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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
SIRE
2801
DELISTED
Sisecam Resources LP
SIRE
$381K ﹤0.01%
15,537
-5,463
-26% -$130K
ATRS
2802
DELISTED
Antares Pharma, Inc.
ATRS
$381K ﹤0.01%
+182,941
New +$444K
NSPH
2803
DELISTED
NANOSPHERE INC. COM NEW
NSPH
$379K ﹤0.01%
117,103
+64,795
+124% +$249K
IMUX icon
2804
Immunic
IMUX
$226M
$377K ﹤0.01%
+45
New +$429K
TTHI
2805
DELISTED
TRANSITION THERAPEUTICS INC (CANADA)
TTHI
$377K ﹤0.01%
179,300
-11,400
-6% -$79.9K
TRT
2806
Trio-Tech International
TRT
$118M
$374K ﹤0.01%
244,400
+10,000
+4% +$15K
ACRE
2807
Ares Commercial Real Estate
ACRE
$264M
$372K ﹤0.01%
32,700
-172,000
-84% -$1.98M
BVSN
2808
DELISTED
Broadvision Inc Com
BVSN
$371K ﹤0.01%
61,700
+8,000
+15% +$47.8K
TELL
2809
DELISTED
Tellurian Inc.
TELL
$370K ﹤0.01%
110,013
-10,322
-9% -$38.4K
REXI
2810
DELISTED
RESOURCE AMERICA INC CL-A
REXI
$368K ﹤0.01%
43,779
+31,079
+245% +$265K
TPI
2811
DELISTED
TIANYIN PHARMACEUTICAL
TPI
$365K ﹤0.01%
779,600
+8,000
+1% +$3.65K
PERF
2812
DELISTED
Perfumania Holdings, Inc.
PERF
$364K ﹤0.01%
64,039
+2,000
+3% +$11K
SUMR
2813
DELISTED
Summer Infant, Inc.
SUMR
$362K ﹤0.01%
19,915
+259
+1% +$6.14K
GRO
2814
DELISTED
Agria Corp
GRO
$362K ﹤0.01%
204,300
+78,800
+63% +$107K
EVI icon
2815
EVI Industries
EVI
$209M
$359K ﹤0.01%
80,400
+9,200
+13% +$36.1K
MIND icon
2816
MIND Technology
MIND
$42.6M
$359K ﹤0.01%
8,559
+6,069
+244% +$287K
BMI icon
2817
Badger Meter
BMI
$3.78B
$356K ﹤0.01%
11,200
-6,600
-37% -$208K
USAC icon
2818
USA Compression Partners
USAC
$3.78B
$356K ﹤0.01%
+18,597
New +$400K
OXFD
2819
DELISTED
Oxford Immunotec Global PLC Ordinary Shares
OXFD
$356K ﹤0.01%
25,700
+6,600
+35% +$89.3K
CMCO icon
2820
Columbus McKinnon
CMCO
$550M
$355K ﹤0.01%
+14,200
New +$352K
LOAN
2821
Manhattan Bridge Capital
LOAN
$47.2M
$355K ﹤0.01%
80,782
+27,883
+53% +$120K
TSRE
2822
DELISTED
TRADE STREET RESIDENTIAL, INC. COMMON STOCK
TSRE
$355K ﹤0.01%
53,300
+22,900
+75% +$164K
ONFC
2823
DELISTED
ONEIDA FINL CORP COM STK NEW (MD)
ONFC
$354K ﹤0.01%
+17,300
New +$344K
REED
2824
DELISTED
Reeds, Inc. Common Stock
REED
$353K ﹤0.01%
1,134
+184
+19% +$53.7K
NWG icon
2825
NatWest
NWG
$76.9B
$352K ﹤0.01%
+29,548
New +$343K
111 112
113
114 115

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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.