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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
UNAM
2976
DELISTED
Unico American Corp
UNAM
$126K ﹤0.01%
11,700
+1,300
+13% +$15K
GAI
2977
DELISTED
GLOBAL-TECH ADVANCED INNOVATIONS INC
GAI
$126K ﹤0.01%
33,200
– –
NSTG
2978
DELISTED
NanoString Technologies, Inc.
NSTG
$125K ﹤0.01%
+12,300
New +$151K
GNCA
2979
DELISTED
Genocea Biosciences, Inc.
GNCA
$125K ﹤0.01%
+1,313
New +$92.7K
HKTV
2980
DELISTED
HONG KONG TELEVISION NETWORK LTD
HKTV
$121K ﹤0.01%
12,600
-9,000
-42% -$71.8K
ALLT icon
2981
Allot
ALLT
$377M
$120K ﹤0.01%
+13,600
New +$125K
OBAS
2982
DELISTED
Optibase Ltd
OBAS
$120K ﹤0.01%
19,262
-26,180
-58% -$168K
BXC icon
2983
BlueLinx
BXC
$701M
$118K ﹤0.01%
10,880
+3,830
+54% +$41.1K
MHH icon
2984
Mastech Digital
MHH
$92.7M
$118K ﹤0.01%
+26,000
New +$128K
LOV
2985
DELISTED
Spark Networks SE American Depositary Shares
LOV
$118K ﹤0.01%
+29,200
New +$107K
YUMA
2986
DELISTED
Yuma Energy Inc
YUMA
$118K ﹤0.01%
378
+40
+12% +$17.7K
RBY
2987
DELISTED
RUBICON MENERALS CORP (F)
RBY
$117K ﹤0.01%
+128,400
New +$139K
REXI
2988
DELISTED
RESOURCE AMERICA INC CL-A
REXI
$116K ﹤0.01%
+12,700
New +$114K
MIND icon
2989
MIND Technology
MIND
$42.4M
$115K ﹤0.01%
2,490
-4,666
-65% -$276K
DLHC icon
2990
DLH Holdings
DLHC
$67.7M
$114K ﹤0.01%
58,375
+2,900
+5% +$6.17K
MTLS
2991
Materialise
MTLS
$393M
$114K ﹤0.01%
+16,300
New +$134K
PMFG
2992
DELISTED
PMFG INC COM STK (DE)
PMFG
$113K ﹤0.01%
24,300
+13,900
+134% +$65.4K
DRRX
2993
DELISTED
DURECT Corp
DRRX
$112K ﹤0.01%
5,870
+4,090
+230% +$48.6K
GAU
2994
Galiano Gold
GAU
$546M
$112K ﹤0.01%
76,900
+28,000
+57% +$43.1K
ASXC
2995
DELISTED
Asensus Surgical, Inc.
ASXC
$112K ﹤0.01%
+2,931
New +$111K
IMNN icon
2996
Imunon
IMNN
$6.77M
$111K ﹤0.01%
15
-28
-65% -$195K
PW
2997
Power REIT
PW
$2.92M
$111K ﹤0.01%
1,280
+30
+2% +$2.69K
STRI
2998
DELISTED
STR HLDGS INC COM STK NEW (DE)
STRI
$111K ﹤0.01%
77,332
+24,123
+45% +$39K
PCO
2999
DELISTED
Pendrell Corporation - Class A
PCO
$110K ﹤0.01%
85
+72
+554% +$86.5K
PRXI
3000
DELISTED
PREMIER EXHIBITIONS INC COM STK NEW (FL)
PRXI
$110K ﹤0.01%
29,750
+6,460
+28% +$28.9K
118 119
120
121 122

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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.