We are live on ! Find out more
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
PERF
2726
DELISTED
Perfumania Holdings, Inc.
PERF
$336K ﹤0.01%
62,039
+400
+0.6% +$2.25K
SOFO
2727
DELISTED
Sonic Foundry, Inc. Common Stock
SOFO
$335K ﹤0.01%
34,819
+600
+2% +$4.96K
UCTT
2728
Ultra Clean Holdings
UCTT
$4.1B
$333K ﹤0.01%
+46,600
New +$410K
RENX
2729
DELISTED
RELX N.V.
RENX
$332K ﹤0.01%
20,489
-32,395
-61% -$519K
SMMF
2730
DELISTED
Summit Financial Group, Inc.
SMMF
$331K ﹤0.01%
27,700
+3,100
+13% +$36.1K
SRLP
2731
DELISTED
SPRAGUE RESOURCES LP
SRLP
$331K ﹤0.01%
+12,799
New +$307K
ABR icon
2732
Arbor Realty Trust
ABR
$974M
$330K ﹤0.01%
+47,300
New +$334K
KTOS icon
2733
Kratos Defense & Security Solutions
KTOS
$12B
$330K ﹤0.01%
59,592
+13,584
+30% +$73.3K
ABAC
2734
DELISTED
Renmin Tianli Group, Inc. Common Shares
ABAC
$330K ﹤0.01%
54,975
-700
-1% -$4.38K
ERNA icon
2735
Eterna Therapeutics
ERNA
$5.16M
$326K ﹤0.01%
1
– –
ACFN
2736
DELISTED
Acorn Energy Inc
ACFN
$325K ﹤0.01%
649,936
+92,881
+17% +$54.6K
BVSN
2737
DELISTED
Broadvision Inc Com
BVSN
$325K ﹤0.01%
53,700
+25,502
+90% +$151K
COHR icon
2738
Coherent
COHR
$69.6B
$323K ﹤0.01%
17,500
-61,410
-78% -$1.01M
SGBK
2739
DELISTED
Stonegate Bank
SGBK
$323K ﹤0.01%
+10,700
New +$308K
OCC icon
2740
Optical Cable Corp
OCC
$149M
$322K ﹤0.01%
82,900
+5,600
+7% +$27.1K
SPCB icon
2741
SuperCom
SPCB
$67.5M
$322K ﹤0.01%
+192
New +$323K
STXS icon
2742
Stereotaxis
STXS
$139M
$322K ﹤0.01%
196,250
+152,000
+344% +$242K
REN
2743
DELISTED
Resolute Energy Corporaton
REN
$322K ﹤0.01%
114,474
-52,769
-32% -$232K
SRGA
2744
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$321K ﹤0.01%
2,167
+1,350
+165% +$206K
ASMB icon
2745
Assembly Biosciences
ASMB
$536M
$320K ﹤0.01%
2,013
+408
+25% +$55.2K
UBFO
2746
DELISTED
United Security Bancshares
UBFO
$320K ﹤0.01%
65,097
+4,594
+8% +$22K
IMRS
2747
DELISTED
IMRIS INC COMMON SHARES (CANADA)
IMRS
$320K ﹤0.01%
332,900
+79,400
+31% +$70.9K
OIBR.C
2748
DELISTED
OI S.A. American Depositary Shares, each representing five shares of common stock
OIBR.C
$320K ﹤0.01%
39,223
+19,972
+104% +$227K
TRT
2749
Trio-Tech International
TRT
$115M
$318K ﹤0.01%
234,400
+400
+0.2% +$577
JONE
2750
DELISTED
Jones Energy, Inc.
JONE
$315K ﹤0.01%
+1,908
New +$335K
108 109
110
111 112

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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.