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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 15.6%
2 Consumer Discretionary 13.64%
3 Healthcare 12.3%
4 Industrials 11.07%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRAY
2226
DELISTED
Cray, Inc.
CRAY
$685K ﹤0.01%
+18,350
New +$620K
MNRK
2227
DELISTED
MONARCH FINANCIAL HOLDINGS INC COM STK
MNRK
$685K ﹤0.01%
61,490
+4,457
+8% +$47.4K
NEWS
2228
DELISTED
NewStar Financial, Inc.
NEWS
$685K ﹤0.01%
49,400
+4,800
+11% +$73.6K
SIFI
2229
DELISTED
SI Financial Group, Inc. NEW MD
SIFI
$684K ﹤0.01%
60,648
-452
-0.7% -$5.29K
ZAGG
2230
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
$682K ﹤0.01%
+147,551
New +$644K
FCFS icon
2231
FirstCash
FCFS
$9.14B
$681K ﹤0.01%
13,500
-12,100
-47% -$649K
NKBS
2232
DELISTED
NEWTEK BUSINESS SERVICES, INC.
NKBS
$679K ﹤0.01%
235,600
-31,700
-12% -$91.4K
GRP.U
2233
DELISTED
Granite Real Estate Investment Trust
GRP.U
$677K ﹤0.01%
18,500
-19,200
-51% -$666K
TSC
2234
DELISTED
TriState Capital Holdings, Inc.
TSC
$673K ﹤0.01%
47,342
+29,442
+164% +$401K
BTM
2235
DELISTED
OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA)
BTM
$673K ﹤0.01%
506,265
-2,757,300
-84% -$3.67M
GBNK
2236
DELISTED
Guaranty Bancorp
GBNK
$671K ﹤0.01%
47,098
+12,878
+38% +$176K
SMED
2237
DELISTED
Sharps Compliance Corp
SMED
$669K ﹤0.01%
146,000
+12,500
+9% +$58.9K
APOG icon
2238
Apogee Enterprises
APOG
$897M
$668K ﹤0.01%
20,100
-73,900
-79% -$2.52M
EDN
2239
Edenor
EDN
$994M
$665K ﹤0.01%
89,900
-17,800
-17% -$105K
PCMI
2240
DELISTED
PCM, Inc
PCMI
$663K ﹤0.01%
67,783
+24,383
+56% +$248K
AMCC
2241
DELISTED
Applied Micro Circuits Corporation New
AMCC
$663K ﹤0.01%
+66,936
New +$722K
LTC
2242
LTC Properties
LTC
$2.1B
$662K ﹤0.01%
17,600
-102,500
-85% -$3.8M
RMD icon
2243
ResMed
RMD
$32.8B
$661K ﹤0.01%
14,800
-605,000
-98% -$27.2M
INVT
2244
DELISTED
Inventergy Global, Inc.
INVT
$661K ﹤0.01%
6,527
+2,880
+79% +$277K
STON
2245
DELISTED
StoneMor Inc.
STON
$659K ﹤0.01%
+26,219
New +$665K
OSBC icon
2246
Old Second Bancorp
OSBC
$1.31B
$656K ﹤0.01%
142,611
-15,489
-10% -$73.4K
ANAC
2247
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
$654K ﹤0.01%
32,700
-73,100
-69% -$1.42M
DSWL icon
2248
Deswell Industries
DSWL
$50.7M
$652K ﹤0.01%
315,119
+36,019
+13% +$82.9K
KEYW
2249
DELISTED
The KEYW Holding Corporation
KEYW
$650K ﹤0.01%
+34,727
New +$630K
SUN icon
2250
Sunoco
SUN
$14.2B
$647K ﹤0.01%
+18,418
New +$642K
88 89
90
91 92

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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 16% of assets, up from 15% 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.