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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
ININ
2826
DELISTED
Interactive Intelligence Group, inc.
ININ
$239K ﹤0.01%
+5,800
New +$246K
HIFS icon
2827
Hingham Institution for Saving
HIFS
$689M
$238K ﹤0.01%
+2,400
New +$222K
ELSE
2828
DELISTED
Electro-Sensors
ELSE
$237K ﹤0.01%
59,100
+2,200
+4% +$8.9K
DXLG icon
2829
Destination XL Group
DXLG
$33M
$236K ﹤0.01%
47,700
+35,000
+276% +$173K
LTS
2830
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
$235K ﹤0.01%
60,959
-55,541
-48% -$217K
ONE
2831
DELISTED
HIGHER ONE HOLDINGS, INC COM STK
ONE
$235K ﹤0.01%
97,200
+79,157
+439% +$260K
ATNM icon
2832
Actinium Pharmaceuticals
ATNM
$25.8M
$234K ﹤0.01%
+3,160
New +$376K
ICD
2833
DELISTED
Independence Contract Drilling, Inc.
ICD
$234K ﹤0.01%
+1,680
New +$186K
SENEA icon
2834
Seneca Foods Class A
SENEA
$1.28B
$233K ﹤0.01%
7,804
-6,596
-46% -$180K
TR icon
2835
Tootsie Roll Industries
TR
$3.05B
$233K ﹤0.01%
9,524
-16,579
-64% -$380K
NEWS
2836
DELISTED
NewStar Financial, Inc.
NEWS
$233K ﹤0.01%
19,900
-7,800
-28% -$84.1K
LEDS icon
2837
SemiLEDS
LEDS
$19.9M
$232K ﹤0.01%
38,106
+12,686
+50% +$144K
AKAO
2838
DELISTED
Achaogen Inc
AKAO
$231K ﹤0.01%
+23,700
New +$267K
ENV
2839
DELISTED
ENVESTNET, INC.
ENV
$230K ﹤0.01%
4,100
-76,200
-95% -$4.07M
NRT
2840
North European Oil Royalty Trust
NRT
$83.5M
$229K ﹤0.01%
18,900
-925
-5% -$12.2K
EEI
2841
DELISTED
Ecology and Environment
EEI
$229K ﹤0.01%
25,800
+7,700
+43% +$74.3K
AGM icon
2842
Federal Agricultural Mortgage
AGM
$2.58B
$228K ﹤0.01%
+8,100
New +$240K
RDY icon
2843
Dr. Reddy's Laboratories
RDY
$10.3B
$228K ﹤0.01%
+20,000
New +$212K
AEHR icon
2844
Aehr Test Systems
AEHR
$4.22B
$227K ﹤0.01%
96,800
-2,800
-3% -$7.14K
SHOE
2845
Shoe Station Group
SHOE
$420M
$227K ﹤0.01%
+15,400
New +$191K
SUP
2846
DELISTED
Superior Industries International
SUP
$227K ﹤0.01%
+12,000
New +$228K
VHI icon
2847
Valhi
VHI
$463M
$226K ﹤0.01%
3,017
+268
+10% +$19.2K
SPLP
2848
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
$226K ﹤0.01%
11,900
-3,400
-22% -$61.5K
ALEX
2849
DELISTED
Alexander & Baldwin
ALEX
$225K ﹤0.01%
+5,200
New +$206K
IKAN
2850
DELISTED
IKANOS COMMUNICATIONS INC COM STK NEW (DE)
IKAN
$225K ﹤0.01%
79,950
+9,630
+14% +$31K
112 113
114
115 116

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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.