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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+4.73%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$47B
AUM Growth
+$5.54B
Cap. Flow
+$4.23B
Cap. Flow %
9.01%
Top 10 Hldgs %
9.88%
Holding
3,575
New
633
Increased
1,637
Reduced
834
Closed
438

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$405M
2
GILD icon
Gilead Sciences
GILD
+$314M
3
UNP icon
Union Pacific
UNP
+$229M
4
INTC icon
Intel
INTC
+$224M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$342M
2
SWY
SAFEWAY INC
SWY
+$210M
3
TSM icon
TSMC
TSM
+$174M
4
GSK icon
GSK
GSK
+$156M
5
JNJ icon
Johnson & Johnson
JNJ
+$149M

Sector Composition

Rank Sector Weight
1 Healthcare 13.05%
2 Technology 11.94%
3 Consumer Discretionary 11.2%
4 Industrials 10.96%
5 Consumer Staples 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENG
2651
DELISTED
ENGlobal Corp
ENG
$439K ﹤0.01%
33,074
-2,496
-7% -$35.6K
PBFX
2652
DELISTED
PBF LOGISTICS LP
PBFX
$439K ﹤0.01%
+19,400
New +$438K
PIOI
2653
DELISTED
Active Power Inc
PIOI
$439K ﹤0.01%
200,400
+85,100
+74% +$171K
TCPI
2654
DELISTED
TCP International Hldgs Ltd.
TCPI
$439K ﹤0.01%
+238,746
New +$1.21M
UDF
2655
DELISTED
UNITED DEV FDG IV COM SHS OF BENE INT (TX)
UDF
$436K ﹤0.01%
+24,900
New +$425K
GPL
2656
DELISTED
Great Panther Mining Limited
GPL
$433K ﹤0.01%
74,730
+27,530
+58% +$175K
IGLD
2657
DELISTED
Internet Gold-Golden Lines Ltd
IGLD
$433K ﹤0.01%
837
-1,215
-59% -$575K
GVP
2658
DELISTED
GSE Systems, Inc.
GVP
$432K ﹤0.01%
28,770
+1,100
+4% +$17.6K
STRR
2659
Star Equity Holdings
STRR
$40.1M
$431K ﹤0.01%
15,770
+880
+6% +$23.5K
SQBG
2660
DELISTED
Sequential Brands Group, Inc.
SQBG
$431K ﹤0.01%
1,008
+723
+254% +$305K
HALL
2661
DELISTED
Hallmark Financial Services, Inc.
HALL
$426K ﹤0.01%
4,020
+1,840
+84% +$204K
NEOG icon
2662
Neogen
NEOG
$2.5B
$425K ﹤0.01%
+24,267
New +$444K
BSRR icon
2663
Sierra Bancorp
BSRR
$528M
$423K ﹤0.01%
25,300
+9,700
+62% +$159K
CCNE icon
2664
CNB Financial Corp
CCNE
$1.03B
$422K ﹤0.01%
+24,799
New +$428K
CTP
2665
DELISTED
CTPARTNERS EXECUTIVE SEARCH INC (DE)
CTP
$422K ﹤0.01%
83,000
+67,600
+439% +$529K
VIRC icon
2666
Virco
VIRC
$95.5M
$421K ﹤0.01%
154,900
+1,600
+1% +$3.97K
AES icon
2667
AES
AES
$10.5B
$416K ﹤0.01%
+32,400
New +$406K
NVDQ
2668
DELISTED
Novadaq Technologies Inc.
NVDQ
$416K ﹤0.01%
+25,600
New +$381K
XRA
2669
DELISTED
Exeter Resources Corporation
XRA
$414K ﹤0.01%
804,600
-534,749
-40% -$292K
EVEP
2670
DELISTED
EV Energy Partners, L.P.
EVEP
$413K ﹤0.01%
+31,000
New +$475K
ULTR
2671
DELISTED
ULTRAPETROL (BAHAMAS) LTD COM STK
ULTR
$410K ﹤0.01%
282,600
+4,500
+2% +$7.43K
YUME
2672
DELISTED
YuMe, Inc.
YUME
$409K ﹤0.01%
78,800
+67,600
+604% +$367K
TC
2673
DELISTED
Thompson Creek Metals Company Inc. Ordinary Shares (Canada)
TC
$409K ﹤0.01%
+310,000
New +$436K
ONB icon
2674
Old National Bancorp
ONB
$10.4B
$407K ﹤0.01%
+28,700
New +$401K
TISA
2675
DELISTED
TOP Image Systems Ltd
TISA
$402K ﹤0.01%
121,600
-6,400
-5% -$20.6K
105 106
107
108 109

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Jim Simons's Q1 2015 Portfolio in Review

As of Q1 2015, Jim Simons held 3,575 positions worth $47B, up 13% from $41.4B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Jim Simons deployed $4.23B of net new capital in Q1 2015, opening 633 new positions and adding to 1,637 existing holdings. Its largest new stake was Amazon: 23,057,100 shares worth $429M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 12% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was McDonald's, an estimated $342M trimmed.

  • Jim Simons's largest Q1 2015 buy was Amazon: 23,057,100 shares worth $429M.
  • Jim Simons added most to Gilead Sciences in Q1 2015, an estimated $314M increase.
  • Jim Simons's biggest Q1 2015 reduction was McDonald's, cutting an estimated $342M.
  • Jim Simons fully exited SAFEWAY INC in Q1 2015, selling an estimated $210M.
  • Jim Simons's ten largest holdings make up 9.9% of its $47B portfolio in Q1 2015.
  • Jim Simons opened 633 new positions and closed 438 in Q1 2015.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $47B.

Based on Renaissance Technologies's 13F filing for Q1 2015, filed 13 May 2015.