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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
-6.1%
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
$41.9B
AUM Growth
-$1.99B
Cap. Flow
+$1.51B
Cap. Flow %
3.6%
Top 10 Hldgs %
9.94%
Holding
3,649
New
454
Increased
1,731
Reduced
914
Closed
519

Top Buys

Rank Stock Value
1
SIAL
SIGMA - ALDRICH CORP
SIAL
+$237M
2
ABBV icon
AbbVie
ABBV
+$190M
3
FDX icon
FedEx
FDX
+$149M
4
SYY icon
Sysco
SYY
+$133M
5
KO icon
Coca-Cola
KO
+$125M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$306M
2
AAPL icon
Apple
AAPL
+$215M
3
UNP icon
Union Pacific
UNP
+$193M
4
WMT icon
Walmart Inc
WMT
+$185M
5
BABA icon
Alibaba
BABA
+$177M

Sector Composition

Rank Sector Weight
1 Healthcare 13.17%
2 Financials 11.79%
3 Technology 11.07%
4 Consumer Staples 10.39%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FABC
2976
Fabric.AI Inc
FABC
$18.3M
$126K ﹤0.01%
+6
New +$128K
GNOW
2977
DELISTED
AMERICAN CARESOURCE HLDGS INC COM STK NEW (DE)
GNOW
$126K ﹤0.01%
100,698
-1,400
-1% -$2.18K
RVP icon
2978
Retractable Technologies
RVP
$20.3M
$125K ﹤0.01%
34,426
-1,574
-4% -$6.02K
ABAC
2979
DELISTED
Renmin Tianli Group, Inc. Common Shares
ABAC
$124K ﹤0.01%
57,250
+1,425
+3% +$5.2K
CERE
2980
DELISTED
CERES, INC. COMMON STOCK NEW
CERE
$123K ﹤0.01%
113,873
+23,200
+26% +$31.6K
OOMA icon
2981
Ooma
OOMA
$574M
$122K ﹤0.01%
+17,600
New +$165K
RLOG
2982
DELISTED
Rand Logistics, Inc.
RLOG
$121K ﹤0.01%
57,800
+18,000
+45% +$48.3K
LXRX icon
2983
Lexicon Pharmaceuticals
LXRX
$1.04B
$119K ﹤0.01%
11,086
-159,067
-93% -$1.74M
BSIN
2984
Big Sky Industrial
BSIN
$71.4M
$119K ﹤0.01%
4,052
+842
+26% +$25.9K
SKIS
2985
DELISTED
Peak Resorts, Inc.
SKIS
$119K ﹤0.01%
+17,200
New +$121K
XPLR
2986
DELISTED
Xplore Technologies Corp.
XPLR
$118K ﹤0.01%
+22,200
New +$122K
FTFT icon
2987
Future FinTech Group
FTFT
$1.52M
$117K ﹤0.01%
22
-2
-8% -$13.3K
HH
2988
DELISTED
Hooper Holmes Inc
HH
$117K ﹤0.01%
68,627
+8,680
+14% +$20.8K
LUNA
2989
DELISTED
Luna Innovations Incorporated
LUNA
$117K ﹤0.01%
125,605
+34,200
+37% +$37K
APYX icon
2990
Apyx Medical
APYX
$128M
$116K ﹤0.01%
59,400
+22,000
+59% +$50.4K
BXC icon
2991
BlueLinx
BXC
$705M
$115K ﹤0.01%
16,380
+1,670
+11% +$14.8K
MPU icon
2992
Mega Matrix
MPU
$13.7M
$115K ﹤0.01%
57,500
+3,500
+6% +$6.7K
ACUR
2993
DELISTED
Acura Pharmaceuticals
ACUR
$115K ﹤0.01%
48,820
+13,280
+37% +$45.2K
BBGI icon
2994
Beasley Broadcasting Group
BBGI
$44.7M
$114K ﹤0.01%
1,410
+35
+3% +$2.98K
CASM
2995
DELISTED
CAS Medical Systems, Inc.
CASM
$113K ﹤0.01%
90,600
+34,800
+62% +$41.2K
CVGI icon
2996
Commercial Vehicle Group
CVGI
$130M
$112K ﹤0.01%
+27,800
New +$147K
NURO
2997
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$111K ﹤0.01%
49
+19
+63% +$43.1K
ENPH icon
2998
Enphase Energy
ENPH
$5.39B
$110K ﹤0.01%
29,600
-53,800
-65% -$286K
EFUT
2999
DELISTED
eFuture Holding Inc. Ordinary Shares
EFUT
$110K ﹤0.01%
25,700
-12,900
-33% -$60.9K
PCO
3000
DELISTED
Pendrell Corporation - Class A
PCO
$110K ﹤0.01%
153
+70
+84% +$95.6K
118 119
120
121 122

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Jim Simons's Q3 2015 Portfolio in Review

As of Q3 2015, Jim Simons held 3,649 positions worth $41.9B, down 4.5% from $43.9B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Jim Simons deployed $1.51B of net new capital in Q3 2015, opening 454 new positions and adding to 1,731 existing holdings. Its largest new stake was FedEx: 936,400 shares worth $135M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, down from 13% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Walmart Inc, an estimated $185M trimmed.

  • Jim Simons's largest Q3 2015 buy was FedEx: 936,400 shares worth $135M.
  • Jim Simons added most to SIGMA - ALDRICH CORP in Q3 2015, an estimated $237M increase.
  • Jim Simons's biggest Q3 2015 reduction was Walmart Inc, cutting an estimated $185M.
  • Jim Simons fully exited Microsoft in Q3 2015, selling an estimated $306M.
  • Jim Simons's ten largest holdings make up 9.9% of its $41.9B portfolio in Q3 2015.
  • Jim Simons opened 454 new positions and closed 519 in Q3 2015.
  • Jim Simons's portfolio value fell 4.5% quarter-over-quarter to $41.9B.

Based on Renaissance Technologies's 13F filing for Q3 2015, filed 12 Nov 2015.