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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
MGI
2751
DELISTED
MoneyGram International, Inc. New
MGI
$472K ﹤0.01%
75,211
-35,176
-32% -$305K
STGW icon
2752
Stagwell
STGW
$2.29B
$471K ﹤0.01%
+21,700
New +$458K
MY
2753
DELISTED
CHINA MING YANG WIND PWR GRP LTD ADS RSPTG 1 ORD SHS (CHINA)
MY
$468K ﹤0.01%
+201,600
New +$444K
OSHC
2754
DELISTED
Ocean Shore Holding Co.
OSHC
$466K ﹤0.01%
27,200
-3,200
-11% -$53.3K
LFCR icon
2755
Lifecore Biomedical
LFCR
$181M
$464K ﹤0.01%
39,200
+21,200
+118% +$260K
AZUR
2756
DELISTED
AZURE MIDSTREAM PARTNERS LP COM UNT LTD PARTNER INT
AZUR
$464K ﹤0.01%
147,300
+107,184
+267% +$601K
ACIW icon
2757
ACI Worldwide
ACIW
$5.33B
$463K ﹤0.01%
21,633
-255,200
-92% -$5.87M
FXI icon
2758
iShares China Large-Cap ETF
FXI
$4.16B
$462K ﹤0.01%
13,100
-21,000
-62% -$789K
OCAT
2759
DELISTED
OCATA THERAPEUTICS, INC. COMMON STOCK
OCAT
$462K ﹤0.01%
+54,900
New +$367K
BLDP
2760
Ballard Power Systems
BLDP
$790M
$460K ﹤0.01%
295,700
+31,600
+12% +$44.7K
IRD
2761
Opus Genetics
IRD
$313M
$460K ﹤0.01%
2,638
+898
+52% +$191K
JMP
2762
DELISTED
JMP Group LLC
JMP
$460K ﹤0.01%
84,233
-48,400
-36% -$295K
PIOI
2763
DELISTED
Active Power Inc
PIOI
$458K ﹤0.01%
352,000
+55,700
+19% +$82.8K
PFBI
2764
DELISTED
Premier Financial Bancorp
PFBI
$457K ﹤0.01%
38,204
+16,204
+74% +$176K
NM
2765
DELISTED
Navios Maritime Holdings Inc.
NM
$454K ﹤0.01%
+25,930
New +$495K
TTHI
2766
DELISTED
TRANSITION THERAPEUTICS INC (CANADA)
TTHI
$454K ﹤0.01%
236,400
+32,200
+16% +$61.1K
RBCN
2767
DELISTED
Rubicon Technology, Inc.
RBCN
$453K ﹤0.01%
39,769
+11,129
+39% +$124K
AMFW
2768
DELISTED
AMEC Foster Wheeler plc
AMFW
$452K ﹤0.01%
+70,200
New +$604K
FLL icon
2769
Full House Resorts
FLL
$83.5M
$449K ﹤0.01%
268,700
+24,300
+10% +$38.3K
MHGC
2770
DELISTED
Morgans Hotel Group Co.
MHGC
$447K ﹤0.01%
132,700
+400
+0.3% +$1.36K
TBBK icon
2771
The Bancorp
TBBK
$2.83B
$445K ﹤0.01%
69,800
+57,600
+472% +$419K
NWBO
2772
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
$445K ﹤0.01%
139,000
+111,275
+401% +$535K
MCHP icon
2773
Microchip Technology
MCHP
$42.2B
$444K ﹤0.01%
19,072
-605,000
-97% -$14.2M
DSKY
2774
DELISTED
IDREAMSKY TECHNOLOGY LTD ADS REPTSG SHS CL A
DSKY
$443K ﹤0.01%
+33,074
New +$404K
SNFCA icon
2775
Security National Financial
SNFCA
$242M
$442K ﹤0.01%
118,329
+10,522
+10% +$38.3K
109 110
111
112 113

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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.