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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
CCEC
2901
Capital Clean Energy Carriers
CCEC
$1.36B
$186K ﹤0.01%
2,802
-6,337
-69% -$402K
ATTU
2902
DELISTED
Attunity Ltd
ATTU
$185K ﹤0.01%
+18,400
New +$183K
PULB
2903
DELISTED
PULASKI FINANCIAL CORP
PULB
$181K ﹤0.01%
14,600
-4,900
-25% -$59.5K
RTC
2904
DELISTED
Baijiayun Group
RTC
$180K ﹤0.01%
15,250
+155
+1% +$1.9K
SOL
2905
DELISTED
Emeren Group
SOL
$180K ﹤0.01%
+24,480
New +$168K
FTFT icon
2906
Future FinTech Group
FTFT
$1.51M
$179K ﹤0.01%
25
+1
+4% +$7.33K
NL icon
2907
NLI Holdings
NL
$329M
$179K ﹤0.01%
23,100
+11,000
+91% +$82.6K
OXGN
2908
DELISTED
OXIGENE INC COM
OXGN
$179K ﹤0.01%
+122,300
New +$203K
FMNB icon
2909
Farmers National Banc Corp
FMNB
$957M
$177K ﹤0.01%
21,600
+7,400
+52% +$58.4K
ITP icon
2910
IT Tech Packaging
ITP
$2.91M
$177K ﹤0.01%
9,570
-5,929
-38% -$69K
MPVD
2911
DELISTED
Mountain Province Diamonds Inc.
MPVD
$175K ﹤0.01%
+46,500
New +$177K
CTRL
2912
DELISTED
Control4 Corporation
CTRL
$174K ﹤0.01%
14,505
-101,411
-87% -$1.38M
RBPAA
2913
DELISTED
Royal Bancshares Of Pennsylvania Inc
RBPAA
$174K ﹤0.01%
101,592
+11,900
+13% +$20.8K
SUTR
2914
DELISTED
Sutor Technology Group Limited Common Stock
SUTR
$174K ﹤0.01%
264,300
+13,500
+5% +$10.1K
TBCH
2915
Turtle Beach Corp
TBCH
$230M
$173K ﹤0.01%
23,275
-5,090
-18% -$51K
LAS
2916
DELISTED
LENTUO INTL INC ADS REPSTG 2 ORD SHS (CYM)
LAS
$173K ﹤0.01%
350,000
+163,400
+88% +$107K
ORBC
2917
DELISTED
ORBCOMM, Inc.
ORBC
$173K ﹤0.01%
28,900
-154,769
-84% -$904K
STAB
2918
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$172K ﹤0.01%
+48,253
New +$198K
PFBX
2919
DELISTED
Peoples Financial Corp/MS
PFBX
$172K ﹤0.01%
16,900
+3,200
+23% +$34.7K
LBMH
2920
DELISTED
LIBERATOR MED HLDGS INC (NY)
LBMH
$172K ﹤0.01%
+49,160
New +$168K
MDW
2921
DELISTED
MIDWAY GOLD CORP (CANADA)
MDW
$172K ﹤0.01%
+538,700
New +$334K
KBIO
2922
DELISTED
KALOBIOS PHARMACEUTICALS INC COM STK NEW (DE)
KBIO
$172K ﹤0.01%
43,774
+10,661
+32% +$47.8K
LPCN icon
2923
Lipocine
LPCN
$17M
$171K ﹤0.01%
+1,459
New +$159K
FUSB icon
2924
First US Bancshares
FUSB
$90.6M
$170K ﹤0.01%
20,500
+800
+4% +$6.69K
TAOM
2925
DELISTED
TAOMEE HLDGS LTD SPON ADR (CYM)
TAOM
$168K ﹤0.01%
62,200
-72,500
-54% -$244K
115 116
117
118 119

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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.