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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
AAME icon
2951
Atlantic American Corp
AAME
$30.2M
$149K ﹤0.01%
36,900
+1,400
+4% +$5.58K
MXWL
2952
DELISTED
Maxwell Technologies Inc
MXWL
$149K ﹤0.01%
+18,500
New +$141K
ULBI icon
2953
Ultralife
ULBI
$120M
$147K ﹤0.01%
37,300
+5,700
+18% +$19.7K
IVAC
2954
DELISTED
Intevac Inc
IVAC
$147K ﹤0.01%
+24,000
New +$163K
TOF
2955
DELISTED
TOFUTTI BRANDS INC
TOF
$146K ﹤0.01%
33,800
+2,900
+9% +$15.8K
GRO
2956
DELISTED
Agria Corp
GRO
$146K ﹤0.01%
125,500
+6,900
+6% +$7.5K
TSQ icon
2957
Townsquare Media
TSQ
$103M
$145K ﹤0.01%
+11,300
New +$147K
GLDC
2958
DELISTED
GOLDEN ENTERPRISES
GLDC
$144K ﹤0.01%
36,800
+1,900
+5% +$7.15K
CRK icon
2959
Comstock Resources
CRK
$4.09B
$142K ﹤0.01%
+7,936
New +$196K
YVR
2960
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
$141K ﹤0.01%
2,320
+185
+9% +$12.8K
BRN icon
2961
Barnwell Industries
BRN
$13.8M
$140K ﹤0.01%
58,800
+1,300
+2% +$3.41K
BSIN
2962
Big Sky Industrial
BSIN
$72.7M
$138K ﹤0.01%
2,038
+930
+84% +$74.8K
PSUN
2963
DELISTED
PACIFIC SUNWEAR OF CAL. INC
PSUN
$138K ﹤0.01%
+49,900
New +$139K
ICCC icon
2964
ImmuCell
ICCC
$99.3M
$136K ﹤0.01%
21,600
+2,400
+13% +$15.1K
KINS icon
2965
Kingstone Companies
KINS
$284M
$136K ﹤0.01%
18,101
+7,800
+76% +$60.7K
SMTX
2966
DELISTED
SMTC Corporation
SMTX
$136K ﹤0.01%
91,700
+22,800
+33% +$36K
EDS
2967
DELISTED
EXCEED COMPANY LTD ORD SHS
EDS
$135K ﹤0.01%
88,300
+2,400
+3% +$3.69K
MRVC
2968
DELISTED
MRV Communications Inc
MRVC
$135K ﹤0.01%
+18,300
New +$176K
EPRS
2969
DELISTED
EPIRUS BIOPHARMACEUTICALS INC COM
EPRS
$135K ﹤0.01%
15,056
-20,880
-58% -$168K
BHBK
2970
DELISTED
Blue Hills Bancorp, Inc.
BHBK
$132K ﹤0.01%
+10,000
New +$131K
MCZ
2971
DELISTED
Mad Catz Interactive
MCZ
$132K ﹤0.01%
356,700
+31,800
+10% +$13.6K
STAA icon
2972
STAAR Surgical
STAA
$1.27B
$131K ﹤0.01%
+17,600
New +$129K
BBGI icon
2973
Beasley Broadcasting Group
BBGI
$39.3M
$129K ﹤0.01%
1,285
+65
+5% +$6.7K
ERS
2974
DELISTED
Empire Resources, Inc.
ERS
$129K ﹤0.01%
30,400
-100
-0.3% -$446
LIME
2975
DELISTED
LIME ENERGY CO.NEW COMMON STOCK
LIME
$128K ﹤0.01%
35,358
-1,200
-3% -$3.25K
117 118
119
120 121

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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.