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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
CIA icon
3176
Citizens
CIA
$198M
– –
-11,400
Closed -$85K
CIB icon
3177
Grupo Cibest SA
CIB
$22.7B
– –
-29,200
Closed -$1.26M
CLNE icon
3178
Clean Energy Fuels
CLNE
$395M
– –
-114,700
Closed -$645K
CMCO icon
3179
Columbus McKinnon
CMCO
$550M
– –
-14,200
Closed -$355K
CMP icon
3180
Compass Minerals
CMP
$1.1B
– –
-172,900
Closed -$14.2M
CMPR icon
3181
Cimpress
CMPR
$2.37B
– –
-143,800
Closed -$12.1M
COLM icon
3182
Columbia Sportswear
COLM
$2.96B
– –
-81,702
Closed -$4.94M
COP icon
3183
ConocoPhillips
COP
$150B
– –
-1,081,913
Closed -$66.4M
CRDF icon
3184
Cardiff Oncology
CRDF
$76.6M
– –
-1,835
Closed -$1.34M
CRM icon
3185
Salesforce
CRM
$165B
– –
-403,000
Closed -$28.1M
CSTM icon
3186
Constellium
CSTM
$3.95B
– –
-165,500
Closed -$1.96M
CTLP
3187
DELISTED
Cantaloupe
CTLP
– –
-20,015
Closed -$54K
CTRE icon
3188
CareTrust REIT
CTRE
$9.18B
– –
-76,648
Closed -$971K
CTRA
3189
DELISTED
Coterra Energy
CTRA
– –
-298,400
Closed -$9.41M
CUK
3190
DELISTED
Carnival PLC
CUK
– –
-28,600
Closed -$1.47M
CVX icon
3191
Chevron
CVX
$388B
– –
-559,584
Closed -$54M
CYBR
3192
DELISTED
CyberArk
CYBR
– –
-222,023
Closed -$13.9M
BGMS
3193
Bio Green Med Solution Inc
BGMS
$5.11M
– –
0
– -$88K
DAR icon
3194
Darling Ingredients
DAR
$10.4B
– –
-183,000
Closed -$2.68M
DHR icon
3195
Danaher
DHR
$143B
– –
-723,086
Closed -$41.6M
DLNG icon
3196
Dynagas LNG Partners
DLNG
$138M
– –
-51,600
Closed -$819K
EA
3197
DELISTED
Electronic Arts
EA
– –
-633,464
Closed -$42.1M
EBAY icon
3198
eBay
EBAY
$46.5B
– –
-1,318,048
Closed -$33.4M
AXIA.PR
3199
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
– –
-15,407
Closed -$33K
ECL icon
3200
Ecolab
ECL
$77.4B
– –
-250,722
Closed -$28.3M
126 127
128
129 130

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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.