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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
PRTK
2426
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
$344K ﹤0.01%
9,017
+2,175
+32% +$77.9K
PDO
2427
DELISTED
PYRAMID OIL CO
PDO
$344K ﹤0.01%
82,400
+2,100
+3% +$9.11K
LKFN icon
2428
Lakeland Financial Corp
LKFN
$1.56B
$343K ﹤0.01%
15,750
-13,350
-46% -$283K
SMCI icon
2429
Super Micro Computer
SMCI
$25.3B
$343K ﹤0.01%
+253,000
New +$319K
DXF
2430
Eason Technology Ltd
DXF
$1.72M
$341K ﹤0.01%
4
– –
ECTE
2431
DELISTED
ECHO THERAPEUTICS, INC. NEW COMMON STOCK (DE)
ECTE
$341K ﹤0.01%
123,587
+66,980
+118% +$181K
GVP
2432
DELISTED
GSE Systems, Inc.
GVP
$339K ﹤0.01%
21,600
+100
+0.5% +$1.57K
MCBI
2433
DELISTED
METROCORP BANCSHARES INC
MCBI
$339K ﹤0.01%
24,700
-2,500
-9% -$27.5K
AZTA icon
2434
Azenta
AZTA
$1.49B
$338K ﹤0.01%
+36,257
New +$348K
DXR icon
2435
Daxor
DXR
$60.7M
$338K ﹤0.01%
47,700
+200
+0.4% +$1.44K
GAGA
2436
DELISTED
LE GAGA HOLDINGS LTD ADS
GAGA
$338K ﹤0.01%
94,600
+5,600
+6% +$20.7K
FSBK
2437
DELISTED
First South Bancorp Inc/VA
FSBK
$337K ﹤0.01%
53,600
+2,500
+5% +$16.1K
HOLL
2438
DELISTED
HOLLYWOOD MEDIA CORP
HOLL
$337K ﹤0.01%
201,704
-2,600
-1% -$3.82K
ALTV
2439
DELISTED
Alteva
ALTV
$336K ﹤0.01%
43,300
-24,400
-36% -$207K
INN
2440
Summit Hotel Properties
INN
$656M
$335K ﹤0.01%
+36,500
New +$353K
REE
2441
DELISTED
RARE ELEMENT RES LTD
REE
$335K ﹤0.01%
125,600
+68,200
+119% +$152K
ACRE
2442
Ares Commercial Real Estate
ACRE
$264M
$334K ﹤0.01%
26,900
-19,630
-42% -$251K
DVCR
2443
DELISTED
Diversicare Healthcare Services Inc
DVCR
$334K ﹤0.01%
63,800
– –
SMED
2444
DELISTED
Sharps Compliance Corp
SMED
$333K ﹤0.01%
108,400
+11,300
+12% +$30.5K
CWEI
2445
DELISTED
Clayton Williams Energy, Inc.
CWEI
$330K ﹤0.01%
+6,285
New +$327K
KAI icon
2446
Kadant
KAI
$3.91B
$329K ﹤0.01%
9,800
-1,700
-15% -$55.8K
HMSY
2447
DELISTED
HMS Holdings Corp.
HMSY
$327K ﹤0.01%
15,212
-412,300
-96% -$10.1M
MPAC
2448
DELISTED
MOD-PAC CORP
MPAC
$327K ﹤0.01%
35,400
+900
+3% +$7.71K
HFWA icon
2449
Heritage Financial
HFWA
$1.23B
$326K ﹤0.01%
21,000
+3,000
+17% +$47.1K
DRWI
2450
DELISTED
DragonWave Inc
DRWI
$325K ﹤0.01%
6,564
+1,864
+40% +$132K
96 97
98
99 100

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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.