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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
MD icon
3276
Pediatrix Medical
MD
$2.14B
– –
-371,000
Closed -$27.5M
MDXG icon
3277
MiMedx Group
MDXG
$614M
– –
-581,500
Closed -$6.74M
MG icon
3278
Mistras Group
MG
$585M
– –
-53,100
Closed -$1.01M
MIDD icon
3279
Middleby
MIDD
$5.27B
– –
-82,970
Closed -$9.31M
MKC icon
3280
McCormick & Company Non-Voting
MKC
$14.7B
– –
-301,800
Closed -$12.2M
MRSH
3281
Marsh
MRSH
$89.6B
– –
-74,800
Closed -$4.24M
MMI icon
3282
Marcus & Millichap
MMI
$1.19B
– –
-117,100
Closed -$5.4M
MMLP icon
3283
Martin Midstream Partners
MMLP
$94.7M
– –
-86,603
Closed -$2.68M
MOV icon
3284
Movado Group
MOV
$803M
– –
-77,600
Closed -$2.11M
MSFT icon
3285
Microsoft
MSFT
$3.69T
– –
-6,935,684
Closed -$306M
MSI icon
3286
Motorola Solutions
MSI
$77B
– –
-825,715
Closed -$47.3M
MTZ icon
3287
MasTec
MTZ
$23.3B
– –
-440,800
Closed -$8.76M
MYE icon
3288
Myers Industries
MYE
$1.25B
– –
-25,200
Closed -$479K
NCLH icon
3289
Norwegian Cruise Line
NCLH
$8.92B
– –
-25,100
Closed -$1.41M
NCTY
3290
The9 Ltd
NCTY
$62.9M
– –
-169
Closed -$69K
NI icon
3291
NiSource
NI
$20.2B
– –
-297,765
Closed -$5.33M
NRP icon
3292
Natural Resource Partners
NRP
$1.36B
– –
-4,023
Closed -$152K
NRT
3293
North European Oil Royalty Trust
NRT
$83.9M
– –
-17,000
Closed -$193K
NWG icon
3294
NatWest
NWG
$76.9B
– –
-29,548
Closed -$352K
NWS icon
3295
News Corp Class B
NWS
$17.8B
– –
-132,900
Closed -$1.89M
OCUL icon
3296
Ocular Therapeutix
OCUL
$2.24B
– –
-10,992
Closed -$231K
OII icon
3297
Oceaneering
OII
$5.13B
– –
-111,300
Closed -$5.18M
OIS icon
3298
Oil States International
OIS
$533M
– –
-322,100
Closed -$12M
OMF icon
3299
OneMain Financial
OMF
$7.51B
– –
-332,500
Closed -$15.3M
ONB icon
3300
Old National Bancorp
ONB
$10.3B
– –
-34,100
Closed -$493K
130 131
132
133 134

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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.