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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
UEC icon
2726
Uranium Energy
UEC
$5.54B
$513K ﹤0.01%
+483,510
New +$523K
HEOP
2727
DELISTED
Heritage Oaks Bancorp
HEOP
$513K ﹤0.01%
64,000
+13,300
+26% +$112K
NAT icon
2728
Nordic American Tanker
NAT
$1.36B
$511K ﹤0.01%
33,163
-813,960
-96% -$12.3M
VTOL icon
2729
Bristow Group
VTOL
$1.36B
$511K ﹤0.01%
22,900
-35,700
-61% -$924K
CVO
2730
DELISTED
Cenevo, Inc.
CVO
$511K ﹤0.01%
73,293
+15,480
+27% +$198K
PPP
2731
DELISTED
Primero Mining Corp
PPP
$507K ﹤0.01%
222,313
+32,800
+17% +$78.5K
WBS icon
2732
Webster Financial
WBS
$12.8B
$506K ﹤0.01%
13,600
-78,031
-85% -$2.96M
VOLT
2733
DELISTED
Volt Information Sciences, Inc.
VOLT
$505K ﹤0.01%
62,000
-300
-0.5% -$2.49K
CORV
2734
DELISTED
Correvio Pharma Corp. Ordinary Shares (Canada)
CORV
$505K ﹤0.01%
62,213
-4,400
-7% -$36.7K
VEDL
2735
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
$505K ﹤0.01%
90,800
+72,100
+386% +$412K
AMRN
2736
Amarin Corp
AMRN
$297M
$501K ﹤0.01%
+13,245
New +$520K
IMUC
2737
DELISTED
ImmunoCellular Therapeutics, Ltd.
IMUC
$500K ﹤0.01%
35,180
+5,645
+19% +$93.3K
MICR
2738
DELISTED
Micron Solutions, Inc.
MICR
$499K ﹤0.01%
91,000
+600
+0.7% +$3.54K
BORN
2739
DELISTED
China New Borun Corporation
BORN
$498K ﹤0.01%
341,100
+15,500
+5% +$18.5K
DANG
2740
DELISTED
E-COMMERCE CHINA DANGDANG INC SPNSRD ADS REP COM CL A (CYM)
DANG
$495K ﹤0.01%
+68,800
New +$473K
CFR icon
2741
Cullen/Frost Bankers
CFR
$10.4B
$492K ﹤0.01%
8,200
-187,833
-96% -$12.5M
CNQ icon
2742
Canadian Natural Resources
CNQ
$98.1B
$492K ﹤0.01%
46,542
-2,943,541
-98% -$32.9M
CIVI
2743
DELISTED
Civitas Solutions, Inc.
CIVI
$492K ﹤0.01%
+17,100
New +$446K
GI
2744
DELISTED
EndoChoice Holdings, Inc.
GI
$487K ﹤0.01%
58,309
+45,009
+338% +$432K
EGP icon
2745
EastGroup Properties
EGP
$10.9B
$484K ﹤0.01%
8,700
-103,451
-92% -$5.83M
CYAN
2746
DELISTED
Cyanotech Corp
CYAN
$481K ﹤0.01%
91,700
+300
+0.3% +$1.68K
STV
2747
DELISTED
China Digital Tv Hldgs Co Ltd
STV
$478K ﹤0.01%
310,596
+197,838
+175% +$328K
FOXF icon
2748
Fox Factory Holding Corp
FOXF
$886M
$477K ﹤0.01%
28,855
-3,645
-11% -$64.6K
BRT
2749
BRT Apartments
BRT
$268M
$476K ﹤0.01%
75,060
+3,800
+5% +$25.5K
MPX
2750
DELISTED
Marine Products Corp
MPX
$475K ﹤0.01%
78,600
+36,800
+88% +$250K
108 109
110
111 112

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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.