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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
+8.26%
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
$41.2B
AUM Growth
+$3.08B
Cap. Flow
+$811M
Cap. Flow %
1.97%
Top 10 Hldgs %
10.96%
Holding
3,196
New
439
Increased
1,284
Reduced
1,031
Closed
412

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$328M
2
JNJ icon
Johnson & Johnson
JNJ
+$229M
3
GE icon
GE Aerospace
GE
+$156M
4
TGT icon
Target
TGT
+$155M
5
DIS icon
Walt Disney
DIS
+$153M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$283M
2
LLY icon
Eli Lilly
LLY
+$211M
3
MSFT icon
Microsoft
MSFT
+$199M
4
BMY icon
Bristol-Myers Squibb
BMY
+$184M
5
C icon
Citigroup
C
+$177M

Sector Composition

Rank Sector Weight
1 Technology 14.03%
2 Healthcare 12.1%
3 Consumer Discretionary 11.99%
4 Consumer Staples 11.92%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CATO icon
2301
Cato Corp
CATO
$66.7M
$487K ﹤0.01%
17,400
-26,600
-60% -$725K
CODI icon
2302
Compass Diversified
CODI
$924M
$487K ﹤0.01%
27,323
-167,077
-86% -$2.97M
ACHV icon
2303
Achieve Life Sciences
ACHV
$744M
$484K ﹤0.01%
24
+9
+60% +$186K
MOFG
2304
DELISTED
MidWestOne Financial Group
MOFG
$483K ﹤0.01%
+18,801
New +$482K
OPY icon
2305
Oppenheimer Holdings
OPY
$1.23B
$483K ﹤0.01%
+27,200
New +$498K
MNRK
2306
DELISTED
MONARCH FINANCIAL HOLDINGS INC COM STK
MNRK
$483K ﹤0.01%
45,320
+28,395
+168% +$295K
OIBR.C
2307
DELISTED
OI S.A. American Depositary Shares, each representing five shares of common stock
OIBR.C
$482K ﹤0.01%
497
-26
-5% -$24.6K
SNT
2308
Senstar Technologies
SNT
$42.9M
$481K ﹤0.01%
138,500
+1,500
+1% +$5.35K
SBCF icon
2309
Seacoast Banking Corp of Florida
SBCF
$3.48B
$480K ﹤0.01%
44,200
+9,620
+28% +$106K
ADVS
2310
DELISTED
Advent Software Inc
ADVS
$479K ﹤0.01%
15,100
-15,700
-51% -$468K
MCS icon
2311
Marcus Corp
MCS
$929M
$478K ﹤0.01%
32,900
-14,300
-30% -$188K
SDT
2312
DELISTED
SANDRIDGE MISSISSIPPIAN TRUST I
SDT
$478K ﹤0.01%
36,156
-182,644
-83% -$2.42M
TOWN icon
2313
Towne Bank
TOWN
$3.5B
$477K ﹤0.01%
33,078
-7,002
-17% -$107K
CVU icon
2314
CPI Aerostructures
CVU
$75M
$474K ﹤0.01%
40,900
-24,000
-37% -$268K
HSKA
2315
DELISTED
Heska Corp
HSKA
$474K ﹤0.01%
81,780
+7,500
+10% +$47.2K
ORIG
2316
DELISTED
Ocean Rig UDW Inc. Class A Common Shares
ORIG
$471K ﹤0.01%
+3
New +$494K
CHC
2317
DELISTED
CHINA HYDROELECTRIC CORP SPONSORED ADR RPSTG 3 ORD SHS
CHC
$471K ﹤0.01%
186,800
+50,829
+37% +$120K
HDY
2318
DELISTED
HYPERDYNAMICS CORP (NEW)
HDY
$470K ﹤0.01%
+106,380
New +$470K
GPRE icon
2319
Green Plains
GPRE
$1.09B
$469K ﹤0.01%
29,243
-160,300
-85% -$2.59M
PVFC
2320
DELISTED
PVF CAPITAL CORP
PVFC
$468K ﹤0.01%
113,700
+40,000
+54% +$168K
CYAN
2321
DELISTED
Cyanotech Corp
CYAN
$467K ﹤0.01%
80,000
-3,700
-4% -$21.8K
GENT
2322
DELISTED
GENTIUM SPA ADS
GENT
$467K ﹤0.01%
+17,200
New +$279K
SNBC
2323
DELISTED
Sun Bancorp Inc
SNBC
$467K ﹤0.01%
24,380
+4,880
+25% +$86.9K
BAXS
2324
DELISTED
BAXANO SURGICAL INC COM STK (DE)
BAXS
$462K ﹤0.01%
332,475
-14,725
-4% -$27.3K
GSOL
2325
DELISTED
Global Sources Ltd
GSOL
$461K ﹤0.01%
62,108
+600
+1% +$4.21K
91 92
93
94 95

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Jim Simons's Q3 2013 Portfolio in Review

As of Q3 2013, Jim Simons held 3,196 positions worth $41.2B, up 8.1% from $38.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q3 2013 filing shows 439 new, 1,284 increased, 1,031 reduced and 412 closed positions. Its largest new stake was GE Aerospace: 1,361,721 shares worth $156M. The largest sale was Apple, an estimated $283M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q3 2013 buy was GE Aerospace: 1,361,721 shares worth $156M.
  • Jim Simons added most to IBM in Q3 2013, an estimated $328M increase.
  • Jim Simons's biggest Q3 2013 reduction was Eli Lilly, cutting an estimated $211M.
  • Jim Simons fully exited Apple in Q3 2013, selling an estimated $283M.
  • Jim Simons's ten largest holdings make up 11% of its $41.2B portfolio in Q3 2013.
  • Jim Simons opened 439 new positions and closed 412 in Q3 2013.
  • Jim Simons's portfolio value rose 8.1% quarter-over-quarter to $41.2B.

Based on Renaissance Technologies's 13F filing for Q3 2013, filed 13 Nov 2013.