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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
-0.35%
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
$43.9B
AUM Growth
-$3.06B
Cap. Flow
-$2.38B
Cap. Flow %
-5.43%
Top 10 Hldgs %
9.68%
Holding
3,611
New
478
Increased
1,768
Reduced
921
Closed
415

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$316M
2
BABA icon
Alibaba
BABA
+$185M
3
VZ icon
Verizon
VZ
+$135M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$131M
5
MCK icon
McKesson
MCK
+$126M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$449M
2
GILD icon
Gilead Sciences
GILD
+$297M
3
META icon
Meta Platforms (Facebook)
META
+$218M
4
INTC icon
Intel
INTC
+$215M
5
KO icon
Coca-Cola
KO
+$198M

Sector Composition

Rank Sector Weight
1 Healthcare 13.5%
2 Technology 12.69%
3 Industrials 10.47%
4 Financials 10.17%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOHO
2701
DELISTED
Sotherly Hotels
SOHO
$534K ﹤0.01%
75,516
+14,916
+25% +$119K
PIOI
2702
DELISTED
Active Power Inc
PIOI
$527K ﹤0.01%
262,200
+61,800
+31% +$135K
EGLT
2703
DELISTED
Egalet Corporation
EGLT
$525K ﹤0.01%
+36,400
New +$400K
CRWN
2704
DELISTED
CROWN MEDIA HOLDINGS INC CL-A
CRWN
$525K ﹤0.01%
116,200
-6,000
-5% -$24.6K
PE
2705
DELISTED
PARSLEY ENERGY INC
PE
$524K ﹤0.01%
30,100
-153,100
-84% -$2.66M
FATE icon
2706
Fate Therapeutics
FATE
$317M
$522K ﹤0.01%
80,720
+65,820
+442% +$394K
SIF icon
2707
SIFCO Industries
SIF
$124M
$522K ﹤0.01%
35,060
-1,540
-4% -$23.7K
OIBR.C
2708
DELISTED
OI S.A. American Depositary Shares, each representing five shares of common stock
OIBR.C
$522K ﹤0.01%
52,981
+13,758
+35% +$139K
OESX icon
2709
Orion Energy Systems
OESX
$84.2M
$520K ﹤0.01%
20,720
+2,900
+16% +$84.9K
ENVA icon
2710
Enova International
ENVA
$6.48B
$519K ﹤0.01%
+27,790
New +$540K
HIFS icon
2711
Hingham Institution for Saving
HIFS
$689M
$518K ﹤0.01%
4,500
+2,100
+88% +$228K
LMNR icon
2712
Limoneira
LMNR
$251M
$514K ﹤0.01%
23,100
-16,700
-42% -$374K
ATEC icon
2713
Alphatec Holdings
ATEC
$1.49B
$513K ﹤0.01%
30,950
+3,758
+14% +$62.6K
NGVC icon
2714
Vitamin Cottage Natural Grocers
NGVC
$632M
$512K ﹤0.01%
+20,800
New +$533K
GNCA
2715
DELISTED
Genocea Biosciences, Inc.
GNCA
$512K ﹤0.01%
4,663
+3,350
+255% +$311K
JST
2716
DELISTED
JINPAN INT'L LTD(COMMON)
JST
$509K ﹤0.01%
106,200
+71,900
+210% +$336K
GPL
2717
DELISTED
Great Panther Mining Limited
GPL
$508K ﹤0.01%
118,090
+43,360
+58% +$229K
FBR
2718
DELISTED
Fibria Celulose Sa
FBR
$508K ﹤0.01%
37,300
+20,072
+117% +$281K
CNVS icon
2719
Cineverse
CNVS
$68.9M
$507K ﹤0.01%
3,594
+305
+9% +$60.5K
CALY
2720
Callaway Golf Company
CALY
$2.95B
$507K ﹤0.01%
+56,750
New +$542K
VWTR
2721
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
$502K ﹤0.01%
34,100
+17,900
+110% +$305K
LBMH
2722
DELISTED
LIBERATOR MED HLDGS INC (NY)
LBMH
$502K ﹤0.01%
221,160
+172,000
+350% +$498K
STZ.B
2723
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
$501K ﹤0.01%
4,300
+900
+26% +$107K
KEQU icon
2724
Kewaunee Scientific
KEQU
$104M
$495K ﹤0.01%
29,300
+1,100
+4% +$18.5K
ONB icon
2725
Old National Bancorp
ONB
$10.4B
$493K ﹤0.01%
34,100
+5,400
+19% +$76K
107 108
109
110 111

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Jim Simons's Q2 2015 Portfolio in Review

As of Q2 2015, Jim Simons held 3,611 positions worth $43.9B, down 6.5% from $47B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.

Jim Simons withdrew a net $2.38B in Q2 2015, closing 415 positions and reducing 921 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $218M position sold in full.

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

Against the trend, Jim Simons opened a new position in Microsoft worth $306M.

  • Jim Simons's largest Q2 2015 buy was Microsoft: 6,935,684 shares worth $306M.
  • Jim Simons added most to Alphabet (Google) Class C in Q2 2015, an estimated $131M increase.
  • Jim Simons's biggest Q2 2015 reduction was Amazon, cutting an estimated $449M.
  • Jim Simons fully exited Meta Platforms (Facebook) in Q2 2015, selling an estimated $218M.
  • Jim Simons's ten largest holdings make up 9.7% of its $43.9B portfolio in Q2 2015.
  • Jim Simons opened 478 new positions and closed 415 in Q2 2015.
  • Jim Simons's portfolio value fell 6.5% quarter-over-quarter to $43.9B.

Based on Renaissance Technologies's 13F filing for Q2 2015, filed 14 Aug 2015.