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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
STRL icon
2076
Sterling Infrastructure
STRL
$17.6B
$1M ﹤0.01%
85,500
-43,600
-34% -$460K
FLXS icon
2077
Flexsteel Industries
FLXS
$303M
$996K ﹤0.01%
32,400
-2,400
-7% -$65.1K
KTOS icon
2078
Kratos Defense & Security Solutions
KTOS
$12.2B
$996K ﹤0.01%
129,700
-257,192
-66% -$1.94M
MTH icon
2079
Meritage Homes
MTH
$4.76B
$989K ﹤0.01%
+41,200
New +$893K
DATE
2080
DELISTED
JIAYUAN COM INTL LTD SPON ADR (CYM)
DATE
$985K ﹤0.01%
164,100
+18,900
+13% +$117K
LXFT
2081
DELISTED
Luxoft Holding, Inc.
LXFT
$984K ﹤0.01%
+25,900
New +$846K
BANR icon
2082
Banner Corp
BANR
$2.51B
$982K ﹤0.01%
21,899
-52,900
-71% -$2.14M
CHMT
2083
DELISTED
Chemtura Corporation
CHMT
$980K ﹤0.01%
35,100
-352,800
-91% -$8.83M
HAWK
2084
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
$980K ﹤0.01%
+38,800
New +$896K
PMBC
2085
DELISTED
Pacific Mercantile Bancorp
PMBC
$979K ﹤0.01%
157,400
+1,084
+0.7% +$6.72K
SMSI icon
2086
Smith Micro Software
SMSI
$16.1M
$977K ﹤0.01%
4,127
+426
+12% +$73.3K
AMAG
2087
DELISTED
AMAG Pharmaceuticals
AMAG
$975K ﹤0.01%
+40,176
New +$945K
STRI
2088
DELISTED
STR HLDGS INC COM STK NEW (DE)
STRI
$974K ﹤0.01%
206,749
+5,916
+3% +$34.6K
NPK icon
2089
National Presto Industries
NPK
$1B
$966K ﹤0.01%
11,996
-18,510
-61% -$1.36M
CSH
2090
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
$965K ﹤0.01%
55,541
-172,132
-76% -$3.1M
OAKS
2091
DELISTED
Five Oaks Investment Corp.
OAKS
$963K ﹤0.01%
+92,460
New +$1.02M
ARDNA
2092
DELISTED
ARDEN GROUP INC CL-A
ARDNA
$961K ﹤0.01%
7,600
+500
+7% +$63.2K
ARGO
2093
DELISTED
Argo Group International Holdings, Ltd.
ARGO
$958K ﹤0.01%
28,680
+21,011
+274% +$670K
VTSS
2094
DELISTED
VITESSE SEMICONDUCTOR CORPORATION COMMON STOCK
VTSS
$958K ﹤0.01%
328,200
+69,600
+27% +$199K
HSTM icon
2095
HealthStream
HSTM
$848M
$956K ﹤0.01%
29,300
+4,001
+16% +$137K
VSR
2096
DELISTED
Versar, Inc.
VSR
$955K ﹤0.01%
197,700
-1,900
-1% -$8.88K
GLPW
2097
DELISTED
GLOBAL POWER EQUIPMENT GROUP INC COMMON NEW
GLPW
$954K ﹤0.01%
48,770
+2,813
+6% +$55.1K
ACU icon
2098
Acme United Corp
ACU
$232M
$951K ﹤0.01%
63,800
+3,300
+5% +$49K
CLW icon
2099
Clearwater Paper
CLW
$350M
$950K ﹤0.01%
18,100
-700
-4% -$35.8K
IESC icon
2100
IES Holdings
IESC
$15.2B
$945K ﹤0.01%
175,300
+1,300
+0.7% +$6.21K
82 83
84
85 86

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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.