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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
ADYX
3076
DELISTED
Adynxx Inc
ADYX
$50K ﹤0.01%
+265
New +$74.2K
DFBG
3077
DELISTED
Differential Brands Group Inc
DFBG
$50K ﹤0.01%
4,713
+2,226
+90% +$13.6K
SFXE
3078
DELISTED
SFX ENTERTAINMENT, INC COM
SFXE
$50K ﹤0.01%
+98,500
New +$200K
SKBI
3079
DELISTED
SKYSTAR BIO-PHARMACEUTICAL CO COM PAR $.001 (NV)
SKBI
$50K ﹤0.01%
52,300
+9,942
+23% +$15.9K
WGA
3080
DELISTED
AG&E Holdings Inc
WGA
$50K ﹤0.01%
110,876
+27,600
+33% +$21.9K
CTHR
3081
DELISTED
Charles & Colvard Ltd
CTHR
$47K ﹤0.01%
3,540
+880
+33% +$12.2K
PQUE
3082
DELISTED
PETROQUEST ENERGY INC (DE)
PQUE
$47K ﹤0.01%
39,800
+1,638
+4% +$1.93K
CBMX
3083
DELISTED
CombiMatrix Corporation
CBMX
$46K ﹤0.01%
2,747
+667
+32% +$13.5K
LODE icon
3084
Comstock
LODE
$261M
$45K ﹤0.01%
294
+68
+30% +$9.68K
SIEB icon
3085
Siebert Financial
SIEB
$78.1M
$45K ﹤0.01%
28,600
+4,500
+19% +$7.1K
SHIP icon
3086
Seanergy Maritime Holdings
SHIP
$360M
$44K ﹤0.01%
5
– –
GLRI
3087
DELISTED
GLORI ENERGY INC COMMON STOCK
GLRI
$44K ﹤0.01%
59,600
+4,635
+8% +$5.57K
SPDC
3088
DELISTED
SPEED COMMERCE, INC COM STK
SPDC
$43K ﹤0.01%
222,381
+130,100
+141% +$27.8K
MBOT icon
3089
Microbot Medical
MBOT
$113M
$39K ﹤0.01%
+60
New +$45.6K
AHPI
3090
DELISTED
Allied Healthcare Products
AHPI
$39K ﹤0.01%
16,800
+1,450
+9% +$4.25K
EVOK
3091
DELISTED
Evoke Pharma
EVOK
$38K ﹤0.01%
92
+2
+2% +$1.26K
CASI
3092
DELISTED
CASI Pharmaceuticals
CASI
$36K ﹤0.01%
3,330
+640
+24% +$9.22K
TCCO
3093
DELISTED
Technical Communications Corporation
TCCO
$36K ﹤0.01%
12,800
+200
+2% +$642
PRGN
3094
DELISTED
PARAGON SHIPPING INC CL A NEW (MHL)
PRGN
$36K ﹤0.01%
2,755
+566
+26% +$15.5K
MCUR
3095
DELISTED
Macrocure Ltd.
MCUR
$36K ﹤0.01%
+10,700
New +$95K
VSCP
3096
DELISTED
VIRTUALSCOPICS INC COM NEW
VSCP
$35K ﹤0.01%
17,590
+1,500
+9% +$3.43K
MOLG
3097
DELISTED
MOL GLOBAL INC SPONSORED ADR
MOLG
$34K ﹤0.01%
41,100
+30,100
+274% +$33K
ZNB
3098
Zeta Network Group
ZNB
$2.27M
– –
0
– –
OTIV
3099
DELISTED
OTI On Track Innovations Ltd
OTIV
$28K ﹤0.01%
+35,200
New +$37.5K
MUX icon
3100
McEwen Inc
MUX
$1.14B
$26K ﹤0.01%
3,000
-9,326
-76% -$77.2K
122 123
124
125 126

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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.