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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
Y
2401
DELISTED
Alleghany Corp
Y
$389K ﹤0.01%
888
-7,100
-89% -$2.97M
BELFA icon
2402
Bel Fuse Inc Class A
BELFA
$3.4B
$386K ﹤0.01%
15,700
+600
+4% +$13.6K
TRT
2403
Trio-Tech International
TRT
$118M
$385K ﹤0.01%
221,800
+2,800
+1% +$4.56K
CTG
2404
DELISTED
Computer Task Group, Inc.
CTG
$384K ﹤0.01%
+23,300
New +$367K
NWY
2405
DELISTED
New York & Co Inc
NWY
$383K ﹤0.01%
103,700
+44,500
+75% +$185K
PERF
2406
DELISTED
Perfumania Holdings, Inc.
PERF
$383K ﹤0.01%
56,339
+2,700
+5% +$17.5K
COR icon
2407
Cencora
COR
$59.2B
$378K ﹤0.01%
+5,200
New +$356K
CRTN
2408
DELISTED
Cartesian, Inc.
CRTN
$374K ﹤0.01%
86,780
+8,200
+10% +$34.1K
TMP icon
2409
Tompkins Financial
TMP
$1.45B
$372K ﹤0.01%
+7,730
New +$366K
SUMR
2410
DELISTED
Summer Infant, Inc.
SUMR
$371K ﹤0.01%
14,312
+9,717
+211% +$220K
GAGA
2411
DELISTED
LE GAGA HOLDINGS LTD ADS
GAGA
$371K ﹤0.01%
106,300
+3,600
+4% +$13K
SLNG icon
2412
Stabilis Solutions
SLNG
$104M
$367K ﹤0.01%
6,738
+38
+0.6% +$1.97K
VCRA
2413
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
$367K ﹤0.01%
+27,834
New +$381K
EZCH
2414
DELISTED
EZCHIP SEMICONDUCTOR LIMITED ORD SHS (IL)
EZCH
$366K ﹤0.01%
+14,200
New +$351K
DCOM icon
2415
Dime Commercial Bancshares
DCOM
$1.82B
$364K ﹤0.01%
+15,164
New +$372K
ESMC
2416
DELISTED
Escalon Medical Corp
ESMC
$364K ﹤0.01%
212,900
+6,500
+3% +$10.1K
GDEN
2417
DELISTED
Golden Entertainment
GDEN
$363K ﹤0.01%
38,550
-9,413
-20% -$92.1K
XLB icon
2418
State Street Materials Select Sector SPDR ETF
XLB
$8.57B
$362K ﹤0.01%
14,600
-61,800
-81% -$1.49M
CSH
2419
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
$360K ﹤0.01%
17,852
-54,684
-75% -$1.1M
FIO
2420
DELISTED
FUSION-IO INC COM
FIO
$359K ﹤0.01%
+31,800
New +$295K
PPIH
2421
Perma-Pipe International
PPIH
$216M
$357K ﹤0.01%
31,300
-8,490
-21% -$94K
EIG icon
2422
Employers Holdings
EIG
$871M
$356K ﹤0.01%
+16,800
New +$351K
AEY
2423
DELISTED
ADDvantage Technologies Group
AEY
$356K ﹤0.01%
12,910
+530
+4% +$15.9K
PSHG icon
2424
Performance Shipping
PSHG
$21.5M
– –
0
– –
IART icon
2425
Integra LifeSciences
IART
$1.42B
$354K ﹤0.01%
+18,422
New +$343K
95 96
97
98 99

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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.