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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
NVTA
2901
DELISTED
Invitae Corporation
NVTA
$281K ﹤0.01%
+34,190
New +$269K
AEY
2902
DELISTED
ADDvantage Technologies Group
AEY
$281K ﹤0.01%
15,550
+540
+4% +$11.8K
DTRM
2903
DELISTED
Determine, Inc. Common Stock
DTRM
$278K ﹤0.01%
107,414
+600
+0.6% +$2K
AMOV
2904
DELISTED
America Movil SAB de CV
AMOV
$276K ﹤0.01%
20,882
+3,816
+22% +$58.6K
BAA
2905
DELISTED
Banro Corporation Common Stock
BAA
$276K ﹤0.01%
135,510
-11,940
-8% -$21.9K
DLHC icon
2906
DLH Holdings
DLHC
$68.7M
$275K ﹤0.01%
65,375
+1,100
+2% +$3.18K
MITT
2907
TPG Mortgage Investment Trust
MITT
$214M
$275K ﹤0.01%
+7,133
New +$313K
TTNP
2908
DELISTED
Titan Pharmaceuticals
TTNP
$275K ﹤0.01%
+17
New +$277K
VSH icon
2909
Vishay Intertechnology
VSH
$5.11B
$275K ﹤0.01%
22,825
-638,990
-97% -$7.22M
ENG
2910
DELISTED
ENGlobal Corp
ENG
$275K ﹤0.01%
35,400
+3,175
+10% +$26.9K
RBPAA
2911
DELISTED
Royal Bancshares Of Pennsylvania Inc
RBPAA
$275K ﹤0.01%
131,692
+7,700
+6% +$16.5K
CBAN icon
2912
Colony Bankcorp
CBAN
$471M
$274K ﹤0.01%
28,700
+3,600
+14% +$33.4K
IMH
2913
DELISTED
Impac Mortgage Holdings Inc.
IMH
$274K ﹤0.01%
15,200
-32,200
-68% -$604K
SILC icon
2914
Silicom
SILC
$258M
$273K ﹤0.01%
+9,007
New +$265K
ZWS icon
2915
Zurn Elkay Water Solutions
ZWS
$8.41B
$273K ﹤0.01%
31,333
-889,981
-97% -$8.04M
UMPQ
2916
DELISTED
Umpqua Holdings Corp
UMPQ
$272K ﹤0.01%
17,100
-538,578
-97% -$9.1M
ENFY
2917
DELISTED
Enlightify Inc
ENFY
$271K ﹤0.01%
14,775
+2,075
+16% +$42.9K
HLTH
2918
DELISTED
Nobilis Health Corp.
HLTH
$270K ﹤0.01%
+95,600
New +$306K
LEJU
2919
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
$269K ﹤0.01%
4,710
+1,350
+40% +$83.8K
SMIT
2920
DELISTED
Schmitt Industries Inc
SMIT
$267K ﹤0.01%
100,100
+300
+0.3% +$793
JVA icon
2921
Coffee Holding Co
JVA
$20.2M
$266K ﹤0.01%
69,200
+15,200
+28% +$62.7K
NVDQ
2922
DELISTED
Novadaq Technologies Inc.
NVDQ
$265K ﹤0.01%
+20,800
New +$249K
CRIS icon
2923
Curis
CRIS
$3.91M
$263K ﹤0.01%
45
-20
-31% -$97.6K
CRTN
2924
DELISTED
Cartesian, Inc.
CRTN
$262K ﹤0.01%
118,080
+4,700
+4% +$11.2K
LGL icon
2925
LGL Group
LGL
$95.2M
$261K ﹤0.01%
187,231
+4,773
+3% +$7.01K
115 116
117
118 119

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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.