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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
+4.73%
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
$47B
AUM Growth
+$5.54B
Cap. Flow
+$4.23B
Cap. Flow %
9.01%
Top 10 Hldgs %
9.88%
Holding
3,575
New
633
Increased
1,637
Reduced
834
Closed
438

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$405M
2
GILD icon
Gilead Sciences
GILD
+$314M
3
UNP icon
Union Pacific
UNP
+$229M
4
INTC icon
Intel
INTC
+$224M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$342M
2
SWY
SAFEWAY INC
SWY
+$210M
3
TSM icon
TSMC
TSM
+$174M
4
GSK icon
GSK
GSK
+$156M
5
JNJ icon
Johnson & Johnson
JNJ
+$149M

Sector Composition

Rank Sector Weight
1 Healthcare 13.05%
2 Technology 11.94%
3 Consumer Discretionary 11.2%
4 Industrials 10.96%
5 Consumer Staples 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSTO
3401
DELISTED
Histogen Inc. Common Stock
HSTO
– –
-91
Closed -$127K
ATRS
3402
DELISTED
Antares Pharma, Inc.
ATRS
– –
-85,970
Closed -$221K
ZNGA
3403
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
– –
-1,088,200
Closed -$2.9M
JOBS
3404
DELISTED
51job Inc
JOBS
– –
-18,000
Closed -$645K
CSLT
3405
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
– –
-19,600
Closed -$229K
SNR
3406
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
– –
-584,633
Closed -$9.62M
CLGX
3407
DELISTED
Corelogic, Inc.
CLGX
– –
-97,386
Closed -$3.08M
EV
3408
DELISTED
Eaton Vance Corp.
EV
– –
-106,100
Closed -$4.34M
EIGI
3409
DELISTED
Endurance International Group Holdings, Inc.
EIGI
– –
-16,108
Closed -$297K
MCEP
3410
DELISTED
Mid-Con Energy Partners, LP
MCEP
– –
-7,620
Closed -$962K
VER
3411
DELISTED
VEREIT, Inc.
VER
– –
-199,831
Closed -$9.04M
DNKN
3412
DELISTED
Dunkin' Brands Group, Inc.
DNKN
– –
-290,700
Closed -$12.4M
GPOR
3413
DELISTED
Gulfport Energy Corp.
GPOR
– –
-81,700
Closed -$3.41M
MR
3414
DELISTED
Montage Resources Corporation Common Stock
MR
– –
-3,261
Closed -$344K
MNK
3415
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
– –
-117,502
Closed -$11.6M
AMTD
3416
DELISTED
TD Ameritrade Holding Corp
AMTD
– –
-1,039,226
Closed -$37.2M
GMO
3417
DELISTED
General Moly, Inc.
GMO
– –
-11,400
Closed -$6K
PGNX
3418
DELISTED
Progenics Pharmaceuticals Inc
PGNX
– –
-210,698
Closed -$1.59M
TIVO
3419
DELISTED
Tivo Inc
TIVO
– –
-44,871
Closed -$1.01M
AGN
3420
DELISTED
Allergan plc
AGN
– –
-454,162
Closed -$117M
RRTS
3421
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
– –
-476
Closed -$278K
WAIR
3422
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
– –
-101,944
Closed -$1.43M
FGP
3423
DELISTED
Ferrellgas Partners, L.P.
FGP
– –
-139,100
Closed -$3.06M
ASNA
3424
DELISTED
Ascena Retail Group, Inc.
ASNA
– –
-7,241
Closed -$1.82M
VIAB
3425
DELISTED
Viacom Inc. Class B
VIAB
– –
-864,600
Closed -$65.1M
135 136
137
138 139

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Jim Simons's Q1 2015 Portfolio in Review

As of Q1 2015, Jim Simons held 3,575 positions worth $47B, up 13% from $41.4B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Jim Simons deployed $4.23B of net new capital in Q1 2015, opening 633 new positions and adding to 1,637 existing holdings. Its largest new stake was Amazon: 23,057,100 shares worth $429M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 12% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was McDonald's, an estimated $342M trimmed.

  • Jim Simons's largest Q1 2015 buy was Amazon: 23,057,100 shares worth $429M.
  • Jim Simons added most to Gilead Sciences in Q1 2015, an estimated $314M increase.
  • Jim Simons's biggest Q1 2015 reduction was McDonald's, cutting an estimated $342M.
  • Jim Simons fully exited SAFEWAY INC in Q1 2015, selling an estimated $210M.
  • Jim Simons's ten largest holdings make up 9.9% of its $47B portfolio in Q1 2015.
  • Jim Simons opened 633 new positions and closed 438 in Q1 2015.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $47B.

Based on Renaissance Technologies's 13F filing for Q1 2015, filed 13 May 2015.