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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
-6.1%
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
$41.9B
AUM Growth
-$1.99B
Cap. Flow
+$1.51B
Cap. Flow %
3.6%
Top 10 Hldgs %
9.94%
Holding
3,649
New
454
Increased
1,731
Reduced
914
Closed
519

Top Buys

Rank Stock Value
1
SIAL
SIGMA - ALDRICH CORP
SIAL
+$237M
2
ABBV icon
AbbVie
ABBV
+$190M
3
FDX icon
FedEx
FDX
+$149M
4
SYY icon
Sysco
SYY
+$133M
5
KO icon
Coca-Cola
KO
+$125M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$306M
2
AAPL icon
Apple
AAPL
+$215M
3
UNP icon
Union Pacific
UNP
+$193M
4
WMT icon
Walmart Inc
WMT
+$185M
5
BABA icon
Alibaba
BABA
+$177M

Sector Composition

Rank Sector Weight
1 Healthcare 13.17%
2 Financials 11.79%
3 Technology 11.07%
4 Consumer Staples 10.39%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOAN
2801
Manhattan Bridge Capital
LOAN
$47.2M
$270K ﹤0.01%
65,798
-14,984
-19% -$60.4K
TAL icon
2802
TAL Education Group
TAL
$6.58B
$270K ﹤0.01%
+50,400
New +$272K
FNBC
2803
DELISTED
First NBC Bank Holding Company
FNBC
$270K ﹤0.01%
7,700
-77,109
-91% -$2.79M
ICCC icon
2804
ImmuCell
ICCC
$99.3M
$269K ﹤0.01%
45,200
+17,500
+63% +$143K
PFIS icon
2805
Peoples Financial Services
PFIS
$714M
$269K ﹤0.01%
+7,701
New +$289K
SCHL icon
2806
Scholastic
SCHL
$784M
$269K ﹤0.01%
+6,900
New +$297K
TLP
2807
DELISTED
Transmontaigne
TLP
$269K ﹤0.01%
+9,900
New +$319K
ERNA icon
2808
Eterna Therapeutics
ERNA
$5.16M
$268K ﹤0.01%
1
– –
CBIO
2809
Crescent Biopharma
CBIO
$610M
$268K ﹤0.01%
478
-115
-19% -$83K
JST
2810
DELISTED
JINPAN INT'L LTD(COMMON)
JST
$268K ﹤0.01%
74,100
-32,100
-30% -$132K
AVD icon
2811
American Vanguard Corp
AVD
$64M
$267K ﹤0.01%
+23,100
New +$284K
ENG
2812
DELISTED
ENGlobal Corp
ENG
$267K ﹤0.01%
32,225
+3,387
+12% +$30.7K
AMOV
2813
DELISTED
America Movil SAB de CV
AMOV
$267K ﹤0.01%
17,066
+1,272
+8% +$22.5K
XEL icon
2814
Xcel Energy
XEL
$49.1B
$266K ﹤0.01%
+7,500
New +$255K
DARA
2815
DELISTED
DARA BIOSCIENCES INC COM STK (DE)
DARA
$266K ﹤0.01%
309,700
-6,540
-2% -$5.63K
CYD icon
2816
China Yuchai International
CYD
$1.76B
$265K ﹤0.01%
+21,400
New +$312K
VNOM icon
2817
Viper Energy
VNOM
$15.2B
$265K ﹤0.01%
18,547
-19,953
-52% -$314K
MIND icon
2818
MIND Technology
MIND
$42.4M
$263K ﹤0.01%
6,960
-1,599
-19% -$64.8K
SHYF
2819
DELISTED
The Shyft Group
SHYF
$263K ﹤0.01%
63,700
-5,100
-7% -$22.3K
RBPAA
2820
DELISTED
Royal Bancshares Of Pennsylvania Inc
RBPAA
$263K ﹤0.01%
123,992
+12,300
+11% +$25.2K
CRIS icon
2821
Curis
CRIS
$3.91M
$262K ﹤0.01%
65
-73
-53% -$413K
ENFY
2822
DELISTED
Enlightify Inc
ENFY
$261K ﹤0.01%
12,700
+3,692
+41% +$83.7K
REED
2823
DELISTED
Reeds, Inc. Common Stock
REED
$260K ﹤0.01%
1,140
+6
+0.5% +$1.67K
WSCI
2824
DELISTED
WSI Industries Inc
WSCI
$260K ﹤0.01%
51,300
+2,100
+4% +$11.9K
KBIO
2825
DELISTED
KALOBIOS PHARMACEUTICALS INC COM STK NEW (DE)
KBIO
$259K ﹤0.01%
135,610
+65,026
+92% +$171K
111 112
113
114 115

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Jim Simons's Q3 2015 Portfolio in Review

As of Q3 2015, Jim Simons held 3,649 positions worth $41.9B, down 4.5% from $43.9B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Jim Simons deployed $1.51B of net new capital in Q3 2015, opening 454 new positions and adding to 1,731 existing holdings. Its largest new stake was FedEx: 936,400 shares worth $135M.

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

On the sell side, the largest reduction was Walmart Inc, an estimated $185M trimmed.

  • Jim Simons's largest Q3 2015 buy was FedEx: 936,400 shares worth $135M.
  • Jim Simons added most to SIGMA - ALDRICH CORP in Q3 2015, an estimated $237M increase.
  • Jim Simons's biggest Q3 2015 reduction was Walmart Inc, cutting an estimated $185M.
  • Jim Simons fully exited Microsoft in Q3 2015, selling an estimated $306M.
  • Jim Simons's ten largest holdings make up 9.9% of its $41.9B portfolio in Q3 2015.
  • Jim Simons opened 454 new positions and closed 519 in Q3 2015.
  • Jim Simons's portfolio value fell 4.5% quarter-over-quarter to $41.9B.

Based on Renaissance Technologies's 13F filing for Q3 2015, filed 12 Nov 2015.