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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
EEM icon
3201
iShares MSCI Emerging Markets ETF
EEM
$30.5B
– –
-171,300
Closed -$6.79M
EFC
3202
Ellington Financial
EFC
$1.76B
– –
-113,010
Closed -$2.09M
ELMD icon
3203
Electromed
ELMD
$352M
– –
-12,266
Closed -$23K
ELP
3204
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-73,750
Closed -$325K
ENOV icon
3205
Enovis
ENOV
$1.48B
– –
-194,170
Closed -$15.4M
ENR icon
3206
Energizer
ENR
$1.55B
– –
-360,800
Closed -$47.5M
EOG icon
3207
EOG Resources
EOG
$74.2B
– –
-410,700
Closed -$36M
EWT icon
3208
iShares MSCI Taiwan ETF
EWT
$11.6B
– –
-5,300
Closed -$167K
EWY icon
3209
iShares MSCI South Korea ETF
EWY
$27.6B
– –
-5,200
Closed -$287K
EWZ icon
3210
iShares MSCI Brazil ETF
EWZ
$8.55B
– –
-31,500
Closed -$1.03M
F icon
3211
Ford
F
$55.4B
– –
-965,009
Closed -$14.5M
FET icon
3212
Forum Energy Technologies
FET
$927M
– –
-8,115
Closed -$3.29M
FFIN icon
3213
First Financial Bankshares
FFIN
$5.04B
– –
-41,600
Closed -$721K
FIS icon
3214
Fidelity National Information Services
FIS
$22.8B
– –
-103,501
Closed -$6.4M
FIVE icon
3215
Five Below
FIVE
$13.4B
– –
-566,700
Closed -$22.4M
FLS icon
3216
Flowserve
FLS
$10.3B
– –
-416,000
Closed -$21.9M
FLWS icon
3217
1-800-Flowers.com
FLWS
$261M
– –
-172,000
Closed -$1.8M
FLXS icon
3218
Flexsteel Industries
FLXS
$303M
– –
-11,258
Closed -$485K
FMS icon
3219
Fresenius Medical Care
FMS
$12.6B
– –
-40,558
Closed -$1.69M
FOR icon
3220
Forestar Group
FOR
$1.51B
– –
-44,400
Closed -$584K
FSLR icon
3221
First Solar
FSLR
$24B
– –
-260,100
Closed -$12.2M
FTI icon
3222
TechnipFMC
FTI
$30.1B
– –
-114,374
Closed -$3.53M
FWONK icon
3223
Liberty Media Series C
FWONK
$26B
– –
-323,826
Closed -$8.23M
GDOT icon
3224
Green Dot
GDOT
$770M
– –
-215,500
Closed -$4.12M
GEL icon
3225
Genesis Energy
GEL
$1.92B
– –
-67,180
Closed -$2.95M
127 128
129
130 131

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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.