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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
TRIP icon
3426
TripAdvisor
TRIP
$1.28B
– –
-80,900
Closed -$5.1M
TRMB icon
3427
Trimble
TRMB
$13.5B
– –
-136,644
Closed -$2.24M
TROX icon
3428
Tronox
TROX
$1.02B
– –
-18,300
Closed -$80K
TS icon
3429
Tenaris
TS
$27B
– –
-425,100
Closed -$10.2M
TVTX icon
3430
Travere Therapeutics
TVTX
$5.68B
– –
-100,913
Closed -$2.04M
TYL icon
3431
Tyler Technologies
TYL
$13.2B
– –
-105,000
Closed -$15.7M
UEIC icon
3432
Universal Electronics
UEIC
$74.6M
– –
-101,123
Closed -$4.25M
UVE icon
3433
Universal Insurance Holdings
UVE
$1.19B
– –
-181,790
Closed -$5.37M
UVV icon
3434
Universal Corp
UVV
$1.15B
– –
-83,900
Closed -$4.16M
VFC icon
3435
VF Corp
VFC
$5.81B
– –
-678,299
Closed -$43.6M
VNOM icon
3436
Viper Energy
VNOM
$15.4B
– –
-18,547
Closed -$265K
VRNT
3437
DELISTED
Verint Systems
VRNT
– –
-923,684
Closed -$20.3M
VTRS icon
3438
Viatris
VTRS
$18.7B
– –
-1,716,741
Closed -$69.1M
VZ icon
3439
Verizon
VZ
$196B
– –
-59,602
Closed -$2.59M
WDC icon
3440
Western Digital
WDC
$151B
– –
-223,719
Closed -$13.4M
WMS icon
3441
Advanced Drainage Systems
WMS
$10.8B
– –
-39,855
Closed -$1.15M
WMT icon
3442
Walmart Inc
WMT
$901B
– –
-120,900
Closed -$2.61M
WRLD icon
3443
World Acceptance Corp
WRLD
$873M
– –
-33,088
Closed -$888K
WWD icon
3444
Woodward
WWD
$21.1B
– –
-16,684
Closed -$679K
WY icon
3445
Weyerhaeuser
WY
$18B
– –
-9,300
Closed -$254K
XEL icon
3446
Xcel Energy
XEL
$48.5B
– –
-7,500
Closed -$266K
XLB icon
3447
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
– –
-63,400
Closed -$1.26M
XLE icon
3448
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
– –
-91,400
Closed -$2.8M
XLF icon
3449
State Street Financial Select Sector SPDR ETF
XLF
$59B
– –
-632,796
Closed -$12.6M
XLI icon
3450
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
– –
-12,400
Closed -$619K
136 137
138
139 140

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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.