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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
+9.03%
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
$41.8B
AUM Growth
+$537M
Cap. Flow
-$2.31B
Cap. Flow %
-5.54%
Top 10 Hldgs %
11.46%
Holding
3,281
New
498
Increased
1,317
Reduced
983
Closed
464

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$230M
2
JNJ icon
Johnson & Johnson
JNJ
+$205M
3
BAC icon
Bank of America
BAC
+$163M
4
COST icon
Costco
COST
+$162M
5
GSK icon
GSK
GSK
+$131M

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$396M
2
BMY icon
Bristol-Myers Squibb
BMY
+$219M
3
GE icon
GE Aerospace
GE
+$156M
4
DIS icon
Walt Disney
DIS
+$154M
5
AMZN icon
Amazon
AMZN
+$138M

Sector Composition

Rank Sector Weight
1 Technology 14.36%
2 Healthcare 13.06%
3 Consumer Discretionary 12.03%
4 Consumer Staples 11.17%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IKGH
2426
DELISTED
Iao Kun Group Holding Company Limited
IKGH
$397K ﹤0.01%
+129,200
New +$424K
CVU icon
2427
CPI Aerostructures
CVU
$75M
$396K ﹤0.01%
26,300
-14,600
-36% -$197K
HMNF
2428
DELISTED
HMN Financial Inc
HMNF
$394K ﹤0.01%
37,300
+2,900
+8% +$25.9K
DFBG
2429
DELISTED
Differential Brands Group Inc
DFBG
$394K ﹤0.01%
11,930
+8,463
+244% +$280K
AVHI
2430
DELISTED
A V Homes, Inc.
AVHI
$394K ﹤0.01%
21,700
+5,344
+33% +$100K
BAXS
2431
DELISTED
BAXANO SURGICAL INC COM STK (DE)
BAXS
$394K ﹤0.01%
389,800
+57,325
+17% +$66.4K
CME icon
2432
CME Group
CME
$94.3B
$392K ﹤0.01%
30,000
-955,995
-97% -$74.9M
MTSL
2433
DELISTED
MER TELEMANAGEMENT SOLUTNS LTD
MTSL
$390K ﹤0.01%
151,100
+10,800
+8% +$27.9K
TTGT icon
2434
TechTarget
TTGT
$265M
$389K ﹤0.01%
56,700
-20,200
-26% -$114K
LEAF
2435
DELISTED
Leaf Group Ltd.
LEAF
$389K ﹤0.01%
33,954
-68,772
-67% -$739K
TPI
2436
DELISTED
TIANYIN PHARMACEUTICAL
TPI
$387K ﹤0.01%
488,700
+78,200
+19% +$71.8K
TCO
2437
DELISTED
Taubman Centers Inc.
TCO
$384K ﹤0.01%
6,000
-104,900
-95% -$6.99M
CEDU
2438
DELISTED
CHINAEDU CORPORATION ADS
CEDU
$381K ﹤0.01%
55,800
-1,700
-3% -$11.5K
NWLIA
2439
DELISTED
NATL WESTN LIFE INS CO CL A
NWLIA
$380K ﹤0.01%
1,700
+300
+21% +$67.1K
TCBI icon
2440
Texas Capital Bancshares
TCBI
$4.38B
$379K ﹤0.01%
6,100
-161,000
-96% -$8.58M
VITC
2441
DELISTED
VITACOST COM INC COM STK (DE)
VITC
$377K ﹤0.01%
65,100
+41,400
+175% +$279K
MZOR
2442
DELISTED
Mazor Robotics Ltd.
MZOR
$376K ﹤0.01%
+19,287
New +$354K
OIBR.C
2443
DELISTED
OI S.A. American Depositary Shares, each representing five shares of common stock
OIBR.C
$376K ﹤0.01%
459
-38
-8% -$32.9K
TTPH
2444
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
$372K ﹤0.01%
+1,375
New +$328K
GVP
2445
DELISTED
GSE Systems, Inc.
GVP
$371K ﹤0.01%
23,190
+1,590
+7% +$26.1K
WPRT
2446
Westport Fuel Systems
WPRT
$34.6M
$368K ﹤0.01%
+1,880
New +$417K
VISN
2447
DELISTED
VisionChina Media, Inc.
VISN
$368K ﹤0.01%
15,455
-67,300
-81% -$696K
NOR
2448
DELISTED
NORANDA ALUM HLDG CORP COM NEW
NOR
$366K ﹤0.01%
15,885
-10,429
-40% -$195K
GEF.B icon
2449
Greif Class B
GEF.B
$4.24B
$364K ﹤0.01%
6,200
+1,200
+24% +$67.4K
TRT
2450
Trio-Tech International
TRT
$118M
$363K ﹤0.01%
217,000
+4,200
+2% +$6.96K
96 97
98
99 100

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Jim Simons's Q4 2013 Portfolio in Review

As of Q4 2013, Jim Simons held 3,281 positions worth $41.8B, up 1.3% from $41.2B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $2.31B in Q4 2013, closing 464 positions and reducing 983 holdings. Its most notable exit was GE Aerospace, an estimated $156M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in Pfizer worth $230M.

  • Jim Simons's largest Q4 2013 buy was Pfizer: 7,904,832 shares worth $230M.
  • Jim Simons added most to Johnson & Johnson in Q4 2013, an estimated $205M increase.
  • Jim Simons's biggest Q4 2013 reduction was IBM, cutting an estimated $396M.
  • Jim Simons fully exited GE Aerospace in Q4 2013, selling an estimated $156M.
  • Jim Simons's ten largest holdings make up 11% of its $41.8B portfolio in Q4 2013.
  • Jim Simons opened 498 new positions and closed 464 in Q4 2013.
  • Jim Simons's portfolio value rose 1.3% quarter-over-quarter to $41.8B.

Based on Renaissance Technologies's 13F filing for Q4 2013, filed 14 Feb 2014.