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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
ZEN
3426
DELISTED
ZENDESK INC
ZEN
– –
-166,600
Closed -$3.7M
STON
3427
DELISTED
StoneMor Inc.
STON
– –
-109,369
Closed -$3.3M
TWTR
3428
DELISTED
Twitter, Inc.
TWTR
– –
-222,400
Closed -$8.05M
CTXS
3429
DELISTED
Citrix Systems Inc
CTXS
– –
-320,719
Closed -$17.9M
HMLP
3430
DELISTED
HOEGH LNG PARTNERS LP
HMLP
– –
-20,293
Closed -$388K
SHI
3431
DELISTED
Sinopec Shanghai Petrochemical Co., Ltd.
SHI
– –
-34,050
Closed -$1.83M
ENDP
3432
DELISTED
Endo International plc
ENDP
– –
-183,760
Closed -$14.6M
RDUS
3433
DELISTED
Radius Health, Inc.
RDUS
– –
-111,200
Closed -$7.53M
MIC
3434
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
– –
-207,800
Closed -$17.2M
MBII
3435
DELISTED
Marrone Bio Innovations, Inc.
MBII
– –
-22,887
Closed -$45K
APTS
3436
DELISTED
Preferred Apartment Communities, Inc.
APTS
– –
-97,032
Closed -$965K
XENT
3437
DELISTED
Intersect ENT, Inc
XENT
– –
-80,300
Closed -$2.3M
FOE
3438
DELISTED
Ferro Corporation
FOE
– –
-490,200
Closed -$8.23M
CONE
3439
DELISTED
CyrusOne Inc Common Stock
CONE
– –
-85,786
Closed -$2.53M
DRNA
3440
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
– –
-61,700
Closed -$861K
LMRK
3441
DELISTED
Landmark Infrastructure Partners LP Common Units
LMRK
– –
-10,300
Closed -$166K
KSU
3442
DELISTED
Kansas City Southern
KSU
– –
-422,600
Closed -$38.5M
CXP
3443
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
– –
-17,500
Closed -$430K
ECHO
3444
DELISTED
Echo Global Logistics, Inc.
ECHO
– –
-20,400
Closed -$666K
XLRN
3445
DELISTED
Acceleron Pharma
XLRN
– –
-64,300
Closed -$2.03M
FLXN
3446
DELISTED
Flexion Therapeutics, Inc.
FLXN
– –
-15,100
Closed -$331K
BOCH
3447
DELISTED
Bank of Commerce Holdings (CA)
BOCH
– –
-11,800
Closed -$68K
MMAC
3448
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
– –
-19,899
Closed -$246K
HWCC
3449
DELISTED
Houston Wire & Cable Company
HWCC
– –
-26,233
Closed -$260K
GRUB
3450
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
– –
-67,250
Closed -$4.58M
136 137
138
139 140

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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.