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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 14.47%
2 Healthcare 12.72%
3 Financials 10.51%
4 Industrials 9.69%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPLM
2651
DELISTED
Triangle Petroleum Corporation
TPLM
$632K ﹤0.01%
821,150
+594,450
+262% +$637K
GNSS icon
2652
Genasys
GNSS
$77.4M
$631K ﹤0.01%
317,300
+600
+0.2% +$1.01K
STRR
2653
Star Equity Holdings
STRR
$37.5M
$631K ﹤0.01%
21,610
+1,050
+5% +$26.1K
PNTR
2654
DELISTED
Pointer Telocation Ltd.
PNTR
$630K ﹤0.01%
101,100
-11,900
-11% -$78.3K
RIO icon
2655
Rio Tinto
RIO
$160B
$626K ﹤0.01%
21,500
+12,400
+136% +$419K
TC
2656
DELISTED
Thompson Creek Metals Company Inc. Ordinary Shares (Canada)
TC
$626K ﹤0.01%
3,097,041
+1,680,241
+119% +$594K
KWY
2657
Kingsway Corp
KWY
$279M
$625K ﹤0.01%
136,700
+8,900
+7% +$40.1K
JMG
2658
DELISTED
JOURNAL MEDIA GROUP INC COM
JMG
$623K ﹤0.01%
+51,834
New +$609K
OXGN
2659
DELISTED
OXIGENE INC COM
OXGN
$623K ﹤0.01%
819,800
+156,900
+24% +$138K
OXFD
2660
DELISTED
Oxford Immunotec Global PLC Ordinary Shares
OXFD
$620K ﹤0.01%
53,900
+21,100
+64% +$261K
RHE
2661
DELISTED
Regional Health Properties, Inc.
RHE
$620K ﹤0.01%
20,750
+767
+4% +$26.6K
USAC icon
2662
USA Compression Partners
USAC
$3.84B
$618K ﹤0.01%
53,800
-34,213
-39% -$509K
LOV
2663
DELISTED
Spark Networks SE American Depositary Shares
LOV
$617K ﹤0.01%
160,200
+41,500
+35% +$151K
GMAN
2664
DELISTED
Gordmans Stores, Inc.
GMAN
$616K ﹤0.01%
195,700
-10,600
-5% -$34.2K
SRL icon
2665
Scully Royalty
SRL
$90.9M
$615K ﹤0.01%
63,060
+14,660
+30% +$176K
AXIA
2666
DELISTED
AXIA Energia
AXIA
$610K ﹤0.01%
566,004
+174,145
+44% +$195K
ETD icon
2667
Ethan Allen Interiors
ETD
$575M
$609K ﹤0.01%
21,900
+4,300
+24% +$120K
NEOS
2668
DELISTED
Neos Therapeutics, Inc
NEOS
$609K ﹤0.01%
+42,500
New +$641K
PSV
2669
DELISTED
Hermitage Offshore Services Ltd.
PSV
$609K ﹤0.01%
+11,560
New +$663K
CNBKA
2670
DELISTED
Century Bancorp Inc/Mass
CNBKA
$608K ﹤0.01%
14,000
+3,400
+32% +$149K
NOA
2671
North American Construction
NOA
$414M
$607K ﹤0.01%
350,800
-28,850
-8% -$60.6K
MCF
2672
DELISTED
Contango Oil & Gas Co.
MCF
$603K ﹤0.01%
94,064
-93,200
-50% -$732K
TPL icon
2673
Texas Pacific Land
TPL
$23.6B
$602K ﹤0.01%
41,400
+972
+2% +$15.5K
CSTM icon
2674
Constellium
CSTM
$3.95B
$601K ﹤0.01%
+78,099
New +$545K
INWK
2675
DELISTED
InnerWorkings, Inc.
INWK
$599K ﹤0.01%
79,800
+12,800
+19% +$96.5K
105 106
107
108 109

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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 14% of assets, up from 11% 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.