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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
SMED
2276
DELISTED
Sharps Compliance Corp
SMED
$631K ﹤0.01%
133,500
+25,100
+23% +$106K
LWAY icon
2277
Lifeway Foods
LWAY
$447M
$630K ﹤0.01%
39,400
-5,100
-11% -$75.3K
BLDR icon
2278
Builders FirstSource
BLDR
$7.91B
$629K ﹤0.01%
+88,200
New +$599K
DSWL icon
2279
Deswell Industries
DSWL
$50.7M
$625K ﹤0.01%
279,100
+10,700
+4% +$26.4K
LUMO
2280
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$621K ﹤0.01%
+3,133
New +$557K
HWCC
2281
DELISTED
Houston Wire & Cable Company
HWCC
$621K ﹤0.01%
+46,400
New +$627K
CCM
2282
Concord Medical Services
CCM
$20.8M
$619K ﹤0.01%
12,853
-375
-3% -$17.6K
BSIN
2283
Big Sky Industrial
BSIN
$71.4M
$619K ﹤0.01%
2,742
-261
-9% -$48K
CENT icon
2284
Central Garden & Pet Co
CENT
$2.79B
$615K ﹤0.01%
111,945
-103,136
-48% -$604K
SPPI
2285
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$615K ﹤0.01%
69,517
+57,500
+478% +$514K
HSKA
2286
DELISTED
Heska Corp
HSKA
$614K ﹤0.01%
70,380
-11,400
-14% -$79.7K
FMD
2287
DELISTED
FIRST MARBLEHEAD CORP COM STK NEW (DE)
FMD
$613K ﹤0.01%
83,010
-15,920
-16% -$129K
DCOM
2288
DELISTED
Dime Community Bancshares
DCOM
$613K ﹤0.01%
36,200
+5,000
+16% +$82.9K
DAIO icon
2289
Data I/O
DAIO
$33.1M
$611K ﹤0.01%
237,600
+5,600
+2% +$15.7K
EWY icon
2290
iShares MSCI South Korea ETF
EWY
$27.6B
$608K ﹤0.01%
9,400
+800
+9% +$50.8K
CSS
2291
DELISTED
CSS Industries, Inc.
CSS
$608K ﹤0.01%
21,200
-9,599
-31% -$257K
GSB
2292
DELISTED
GlobalSCAPE, Inc.
GSB
$607K ﹤0.01%
260,400
+23,900
+10% +$46.9K
MBTF
2293
DELISTED
MBT Financial Corporation
MBTF
$605K ﹤0.01%
142,100
+100
+0.1% +$386
HFWA icon
2294
Heritage Financial
HFWA
$1.22B
$604K ﹤0.01%
35,300
+14,300
+68% +$234K
IKAN
2295
DELISTED
IKANOS COMMUNICATIONS INC COM STK NEW (DE)
IKAN
$600K ﹤0.01%
50,020
-2,174
-4% -$27.1K
MESG
2296
DELISTED
XURA INC COM (DE)
MESG
$598K ﹤0.01%
+15,420
New +$520K
GYRE icon
2297
Gyre Therapeutics
GYRE
$706M
$594K ﹤0.01%
182
-217
-54% -$855K
SPH icon
2298
Suburban Propane Partners
SPH
$1.18B
$594K ﹤0.01%
+12,667
New +$588K
GSOL
2299
DELISTED
Global Sources Ltd
GSOL
$594K ﹤0.01%
73,036
+10,928
+18% +$82.6K
AVAV icon
2300
AeroVironment
AVAV
$9.59B
$593K ﹤0.01%
20,336
-152,800
-88% -$4.11M
90 91
92
93 94

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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.