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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
DNN icon
3126
Denison Mines
DNN
$2.95B
$85K ﹤0.01%
+167,500
New +$70.3K
GPRK icon
3127
GeoPark
GPRK
$608M
$85K ﹤0.01%
31,425
+6,927
+28% +$21.4K
FES
3128
DELISTED
Forbes Energy Services Ltd
FES
$82K ﹤0.01%
283,300
+31,100
+12% +$13.5K
ARGS
3129
DELISTED
Argos Therapeutics, Inc.
ARGS
$82K ﹤0.01%
+1,780
New +$151K
EAC
3130
DELISTED
Erickson Incorporated
EAC
$81K ﹤0.01%
39,600
+20,600
+108% +$54.3K
DMK
3131
DELISTED
DMK Pharmaceuticals Corporation Common Stock
DMK
$79K ﹤0.01%
+209
New +$65.5K
ARL icon
3132
American Realty Investors
ARL
$246M
$78K ﹤0.01%
13,800
+400
+3% +$2.19K
MBOT icon
3133
Microbot Medical
MBOT
$113M
$77K ﹤0.01%
115
+55
+92% +$40.4K
VOXX
3134
DELISTED
VOXX International Corporation Class A
VOXX
$77K ﹤0.01%
+14,700
New +$86K
ARCO icon
3135
Arcos Dorados Holdings
ARCO
$1.71B
$76K ﹤0.01%
+25,143
New +$76K
OIBR.C
3136
DELISTED
OI S.A. American Depositary Shares, each representing five shares of common stock
OIBR.C
$76K ﹤0.01%
24,961
-26,460
-51% -$106K
HTM
3137
DELISTED
U.S. Geothermal Inc.
HTM
$75K ﹤0.01%
20,071
-3,051
-13% -$11.1K
SFXE
3138
DELISTED
SFX ENTERTAINMENT, INC COM
SFXE
$75K ﹤0.01%
395,600
+297,100
+302% +$176K
BGMS
3139
Bio Green Med Solution Inc
BGMS
$5.11M
– –
0
– –
NURO
3140
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$73K ﹤0.01%
57
+8
+16% +$14.2K
ONIT
3141
Onity Group
ONIT
$330M
$71K ﹤0.01%
+681
New +$71.3K
OSN
3142
DELISTED
Ossen Innovation Co., Ltd.
OSN
$71K ﹤0.01%
30,967
+134
+0.4% +$368
CEMI
3143
DELISTED
Chembio diagnostics, Inc.
CEMI
$70K ﹤0.01%
+13,100
New +$65.7K
DXM
3144
DELISTED
DEX MEDIA INC NEW COM STK (DE)
DXM
$69K ﹤0.01%
574,100
+104,100
+22% +$17.9K
SAUC
3145
DELISTED
Diversified Restaurant Holdings, Inc. Common stock
SAUC
$67K ﹤0.01%
29,700
+2,900
+11% +$7.81K
HH
3146
DELISTED
Hooper Holmes Inc
HH
$67K ﹤0.01%
74,193
+5,566
+8% +$10.4K
GPUS
3147
Hyperscale Data Inc
GPUS
$52.2M
– –
0
– –
TELL
3148
DELISTED
Tellurian Inc.
TELL
$65K ﹤0.01%
118,500
+7,200
+6% +$4.2K
OTIV
3149
DELISTED
OTI On Track Innovations Ltd
OTIV
$65K ﹤0.01%
143,400
+108,200
+307% +$68.4K
AUDC icon
3150
AudioCodes
AUDC
$253M
$64K ﹤0.01%
+16,400
New +$63.7K
124 125
126
127 128

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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.