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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
TORM
3151
DELISTED
TOR Minerals International Inc
TORM
$64K ﹤0.01%
14,300
– –
WGA
3152
DELISTED
AG&E Holdings Inc
WGA
$64K ﹤0.01%
131,076
+20,200
+18% +$9.55K
ACGN
3153
DELISTED
Aceragen Inc
ACGN
$62K ﹤0.01%
+148
New +$66.2K
PW
3154
Power REIT
PW
$2.93M
$61K ﹤0.01%
1,390
+130
+10% +$5.56K
AVH
3155
DELISTED
AVIANCA HOLDINGS S.A.
AVH
$61K ﹤0.01%
+14,200
New +$62K
MLP icon
3156
Maui Land & Pineapple Co
MLP
$310M
$60K ﹤0.01%
11,000
+200
+2% +$1.07K
CTHR
3157
DELISTED
Charles & Colvard Ltd
CTHR
$60K ﹤0.01%
5,384
+1,844
+52% +$22.9K
ASTI
3158
DELISTED
ASCENT SOLAR TECHNOLOGIES INC COM STK
ASTI
$60K ﹤0.01%
+415,040
New +$66.6K
CERE
3159
DELISTED
CERES, INC. COMMON STOCK NEW
CERE
$60K ﹤0.01%
183,173
+69,300
+61% +$60K
PCO
3160
DELISTED
Pendrell Corporation - Class A
PCO
$59K ﹤0.01%
118
-35
-23% -$22K
PTN
3161
Palatin Technologies
PTN
$17.8M
$58K ﹤0.01%
69
+3
+5% +$2.77K
PSUN
3162
DELISTED
PACIFIC SUNWEAR OF CAL. INC
PSUN
$58K ﹤0.01%
240,700
+70,900
+42% +$21K
MTL.PR
3163
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$58K ﹤0.01%
223,200
+600
+0.3% +$173
NSYS icon
3164
Nortech Systems
NSYS
$35.6M
$55K ﹤0.01%
14,300
+300
+2% +$1.22K
REDF
3165
DELISTED
REDIFF.COM INDIA LTD ADS
REDF
$55K ﹤0.01%
84,000
+20,000
+31% +$20.3K
WPRT
3166
Westport Fuel Systems
WPRT
$32.7M
$54K ﹤0.01%
2,670
-350
-12% -$9.66K
GRCE
3167
Grace Therapeutics
GRCE
$43.5M
$53K ﹤0.01%
435
+301
+225% +$35.5K
KOSS icon
3168
Koss Corp
KOSS
$34.7M
$51K ﹤0.01%
25,500
+1,300
+5% +$2.76K
OPTT icon
3169
Ocean Power Technologies
OPTT
$55.4M
$51K ﹤0.01%
1,209
+366
+43% +$20.1K
SSY
3170
DELISTED
SunLink Health Systems
SSY
$51K ﹤0.01%
55,200
+3,800
+7% +$5.23K
KEM
3171
DELISTED
KEMET Corporation
KEM
$51K ﹤0.01%
+21,600
New +$58.6K
BSIN
3172
Big Sky Industrial
BSIN
$71.4M
$50K ﹤0.01%
5,143
+1,091
+27% +$20.7K
IMNN icon
3173
Imunon
IMNN
$6.64M
$49K ﹤0.01%
+9
New +$46.2K
NUWE icon
3174
Nuwellis
NUWE
$474K
– –
0
– –
LODE icon
3175
Comstock
LODE
$261M
$46K ﹤0.01%
462
+168
+57% +$21.1K
125 126
127
128 129

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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.