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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
+4.17%
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
$42.9B
AUM Growth
+$1.2B
Cap. Flow
-$23.9M
Cap. Flow %
-0.06%
Top 10 Hldgs %
13.77%
Holding
3,246
New
450
Increased
1,273
Reduced
1,008
Closed
492

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$276M
2
IBM icon
IBM
IBM
+$272M
3
PG icon
Procter & Gamble
PG
+$161M
4
CL icon
Colgate-Palmolive
CL
+$151M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$146M

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$405M
2
CELG
Celgene Corp
CELG
+$207M
3
BKNG icon
Booking.com
BKNG
+$123M
4
LLY icon
Eli Lilly
LLY
+$114M
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$109M

Sector Composition

Rank Sector Weight
1 Technology 16.85%
2 Healthcare 13.92%
3 Consumer Discretionary 12.37%
4 Industrials 10.61%
5 Consumer Staples 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WCIC
2176
DELISTED
WCI Communities, Inc.
WCIC
$720K ﹤0.01%
37,308
+6,911
+23% +$133K
GABC icon
2177
German American Bancorp
GABC
$1.92B
$717K ﹤0.01%
39,704
+1,004
+3% +$18.1K
TNC icon
2178
Tennant Co
TNC
$1.15B
$717K ﹤0.01%
9,400
-2,200
-19% -$143K
RAIL icon
2179
FreightCar America
RAIL
$243M
$716K ﹤0.01%
28,600
-88,303
-76% -$2.23M
GAIA icon
2180
Gaia
GAIA
$33.3M
$714K ﹤0.01%
93,000
+10,500
+13% +$76.4K
ONVI
2181
DELISTED
Onvia, Inc.
ONVI
$713K ﹤0.01%
154,100
+8,500
+6% +$41.5K
MSB
2182
Mesabi Trust
MSB
$306M
$711K ﹤0.01%
36,343
-20,560
-36% -$409K
HSKA
2183
DELISTED
Heska Corp
HSKA
$709K ﹤0.01%
65,980
+10,100
+18% +$112K
SMED
2184
DELISTED
Sharps Compliance Corp
SMED
$707K ﹤0.01%
160,600
+14,600
+10% +$60.3K
TAOM
2185
DELISTED
TAOMEE HLDGS LTD SPON ADR (CYM)
TAOM
$707K ﹤0.01%
142,500
+13,600
+11% +$71K
BLT
2186
DELISTED
BLOUNT INTERNATIONAL (NEW)
BLT
$707K ﹤0.01%
+50,100
New +$609K
RLD
2187
DELISTED
REALD INC COM STK
RLD
$706K ﹤0.01%
+55,300
New +$641K
OIG
2188
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$701K ﹤0.01%
2,085
+1,100
+112% +$384K
GLPW
2189
DELISTED
GLOBAL POWER EQUIPMENT GROUP INC COMMON NEW
GLPW
$700K ﹤0.01%
43,300
+22,435
+108% +$388K
RBC icon
2190
RBC Bearings
RBC
$17.6B
$698K ﹤0.01%
+10,900
New +$676K
DTRM
2191
DELISTED
Determine, Inc. Common Stock
DTRM
$698K ﹤0.01%
108,314
-1,000
-0.9% -$6.2K
INFN
2192
DELISTED
Infinera Corporation Common Stock
INFN
$696K ﹤0.01%
75,600
-574,301
-88% -$5.1M
XLV icon
2193
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$693K ﹤0.01%
11,400
-44,300
-80% -$2.6M
CYNO
2194
DELISTED
Cynosure, Inc. Class A
CYNO
$686K ﹤0.01%
+32,271
New +$746K
PSTB
2195
DELISTED
Park Sterling Corp.
PSTB
$686K ﹤0.01%
104,093
-42,185
-29% -$278K
BBAR icon
2196
BBVA Argentina
BBAR
$3.25B
$685K ﹤0.01%
+58,809
New +$574K
VIEW
2197
DELISTED
VIEWTRAN GROUP INC, ORD SHS
VIEW
$685K ﹤0.01%
349,400
+2,600
+0.7% +$5.42K
GAU
2198
Galiano Gold
GAU
$547M
$683K ﹤0.01%
262,705
+231,805
+750% +$482K
NRC icon
2199
NRC Health Common Stock
NRC
$471M
$683K ﹤0.01%
48,800
+3,810
+8% +$57.3K
TWGP
2200
DELISTED
TOWER GROUP INTL LTD COM STK (BERMUDA)
TWGP
$681K ﹤0.01%
378,356
+64,034
+20% +$145K
86 87
88
89 90

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Jim Simons's Q2 2014 Portfolio in Review

As of Q2 2014, Jim Simons held 3,246 positions worth $42.9B, up 2.9% from $41.7B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Jim Simons's Q2 2014 filing shows 450 new, 1,273 increased, 1,008 reduced and 492 closed positions. Its largest new stake was Procter & Gamble: 2,001,729 shares worth $157M. The largest sale was Verizon, an estimated $405M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2014 buy was Procter & Gamble: 2,001,729 shares worth $157M.
  • Jim Simons added most to Pfizer in Q2 2014, an estimated $276M increase.
  • Jim Simons's biggest Q2 2014 reduction was Verizon, cutting an estimated $405M.
  • Jim Simons fully exited Booking.com in Q2 2014, selling an estimated $123M.
  • Jim Simons's ten largest holdings make up 14% of its $42.9B portfolio in Q2 2014.
  • Jim Simons opened 450 new positions and closed 492 in Q2 2014.
  • Jim Simons's portfolio value rose 2.9% quarter-over-quarter to $42.9B.

Based on Renaissance Technologies's 13F filing for Q2 2014, filed 13 Aug 2014.