We are live on ! Find out more
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
RVP icon
3051
Retractable Technologies
RVP
$20.3M
$137K ﹤0.01%
36,000
-14,100
-28% -$56.5K
HLTH
3052
DELISTED
Nobilis Health Corp.
HLTH
$137K ﹤0.01%
+20,200
New +$143K
XRA
3053
DELISTED
Exeter Resources Corporation
XRA
$137K ﹤0.01%
284,401
-520,199
-65% -$283K
TSRI
3054
DELISTED
TSR Inc. New
TSRI
$137K ﹤0.01%
38,850
+800
+2% +$3.27K
TOF
3055
DELISTED
TOFUTTI BRANDS INC
TOF
$136K ﹤0.01%
32,500
-1,300
-4% -$5.65K
UNAM
3056
DELISTED
Unico American Corp
UNAM
$134K ﹤0.01%
12,800
+1,100
+9% +$12.2K
OCRX
3057
DELISTED
Ocera Therapeutics, Inc.
OCRX
$134K ﹤0.01%
+35,200
New +$135K
AIFU
3058
AIFU Inc
AIFU
$218M
$132K ﹤0.01%
38
-720
-95% -$2.74M
DRWI
3059
DELISTED
DragonWave Inc
DRWI
$132K ﹤0.01%
10,072
+4,304
+75% +$68.5K
RLOG
3060
DELISTED
Rand Logistics, Inc.
RLOG
$129K ﹤0.01%
39,800
-56,300
-59% -$190K
STNG icon
3061
Scorpio Tankers
STNG
$3.93B
$128K ﹤0.01%
+1,270
New +$122K
BBGI icon
3062
Beasley Broadcasting Group
BBGI
$44.7M
$127K ﹤0.01%
1,375
+90
+7% +$8.74K
QBAK
3063
DELISTED
Qualstar Corp
QBAK
$127K ﹤0.01%
18,183
+316
+2% +$2.51K
RGSE
3064
DELISTED
Real Goods Solar, Inc. Class A
RGSE
$125K ﹤0.01%
+93
New +$196K
VOXX
3065
DELISTED
VOXX International Corporation Class A
VOXX
$123K ﹤0.01%
+14,900
New +$132K
AEHL icon
3066
Antelope Enterprise Holdings
AEHL
$5.37M
– –
0
– –
UPLD icon
3067
Upland Software
UPLD
$17.9M
$120K ﹤0.01%
+1,296
New +$95.8K
PSUN
3068
DELISTED
PACIFIC SUNWEAR OF CAL. INC
PSUN
$120K ﹤0.01%
105,500
+55,600
+111% +$105K
MUX icon
3069
McEwen Inc
MUX
$1.14B
$118K ﹤0.01%
12,326
+7,506
+156% +$74.9K
ERS
3070
DELISTED
Empire Resources, Inc.
ERS
$118K ﹤0.01%
29,200
-1,200
-4% -$4.99K
VALU icon
3071
Value Line
VALU
$341M
$116K ﹤0.01%
11,200
+500
+5% +$6.88K
FNJN
3072
DELISTED
Finjan Holdings, Inc.
FNJN
$116K ﹤0.01%
83,700
+43,500
+108% +$63.8K
NSPR icon
3073
InspireMD
NSPR
$39.3M
– –
0
– –
PCO
3074
DELISTED
Pendrell Corporation - Class A
PCO
$113K ﹤0.01%
83
-2
-2% -$2.36K
SKBI
3075
DELISTED
SKYSTAR BIO-PHARMACEUTICAL CO COM PAR $.001 (NV)
SKBI
$113K ﹤0.01%
42,358
+26,558
+168% +$90.9K
121 122
123
124 125

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.