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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
BAMM
3051
DELISTED
BOOKS-A-MILLION INC
BAMM
$68K ﹤0.01%
24,700
+8,500
+52% +$19.7K
PRPH
3052
DELISTED
ProPhase Labs
PRPH
$66K ﹤0.01%
5,060
+290
+6% +$4.27K
XTNT icon
3053
Xtant Medical Holdings
XTNT
$43.5M
$66K ﹤0.01%
+1,342
New +$54K
ATL
3054
DELISTED
ATLATSA RES CORP RESOURCES CORP (F)
ATL
$66K ﹤0.01%
411,400
+16,400
+4% +$2.89K
OPTT icon
3055
Ocean Power Technologies
OPTT
$54.1M
$65K ﹤0.01%
677
+609
+896% +$62.8K
WHLR
3056
Wheeler Real Estate Investment Trust
WHLR
$390K
– –
0
– –
PVCT
3057
DELISTED
PROVECTUS BIOPHARMACEUTICALS, INC. (DE)
PVCT
$64K ﹤0.01%
79,000
+59,800
+311% +$49.3K
ACFC
3058
DELISTED
Atlantic Coast Financial Corporation
ACFC
$63K ﹤0.01%
15,200
+2,300
+18% +$9.04K
WGA
3059
DELISTED
AG&E Holdings Inc
WGA
$63K ﹤0.01%
78,976
+1,900
+2% +$1.5K
REPX icon
3060
Riley Exploration Permian
REPX
$796M
$62K ﹤0.01%
2,249
+27
+1% +$846
SKBI
3061
DELISTED
SKYSTAR BIO-PHARMACEUTICAL CO COM PAR $.001 (NV)
SKBI
$62K ﹤0.01%
15,800
+3,741
+31% +$15.9K
EDUC icon
3062
Educational Development Corp
EDUC
$11.8M
$61K ﹤0.01%
29,662
+7,600
+34% +$16.8K
ENFY
3063
DELISTED
Enlightify Inc
ENFY
$61K ﹤0.01%
2,908
+791
+37% +$17.2K
INFU icon
3064
InfuSystem Holdings
INFU
$244M
$60K ﹤0.01%
22,200
+6,400
+41% +$17.3K
ZX
3065
DELISTED
China Zenix Auto Internatl Ltd
ZX
$60K ﹤0.01%
50,500
+3,800
+8% +$4.79K
AMCF
3066
DELISTED
ANDATEE CHINA MARINE FUEL SVCS CORP COM STK (DE)
AMCF
$58K ﹤0.01%
49,500
+5,700
+13% +$7.94K
OSN
3067
DELISTED
Ossen Innovation Co., Ltd.
OSN
$57K ﹤0.01%
28,000
+433
+2% +$910
AEHL icon
3068
Antelope Enterprise Holdings
AEHL
$5.76M
– –
0
– –
ARL icon
3069
American Realty Investors
ARL
$243M
$56K ﹤0.01%
10,400
– –
CDNA icon
3070
CareDx
CDNA
$2.45B
$56K ﹤0.01%
+10,100
New +$66.6K
TCCO
3071
DELISTED
Technical Communications Corporation
TCCO
$56K ﹤0.01%
13,100
-500
-4% -$2.17K
NSYS icon
3072
Nortech Systems
NSYS
$42.5M
$55K ﹤0.01%
+11,200
New +$61.5K
REDF
3073
DELISTED
REDIFF.COM INDIA LTD ADS
REDF
$52K ﹤0.01%
27,103
+12,303
+83% +$24.1K
DGSE
3074
DELISTED
DGSE Companies, Inc.
DGSE
$52K ﹤0.01%
34,600
+1,800
+5% +$2.64K
CLWT icon
3075
Euro Tech Holdings
CLWT
$12.2M
$51K ﹤0.01%
65,591
-68,933
-51% -$48.4K
121 122
123
124 125

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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.