K
SCNB
1740
DELISTED
Suffolk Bancorp
SCNB
$2.12M 0.01%
95,200
-18,630
-16% -$379K
ORC
1741
Orchid Island Capital
ORC
$1.32B
$2.12M 0.01%
35,640
+32,060
+896% +$2.03M
SYKE
1742
DELISTED
SYKES Enterprises Inc
SYKE
$2.11M 0.01%
+106,013
New +$2.17M
MCRI icon
1743
Monarch Casino & Resort
MCRI
$2.2B
$2.1M 0.01%
113,600
+11,400
+11% +$214K
LXFT
1744
DELISTED
Luxoft Holding, Inc.
LXFT
$2.1M 0.01%
60,000
+34,100
+132% +$1.24M
SR icon
1745
Spire
SR
$4.9B
$2.1M 0.01%
44,569
-24,231
-35% -$1.1M
CBF
1746
DELISTED
Capital Bank Financial Corp. Class A Common Stock
CBF
$2.09M 0.01%
83,369
-7,890
-9% -$186K
KSPN
1747
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
$2.09M 0.01%
28,756
+241
+0.8% +$19.8K
ZEP
1748
DELISTED
ZEP INC COM STK (DE)
ZEP
$2.09M 0.01%
117,860
+160
+0.1% +$2.75K
SKUL
1749
DELISTED
SKULLCANDY INC
SKUL
$2.08M 0.01%
226,959
+197,741
+677% +$1.6M
UBSI icon
1750
United Bankshares
UBSI
$6.68B
$2.08M 0.01%
+67,831
New +$2.03M
68 69
70
71 72

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Jim Simons's Q1 2014 Portfolio in Review

As of Q1 2014, Jim Simons held 3,290 positions worth $41.7B, down 0.16% from $41.8B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Jim Simons's Q1 2014 filing shows 474 new, 1,340 increased, 961 reduced and 495 closed positions. Its largest new stake was Apple: 22,998,136 shares worth $441M. The largest sale was Johnson & Johnson, an estimated $263M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Jim Simons's largest Q1 2014 buy was Apple: 22,998,136 shares worth $441M.
  • Jim Simons added most to Verizon in Q1 2014, an estimated $215M increase.
  • Jim Simons's biggest Q1 2014 reduction was Johnson & Johnson, cutting an estimated $263M.
  • Jim Simons fully exited LIFE TECHNOLOGIES CORP COM STK (DE) in Q1 2014, selling an estimated $246M.
  • Jim Simons's ten largest holdings make up 13% of its $41.7B portfolio in Q1 2014.
  • Jim Simons opened 474 new positions and closed 495 in Q1 2014.
  • Jim Simons's portfolio value fell 0.16% quarter-over-quarter to $41.7B.

Based on Renaissance Technologies's 13F filing for Q1 2014, filed 14 May 2014.