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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
NG icon
3026
NovaGold Resources
NG
$3.4B
$88K ﹤0.01%
+24,200
New +$81.6K
BKEP
3027
DELISTED
Blueknight Energy Partners L.P.
BKEP
$88K ﹤0.01%
15,500
-30,000
-66% -$200K
AMRC icon
3028
Ameresco
AMRC
$1.47B
$87K ﹤0.01%
14,800
-25,200
-63% -$161K
NSPR icon
3029
InspireMD
NSPR
$39.3M
– –
0
– –
SSY
3030
DELISTED
SunLink Health Systems
SSY
$86K ﹤0.01%
51,400
+5,100
+11% +$8.57K
HTM
3031
DELISTED
U.S. Geothermal Inc.
HTM
$85K ﹤0.01%
+23,122
New +$81K
ENOC
3032
DELISTED
EnerNOC, Inc.
ENOC
$84K ﹤0.01%
+10,600
New +$92.1K
NEWS
3033
DELISTED
NewStar Financial, Inc.
NEWS
$84K ﹤0.01%
10,200
-4,900
-32% -$52.9K
GNCA
3034
DELISTED
Genocea Biosciences, Inc.
GNCA
$82K ﹤0.01%
1,500
-3,163
-68% -$314K
TROX icon
3035
Tronox
TROX
$958M
$80K ﹤0.01%
18,300
-28,300
-61% -$263K
GPUS
3036
Hyperscale Data Inc
GPUS
$52.2M
– –
0
– –
SIFY
3037
Sify Technologies
SIFY
$1.15B
$77K ﹤0.01%
12,300
+400
+3% +$3.15K
STRM
3038
DELISTED
Streamline Health Solutions
STRM
$77K ﹤0.01%
2,233
+646
+41% +$26.1K
WPRT
3039
Westport Fuel Systems
WPRT
$32.7M
$75K ﹤0.01%
3,020
-660
-18% -$24.5K
GPRK icon
3040
GeoPark
GPRK
$608M
$74K ﹤0.01%
24,498
+3,514
+17% +$13.2K
TORM
3041
DELISTED
TOR Minerals International Inc
TORM
$73K ﹤0.01%
14,300
+1,000
+8% +$5.64K
SAUC
3042
DELISTED
Diversified Restaurant Holdings, Inc. Common stock
SAUC
$72K ﹤0.01%
26,800
+10,112
+61% +$33.4K
CRCM
3043
DELISTED
CARE.COM, INC.
CRCM
$71K ﹤0.01%
+13,800
New +$80.8K
REDF
3044
DELISTED
REDIFF.COM INDIA LTD ADS
REDF
$69K ﹤0.01%
64,000
+15,400
+32% +$23.4K
BPTH
3045
DELISTED
Bio-Path Holdings Inc
BPTH
$68K ﹤0.01%
15
+1
+7% +$4.69K
TOR
3046
DELISTED
SUTOR TECHNOLOGY GROUP LIMITED COMMON STOCK NEW
TOR
$68K ﹤0.01%
53,640
-900
-2% -$1.39K
OPTT icon
3047
Ocean Power Technologies
OPTT
$55.4M
$67K ﹤0.01%
843
+75
+10% +$7.54K
PTN
3048
Palatin Technologies
PTN
$17.8M
$67K ﹤0.01%
66
-226
-77% -$259K
TELL
3049
DELISTED
Tellurian Inc.
TELL
$67K ﹤0.01%
111,300
+1,287
+1% +$2.58K
INPH
3050
DELISTED
INTERPHASE CORP
INPH
$67K ﹤0.01%
396,200
+28,400
+8% +$10.7K
120 121
122
123 124

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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.