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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
GLBR
3051
DELISTED
Global Brokerage, Inc. Class A Common Stock
GLBR
$66K ﹤0.01%
+7,530
New +$77.9K
AATC
3052
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$64K ﹤0.01%
+17,200
New +$68.8K
PRXI
3053
DELISTED
PREMIER EXHIBITIONS INC COM STK NEW (FL)
PRXI
$64K ﹤0.01%
35,650
+3,200
+10% +$8.71K
REPX icon
3054
Riley Exploration Permian
REPX
$786M
$63K ﹤0.01%
2,277
+7
+0.3% +$194
DXM
3055
DELISTED
DEX MEDIA INC NEW COM STK (DE)
DXM
$63K ﹤0.01%
470,000
+164,000
+54% +$62.3K
SDEV
3056
Stablecoin Development Corp
SDEV
$50.6M
$62K ﹤0.01%
1
-1
-50% -$76.1K
ESCR
3057
DELISTED
ESCALERA RESOURCES CO
ESCR
$62K ﹤0.01%
386,500
+40,400
+12% +$9.49K
NSYS icon
3058
Nortech Systems
NSYS
$35.6M
$60K ﹤0.01%
14,000
+700
+5% +$3K
AKAO
3059
DELISTED
Achaogen Inc
AKAO
$60K ﹤0.01%
10,400
-65,129
-86% -$444K
VISL
3060
DELISTED
Vislink Technologies, Inc. Common Stock
VISL
$59K ﹤0.01%
+1
New +$184K
EAC
3061
DELISTED
Erickson Incorporated
EAC
$59K ﹤0.01%
+19,000
New +$66.3K
ARCW
3062
DELISTED
ARC Group Worldwide, Inc
ARCW
$59K ﹤0.01%
+32,600
New +$118K
GROW icon
3063
US Global Investors
GROW
$38.8M
$58K ﹤0.01%
34,900
+7,700
+28% +$16.8K
ATNY
3064
DELISTED
API TECHNOLOGIES CORP. COMMON STOCK
ATNY
$58K ﹤0.01%
26,700
+6,200
+30% +$14.3K
MTL.PR
3065
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$58K ﹤0.01%
222,600
+2,800
+1% +$845
CNCO
3066
DELISTED
Cencosud S.A.
CNCO
$58K ﹤0.01%
+10,000
New +$62.9K
MLP icon
3067
Maui Land & Pineapple Co
MLP
$310M
$57K ﹤0.01%
10,800
-2,300
-18% -$12.2K
SVLC
3068
DELISTED
SILVERCREST MINES INC ORD SHS (CDA)
SVLC
$57K ﹤0.01%
64,000
-47,900
-43% -$42.4K
PW
3069
Power REIT
PW
$2.93M
$54K ﹤0.01%
1,260
-20
-2% -$960
PSUN
3070
DELISTED
PACIFIC SUNWEAR OF CAL. INC
PSUN
$54K ﹤0.01%
169,800
+64,300
+61% +$41.6K
KOSS icon
3071
Koss Corp
KOSS
$34.7M
$53K ﹤0.01%
24,200
+900
+4% +$2.18K
ZX
3072
DELISTED
China Zenix Auto Internatl Ltd
ZX
$53K ﹤0.01%
52,200
+1,400
+3% +$1.34K
KONE
3073
DELISTED
Kingtone Wirelessinfo Solution Holding Ltd
KONE
$52K ﹤0.01%
14,080
-2,700
-16% -$12.2K
FXEN
3074
DELISTED
FX ENERGY INC
FXEN
$51K ﹤0.01%
53,600
-5,900
-10% -$5.33K
BDR
3075
DELISTED
Blonder Tongue Laboratories Inc
BDR
$50K ﹤0.01%
77,200
-1,400
-2% -$977
121 122
123
124 125

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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.