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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
MOCO
2151
DELISTED
Mocon Inc
MOCO
$858K ﹤0.01%
54,304
+15,204
+39% +$215K
YDKG
2152
Yueda Digital Holding
YDKG
$5.75M
$857K ﹤0.01%
211
+8
+4% +$28.9K
DVD
2153
DELISTED
Dover Motorsports
DVD
$856K ﹤0.01%
341,200
-8,400
-2% -$20.4K
VIEW
2154
DELISTED
VIEWTRAN GROUP INC, ORD SHS
VIEW
$855K ﹤0.01%
+367,050
New +$853K
GV
2155
DELISTED
Goldfield Corporation
GV
$854K ﹤0.01%
438,000
-12,600
-3% -$25.1K
NPD
2156
DELISTED
CHINA NEPSTAR CHAIN DRUGSTORE LTD. COM
NPD
$853K ﹤0.01%
463,700
+34,800
+8% +$66.8K
GFF icon
2157
Griffon
GFF
$4.78B
$849K ﹤0.01%
+64,300
New +$820K
UTSI icon
2158
UTStarcom
UTSI
$23.2M
$841K ﹤0.01%
75,924
-6,550
-8% -$71.2K
SMC
2159
Summit Midstream
SMC
$473M
$840K ﹤0.01%
+1,527
New +$771K
NAII icon
2160
Natural Alternatives International
NAII
$14.1M
$839K ﹤0.01%
150,400
+5,200
+4% +$29.5K
NKBS
2161
DELISTED
NEWTEK BUSINESS SERVICES, INC.
NKBS
$839K ﹤0.01%
267,300
+15,300
+6% +$48K
INUV icon
2162
Inuvo
INUV
$13.2M
$837K ﹤0.01%
63,912
+4,910
+8% +$73.3K
OTIV
2163
DELISTED
OTI On Track Innovations Ltd
OTIV
$834K ﹤0.01%
255,100
+16,900
+7% +$41.1K
AOSL icon
2164
Alpha and Omega Semiconductor
AOSL
$918M
$831K ﹤0.01%
107,800
-32,125
-23% -$247K
SNMX
2165
DELISTED
Senomyx, Inc.
SNMX
$827K ﹤0.01%
163,400
-57,600
-26% -$236K
AZUR
2166
DELISTED
AZURE MIDSTREAM PARTNERS LP COM UNT LTD PARTNER INT
AZUR
$824K ﹤0.01%
+49,075
New +$858K
NKA
2167
DELISTED
NISKA GAS STORAGE PARTNERS LLC UNIT LTD LIABILITY CO INTS
NKA
$822K ﹤0.01%
55,724
-42,876
-43% -$659K
ZOLT
2168
DELISTED
ZOLTEK COMPANIES INC
ZOLT
$821K ﹤0.01%
+48,992
New +$819K
MTN icon
2169
Vail Resorts
MTN
$5.23B
$820K ﹤0.01%
10,900
-60,900
-85% -$4.4M
TBBK icon
2170
The Bancorp
TBBK
$2.83B
$820K ﹤0.01%
45,800
-66,787
-59% -$1.17M
TPLM
2171
DELISTED
Triangle Petroleum Corporation
TPLM
$815K ﹤0.01%
+98,000
New +$995K
QLTY
2172
DELISTED
QUALITY DISTR INC FLA
QLTY
$815K ﹤0.01%
63,500
+22,000
+53% +$248K
PBCT
2173
DELISTED
People's United Financial Inc
PBCT
$811K ﹤0.01%
53,661
-891,067
-94% -$13.1M
CRRC
2174
DELISTED
COURIER CORP
CRRC
$810K ﹤0.01%
44,800
-7,100
-14% -$121K
NED
2175
DELISTED
NOAH EDUCATION HOLDINGS LTD ADR (CYM)
NED
$805K ﹤0.01%
308,300
+19,400
+7% +$43.7K
85 86
87
88 89

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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.