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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
ECTE
2451
DELISTED
ECHO THERAPEUTICS, INC. NEW COMMON STOCK (DE)
ECTE
$362K ﹤0.01%
115,287
-8,300
-7% -$23.2K
KCLI
2452
DELISTED
KANSAS CITY LIFE INS CO NEW (MO)
KCLI
$362K ﹤0.01%
7,579
-321
-4% -$15K
AATC
2453
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$360K ﹤0.01%
72,700
+400
+0.6% +$2.42K
RIOM
2454
DELISTED
RIO ALTO MNG LTD NEW COM SHS (CANADA)
RIOM
$360K ﹤0.01%
+216,400
New +$349K
FSYS
2455
DELISTED
FUEL SYSTEMS SOLUTIONS INC COM STK
FSYS
$356K ﹤0.01%
25,697
-62,125
-71% -$956K
CAFI
2456
DELISTED
CAMCO FINL CORP
CAFI
$356K ﹤0.01%
+53,300
New +$323K
PRMW
2457
DELISTED
Primo Water Corporation
PRMW
$353K ﹤0.01%
134,048
+55,648
+71% +$147K
ACIC icon
2458
American Coastal Insurance
ACIC
$465M
$352K ﹤0.01%
+25,000
New +$253K
XLP icon
2459
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$352K ﹤0.01%
8,200
-11,700
-59% -$493K
YORW icon
2460
York Water
YORW
$528M
$352K ﹤0.01%
16,800
-800
-5% -$16.7K
MEAS
2461
DELISTED
MEASUREMENT SPECIALTIES INC
MEAS
$352K ﹤0.01%
+5,800
New +$321K
PANW icon
2462
Palo Alto Networks
PANW
$323B
$351K ﹤0.01%
+36,600
New +$290K
MJES
2463
DELISTED
MAJESCO HOLDINGS INC. NEW
MJES
$351K ﹤0.01%
595,327
-167,573
-22% -$98.8K
CYAN
2464
DELISTED
Cyanotech Corp
CYAN
$347K ﹤0.01%
70,400
-9,600
-12% -$48.7K
CDXS icon
2465
Codexis
CDXS
$175M
$346K ﹤0.01%
246,943
+162,843
+194% +$254K
CTRL
2466
DELISTED
Control4 Corporation
CTRL
$343K ﹤0.01%
+19,400
New +$320K
CDI
2467
DELISTED
CDI Corp.
CDI
$343K ﹤0.01%
+18,500
New +$301K
BSTC
2468
DELISTED
BioSpecifics Technologies Corp.
BSTC
$342K ﹤0.01%
15,800
-15,945
-50% -$326K
XNPT
2469
DELISTED
XENOPORT, INC.
XNPT
$341K ﹤0.01%
+59,312
New +$321K
ITIC
2470
Investors Title Co
ITIC
$530M
$340K ﹤0.01%
4,200
+1,200
+40% +$94K
BCOM
2471
DELISTED
B Communications Ltd
BCOM
$340K ﹤0.01%
19,400
+7,300
+60% +$139K
DDE
2472
DELISTED
Dover Downs Gaming & Entertain
DDE
$340K ﹤0.01%
229,700
+9,500
+4% +$14.1K
DXF
2473
Eason Technology Ltd
DXF
$1.72M
$339K ﹤0.01%
4
– –
SCMP
2474
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
$338K ﹤0.01%
36,000
-91,800
-72% -$655K
TAM
2475
DELISTED
TAMINCO CORP COM
TAM
$337K ﹤0.01%
+16,654
New +$338K
97 98
99
100 101

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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.