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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
MZOR
2101
DELISTED
Mazor Robotics Ltd.
MZOR
$963K ﹤0.01%
47,100
+27,813
+144% +$665K
ADTN icon
2102
Adtran
ADTN
$665M
$959K ﹤0.01%
+39,286
New +$1.01M
BCRX icon
2103
BioCryst Pharmaceuticals
BCRX
$2.71B
$958K ﹤0.01%
+90,514
New +$965K
ATAXZ
2104
DELISTED
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
$954K ﹤0.01%
157,938
+37,749
+31% +$228K
BKS
2105
DELISTED
Barnes & Noble
BKS
$953K ﹤0.01%
+69,586
New +$797K
FSTR icon
2106
Foster
FSTR
$405M
$951K ﹤0.01%
20,292
-6,908
-25% -$310K
DXPE icon
2107
DXP Enterprises
DXPE
$3.04B
$948K ﹤0.01%
9,985
+2,066
+26% +$208K
EFSC icon
2108
Enterprise Financial Services Corp
EFSC
$2.41B
$948K ﹤0.01%
47,210
+18,713
+66% +$358K
SWSH
2109
DELISTED
SWISHER HYGIENE INC COM STK NEW (DE)
SWSH
$948K ﹤0.01%
210,684
+32,165
+18% +$166K
FRS
2110
DELISTED
FRISCH'S RESTAURANTS INC
FRS
$940K ﹤0.01%
39,700
+4,300
+12% +$106K
ARPI
2111
DELISTED
AMERICAN RESIDENTIAL PPTYS INC COM
ARPI
$939K ﹤0.01%
+52,200
New +$949K
CAW
2112
DELISTED
CCA Industries, Inc.
CAW
$936K ﹤0.01%
306,000
+1,600
+0.5% +$4.95K
TROW icon
2113
T. Rowe Price
TROW
$23.8B
$935K ﹤0.01%
+11,350
New +$920K
GSB
2114
DELISTED
GlobalSCAPE, Inc.
GSB
$934K ﹤0.01%
376,500
+116,100
+45% +$306K
DXM
2115
DELISTED
DEX MEDIA INC NEW COM STK (DE)
DXM
$931K ﹤0.01%
+101,171
New +$710K
TRK
2116
DELISTED
Speedway Motorsports, Inc.
TRK
$930K ﹤0.01%
49,657
-8,784
-15% -$171K
ELP
2117
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$928K ﹤0.01%
+177,000
New +$821K
MBTF
2118
DELISTED
MBT Financial Corporation
MBTF
$928K ﹤0.01%
188,692
+46,592
+33% +$234K
HBNC icon
2119
Horizon Bancorp
HBNC
$1.05B
$922K ﹤0.01%
93,116
-40,284
-30% -$400K
FRBK
2120
DELISTED
Republic First Bancorp Inc
FRBK
$920K ﹤0.01%
238,919
+8,719
+4% +$30.8K
ULH icon
2121
Universal Logistics Holdings
ULH
$518M
$913K ﹤0.01%
31,589
-6,811
-18% -$195K
EQM
2122
DELISTED
EQM Midstream Partners, LP
EQM
$913K ﹤0.01%
12,981
-77,919
-86% -$5M
BLK icon
2123
Blackrock
BLK
$180B
$912K ﹤0.01%
2,900
-50,074
-95% -$15.3M
MTEM
2124
DELISTED
Molecular Templates, Inc.
MTEM
$910K ﹤0.01%
1,159
+789
+213% +$641K
WPC icon
2125
W.P. Carey
WPC
$16.1B
$903K ﹤0.01%
+15,352
New +$927K
83 84
85
86 87

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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.