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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
VTG
2926
DELISTED
VANTAGE DRILLING COMPANY ORD SHS (KY)
VTG
$168K ﹤0.01%
+513,699
New +$196K
QCCO
2927
DELISTED
QC HLDGS INC
QCCO
$165K ﹤0.01%
75,500
+4,300
+6% +$7.66K
GFN
2928
DELISTED
General Finance Corporation
GFN
$164K ﹤0.01%
+20,300
New +$173K
ASX icon
2929
ASE Group
ASX
$102B
$163K ﹤0.01%
22,700
-83,600
-79% -$583K
PTE
2930
DELISTED
PolarityTE, Inc. Common Stock
PTE
$163K ﹤0.01%
1,006
+190
+23% +$33.3K
FLL icon
2931
Full House Resorts
FLL
$83.5M
$162K ﹤0.01%
107,200
+24,734
+30% +$35.4K
MCUR
2932
DELISTED
Macrocure Ltd.
MCUR
$162K ﹤0.01%
+17,500
New +$168K
PESI icon
2933
Perma-Fix Environmental Services
PESI
$412M
$160K ﹤0.01%
+41,200
New +$174K
QBAK
2934
DELISTED
Qualstar Corp
QBAK
$160K ﹤0.01%
17,867
+634
+4% +$5.44K
GLMD icon
2935
Galmed Pharmaceuticals
GLMD
$4.63M
$159K ﹤0.01%
+94
New +$141K
SSKN
2936
DELISTED
Strata Skin Sciences
SSKN
$158K ﹤0.01%
1,231
+590
+92% +$58.3K
VALU icon
2937
Value Line
VALU
$360M
$157K ﹤0.01%
10,700
+300
+3% +$4.66K
RADA
2938
DELISTED
Rada Electronic Industries Ltd
RADA
$157K ﹤0.01%
27,067
-23,150
-46% -$110K
SREV
2939
DELISTED
ServiceSource International, Inc.
SREV
$157K ﹤0.01%
50,546
-88,400
-64% -$324K
JST
2940
DELISTED
JINPAN INT'L LTD(COMMON)
JST
$157K ﹤0.01%
34,300
-977
-3% -$5.04K
CCG
2941
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
$156K ﹤0.01%
+21,800
New +$162K
SPRO
2942
DELISTED
SMARTPROS LTD COM STK
SPRO
$156K ﹤0.01%
89,000
+200
+0.2% +$301
FULT icon
2943
Fulton Financial
FULT
$4.67B
$155K ﹤0.01%
+12,600
New +$151K
AACG
2944
ATA Creativity
AACG
$39.3M
$154K ﹤0.01%
37,500
+4,900
+15% +$21.3K
MPU icon
2945
Mega Matrix
MPU
$14.4M
$154K ﹤0.01%
58,000
-500
-0.9% -$990
PLAG icon
2946
Planet Green Holdings
PLAG
$17.1M
$154K ﹤0.01%
474
+18
+4% +$5.38K
AIM
2947
AIM ImmunoTech
AIM
$7.13M
$153K ﹤0.01%
13
+8
+160% +$100K
CBAN icon
2948
Colony Bankcorp
CBAN
$467M
$152K ﹤0.01%
18,800
+2,600
+16% +$20.4K
HEOP
2949
DELISTED
Heritage Oaks Bancorp
HEOP
$152K ﹤0.01%
+18,300
New +$148K
CETV
2950
DELISTED
Central European Media Enterprises Ltd
CETV
$151K ﹤0.01%
56,606
-35,358
-38% -$97K
116 117
118
119 120

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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.