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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
-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
KOSS icon
3151
Koss Corp
KOSS
$34.7M
$54K ﹤0.01%
23,300
+1,900
+9% +$4.79K
FXEN
3152
DELISTED
FX ENERGY INC
FXEN
$52K ﹤0.01%
59,500
-24,000
-29% -$28.3K
ATNY
3153
DELISTED
API TECHNOLOGIES CORP. COMMON STOCK
ATNY
$51K ﹤0.01%
+20,500
New +$44.1K
ATL
3154
DELISTED
ATLATSA RES CORP RESOURCES CORP (F)
ATL
$51K ﹤0.01%
426,700
+15,300
+4% +$1.98K
ARL icon
3155
American Realty Investors
ARL
$246M
$50K ﹤0.01%
10,300
-100
-1% -$512
INFU icon
3156
InfuSystem Holdings
INFU
$249M
$50K ﹤0.01%
15,663
-6,537
-29% -$20.4K
CBMX
3157
DELISTED
CombiMatrix Corporation
CBMX
$50K ﹤0.01%
2,080
+893
+75% +$22.7K
AMCF
3158
DELISTED
ANDATEE CHINA MARINE FUEL SVCS CORP COM STK (DE)
AMCF
$49K ﹤0.01%
71,800
+22,300
+45% +$17.9K
CASI
3159
DELISTED
CASI Pharmaceuticals
CASI
$48K ﹤0.01%
2,690
+700
+35% +$10.5K
AHPI
3160
DELISTED
Allied Healthcare Products
AHPI
$48K ﹤0.01%
15,350
+1,900
+14% +$5.79K
PRSN
3161
DELISTED
PERSEON CORP COM STK NEW (DE)
PRSN
$48K ﹤0.01%
25,760
+1,030
+4% +$3.29K
TCCO
3162
DELISTED
Technical Communications Corporation
TCCO
$46K ﹤0.01%
12,600
-500
-4% -$1.96K
MBII
3163
DELISTED
Marrone Bio Innovations, Inc.
MBII
$45K ﹤0.01%
+22,887
New +$64.9K
GMO
3164
DELISTED
General Moly, Inc.
GMO
$45K ﹤0.01%
+63,561
New +$45.2K
CPHI icon
3165
China Pharma Holdings
CPHI
$44.2M
$44K ﹤0.01%
245
-19
-7% -$3.27K
JOB icon
3166
GEE Group
JOB
$24.9M
$43K ﹤0.01%
4,460
-170
-4% -$1.51K
SIEB icon
3167
Siebert Financial
SIEB
$78.1M
$43K ﹤0.01%
24,100
-100
-0.4% -$170
VSCP
3168
DELISTED
VIRTUALSCOPICS INC COM NEW
VSCP
$43K ﹤0.01%
16,090
– –
ZNB
3169
Zeta Network Group
ZNB
$2.27M
– –
0
– –
CTHR
3170
DELISTED
Charles & Colvard Ltd
CTHR
$40K ﹤0.01%
2,660
+350
+15% +$5.02K
PVCT
3171
DELISTED
PROVECTUS BIOPHARMACEUTICALS, INC. (DE)
PVCT
$36K ﹤0.01%
66,100
-12,900
-16% -$10.5K
SHIP icon
3172
Seanergy Maritime Holdings
SHIP
$360M
$35K ﹤0.01%
5
– –
AXIA.PR
3173
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$33K ﹤0.01%
+15,407
New +$35.1K
LODE icon
3174
Comstock
LODE
$261M
$33K ﹤0.01%
226
-3
-1% -$532
ROKA
3175
DELISTED
Sorrento Tech, Inc. Common Stock
ROKA
$30K ﹤0.01%
+1,160
New +$34K
125 126
127
128 129

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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.