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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
ACER
2851
DELISTED
Acer Therapeutics Inc
ACER
$242K ﹤0.01%
7,429
+2,977
+67% +$105K
LBMH
2852
DELISTED
LIBERATOR MED HLDGS INC (NY)
LBMH
$242K ﹤0.01%
102,782
-118,378
-54% -$284K
PRZM
2853
DELISTED
Prism Technologies Group, Inc
PRZM
$241K ﹤0.01%
86,200
+2,000
+2% +$6.02K
CPAC
2854
Cementos Pacasmayo
CPAC
$1.03B
$240K ﹤0.01%
32,160
+16,133
+101% +$142K
UPLD icon
2855
Upland Software
UPLD
$17.9M
$240K ﹤0.01%
3,040
+1,744
+135% +$141K
LGL icon
2856
LGL Group
LGL
$95.2M
$239K ﹤0.01%
182,458
+8,222
+5% +$12.3K
JMEI
2857
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
$238K ﹤0.01%
+2,410
New +$353K
AIM
2858
AIM ImmunoTech
AIM
$7.17M
$238K ﹤0.01%
26
+4
+18% +$38.4K
AZUR
2859
DELISTED
AZURE MIDSTREAM PARTNERS LP COM UNT LTD PARTNER INT
AZUR
$237K ﹤0.01%
40,116
-66,739
-62% -$653K
CNX icon
2860
CNX Resources
CNX
$5.23B
$235K ﹤0.01%
+28,800
New +$358K
XBKS
2861
DELISTED
Xenith Bankshares, Inc. Common Stock
XBKS
$235K ﹤0.01%
12,370
+5,380
+77% +$109K
RPT
2862
Rithm Property Trust
RPT
$101M
$234K ﹤0.01%
+3,260
New +$255K
PULB
2863
DELISTED
PULASKI FINANCIAL CORP
PULB
$233K ﹤0.01%
17,165
+965
+6% +$12.7K
STLY
2864
DELISTED
Stanley Furniture Co Inc
STLY
$232K ﹤0.01%
79,300
-10,770
-12% -$31.7K
COB
2865
DELISTED
CommunityOne Bancorp
COB
$232K ﹤0.01%
21,300
+7,800
+58% +$82.8K
SR icon
2866
Spire
SR
$4.9B
$229K ﹤0.01%
+4,200
New +$223K
TRI icon
2867
Thomson Reuters
TRI
$46B
$229K ﹤0.01%
4,912
-136,320
-97% -$6.22M
PTE
2868
DELISTED
PolarityTE, Inc. Common Stock
PTE
$229K ﹤0.01%
1,250
+55
+5% +$11.6K
PFBI
2869
DELISTED
Premier Financial Bancorp
PFBI
$228K ﹤0.01%
22,000
+7,837
+55% +$86.1K
GIL icon
2870
Gildan
GIL
$10.6B
$226K ﹤0.01%
7,500
-10,400
-58% -$332K
ELSE
2871
DELISTED
Electro-Sensors
ELSE
$224K ﹤0.01%
60,400
+900
+2% +$3.51K
CBAN icon
2872
Colony Bankcorp
CBAN
$471M
$223K ﹤0.01%
25,100
+2,200
+10% +$19.5K
AMBR
2873
DELISTED
Amber Road Inc
AMBR
$223K ﹤0.01%
52,908
+26,408
+100% +$142K
MCZ
2874
DELISTED
Mad Catz Interactive
MCZ
$223K ﹤0.01%
359,300
-15,800
-4% -$7.31K
BW icon
2875
Babcock & Wilcox
BW
$1.39B
$222K ﹤0.01%
+1,320
New +$244K
113 114
115
116 117

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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.