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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
+5.01%
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
$45.9B
AUM Growth
+$3.99B
Cap. Flow
+$3.07B
Cap. Flow %
6.69%
Top 10 Hldgs %
9.34%
Holding
3,639
New
509
Increased
1,872
Reduced
840
Closed
386

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$510M
2
PFE icon
Pfizer
PFE
+$265M
3
GILD icon
Gilead Sciences
GILD
+$212M
4
CMCSA icon
Comcast
CMCSA
+$191M
5
META icon
Meta Platforms (Facebook)
META
+$184M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$369M
2
SIAL
SIGMA - ALDRICH CORP
SIAL
+$330M
3
MJN
Mead Johnson Nutrition Company
MJN
+$230M
4
AMGN icon
Amgen
AMGN
+$223M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$145M

Sector Composition

Rank Sector Weight
1 Technology 14.47%
2 Healthcare 12.72%
3 Financials 10.51%
4 Industrials 9.69%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESI
2876
DELISTED
ITT EDUCATIONAL SERVICES INC
ESI
$308K ﹤0.01%
82,500
-141,000
-63% -$485K
DRRX
2877
DELISTED
DURECT Corp
DRRX
$307K ﹤0.01%
13,900
-6,780
-33% -$147K
BXE
2878
DELISTED
Bellatrix Exploration Ltd.
BXE
$306K ﹤0.01%
+50,600
New +$398K
LBRDA icon
2879
Liberty Broadband Class A
LBRDA
$5.29B
$305K ﹤0.01%
5,900
-40,700
-87% -$2.16M
TRIL
2880
DELISTED
Trillium Therapeutics Inc.
TRIL
$304K ﹤0.01%
+24,098
New +$335K
IDXG
2881
DELISTED
Interpace Biosciences, Inc. Common Stock
IDXG
$304K ﹤0.01%
6,534
-19
-0.3% -$2.12K
PFIS icon
2882
Peoples Financial Services
PFIS
$717M
$301K ﹤0.01%
7,900
+199
+3% +$7.8K
FATE icon
2883
Fate Therapeutics
FATE
$294M
$298K ﹤0.01%
88,500
-4,100
-4% -$17.2K
PHIO icon
2884
Phio Pharmaceuticals
PHIO
$12.7M
$298K ﹤0.01%
1
– –
OSGB
2885
DELISTED
OVERSEAS SHIPHOLDING GROUP, INC. COM CL B
OSGB
$298K ﹤0.01%
90,100
+35,375
+65% +$113K
CHMG icon
2886
Chemung Financial Corp
CHMG
$403M
$297K ﹤0.01%
10,800
+1,600
+17% +$43.8K
VBTX
2887
DELISTED
Veritex Holdings
VBTX
$295K ﹤0.01%
+18,200
New +$301K
LOAN
2888
Manhattan Bridge Capital
LOAN
$47.2M
$294K ﹤0.01%
67,000
+1,202
+2% +$5.11K
IRG
2889
DELISTED
Ignite Restaurant Group, Inc.
IRG
$292K ﹤0.01%
69,600
+24,000
+53% +$100K
AB icon
2890
AllianceBernstein
AB
$3.41B
$291K ﹤0.01%
+12,200
New +$307K
KZIA
2891
Kazia Therapeutics
KZIA
$151M
$291K ﹤0.01%
696
-143
-17% -$69.8K
MIND icon
2892
MIND Technology
MIND
$42.6M
$291K ﹤0.01%
9,660
+2,700
+39% +$105K
REED
2893
DELISTED
Reeds, Inc. Common Stock
REED
$289K ﹤0.01%
1,076
-64
-6% -$16.4K
SANW
2894
DELISTED
S&W Seed Co
SANW
$287K ﹤0.01%
3,579
+1,293
+57% +$109K
FNGN
2895
DELISTED
Financial Engines, Inc.
FNGN
$286K ﹤0.01%
+8,489
New +$282K
AXU
2896
DELISTED
Alexco Resource Corp
AXU
$285K ﹤0.01%
837,828
+63,828
+8% +$25.8K
BSPM
2897
DELISTED
Biostar Pharmaceuticals, Inc.
BSPM
$284K ﹤0.01%
101,053
+1,686
+2% +$7.28K
HY icon
2898
Hyster-Yale Materials Handling
HY
$617M
$283K ﹤0.01%
5,400
-300
-5% -$17.2K
CVV icon
2899
CVD Equipment Corp
CVV
$52.1M
$281K ﹤0.01%
27,900
+9,600
+52% +$109K
TRC icon
2900
Tejon Ranch
TRC
$443M
$281K ﹤0.01%
+15,121
New +$317K
114 115
116
117 118

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Jim Simons's Q4 2015 Portfolio in Review

As of Q4 2015, Jim Simons held 3,639 positions worth $45.9B, up 9.5% from $41.9B the previous quarter. Its ten largest holdings account for 9.3% of the portfolio.

Jim Simons deployed $3.07B of net new capital in Q4 2015, opening 509 new positions and adding to 1,872 existing holdings. Its largest new stake was Apple: 17,852,932 shares worth $470M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 11% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $369M trimmed.

  • Jim Simons's largest Q4 2015 buy was Apple: 17,852,932 shares worth $470M.
  • Jim Simons added most to Gilead Sciences in Q4 2015, an estimated $212M increase.
  • Jim Simons's biggest Q4 2015 reduction was Alphabet (Google) Class C, cutting an estimated $369M.
  • Jim Simons fully exited SIGMA - ALDRICH CORP in Q4 2015, selling an estimated $330M.
  • Jim Simons's ten largest holdings make up 9.3% of its $45.9B portfolio in Q4 2015.
  • Jim Simons opened 509 new positions and closed 386 in Q4 2015.
  • Jim Simons's portfolio value rose 9.5% quarter-over-quarter to $45.9B.

Based on Renaissance Technologies's 13F filing for Q4 2015, filed 11 Feb 2016.