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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
+4.12%
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
$41.7B
AUM Growth
-$66M
Cap. Flow
-$1.04B
Cap. Flow %
-2.49%
Top 10 Hldgs %
12.75%
Holding
3,290
New
474
Increased
1,340
Reduced
961
Closed
495

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$437M
2
VZ icon
Verizon
VZ
+$215M
3
CMCSA icon
Comcast
CMCSA
+$137M
4
VOD icon
Vodafone
VOD
+$137M
5
KMI icon
Kinder Morgan
KMI
+$133M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$263M
2
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$246M
3
WMT icon
Walmart Inc
WMT
+$229M
4
PFE icon
Pfizer
PFE
+$221M
5
COST icon
Costco
COST
+$184M

Sector Composition

Rank Sector Weight
1 Technology 14.93%
2 Consumer Discretionary 13.29%
3 Healthcare 11.79%
4 Industrials 11%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
R icon
2426
Ryder
R
$10.1B
$400K ﹤0.01%
5,000
-344,400
-99% -$25.5M
MRTX
2427
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
$400K ﹤0.01%
+21,000
New +$436K
NKSH icon
2428
National Bankshares
NKSH
$271M
$398K ﹤0.01%
10,888
-712
-6% -$26.1K
VOC icon
2429
VOC Energy
VOC
$53M
$396K ﹤0.01%
27,173
-17,027
-39% -$256K
BH icon
2430
Biglari Holdings Class B
BH
$1.22B
$395K ﹤0.01%
1,309
-1,098
-46% -$316K
MIDD icon
2431
Middleby
MIDD
$5.38B
$394K ﹤0.01%
+4,470
New +$390K
CME icon
2432
CME Group
CME
$94.3B
$392K ﹤0.01%
30,000
– –
AATC
2433
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$392K ﹤0.01%
74,600
+1,900
+3% +$10.2K
OCRX
2434
DELISTED
Ocera Therapeutics, Inc.
OCRX
$391K ﹤0.01%
37,049
+23,100
+166% +$330K
DXR icon
2435
Daxor
DXR
$59.5M
$389K ﹤0.01%
47,100
-300
-0.6% -$2.21K
KUTV
2436
DELISTED
KU6 MEDIA CO, LTD AMERICAN DEPOSITORY SHARES
KUTV
$388K ﹤0.01%
184,614
-49,800
-21% -$154K
WYY icon
2437
WidePoint Corp
WYY
$114M
$387K ﹤0.01%
24,190
+13,620
+129% +$216K
BSRR icon
2438
Sierra Bancorp
BSRR
$532M
$386K ﹤0.01%
+24,256
New +$390K
BSTC
2439
DELISTED
BioSpecifics Technologies Corp.
BSTC
$386K ﹤0.01%
14,900
-900
-6% -$21.6K
CBNJ
2440
DELISTED
CAPE BANCORP, INC COM
CBNJ
$385K ﹤0.01%
35,016
+5,316
+18% +$55.9K
DCOM
2441
DELISTED
Dime Community Bancshares
DCOM
$385K ﹤0.01%
22,700
-13,500
-37% -$226K
TCRT icon
2442
Alaunos Therapeutics
TCRT
$4.88M
$384K ﹤0.01%
+558
New +$374K
FMD
2443
DELISTED
FIRST MARBLEHEAD CORP COM STK NEW (DE)
FMD
$384K ﹤0.01%
63,594
-19,416
-23% -$128K
LPDX
2444
DELISTED
LIPOSCIENCE INC COM
LPDX
$384K ﹤0.01%
120,522
+41,122
+52% +$173K
DVCR
2445
DELISTED
Diversicare Healthcare Services Inc
DVCR
$381K ﹤0.01%
60,700
-2,700
-4% -$14.6K
EXP icon
2446
Eagle Materials
EXP
$6.47B
$379K ﹤0.01%
4,271
-65,429
-94% -$5.39M
GAGA
2447
DELISTED
LE GAGA HOLDINGS LTD ADS
GAGA
$376K ﹤0.01%
102,700
-900
-0.9% -$3.04K
FSGI
2448
DELISTED
FIRST SECURITY GROUP, INC.
FSGI
$373K ﹤0.01%
179,557
+73,257
+69% +$154K
AHGP
2449
DELISTED
Alliance Holdings GP
AHGP
$372K ﹤0.01%
5,992
-28,138
-82% -$1.68M
SAH icon
2450
Sonic Automotive
SAH
$2.56B
$369K ﹤0.01%
+16,430
New +$377K
96 97
98
99 100

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Jim Simons's Q1 2014 Portfolio in Review

As of Q1 2014, Jim Simons held 3,290 positions worth $41.7B, down 0.16% from $41.8B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Jim Simons's Q1 2014 filing shows 474 new, 1,340 increased, 961 reduced and 495 closed positions. Its largest new stake was Apple: 22,998,136 shares worth $441M. The largest sale was Johnson & Johnson, an estimated $263M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Jim Simons's largest Q1 2014 buy was Apple: 22,998,136 shares worth $441M.
  • Jim Simons added most to Verizon in Q1 2014, an estimated $215M increase.
  • Jim Simons's biggest Q1 2014 reduction was Johnson & Johnson, cutting an estimated $263M.
  • Jim Simons fully exited LIFE TECHNOLOGIES CORP COM STK (DE) in Q1 2014, selling an estimated $246M.
  • Jim Simons's ten largest holdings make up 13% of its $41.7B portfolio in Q1 2014.
  • Jim Simons opened 474 new positions and closed 495 in Q1 2014.
  • Jim Simons's portfolio value fell 0.16% quarter-over-quarter to $41.7B.

Based on Renaissance Technologies's 13F filing for Q1 2014, filed 14 May 2014.