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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
PLAB icon
2376
Photronics
PLAB
$1.97B
$399K ﹤0.01%
50,900
-48,900
-49% -$383K
MILL
2377
DELISTED
MILLER ENERGY RESOURCES, INC COM STK
MILL
$399K ﹤0.01%
+55,000
New +$306K
CRT
2378
Cross Timbers Royalty Trust
CRT
$60.4M
$396K ﹤0.01%
13,500
-2,154
-14% -$60.9K
CCRN
2379
DELISTED
Cross Country Healthcare
CCRN
$395K ﹤0.01%
65,420
-30,607
-32% -$175K
HAST
2380
DELISTED
HASTINGS ENTERTAINMENT INC
HAST
$395K ﹤0.01%
156,300
+4,100
+3% +$13.5K
SBR
2381
Sabine Royalty Trust
SBR
$1.06B
$392K ﹤0.01%
+7,700
New +$398K
CRAY
2382
DELISTED
Cray, Inc.
CRAY
$392K ﹤0.01%
16,300
-235,500
-94% -$5.74M
IIIN icon
2383
Insteel Industries
IIIN
$634M
$390K ﹤0.01%
24,240
+13,274
+121% +$223K
DGAS
2384
DELISTED
Delta Natural Gas Co Inc
DGAS
$389K ﹤0.01%
+17,600
New +$380K
EDG
2385
DELISTED
EDGEN GROUP INC CLASS A COM STK
EDG
$389K ﹤0.01%
+51,200
New +$391K
ANDV
2386
DELISTED
Andeavor
ANDV
$387K ﹤0.01%
8,800
-200,700
-96% -$10M
GVA icon
2387
Granite Construction
GVA
$5.41B
$386K ﹤0.01%
12,600
-172,500
-93% -$5.22M
LNBB
2388
DELISTED
L N B BANCORP INC
LNBB
$386K ﹤0.01%
41,100
+6,900
+20% +$64.9K
SHBI icon
2389
Shore Bancshares
SHBI
$799M
$385K ﹤0.01%
43,800
+2,500
+6% +$20.4K
TTGT icon
2390
TechTarget
TTGT
$277M
$383K ﹤0.01%
76,900
-19,900
-21% -$92.5K
AMID
2391
DELISTED
American Midstream Partners, LP
AMID
$383K ﹤0.01%
19,200
+2,400
+14% +$50.2K
QLTY
2392
DELISTED
QUALITY DISTR INC FLA
QLTY
$383K ﹤0.01%
+41,500
New +$403K
ETRM
2393
DELISTED
EnteroMedics Inc.
ETRM
$382K ﹤0.01%
+292
New +$340K
ASMB icon
2394
Assembly Biosciences
ASMB
$594M
$381K ﹤0.01%
2,198
-984
-31% -$151K
BSIN
2395
Big Sky Industrial
BSIN
$71.4M
$380K ﹤0.01%
3,003
-640
-18% -$78.2K
GSB
2396
DELISTED
GlobalSCAPE, Inc.
GSB
$378K ﹤0.01%
236,500
+3,800
+2% +$6.26K
OTIV
2397
DELISTED
OTI On Track Innovations Ltd
OTIV
$376K ﹤0.01%
238,200
+9,900
+4% +$16.2K
ALNT icon
2398
Allient
ALNT
$1.86B
$375K ﹤0.01%
69,600
+12,000
+21% +$60.6K
SCR
2399
DELISTED
SIMCERE PHARMACEUTICAL GROUP, ADS
SCR
$375K ﹤0.01%
39,600
+11,800
+42% +$112K
LAS
2400
DELISTED
LENTUO INTL INC ADS REPSTG 2 ORD SHS (CYM)
LAS
$372K ﹤0.01%
99,800
+26,900
+37% +$124K
94 95
96
97 98

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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.