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Jim Simons Renaissance Technologies
AUM
$72.6B
Turnover
31.08%
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
+887.92%
AUM
$41.2B
AUM Growth
+$3.08B
(+8.1%)
Cap. Flow
+$811M
Cap. Flow % of AUM
Cap. Flow %
1.97%
Top 10 Holdings %
Top 10 Hldgs %
10.96%
Holding
3,196
New
439
Increased
1,284
Reduced
1,031
Closed
412
Avg Time Held
0.2
years
Top 10 Avg Time Held
0.2
years
Top 20 Avg Time Held
0.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBM
IBM
|
+$328M |
| 2 |
Johnson & Johnson
JNJ
|
+$229M |
| 3 |
GE Aerospace
GE
|
+$156M |
| 4 |
Target
TGT
|
+$155M |
| 5 |
Walt Disney
DIS
|
+$153M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$283M |
| 2 |
Eli Lilly
LLY
|
+$211M |
| 3 |
Microsoft
MSFT
|
+$199M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$184M |
| 5 |
Citigroup
C
|
+$177M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.86% |
| 2 | Healthcare | 12.55% |
| 3 | Consumer Discretionary | 12.33% |
| 4 | Consumer Staples | 12.11% |
| 5 | Industrials | 10.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
McDonald's
MCD
$183B
| $718M | 1.74% |
7,462,400
+1,107,500
| +17% | +$108M |
2013 Q2
1 quarter
|
|
2
Novo Nordisk
NVO
$176B
| $531M | 1.29% |
31,362,000
+3,416,000
| +12% | +$57.5M |
2013 Q2
1 quarter
|
|
|
3
IBM
IBM
$244B
| $524M | 1.27% |
2,961,644
+1,806,755
| +156% | +$328M |
2013 Q2
1 quarter
|
|
4
Colgate-Palmolive
CL
$75.7B
| $455M | 1.1% |
7,665,500
-42,300
| -0.5% | -$2.51M |
2013 Q2
1 quarter
|
|
5
Hershey
HSY
$33.3B
| $429M | 1.04% |
4,638,600
+778,900
| +20% | +$72.6M |
2013 Q2
1 quarter
|
|
|
LLTC
6
DELISTED
Linear Technology Corp
LLTC
| $425M | 1.03% |
10,712,300
+739,700
| +7% | +$29.2M |
2013 Q2
1 quarter
|
|
|
7
Eli Lilly
LLY
$1.26T
| $417M | 1.01% |
8,287,805
-4,038,400
| -33% | -$211M |
2013 Q2
1 quarter
|
|
8
TSMC
TSM
$2.11T
| $387M | 0.94% |
22,802,351
-5,148,320
| -18% | -$87.8M |
2013 Q2
1 quarter
|
|
|
WFM
9
DELISTED
Whole Foods Market Inc
WFM
| $323M | 0.78% |
5,524,248
+284,300
| +5% | +$15.7M |
2013 Q2
1 quarter
|
|
10
Philip Morris
PM
$325B
| $309M | 0.75% |
3,565,500
+484,800
| +16% | +$42.4M |
2013 Q2
1 quarter
|
|
|
11
Johnson & Johnson
JNJ
$658B
| $284M | 0.69% |
3,275,300
+2,547,900
| +350% | +$229M |
2013 Q2
1 quarter
|
|
12
TJX Companies
TJX
$154B
| $283M | 0.69% |
10,027,600
+750,000
| +8% | +$20M |
2013 Q2
1 quarter
|
|
13
Intel
INTC
$350B
| $282M | 0.68% |
12,296,994
-1,404,206
| -10% | -$32.3M |
2013 Q2
1 quarter
|
|
14
Walmart Inc
WMT
$980B
| $280M | 0.68% |
11,367,300
+1,848,900
| +19% | +$46.6M |
2013 Q2
1 quarter
|
|
15
Gen Digital
GEN
$17.3B
| $275M | 0.67% |
11,122,738
+3,679,400
| +49% | +$92.3M |
2013 Q2
1 quarter
|
|
16
Alaska Air
ALK
$3.99B
| $267M | 0.65% |
8,538,200
-642,000
| -7% | -$19.2M |
2013 Q2
1 quarter
|
|
17
NetEase
NTES
$72.8B
| $262M | 0.63% |
18,013,500
+3,736,500
| +26% | +$51.1M |
2013 Q2
1 quarter
|
|
18
VeriSign
VRSN
$27.6B
| $258M | 0.63% |
5,072,576
+962,700
| +23% | +$46.5M |
2013 Q2
1 quarter
|
|
|
CELG
19
DELISTED
Celgene Corp
CELG
| $257M | 0.62% |
3,335,200
-1,143,338
| -26% | -$80.1M |
2013 Q2
1 quarter
|
|
20
Verizon
VZ
$185B
| $243M | 0.59% |
5,209,317
+1,465,300
| +39% | +$71.5M |
2013 Q2
1 quarter
|
|
21
Home Depot
HD
$328B
| $242M | 0.59% |
3,191,200
+1,525,900
| +92% | +$118M |
2013 Q2
1 quarter
|
|
|
TWTC
22
DELISTED
TW TELECOM INC CL A COM
TWTC
| $219M | 0.53% |
7,328,200
+1,425,700
| +24% | +$42M |
2013 Q2
1 quarter
|
|
23
CF Industries
CF
$18.7B
| $217M | 0.53% |
5,142,500
-410,250
| -7% | -$15.7M |
2013 Q2
1 quarter
|
|
24
Qualcomm
QCOM
$176B
| $216M | 0.52% |
3,207,760
+1,635,600
| +104% | +$107M |
2013 Q2
1 quarter
|
|
25
Biogen
BIIB
$37.5B
| $209M | 0.51% |
869,700
-523,800
| -38% | -$117M |
2013 Q2
1 quarter
|
|
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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 15% of assets, down from 15% 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.