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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
+5.01%
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
$45.9B
AUM Growth
+$3.99B
Cap. Flow
+$3.07B
Cap. Flow %
6.69%
Top 10 Hldgs %
9.34%
Holding
3,639
New
509
Increased
1,872
Reduced
840
Closed
386

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$510M
2
PFE icon
Pfizer
PFE
+$265M
3
GILD icon
Gilead Sciences
GILD
+$212M
4
CMCSA icon
Comcast
CMCSA
+$191M
5
META icon
Meta Platforms (Facebook)
META
+$184M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$369M
2
SIAL
SIGMA - ALDRICH CORP
SIAL
+$330M
3
MJN
Mead Johnson Nutrition Company
MJN
+$230M
4
AMGN icon
Amgen
AMGN
+$223M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$145M

Sector Composition

Rank Sector Weight
1 Technology 15.79%
2 Healthcare 13.71%
3 Financials 10.83%
4 Industrials 9.88%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LFC
2576
DELISTED
China Life Insurance Company Ltd.
LFC
$766K ﹤0.01%
47,883
-162,312
-77% -$2.89M
ALL icon
2577
Allstate
ALL
$64.7B
$765K ﹤0.01%
+12,323
New +$766K
CNXM
2578
DELISTED
CNX Midstream Partners LP
CNXM
$765K ﹤0.01%
77,680
-20,218
-21% -$217K
DM
2579
DELISTED
Dominion Energy Midstream Ptr LP
DM
$764K ﹤0.01%
+24,904
New +$754K
GVP
2580
DELISTED
GSE Systems, Inc.
GVP
$763K ﹤0.01%
31,780
+1,590
+5% +$26.9K
GFA
2581
DELISTED
Gafisa S.A.
GFA
$763K ﹤0.01%
50,048
+7,506
+18% +$127K
DMLP icon
2582
Dorchester Minerals
DMLP
$1.35B
$759K ﹤0.01%
76,748
+58,948
+331% +$780K
OESX icon
2583
Orion Energy Systems
OESX
$78.9M
$759K ﹤0.01%
34,960
+8,580
+33% +$174K
MRIN
2584
DELISTED
Marin Software
MRIN
$758K ﹤0.01%
5,043
+1,048
+26% +$164K
DVCR
2585
DELISTED
Diversicare Healthcare Services Inc
DVCR
$756K ﹤0.01%
92,700
+1,000
+1% +$8.93K
DAIO icon
2586
Data I/O
DAIO
$30.8M
$751K ﹤0.01%
298,200
+3,200
+1% +$8.76K
STZ.B
2587
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
$750K ﹤0.01%
5,200
+400
+8% +$55.2K
TAL
2588
DELISTED
TAL INTERNATIONAL GROUP, INC.
TAL
$749K ﹤0.01%
47,100
-23,606
-33% -$414K
SSRG
2589
DELISTED
SYMMETRY SURGICAL INC COMMON STK
SSRG
$748K ﹤0.01%
81,304
+25,936
+47% +$231K
YUME
2590
DELISTED
YuMe, Inc.
YUME
$737K ﹤0.01%
209,900
+38,300
+22% +$119K
BEP icon
2591
Brookfield Renewable
BEP
$10.3B
$736K ﹤0.01%
52,718
-69,817
-57% -$961K
RBS.PRF.CL
2592
DELISTED
Royal Bk Of Scotland Gp
RBS.PRF.CL
$736K ﹤0.01%
28,500
-11,200
-28% -$289K
SDRL
2593
DELISTED
Seadrill Limited Common Stock
SDRL
$732K ﹤0.01%
793
-10,313
-93% -$16.2M
DIT icon
2594
AMCON Distributing
DIT
$66.4M
$731K ﹤0.01%
13,650
+150
+1% +$8.14K
SNC
2595
DELISTED
State National Companies, Inc.
SNC
$730K ﹤0.01%
+74,400
New +$701K
ORIG
2596
DELISTED
Ocean Rig UDW Inc. Class A Common Shares
ORIG
$726K ﹤0.01%
48
-16
-25% -$286K
UBP
2597
DELISTED
Urstadt Biddle Properties Inc.
UBP
$721K ﹤0.01%
40,500
+1,400
+4% +$24.9K
MSN icon
2598
Emerson Radio
MSN
$7.99M
$720K ﹤0.01%
727,000
+9,500
+1% +$10.7K
APOG icon
2599
Apogee Enterprises
APOG
$897M
$717K ﹤0.01%
16,483
+10,883
+194% +$526K
AIOT
2600
PowerFleet Inc
AIOT
$421M
$714K ﹤0.01%
155,215
-5,900
-4% -$22.4K
102 103
104
105 106

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Jim Simons's Q4 2015 Portfolio in Review

As of Q4 2015, Jim Simons held 3,639 positions worth $45.9B, up 9.5% from $41.9B the previous quarter. Its ten largest holdings account for 9.3% of the portfolio.

Jim Simons deployed $3.07B of net new capital in Q4 2015, opening 509 new positions and adding to 1,872 existing holdings. Its largest new stake was Apple: 17,852,932 shares worth $470M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 12% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $369M trimmed.

  • Jim Simons's largest Q4 2015 buy was Apple: 17,852,932 shares worth $470M.
  • Jim Simons added most to Gilead Sciences in Q4 2015, an estimated $212M increase.
  • Jim Simons's biggest Q4 2015 reduction was Alphabet (Google) Class C, cutting an estimated $369M.
  • Jim Simons fully exited SIGMA - ALDRICH CORP in Q4 2015, selling an estimated $330M.
  • Jim Simons's ten largest holdings make up 9.3% of its $45.9B portfolio in Q4 2015.
  • Jim Simons opened 509 new positions and closed 386 in Q4 2015.
  • Jim Simons's portfolio value rose 9.5% quarter-over-quarter to $45.9B.

Based on Renaissance Technologies's 13F filing for Q4 2015, filed 11 Feb 2016.