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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
INVE icon
2951
Identive
INVE
$64.1M
$237K ﹤0.01%
118,960
+5,100
+4% +$14.2K
IEC
2952
DELISTED
IEC Electronics Corp.
IEC
$237K ﹤0.01%
72,600
+7,900
+12% +$27.4K
CGRN
2953
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$236K ﹤0.01%
+16,846
New +$484K
HWCC
2954
DELISTED
Houston Wire & Cable Company
HWCC
$234K ﹤0.01%
+44,400
New +$267K
ESMC
2955
DELISTED
Escalon Medical Corp
ESMC
$234K ﹤0.01%
220,600
+1,800
+0.8% +$1.97K
KODK icon
2956
Kodak
KODK
$978M
$233K ﹤0.01%
+18,600
New +$256K
MPO
2957
DELISTED
MIDSTATES PETE CO INC COM NEW
MPO
$233K ﹤0.01%
+115,270
New +$422K
GV
2958
DELISTED
Goldfield Corporation
GV
$232K ﹤0.01%
149,800
-2,200
-1% -$3.7K
CASM
2959
DELISTED
CAS Medical Systems, Inc.
CASM
$232K ﹤0.01%
131,000
+40,400
+45% +$57.1K
CPAC
2960
Cementos Pacasmayo
CPAC
$1.03B
$231K ﹤0.01%
24,160
-8,000
-25% -$64.8K
MOG.B icon
2961
Moog Inc Class B
MOG.B
$231K ﹤0.01%
3,800
– –
GOL
2962
DELISTED
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
$230K ﹤0.01%
200,700
+97,800
+95% +$167K
TPCO
2963
DELISTED
Tribune Publishing Company Common Stock
TPCO
$229K ﹤0.01%
24,800
-29,500
-54% -$276K
AAN.A
2964
DELISTED
The Aaron's Company Inc Class A
AAN.A
$229K ﹤0.01%
10,224
-20,479
-67% -$459K
AAME icon
2965
Atlantic American Corp
AAME
$29M
$228K ﹤0.01%
45,700
+4,800
+12% +$22.1K
CNVS icon
2966
Cineverse
CNVS
$68.2M
$227K ﹤0.01%
4,352
+286
+7% +$25.7K
VII
2967
DELISTED
Vicon Industries, Inc.
VII
$225K ﹤0.01%
127,800
+8,400
+7% +$16.1K
DTEA
2968
DELISTED
DAVIDsTEA Inc. Common Stock
DTEA
$223K ﹤0.01%
+18,000
New +$246K
EBTC
2969
DELISTED
Enterprise Bancorp
EBTC
$222K ﹤0.01%
+9,700
New +$227K
ICA
2970
DELISTED
EMPRESAS ICA, S.A. DE C.V. ADS (EA REPTG 4 ORD PART CERT)
ICA
$218K ﹤0.01%
283,300
+161,300
+132% +$233K
ELSE
2971
DELISTED
Electro-Sensors
ELSE
$217K ﹤0.01%
60,700
+300
+0.5% +$1.14K
NSPH
2972
DELISTED
NANOSPHERE INC. COM NEW
NSPH
$216K ﹤0.01%
353,282
+157,279
+80% +$216K
ABAC
2973
DELISTED
Renmin Tianli Group, Inc. Common Shares
ABAC
$216K ﹤0.01%
60,025
+2,775
+5% +$8.24K
MMAC
2974
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
$215K ﹤0.01%
+14,884
New +$197K
ATEC icon
2975
Alphatec Holdings
ATEC
$1.51B
$214K ﹤0.01%
59,467
+24,392
+70% +$82.4K
117 118
119
120 121

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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.