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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
CLR
1826
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$1.79M ﹤0.01%
28,838
-49,962
-63% -$2.85M
CYTK icon
1827
Cytokinetics
CYTK
$10.2B
$1.79M ﹤0.01%
188,067
-147,200
-44% -$1.33M
RGR icon
1828
Sturm, Ruger & Co
RGR
$601M
$1.78M ﹤0.01%
29,820
+23,920
+405% +$1.68M
SLG icon
1829
SL Green Realty
SLG
$4.08B
$1.78M ﹤0.01%
+18,292
New +$1.7M
ALOG
1830
DELISTED
Analogic Corp
ALOG
$1.78M ﹤0.01%
21,700
-71,854
-77% -$6.44M
FMBI
1831
DELISTED
First Midwest Bancorp Inc/IL
FMBI
$1.78M ﹤0.01%
104,174
+8,703
+9% +$146K
CXDC
1832
DELISTED
China XD Plastics Company Limited
CXDC
$1.77M ﹤0.01%
339,071
+59,171
+21% +$291K
ENVE
1833
DELISTED
ENVENTIS CORP COM STK
ENVE
$1.76M ﹤0.01%
137,979
+36,479
+36% +$496K
FEIM icon
1834
Frequency Electronics
FEIM
$856M
$1.76M ﹤0.01%
162,409
+2,209
+1% +$25.6K
CSFL
1835
DELISTED
CenterState Bank Corporation Common Stock
CSFL
$1.76M ﹤0.01%
160,804
+60,961
+61% +$648K
COLM icon
1836
Columbia Sportswear
COLM
$2.96B
$1.75M ﹤0.01%
+42,404
New +$1.69M
OKSB
1837
DELISTED
Southwest Bancorp Inc/OK
OKSB
$1.75M ﹤0.01%
99,092
+7,059
+8% +$123K
GTS
1838
DELISTED
Triple-S Management Corporation
GTS
$1.75M ﹤0.01%
113,933
+63,690
+127% +$1.06M
DMLP icon
1839
Dorchester Minerals
DMLP
$1.35B
$1.75M ﹤0.01%
66,608
+24,468
+58% +$620K
HMN icon
1840
Horace Mann Educators
HMN
$2.1B
$1.75M ﹤0.01%
+60,163
New +$1.74M
CORV
1841
DELISTED
Correvio Pharma Corp. Ordinary Shares (Canada)
CORV
$1.75M ﹤0.01%
220,613
+1,700
+0.8% +$13.7K
CZR
1842
DELISTED
Caesars Entertainment Corporation
CZR
$1.75M ﹤0.01%
+91,800
New +$2.12M
FFIN icon
1843
First Financial Bankshares
FFIN
$5.04B
$1.74M ﹤0.01%
+112,908
New +$1.75M
TRR
1844
DELISTED
Trc Companies
TRR
$1.74M ﹤0.01%
261,700
-13,700
-5% -$93.2K
CAAS icon
1845
China Automotive Systems
CAAS
$142M
$1.73M ﹤0.01%
219,201
-37,932
-15% -$298K
SPIL
1846
DELISTED
Siliconware Precision Industries Co Ltd
SPIL
$1.73M ﹤0.01%
260,400
-40,300
-13% -$252K
UHT
1847
Universal Health Realty Income Trust
UHT
$573M
$1.73M ﹤0.01%
40,931
-26,869
-40% -$1.13M
HALO icon
1848
Halozyme
HALO
$11.4B
$1.72M ﹤0.01%
135,400
-164,600
-55% -$2.44M
SMFG icon
1849
Sumitomo Mitsui Financial
SMFG
$167B
$1.72M ﹤0.01%
198,700
-604,200
-75% -$5.65M
XLY icon
1850
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$1.7M ﹤0.01%
52,600
+45,200
+611% +$1.47M
72 73
74
75 76

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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.