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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
-0.35%
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
$43.9B
AUM Growth
-$3.06B
Cap. Flow
-$2.38B
Cap. Flow %
-5.43%
Top 10 Hldgs %
9.68%
Holding
3,611
New
478
Increased
1,768
Reduced
921
Closed
415

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$316M
2
BABA icon
Alibaba
BABA
+$185M
3
VZ icon
Verizon
VZ
+$135M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$131M
5
MCK icon
McKesson
MCK
+$126M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$449M
2
GILD icon
Gilead Sciences
GILD
+$297M
3
META icon
Meta Platforms (Facebook)
META
+$218M
4
INTC icon
Intel
INTC
+$215M
5
KO icon
Coca-Cola
KO
+$198M

Sector Composition

Rank Sector Weight
1 Healthcare 13.5%
2 Technology 12.69%
3 Industrials 10.47%
4 Financials 10.17%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MZOR
3001
DELISTED
Mazor Robotics Ltd.
MZOR
$180K ﹤0.01%
13,500
-8,600
-39% -$110K
SNFCA icon
3002
Security National Financial
SNFCA
$241M
$178K ﹤0.01%
46,431
+11,858
+34% +$41.5K
YVR
3003
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
$177K ﹤0.01%
2,325
+5
+0.2% +$363
ONDK
3004
DELISTED
On Deck Capital, Inc.
ONDK
$177K ﹤0.01%
+15,323
New +$255K
CERE
3005
DELISTED
CERES, INC. COMMON STOCK NEW
CERE
$177K ﹤0.01%
90,673
+12,035
+15% +$25.5K
GNOW
3006
DELISTED
AMERICAN CARESOURCE HLDGS INC COM STK NEW (DE)
GNOW
$176K ﹤0.01%
102,098
-4,100
-4% -$8.33K
PESI icon
3007
Perma-Fix Environmental Services
PESI
$381M
$175K ﹤0.01%
45,900
+4,700
+11% +$17.2K
ACUR
3008
DELISTED
Acura Pharmaceuticals
ACUR
$175K ﹤0.01%
35,540
+9,760
+38% +$40.5K
WPRT
3009
Westport Fuel Systems
WPRT
$32.7M
$174K ﹤0.01%
3,680
-7,727
-68% -$390K
RAVE icon
3010
RAVE Restaurant Group
RAVE
$44.2M
$171K ﹤0.01%
13,100
-900
-6% -$11.9K
HH
3011
DELISTED
Hooper Holmes Inc
HH
$171K ﹤0.01%
59,947
+3,294
+6% +$19.3K
EWT icon
3012
iShares MSCI Taiwan ETF
EWT
$11.6B
$167K ﹤0.01%
+5,300
New +$171K
IMNN icon
3013
Imunon
IMNN
$6.64M
$167K ﹤0.01%
26
+11
+73% +$78.1K
OIG
3014
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$166K ﹤0.01%
+823
New +$181K
LMRK
3015
DELISTED
Landmark Infrastructure Partners LP Common Units
LMRK
$166K ﹤0.01%
+10,300
New +$176K
NEWS
3016
DELISTED
NewStar Financial, Inc.
NEWS
$166K ﹤0.01%
15,100
-4,800
-24% -$53.5K
CVV icon
3017
CVD Equipment Corp
CVV
$52.1M
$165K ﹤0.01%
+14,800
New +$177K
ACER
3018
DELISTED
Acer Therapeutics Inc
ACER
$165K ﹤0.01%
+4,452
New +$171K
BRN icon
3019
Barnwell Industries
BRN
$13.9M
$162K ﹤0.01%
68,500
+9,700
+16% +$25.4K
DLHC icon
3020
DLH Holdings
DLHC
$68.7M
$160K ﹤0.01%
61,275
+2,900
+5% +$6.54K
CPHR
3021
DELISTED
Cipher Pharmaceuticals Inc.
CPHR
$160K ﹤0.01%
18,700
-23,800
-56% -$237K
SINT icon
3022
SiNtx Technologies
SINT
$10.9M
– –
0
– –
PFBI
3023
DELISTED
Premier Financial Bancorp
PFBI
$159K ﹤0.01%
+14,163
New +$155K
CPAC
3024
Cementos Pacasmayo
CPAC
$1.03B
$158K ﹤0.01%
+16,027
New +$152K
VII
3025
DELISTED
Vicon Industries, Inc.
VII
$157K ﹤0.01%
118,300
-3,100
-3% -$4.78K
119 120
121
122 123

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Jim Simons's Q2 2015 Portfolio in Review

As of Q2 2015, Jim Simons held 3,611 positions worth $43.9B, down 6.5% from $47B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.

Jim Simons withdrew a net $2.38B in Q2 2015, closing 415 positions and reducing 921 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $218M position sold in full.

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

Against the trend, Jim Simons opened a new position in Microsoft worth $306M.

  • Jim Simons's largest Q2 2015 buy was Microsoft: 6,935,684 shares worth $306M.
  • Jim Simons added most to Alphabet (Google) Class C in Q2 2015, an estimated $131M increase.
  • Jim Simons's biggest Q2 2015 reduction was Amazon, cutting an estimated $449M.
  • Jim Simons fully exited Meta Platforms (Facebook) in Q2 2015, selling an estimated $218M.
  • Jim Simons's ten largest holdings make up 9.7% of its $43.9B portfolio in Q2 2015.
  • Jim Simons opened 478 new positions and closed 415 in Q2 2015.
  • Jim Simons's portfolio value fell 6.5% quarter-over-quarter to $43.9B.

Based on Renaissance Technologies's 13F filing for Q2 2015, filed 14 Aug 2015.