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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
RBY
2351
DELISTED
RUBICON MENERALS CORP (F)
RBY
$429K ﹤0.01%
340,600
+146,700
+76% +$208K
DIT icon
2352
AMCON Distributing
DIT
$66.4M
$426K ﹤0.01%
7,800
– –
EGP icon
2353
EastGroup Properties
EGP
$11B
$426K ﹤0.01%
+7,200
New +$427K
DVAX
2354
DELISTED
Dynavax Technologies
DVAX
$423K ﹤0.01%
+35,536
New +$447K
CPRX
2355
DELISTED
Catalyst Pharmaceutical
CPRX
$422K ﹤0.01%
+138,500
New +$233K
PSHG icon
2356
Performance Shipping
PSHG
$21.5M
– –
0
– –
IO
2357
DELISTED
ION Geophysical Corporation
IO
$421K ﹤0.01%
5,393
-5,261
-49% -$432K
COV
2358
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
$420K ﹤0.01%
+6,900
New +$421K
MJES
2359
DELISTED
MAJESCO HOLDINGS INC. NEW
MJES
$420K ﹤0.01%
762,900
-84,300
-10% -$46.4K
AZZ icon
2360
AZZ Inc
AZZ
$4.52B
$419K ﹤0.01%
10,000
-143,500
-93% -$5.53M
THRD
2361
DELISTED
TF FINANCIAL CORP COM STK (PA)
THRD
$419K ﹤0.01%
15,039
+100
+0.7% +$2.67K
PRTS icon
2362
CarParts.com
PRTS
$50.3M
$418K ﹤0.01%
31,690
+6,230
+24% +$65.2K
MSLI
2363
DELISTED
Merus Labs International Inc.
MSLI
$417K ﹤0.01%
304,100
+9,000
+3% +$9.19K
JST
2364
DELISTED
JINPAN INT'L LTD(COMMON)
JST
$417K ﹤0.01%
57,500
-19,600
-25% -$123K
PCMI
2365
DELISTED
PCM, Inc
PCMI
$415K ﹤0.01%
+44,600
New +$445K
TPL icon
2366
Texas Pacific Land
TPL
$23.9B
$414K ﹤0.01%
+44,100
New +$416K
UVSP icon
2367
Univest Financial
UVSP
$1.19B
$411K ﹤0.01%
21,800
-5,200
-19% -$103K
RVM
2368
DELISTED
REVETT MINING COMPANY COMMON SHARES (DELAWARE)
RVM
$410K ﹤0.01%
362,651
-74,300
-17% -$65.3K
NKSH icon
2369
National Bankshares
NKSH
$272M
$409K ﹤0.01%
11,400
-1,600
-12% -$59.4K
TGA
2370
DELISTED
Transglobe Energy Corp
TGA
$409K ﹤0.01%
52,100
+20,900
+67% +$142K
HH
2371
DELISTED
Hooper Holmes Inc
HH
$409K ﹤0.01%
57,993
-3,000
-5% -$17.7K
AERL
2372
DELISTED
ASIA ENTERTAINMENT & RES LTD ORD SHS(CYM)
AERL
$407K ﹤0.01%
+104,300
New +$422K
ITI
2373
DELISTED
Iteris, Inc.
ITI
$406K ﹤0.01%
222,100
+28,100
+14% +$50.6K
SYKE
2374
DELISTED
SYKES Enterprises Inc
SYKE
$406K ﹤0.01%
22,673
-54,358
-71% -$940K
CEDU
2375
DELISTED
CHINAEDU CORPORATION ADS
CEDU
$402K ﹤0.01%
57,500
– –
93 94
95
96 97

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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.