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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
FBRC
2001
DELISTED
FBR & Co. Common Stock
FBRC
$1.2M ﹤0.01%
46,301
-32,874
-42% -$848K
RTK
2002
DELISTED
Rentech, Inc.
RTK
$1.19M ﹤0.01%
62,770
-88,900
-59% -$1.65M
DATE
2003
DELISTED
JIAYUAN COM INTL LTD SPON ADR (CYM)
DATE
$1.19M ﹤0.01%
181,800
+17,700
+11% +$124K
LEAF
2004
DELISTED
Leaf Group Ltd.
LEAF
$1.19M ﹤0.01%
123,530
+89,576
+264% +$938K
TC
2005
DELISTED
Thompson Creek Metals Company Inc. Ordinary Shares (Canada)
TC
$1.18M ﹤0.01%
539,935
-475,028
-47% -$1.2M
CVR icon
2006
Chicago Rivet & Machine Co
CVR
$9.76M
$1.17M ﹤0.01%
30,100
+4,200
+16% +$163K
BIOA
2007
DELISTED
BioAmber Inc.
BIOA
$1.17M ﹤0.01%
+102,602
New +$1.22M
ELLI
2008
DELISTED
Ellie Mae Inc
ELLI
$1.17M ﹤0.01%
+40,500
New +$1.13M
TEP
2009
DELISTED
Tallgrass Energy Partners, LP
TEP
$1.17M ﹤0.01%
32,073
+3,725
+13% +$109K
DTSI
2010
DELISTED
DTS, Inc.
DTSI
$1.16M ﹤0.01%
58,822
+8,600
+17% +$181K
SPAN
2011
DELISTED
Span-America Medical Systems I
SPAN
$1.16M ﹤0.01%
50,600
+2,100
+4% +$43.1K
BORN
2012
DELISTED
China New Borun Corporation
BORN
$1.16M ﹤0.01%
350,252
+68,852
+24% +$187K
SYUT
2013
DELISTED
Synutra International, Inc.
SYUT
$1.16M ﹤0.01%
173,300
+43,900
+34% +$337K
JRJC
2014
DELISTED
China Finance Online Co., Ltd.
JRJC
$1.16M ﹤0.01%
25,280
-2,470
-9% -$161K
ACU icon
2015
Acme United Corp
ACU
$228M
$1.15M ﹤0.01%
70,100
+6,300
+10% +$98.7K
ULTR
2016
DELISTED
ULTRAPETROL (BAHAMAS) LTD COM STK
ULTR
$1.15M ﹤0.01%
370,600
-42,196
-10% -$145K
GSOL
2017
DELISTED
Global Sources Ltd
GSOL
$1.14M ﹤0.01%
127,262
+54,226
+74% +$397K
SYPR icon
2018
Sypris Solutions
SYPR
$46.8M
$1.13M ﹤0.01%
409,000
+400
+0.1% +$1.19K
HNR
2019
DELISTED
Harvest Natural Resources
HNR
$1.13M ﹤0.01%
75,325
-17,119
-19% -$297K
HCR
2020
DELISTED
Hi-Crush Inc. Common Stock
HCR
$1.12M ﹤0.01%
27,873
+21,173
+316% +$804K
BLDP
2021
Ballard Power Systems
BLDP
$790M
$1.12M ﹤0.01%
+254,900
New +$823K
STS
2022
DELISTED
Supreme Industries Inc Class A
STS
$1.12M ﹤0.01%
145,103
-10,575
-7% -$71.7K
LFVN icon
2023
LifeVantage
LFVN
$82.1M
$1.11M ﹤0.01%
+121,199
New +$1.22M
GOOD
2024
Gladstone Commercial Corp
GOOD
$630M
$1.11M ﹤0.01%
+63,814
New +$1.14M
IESC icon
2025
IES Holdings
IESC
$15.3B
$1.11M ﹤0.01%
178,200
+2,900
+2% +$17.6K
79 80
81
82 83

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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.