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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
ANGO icon
2051
AngioDynamics
ANGO
$647M
$1.06M ﹤0.01%
67,546
-118,500
-64% -$1.93M
FRM
2052
DELISTED
FURMANITE CORPORATION COM
FRM
$1.06M ﹤0.01%
108,100
+46,600
+76% +$530K
PRTS icon
2053
CarParts.com
PRTS
$48.7M
$1.06M ﹤0.01%
34,610
+2,410
+7% +$59.6K
XUE
2054
DELISTED
XUEDA EDUCATION GROUP ADS REPTG 2 ORD SHS
XUE
$1.06M ﹤0.01%
196,100
-139,900
-42% -$873K
FPP
2055
DELISTED
FieldPoint Petroleum Corporation
FPP
$1.05M ﹤0.01%
225,000
+6,600
+3% +$29.7K
ACHV icon
2056
Achieve Life Sciences
ACHV
$687M
$1.05M ﹤0.01%
41
+2
+5% +$49.1K
OLED icon
2057
Universal Display
OLED
$4.23B
$1.05M ﹤0.01%
+32,939
New +$1.09M
TLGT
2058
DELISTED
Teligent, Inc
TLGT
$1.05M ﹤0.01%
18,610
+5,560
+43% +$224K
SBCF icon
2059
Seacoast Banking Corp of Florida
SBCF
$3.44B
$1.05M ﹤0.01%
95,433
+5,933
+7% +$67.5K
MINI
2060
DELISTED
Mobile Mini Inc
MINI
$1.05M ﹤0.01%
24,170
-5,700
-19% -$238K
SGYP
2061
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
$1.05M ﹤0.01%
197,390
-14,130
-7% -$79.2K
TTHI
2062
DELISTED
TRANSITION THERAPEUTICS INC (CANADA)
TTHI
$1.04M ﹤0.01%
131,100
+11,300
+9% +$77.8K
SCCO icon
2063
Southern Copper
SCCO
$165B
$1.04M ﹤0.01%
39,142
-262,653
-87% -$6.98M
MKSI icon
2064
MKS Inc
MKSI
$20.7B
$1.04M ﹤0.01%
+34,852
New +$1.05M
YORW icon
2065
York Water
YORW
$528M
$1.04M ﹤0.01%
50,954
+34,154
+203% +$697K
GPIC
2066
DELISTED
Gaming Partners International Corporation
GPIC
$1.03M ﹤0.01%
112,100
-800
-0.7% -$7.04K
TR icon
2067
Tootsie Roll Industries
TR
$3.05B
$1.03M ﹤0.01%
+49,247
New +$1.02M
HOFT icon
2068
Hooker Furnishings Corp
HOFT
$160M
$1.03M ﹤0.01%
65,989
+1,224
+2% +$18.9K
NNA
2069
DELISTED
Navios Maritime Acquisition Corporation
NNA
$1.03M ﹤0.01%
18,793
-1,367
-7% -$83.9K
ENLC
2070
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
$1.03M ﹤0.01%
30,332
-34,800
-53% -$1.29M
PNTR
2071
DELISTED
Pointer Telocation Ltd.
PNTR
$1.03M ﹤0.01%
104,647
+58,247
+126% +$592K
BPT
2072
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$1.03M ﹤0.01%
12,145
-37,585
-76% -$3.02M
ANCX
2073
DELISTED
Access National Corp
ANCX
$1.01M ﹤0.01%
62,600
+1,400
+2% +$22.6K
XRA
2074
DELISTED
Exeter Resources Corporation
XRA
$1.01M ﹤0.01%
1,676,400
+32,300
+2% +$21.9K
MCEP
2075
DELISTED
Mid-Con Energy Partners, LP
MCEP
$1.01M ﹤0.01%
2,342
+588
+34% +$269K
81 82
83
84 85

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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.