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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
+5.01%
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
$45.9B
AUM Growth
+$3.99B
Cap. Flow
+$3.07B
Cap. Flow %
6.69%
Top 10 Hldgs %
9.34%
Holding
3,639
New
509
Increased
1,872
Reduced
840
Closed
386

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$510M
2
PFE icon
Pfizer
PFE
+$265M
3
GILD icon
Gilead Sciences
GILD
+$212M
4
CMCSA icon
Comcast
CMCSA
+$191M
5
META icon
Meta Platforms (Facebook)
META
+$184M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$369M
2
SIAL
SIGMA - ALDRICH CORP
SIAL
+$330M
3
MJN
Mead Johnson Nutrition Company
MJN
+$230M
4
AMGN icon
Amgen
AMGN
+$223M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$145M

Sector Composition

Rank Sector Weight
1 Technology 14.47%
2 Healthcare 12.72%
3 Financials 10.51%
4 Industrials 9.69%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MNI
3101
DELISTED
The McClatchy Company Class A Common Stock
MNI
$109K ﹤0.01%
+9,040
New +$120K
MCZ
3102
DELISTED
Mad Catz Interactive
MCZ
$109K ﹤0.01%
273,300
-86,000
-24% -$44.1K
BBGI icon
3103
Beasley Broadcasting Group
BBGI
$44.7M
$108K ﹤0.01%
1,510
+100
+7% +$7.68K
CBAY
3104
DELISTED
Cymabay Therapeutics
CBAY
$103K ﹤0.01%
+60,900
New +$99.3K
BNSO
3105
DELISTED
Bonso Electronic International
BNSO
$102K ﹤0.01%
75,900
+3,300
+5% +$4.6K
STAA icon
3106
STAAR Surgical
STAA
$1.26B
$101K ﹤0.01%
+14,200
New +$115K
BPTH
3107
DELISTED
Bio-Path Holdings Inc
BPTH
$101K ﹤0.01%
20
+5
+33% +$29.2K
PWE
3108
DELISTED
Penn West Energy Petroleum Ltd
PWE
$101K ﹤0.01%
+120,498
New +$128K
TCS
3109
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$100K ﹤0.01%
+813
New +$131K
LIME
3110
DELISTED
LIME ENERGY CO.NEW COMMON STOCK
LIME
$100K ﹤0.01%
34,758
+2,600
+8% +$8.06K
BXC icon
3111
BlueLinx
BXC
$705M
$99K ﹤0.01%
18,750
+2,370
+14% +$15.6K
ARCW
3112
DELISTED
ARC Group Worldwide, Inc
ARCW
$99K ﹤0.01%
60,100
+27,500
+84% +$51.5K
GROW icon
3113
US Global Investors
GROW
$38.8M
$97K ﹤0.01%
82,700
+47,800
+137% +$65.1K
CMLS
3114
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$97K ﹤0.01%
36,744
-88,519
-71% -$315K
HSTO
3115
DELISTED
Histogen Inc. Common Stock
HSTO
$97K ﹤0.01%
+169
New +$118K
MTBL
3116
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
$95K ﹤0.01%
+17,267
New +$91.5K
GLPW
3117
DELISTED
GLOBAL POWER EQUIPMENT GROUP INC COMMON NEW
GLPW
$93K ﹤0.01%
+26,600
New +$113K
AUPH icon
3118
Aurinia Pharmaceuticals
AUPH
$2.02B
$92K ﹤0.01%
+37,200
New +$101K
FTFT icon
3119
Future FinTech Group
FTFT
$1.52M
$92K ﹤0.01%
21
-1
-5% -$5.08K
ASMB icon
3120
Assembly Biosciences
ASMB
$594M
$89K ﹤0.01%
+992
New +$108K
SIFY
3121
Sify Technologies
SIFY
$1.15B
$89K ﹤0.01%
15,100
+2,800
+23% +$19.2K
DRWI
3122
DELISTED
DragonWave Inc
DRWI
$89K ﹤0.01%
31,700
+12,116
+62% +$37.7K
NSPR icon
3123
InspireMD
NSPR
$39.3M
– –
0
– –
PRZM
3124
DELISTED
Prism Technologies Group, Inc
PRZM
$88K ﹤0.01%
86,200
– –
QBAK
3125
DELISTED
Qualstar Corp
QBAK
$87K ﹤0.01%
18,883
+266
+1% +$1.53K
123 124
125
126 127

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Jim Simons's Q4 2015 Portfolio in Review

As of Q4 2015, Jim Simons held 3,639 positions worth $45.9B, up 9.5% from $41.9B the previous quarter. Its ten largest holdings account for 9.3% of the portfolio.

Jim Simons deployed $3.07B of net new capital in Q4 2015, opening 509 new positions and adding to 1,872 existing holdings. Its largest new stake was Apple: 17,852,932 shares worth $470M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 11% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $369M trimmed.

  • Jim Simons's largest Q4 2015 buy was Apple: 17,852,932 shares worth $470M.
  • Jim Simons added most to Gilead Sciences in Q4 2015, an estimated $212M increase.
  • Jim Simons's biggest Q4 2015 reduction was Alphabet (Google) Class C, cutting an estimated $369M.
  • Jim Simons fully exited SIGMA - ALDRICH CORP in Q4 2015, selling an estimated $330M.
  • Jim Simons's ten largest holdings make up 9.3% of its $45.9B portfolio in Q4 2015.
  • Jim Simons opened 509 new positions and closed 386 in Q4 2015.
  • Jim Simons's portfolio value rose 9.5% quarter-over-quarter to $45.9B.

Based on Renaissance Technologies's 13F filing for Q4 2015, filed 11 Feb 2016.