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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
CNH
2851
CNH Industrial
CNH
$17.3B
$224K ﹤0.01%
+31,546
New +$217K
REGI
2852
DELISTED
Renewable Energy Group, Inc.
REGI
$224K ﹤0.01%
+24,327
New +$222K
IEC
2853
DELISTED
IEC Electronics Corp.
IEC
$223K ﹤0.01%
58,800
+4,400
+8% +$18.8K
STLY
2854
DELISTED
Stanley Furniture Co Inc
STLY
$223K ﹤0.01%
70,876
+36,076
+104% +$116K
HIHO icon
2855
Highway Holdings
HIHO
$5.27M
$222K ﹤0.01%
70,200
+11,900
+20% +$38.4K
WLT
2856
DELISTED
WALTER ENERGY INC COM STK (DE)
WLT
$222K ﹤0.01%
+358,700
New +$334K
ANGI icon
2857
Angi Inc
ANGI
$176M
$221K ﹤0.01%
+3,770
New +$223K
NTIC icon
2858
Northern Technologies International Corp
NTIC
$76.8M
$219K ﹤0.01%
23,000
+3,200
+16% +$33.5K
DWRE
2859
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
$219K ﹤0.01%
+3,600
New +$209K
BRK.A icon
2860
Berkshire Hathaway Class A
BRK.A
$1.09T
$218K ﹤0.01%
+1
New +$221K
SKM icon
2861
SK Telecom
SKM
$13.5B
$218K ﹤0.01%
+4,864
New +$225K
TSRE
2862
DELISTED
TRADE STREET RESIDENTIAL, INC. COMMON STOCK
TSRE
$218K ﹤0.01%
+30,400
New +$234K
FES
2863
DELISTED
Forbes Energy Services Ltd
FES
$216K ﹤0.01%
207,900
+22,600
+12% +$23.8K
IMUC
2864
DELISTED
ImmunoCellular Therapeutics, Ltd.
IMUC
$216K ﹤0.01%
11,150
+8,542
+328% +$214K
PRZM
2865
DELISTED
Prism Technologies Group, Inc
PRZM
$215K ﹤0.01%
80,400
+800
+1% +$2.15K
KCLI
2866
DELISTED
KANSAS CITY LIFE INS CO NEW (MO)
KCLI
$215K ﹤0.01%
+4,683
New +$218K
CIO
2867
DELISTED
City Office REIT
CIO
$214K ﹤0.01%
+16,800
New +$213K
BDMS
2868
DELISTED
BIRNER DENTAL MGMT SVCS INC
BDMS
$214K ﹤0.01%
15,400
– –
EVI icon
2869
EVI Industries
EVI
$206M
$212K ﹤0.01%
71,200
+1,600
+2% +$4.1K
IRD
2870
Opus Genetics
IRD
$313M
$212K ﹤0.01%
604
+281
+87% +$102K
GTN.A icon
2871
Gray Media Inc
GTN.A
$612M
$211K ﹤0.01%
17,900
+1,700
+10% +$16.5K
LINC icon
2872
Lincoln Educational Services
LINC
$945M
$211K ﹤0.01%
92,564
+74,064
+400% +$195K
EGT
2873
DELISTED
Entertainment Gaming Asia Inc.
EGT
$211K ﹤0.01%
114,791
+3,603
+3% +$6.75K
GIGA
2874
DELISTED
Giga-Tronics Inc
GIGA
$210K ﹤0.01%
127,100
-3,600
-3% -$6.33K
LOAN
2875
Manhattan Bridge Capital
LOAN
$47.2M
$209K ﹤0.01%
52,899
+42,249
+397% +$158K
113 114
115
116 117

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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.