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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
+5.01%
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
$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
RJF icon
3401
Raymond James Financial
RJF
$34.6B
– –
-451,313
Closed -$14.9M
RLI icon
3402
RLI Corp
RLI
$5.87B
– –
-36,400
Closed -$974K
ROST icon
3403
Ross Stores
ROST
$80.8B
– –
-106,428
Closed -$5.16M
RRGB icon
3404
Red Robin
RRGB
$145M
– –
-11,366
Closed -$861K
SAIC icon
3405
Saic
SAIC
$5.3B
– –
-64,419
Closed -$2.59M
SBR
3406
Sabine Royalty Trust
SBR
$1.06B
– –
-12,057
Closed -$368K
SCHW
3407
Charles Schwab
SCHW
$186B
– –
-1,021,700
Closed -$29.2M
SEM
3408
DELISTED
Select Medical
SEM
– –
-297,558
Closed -$1.73M
SMH icon
3409
VanEck Semiconductor ETF
SMH
$70.6B
– –
-44,800
Closed -$1.12M
SNEX icon
3410
StoneX
SNEX
$7.96B
– –
-532,064
Closed -$2.6M
SON icon
3411
Sonoco
SON
$5.71B
– –
-179,100
Closed -$6.76M
SPCB icon
3412
SuperCom
SPCB
$67.8M
– –
-390
Closed -$623K
SRG
3413
Seritage Growth Properties
SRG
$135M
– –
-69,700
Closed -$2.6M
SSP icon
3414
E.W. Scripps
SSP
$307M
– –
-137,883
Closed -$2.44M
STAG icon
3415
STAG Industrial
STAG
$7.08B
– –
-53,681
Closed -$978K
SUPN icon
3416
Supernus Pharmaceuticals
SUPN
$2.73B
– –
-125,100
Closed -$1.75M
TAL icon
3417
TAL Education Group
TAL
$6.75B
– –
-50,400
Closed -$270K
TANH icon
3418
Tantech Holdings
TANH
$6.04M
– –
-5
Closed -$694K
TCBI icon
3419
Texas Capital Bancshares
TCBI
$4.36B
– –
-156,200
Closed -$8.19M
TFC icon
3420
Truist Financial
TFC
$63.9B
– –
-112,244
Closed -$4M
THC icon
3421
Tenet Healthcare
THC
$20.9B
– –
-197,675
Closed -$7.3M
TIMB icon
3422
TIM SA
TIMB
$8.62B
– –
-382,923
Closed -$3.62M
TJX icon
3423
TJX Companies
TJX
$172B
– –
-76,400
Closed -$2.73M
TLT icon
3424
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
– –
-30,400
Closed -$3.76M
TPR icon
3425
Tapestry
TPR
$32.4B
– –
-1,013,400
Closed -$29.3M
135 136
137
138 139

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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.