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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
CDR
2251
DELISTED
Cedar Realty Trust, Inc
CDR
$677K ﹤0.01%
16,379
+3,423
+26% +$129K
ALNT icon
2252
Allient
ALNT
$1.86B
$674K ﹤0.01%
81,150
+11,550
+17% +$79K
RITM icon
2253
Rithm Capital
RITM
$5.79B
$674K ﹤0.01%
50,454
-607,743
-92% -$7.84M
NSSC icon
2254
Napco Security Technologies
NSSC
$1.37B
$672K ﹤0.01%
214,000
+82,838
+63% +$243K
CRNT icon
2255
Ceragon Networks
CRNT
$198M
$671K ﹤0.01%
226,000
-12,280
-5% -$39.1K
HMIN
2256
DELISTED
HOMEINNS HOTEL GROUP SPONSORED ADR
HMIN
$668K ﹤0.01%
+15,300
New +$591K
ENVI
2257
DELISTED
ENVIVIO INC COM STK (DE)
ENVI
$668K ﹤0.01%
196,400
+122,900
+167% +$370K
CHC
2258
DELISTED
CHINA HYDROELECTRIC CORP SPONSORED ADR RPSTG 3 ORD SHS
CHC
$668K ﹤0.01%
249,400
+62,600
+34% +$159K
VRML
2259
DELISTED
Vermillion, Inc.
VRML
$666K ﹤0.01%
282,400
-42,500
-13% -$104K
MSON
2260
DELISTED
Misonix Inc
MSON
$663K ﹤0.01%
117,800
+1,000
+0.9% +$4.79K
BSPM
2261
DELISTED
Biostar Pharmaceuticals, Inc.
BSPM
$663K ﹤0.01%
45,735
+17,682
+63% +$191K
CO
2262
DELISTED
Global Cord Blood Corporation
CO
$662K ﹤0.01%
165,200
-120,400
-42% -$479K
KUTV
2263
DELISTED
KU6 MEDIA CO, LTD AMERICAN DEPOSITORY SHARES
KUTV
$662K ﹤0.01%
234,414
-18,600
-7% -$48.6K
MCBC
2264
DELISTED
Macatawa Bank Corp
MCBC
$661K ﹤0.01%
132,100
-52,800
-29% -$268K
CNSL
2265
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
$658K ﹤0.01%
33,500
-73,706
-69% -$1.38M
OB
2266
DELISTED
Onebeacon Insurance Group Ltd
OB
$658K ﹤0.01%
+41,600
New +$648K
HOPE icon
2267
Hope Bancorp
HOPE
$1.83B
$656K ﹤0.01%
+39,524
New +$611K
FRM
2268
DELISTED
FURMANITE CORPORATION COM
FRM
$653K ﹤0.01%
+61,500
New +$652K
SGMA
2269
DELISTED
Sigmatron International
SGMA
$652K ﹤0.01%
73,400
+7,300
+11% +$44.4K
CMCO icon
2270
Columbus McKinnon
CMCO
$550M
$646K ﹤0.01%
+23,818
New +$622K
VOC icon
2271
VOC Energy
VOC
$55.8M
$643K ﹤0.01%
44,200
-19,173
-30% -$307K
WTW icon
2272
Willis Towers Watson
WTW
$31B
$641K ﹤0.01%
+5,400
New +$638K
QLTI
2273
DELISTED
QLT Inc
QLTI
$641K ﹤0.01%
115,164
+21,500
+23% +$107K
MNRK
2274
DELISTED
MONARCH FINANCIAL HOLDINGS INC COM STK
MNRK
$638K ﹤0.01%
57,033
+11,713
+26% +$123K
SBR
2275
Sabine Royalty Trust
SBR
$1.06B
$637K ﹤0.01%
12,600
+4,900
+64% +$251K
89 90
91
92 93

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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.