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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
+8.26%
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
$41.2B
AUM Growth
+$3.08B
Cap. Flow
+$811M
Cap. Flow %
1.97%
Top 10 Hldgs %
10.96%
Holding
3,196
New
439
Increased
1,284
Reduced
1,031
Closed
412

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$328M
2
JNJ icon
Johnson & Johnson
JNJ
+$229M
3
GE icon
GE Aerospace
GE
+$156M
4
TGT icon
Target
TGT
+$155M
5
DIS icon
Walt Disney
DIS
+$153M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$283M
2
LLY icon
Eli Lilly
LLY
+$211M
3
MSFT icon
Microsoft
MSFT
+$199M
4
BMY icon
Bristol-Myers Squibb
BMY
+$184M
5
C icon
Citigroup
C
+$177M

Sector Composition

Rank Sector Weight
1 Technology 14.03%
2 Healthcare 12.1%
3 Consumer Discretionary 11.99%
4 Consumer Staples 11.92%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SIFI
2126
DELISTED
SI Financial Group, Inc. NEW MD
SIFI
$768K ﹤0.01%
67,625
-14,075
-17% -$159K
OILT
2127
DELISTED
OILTANKING PARTNERS L P UIT LTD PARTNERSHIP INT (DE)
OILT
$767K ﹤0.01%
29,920
-27,880
-48% -$685K
OMAB icon
2128
Grupo Aeroportuario Centro Norte
OMAB
$5.28B
$764K ﹤0.01%
28,700
+3,500
+14% +$95.9K
GIVN
2129
DELISTED
GIVEN IMAGING LTD
GIVN
$763K ﹤0.01%
39,700
-80,599
-67% -$1.35M
PSTB
2130
DELISTED
Park Sterling Corp.
PSTB
$763K ﹤0.01%
119,070
+45,050
+61% +$280K
ABG icon
2131
Asbury Automotive
ABG
$3.76B
$761K ﹤0.01%
14,300
-139,900
-91% -$6.87M
PEB icon
2132
Pebblebrook Hotel Trust
PEB
$2.04B
$761K ﹤0.01%
+26,500
New +$724K
AKR icon
2133
Acadia Realty Trust
AKR
$2.84B
$755K ﹤0.01%
30,601
-7,300
-19% -$182K
FCH
2134
DELISTED
Felcor Lodging Trust
FCH
$755K ﹤0.01%
+122,636
New +$735K
EEQ
2135
DELISTED
Enbridge Energy Management Llc
EEQ
$752K ﹤0.01%
41,115
-177,658
-81% -$3.39M
COGO
2136
DELISTED
COGO GROUP INC ORD SHS (CYM)
COGO
$751K ﹤0.01%
324,982
+45,382
+16% +$101K
RLH
2137
DELISTED
Red Lions Hotel Corporation
RLH
$748K ﹤0.01%
142,021
-30,053
-17% -$180K
NKBS
2138
DELISTED
NEWTEK BUSINESS SERVICES, INC.
NKBS
$746K ﹤0.01%
252,000
+5,200
+2% +$15.4K
CORV
2139
DELISTED
Correvio Pharma Corp. Ordinary Shares (Canada)
CORV
$744K ﹤0.01%
210,113
+10,300
+5% +$23.4K
CNTF
2140
DELISTED
China TechFaith Wireless Communication Technology Ltd
CNTF
$743K ﹤0.01%
103,180
+5,380
+6% +$32K
MCF
2141
DELISTED
Contango Oil & Gas Co.
MCF
$742K ﹤0.01%
+20,200
New +$761K
GABC icon
2142
German American Bancorp
GABC
$1.91B
$741K ﹤0.01%
44,100
-20,135
-31% -$340K
HYGS
2143
DELISTED
Hydrogenics Corp
HYGS
$740K ﹤0.01%
58,347
-24,800
-30% -$307K
CSS
2144
DELISTED
CSS Industries, Inc.
CSS
$739K ﹤0.01%
30,799
-15,602
-34% -$393K
MPWR icon
2145
Monolithic Power Systems
MPWR
$67B
$736K ﹤0.01%
24,300
-3,700
-13% -$104K
TEF
2146
DELISTED
Telefonica
TEF
$736K ﹤0.01%
64,838
-126,119
-66% -$1.3M
PACR
2147
DELISTED
PACER INTL INC TENN
PACR
$733K ﹤0.01%
118,400
-47,250
-29% -$296K
LEDS icon
2148
SemiLEDS
LEDS
$17.6M
$730K ﹤0.01%
67,570
-11,840
-15% -$129K
SBRA icon
2149
Sabra Healthcare REIT
SBRA
$5.15B
$730K ﹤0.01%
31,715
-47,900
-60% -$1.18M
CNXN icon
2150
PC Connection
CNXN
$2.04B
$727K ﹤0.01%
48,200
+14,800
+44% +$236K
84 85
86
87 88

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Jim Simons's Q3 2013 Portfolio in Review

As of Q3 2013, Jim Simons held 3,196 positions worth $41.2B, up 8.1% from $38.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q3 2013 filing shows 439 new, 1,284 increased, 1,031 reduced and 412 closed positions. Its largest new stake was GE Aerospace: 1,361,721 shares worth $156M. The largest sale was Apple, an estimated $283M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q3 2013 buy was GE Aerospace: 1,361,721 shares worth $156M.
  • Jim Simons added most to IBM in Q3 2013, an estimated $328M increase.
  • Jim Simons's biggest Q3 2013 reduction was Eli Lilly, cutting an estimated $211M.
  • Jim Simons fully exited Apple in Q3 2013, selling an estimated $283M.
  • Jim Simons's ten largest holdings make up 11% of its $41.2B portfolio in Q3 2013.
  • Jim Simons opened 439 new positions and closed 412 in Q3 2013.
  • Jim Simons's portfolio value rose 8.1% quarter-over-quarter to $41.2B.

Based on Renaissance Technologies's 13F filing for Q3 2013, filed 13 Nov 2013.