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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
+4.12%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.92%
AUM
$41.7B
AUM Growth
-$66M
(-0.16%)
Cap. Flow
-$1.04B
Cap. Flow % of AUM
Cap. Flow %
-2.49%
Top 10 Holdings %
Top 10 Hldgs %
12.75%
Holding
3,290
New
474
Increased
1,340
Reduced
960
Closed
495
Avg Time Held
0.5
years
Top 10 Avg Time Held
0.5
years
Top 20 Avg Time Held
0.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$437M |
| 2 |
Verizon
VZ
|
+$215M |
| 3 |
Comcast
CMCSA
|
+$137M |
| 4 |
Vodafone
VOD
|
+$137M |
| 5 |
Kinder Morgan
KMI
|
+$133M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$263M |
| 2 |
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
+$246M |
| 3 |
Walmart Inc
WMT
|
+$229M |
| 4 |
Pfizer
PFE
|
+$221M |
| 5 |
Costco
COST
|
+$184M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.6% |
| 2 | Consumer Discretionary | 13.64% |
| 3 | Healthcare | 12.3% |
| 4 | Industrials | 11.06% |
| 5 | Consumer Staples | 9.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
McDonald's
MCD
$177B
| $835M | 2% |
8,521,387
+950,687
| +13% | +$90.9M |
2013 Q2
3 quarters
|
|
2
Novo Nordisk
NVO
$169B
| $734M | 1.76% |
32,159,600
-477,400
| -1% | -$10.2M |
2013 Q2
3 quarters
|
|
|
LLTC
3
DELISTED
Linear Technology Corp
LLTC
| $550M | 1.32% |
11,295,500
+418,000
| +4% | +$19.3M |
2013 Q2
3 quarters
|
|
4
TSMC
TSM
$2.28T
| $506M | 1.21% |
25,289,551
-3,769,120
| -13% | -$67.5M |
2013 Q2
3 quarters
|
|
|
5
Verizon
VZ
$179B
| $493M | 1.18% |
10,356,855
+4,554,538
| +78% | +$215M |
2013 Q2
3 quarters
|
|
6
Colgate-Palmolive
CL
$73B
| $477M | 1.14% |
7,346,400
-2,000
| -0% | -$126K |
2013 Q2
3 quarters
|
|
7
Hershey
HSY
$32.9B
| $470M | 1.13% |
4,498,674
+164,674
| +4% | +$16.8M |
2013 Q2
3 quarters
|
|
|
8
Apple
AAPL
$5.02T
| $441M | 1.06% |
+22,998,136
| New | +$437M |
2014 Q1
0 quarters
|
|
9
Alaska Air
ALK
$3.97B
| $438M | 1.05% |
9,378,602
+177,002
| +2% | +$7.34M |
2013 Q2
3 quarters
|
|
10
GSK
GSK
$97.6B
| $375M | 0.9% |
5,607,840
+467,840
| +9% | +$31.6M |
2013 Q2
3 quarters
|
|
11
Intel
INTC
$505B
| $362M | 0.87% |
14,007,700
+2,637,000
| +23% | +$65.8M |
2013 Q2
3 quarters
|
|
12
Home Depot
HD
$317B
| $310M | 0.74% |
3,913,300
+923,400
| +31% | +$73.4M |
2013 Q2
3 quarters
|
|
13
Eli Lilly
LLY
$1.15T
| $309M | 0.74% |
5,256,105
-1,805,595
| -26% | -$101M |
2013 Q2
3 quarters
|
|
|
TWTC
14
DELISTED
TW TELECOM INC CL A COM
TWTC
| $279M | 0.67% |
8,936,100
+469,900
| +6% | +$14.2M |
2013 Q2
3 quarters
|
|
|
15
Johnson & Johnson
JNJ
$653B
| $261M | 0.63% |
2,659,200
-2,839,200
| -52% | -$263M |
2013 Q2
3 quarters
|
|
16
Philip Morris
PM
$316B
| $251M | 0.6% |
3,065,493
+87,793
| +3% | +$7.09M |
2013 Q2
3 quarters
|
|
17
VeriSign
VRSN
$27.5B
| $251M | 0.6% |
4,649,900
+24,124
| +0.5% | +$1.37M |
2013 Q2
3 quarters
|
|
18
Domino's
DPZ
$10.2B
| $249M | 0.6% |
3,232,600
+399,800
| +14% | +$29.5M |
2013 Q2
3 quarters
|
|
19
Qualcomm
QCOM
$195B
| $231M | 0.55% |
2,925,400
+8,840
| +0.3% | +$666K |
2013 Q2
3 quarters
|
|
|
CELG
20
DELISTED
Celgene Corp
CELG
| $224M | 0.54% |
3,213,660
+402,722
| +14% | +$31.9M |
2013 Q2
3 quarters
|
|
21
TJX Companies
TJX
$152B
| $215M | 0.52% |
7,081,400
-1,222,400
| -15% | -$37M |
2013 Q2
3 quarters
|
|
22
NetEase
NTES
$72B
| $200M | 0.48% |
14,854,500
-1,057,500
| -7% | -$15.3M |
2013 Q2
3 quarters
|
|
23
Ryanair
RYAAY
$27.1B
| $190M | 0.46% |
7,862,156
-345,467
| -4% | -$7.56M |
2013 Q2
3 quarters
|
|
|
WFM
24
DELISTED
Whole Foods Market Inc
WFM
| $189M | 0.45% |
3,719,100
-1,235,500
| -25% | -$65.8M |
2013 Q2
3 quarters
|
|
25
Cboe Global Markets
CBOE
$33.5B
| $174M | 0.42% |
3,070,900
+340,800
| +12% | +$18.3M |
2013 Q2
3 quarters
|
|
Similar funds
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, 960 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 16% of assets, up from 15% 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.