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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
SRSC
2926
DELISTED
SEARS Canada Inc.
SRSC
$260K ﹤0.01%
50,800
+7,800
+18% +$55.6K
BELFA icon
2927
Bel Fuse Inc Class A
BELFA
$3.4B
$254K ﹤0.01%
17,300
-200
-1% -$3.33K
SINT icon
2928
SiNtx Technologies
SINT
$10.9M
– –
0
– –
VATE icon
2929
INNOVATE Corp
VATE
$102M
$254K ﹤0.01%
+4,800
New +$315K
SRNE
2930
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$254K ﹤0.01%
+29,190
New +$246K
EFUT
2931
DELISTED
eFuture Holding Inc. Ordinary Shares
EFUT
$253K ﹤0.01%
28,400
+2,700
+11% +$20.8K
GTN.A icon
2932
Gray Media Inc
GTN.A
$612M
$250K ﹤0.01%
18,300
+200
+1% +$2.84K
MLR icon
2933
Miller Industries
MLR
$640M
$250K ﹤0.01%
11,500
-7,200
-39% -$157K
APIC
2934
DELISTED
Apigee Corporation Common Stock
APIC
$250K ﹤0.01%
+31,100
New +$271K
PER
2935
DELISTED
SANDRIDGE PERMIAN TRUST
PER
$248K ﹤0.01%
+83,400
New +$320K
STLY
2936
DELISTED
Stanley Furniture Co Inc
STLY
$247K ﹤0.01%
88,500
+9,200
+12% +$26K
OCC icon
2937
Optical Cable Corp
OCC
$147M
$246K ﹤0.01%
87,000
+2,200
+3% +$6.77K
AXR icon
2938
AMREP Corp
AXR
$118M
$245K ﹤0.01%
56,280
+4,600
+9% +$20.8K
LILA icon
2939
Liberty Latin America Class A
LILA
$1.67B
$244K ﹤0.01%
+9,215
New +$221K
OIG
2940
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$244K ﹤0.01%
868
+170
+24% +$45.3K
NL icon
2941
NLI Holdings
NL
$319M
$243K ﹤0.01%
79,800
+8,226
+11% +$27.7K
TTOO
2942
DELISTED
T2 Biosystems, Inc
TTOO
$243K ﹤0.01%
4
– –
EMAN
2943
DELISTED
eMagin Corporation
EMAN
$242K ﹤0.01%
173,015
+33,915
+24% +$69.6K
GYRE icon
2944
Gyre Therapeutics
GYRE
$693M
$240K ﹤0.01%
682
+127
+23% +$50K
SUI icon
2945
Sun Communities
SUI
$14.6B
$240K ﹤0.01%
+3,500
New +$236K
NVGS icon
2946
Navigator Holdings
NVGS
$1.27B
$239K ﹤0.01%
+17,500
New +$239K
RTC
2947
DELISTED
Baijiayun Group
RTC
$239K ﹤0.01%
15,735
+50
+0.3% +$856
EGT
2948
DELISTED
Entertainment Gaming Asia Inc.
EGT
$239K ﹤0.01%
124,991
+3,500
+3% +$7.54K
WSCI
2949
DELISTED
WSI Industries Inc
WSCI
$238K ﹤0.01%
54,800
+3,500
+7% +$15.8K
HR
2950
DELISTED
Healthcare Realty Trust Incorporated
HR
$238K ﹤0.01%
+8,400
New +$224K
116 117
118
119 120

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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.