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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
+4.17%
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
$42.9B
AUM Growth
+$1.2B
Cap. Flow
-$23.9M
Cap. Flow %
-0.06%
Top 10 Hldgs %
13.77%
Holding
3,246
New
450
Increased
1,273
Reduced
1,008
Closed
492

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$276M
2
IBM icon
IBM
IBM
+$272M
3
PG icon
Procter & Gamble
PG
+$161M
4
CL icon
Colgate-Palmolive
CL
+$151M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$146M

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$405M
2
CELG
Celgene Corp
CELG
+$207M
3
BKNG icon
Booking.com
BKNG
+$123M
4
LLY icon
Eli Lilly
LLY
+$114M
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$109M

Sector Composition

Rank Sector Weight
1 Technology 15.92%
2 Healthcare 13.46%
3 Consumer Discretionary 11.99%
4 Industrials 10.52%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ILG
2376
DELISTED
ILG, Inc Common Stock
ILG
$430K ﹤0.01%
19,600
-31
-0.2% -$715
BCOM
2377
DELISTED
B Communications Ltd
BCOM
$429K ﹤0.01%
22,000
+1,500
+7% +$27.1K
GSI
2378
DELISTED
GENERAL STL HLDGS INC COM NEW (NV)
GSI
$429K ﹤0.01%
88,980
-263
-0.3% -$1.36K
RP
2379
DELISTED
RealPage, Inc.
RP
$427K ﹤0.01%
19,000
+3,416
+22% +$67.3K
ELS icon
2380
Equity Lifestyle Properties
ELS
$12.4B
$424K ﹤0.01%
+19,200
New +$410K
AIFC
2381
AI Financial Corp
AIFC
$58.6M
$424K ﹤0.01%
21,260
+3,500
+20% +$60K
ANTH
2382
DELISTED
Anthera Pharmaceuticals, Inc.
ANTH
$423K ﹤0.01%
15,612
+3,437
+28% +$84.8K
NBBC
2383
DELISTED
NEWBRIDGE BANCORP CLASS A COM STK (NC)
NBBC
$419K ﹤0.01%
52,000
-31,048
-37% -$238K
ATEA
2384
DELISTED
ASTEA INTERNATIONAL INC
ATEA
$413K ﹤0.01%
172,000
-500
-0.3% -$964
CYD icon
2385
China Yuchai International
CYD
$1.76B
$412K ﹤0.01%
19,414
-22
-0.1% -$460
GVP
2386
DELISTED
GSE Systems, Inc.
GVP
$412K ﹤0.01%
24,800
+600
+2% +$10.4K
HHS icon
2387
Harte-Hanks
HHS
$18.6M
$410K ﹤0.01%
5,700
-9,213
-62% -$711K
AMNB
2388
DELISTED
American National Bankshares Inc
AMNB
$409K ﹤0.01%
18,809
+1,600
+9% +$35.1K
ERNA icon
2389
Eterna Therapeutics
ERNA
$5.16M
$408K ﹤0.01%
1
– –
RRMS
2390
DELISTED
ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE)
RRMS
$408K ﹤0.01%
7,465
-48,922
-87% -$2.18M
LAS
2391
DELISTED
LENTUO INTL INC ADS REPSTG 2 ORD SHS (CYM)
LAS
$403K ﹤0.01%
138,400
+17,400
+14% +$51.7K
EDMC
2392
DELISTED
EDUCATION MGMT CORP NEW COM STK (PA)
EDMC
$402K ﹤0.01%
238,100
-28,800
-11% -$77.5K
LTS
2393
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
$400K ﹤0.01%
127,000
-81,600
-39% -$233K
BIOA
2394
DELISTED
BioAmber Inc.
BIOA
$398K ﹤0.01%
40,000
-62,602
-61% -$646K
DMRC icon
2395
Digimarc Corp
DMRC
$167M
$397K ﹤0.01%
12,172
-61,400
-83% -$2M
VITC
2396
DELISTED
VITACOST COM INC COM STK (DE)
VITC
$397K ﹤0.01%
63,400
+6,140
+11% +$39.9K
OCLR
2397
DELISTED
Oclaro Inc.
OCLR
$396K ﹤0.01%
179,856
-338,998
-65% -$847K
AJRD
2398
DELISTED
Aerojet Rocketdyne Holdings
AJRD
$394K ﹤0.01%
20,650
-495,732
-96% -$9.04M
CME icon
2399
CME Group
CME
$94.3B
$392K ﹤0.01%
30,000
– –
WEYS icon
2400
Weyco Group
WEYS
$446M
$389K ﹤0.01%
+14,200
New +$376K
94 95
96
97 98

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Jim Simons's Q2 2014 Portfolio in Review

As of Q2 2014, Jim Simons held 3,246 positions worth $42.9B, up 2.9% from $41.7B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Jim Simons's Q2 2014 filing shows 450 new, 1,273 increased, 1,008 reduced and 492 closed positions. Its largest new stake was Procter & Gamble: 2,001,729 shares worth $157M. The largest sale was Verizon, an estimated $405M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2014 buy was Procter & Gamble: 2,001,729 shares worth $157M.
  • Jim Simons added most to Pfizer in Q2 2014, an estimated $276M increase.
  • Jim Simons's biggest Q2 2014 reduction was Verizon, cutting an estimated $405M.
  • Jim Simons fully exited Booking.com in Q2 2014, selling an estimated $123M.
  • Jim Simons's ten largest holdings make up 14% of its $42.9B portfolio in Q2 2014.
  • Jim Simons opened 450 new positions and closed 492 in Q2 2014.
  • Jim Simons's portfolio value rose 2.9% quarter-over-quarter to $42.9B.

Based on Renaissance Technologies's 13F filing for Q2 2014, filed 13 Aug 2014.