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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
OCRX
3451
DELISTED
Ocera Therapeutics, Inc.
OCRX
– –
-12,549
Closed -$80K
RATE
3452
DELISTED
Bankrate Inc
RATE
– –
-159,000
Closed -$1.98M
FUEL
3453
DELISTED
Rocket Fuel Inc.
FUEL
– –
-15,800
Closed -$255K
MACK
3454
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
– –
-32,463
Closed -$2.89M
NSR
3455
DELISTED
Neustar Inc
NSR
– –
-240,980
Closed -$6.7M
CWEI
3456
DELISTED
Clayton Williams Energy, Inc.
CWEI
– –
-10,002
Closed -$638K
ENH
3457
DELISTED
Endurance Specialty Holdings Ltd
ENH
– –
-62,100
Closed -$3.72M
IRG
3458
DELISTED
Ignite Restaurant Group, Inc.
IRG
– –
-21,808
Closed -$172K
ACAT
3459
DELISTED
Arctic Cat Inc
ACAT
– –
-69,400
Closed -$2.46M
APOL
3460
DELISTED
Apollo Education Group Inc Class A
APOL
– –
-505,825
Closed -$17.3M
AVG
3461
DELISTED
AVG Technologies N.V.
AVG
– –
-94,000
Closed -$1.86M
PSG
3462
DELISTED
Performance Sports Group Ltd.
PSG
– –
-59,000
Closed -$1.07M
MFRM
3463
DELISTED
MATTRESS FIRM HLDG CORP COM STK (DE)
MFRM
– –
-10,703
Closed -$622K
RLYP
3464
DELISTED
RELYPSA INC COM
RLYP
– –
-11,815
Closed -$364K
ICLD
3465
DELISTED
INTERCLOUD SYSTEMS, INC. COMMON STOCK
ICLD
– –
-29,100
Closed -$85K
SGNT
3466
DELISTED
SAGENT PHARMACEUTICALS INC COM STK (DE)
SGNT
– –
-17,000
Closed -$427K
BBEP
3467
DELISTED
BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP
BBEP
– –
-823,178
Closed -$5.76M
LINE
3468
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
– –
-912,437
Closed -$9.24M
ADT
3469
DELISTED
ADT Corp
ADT
– –
-284,500
Closed -$10.3M
SLH
3470
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
– –
-481,400
Closed -$24.6M
REE
3471
DELISTED
RARE ELEMENT RES LTD
REE
– –
-40,049
Closed -$15K
UTIW
3472
DELISTED
UTI WORLDWIDE INC
UTIW
– –
-154,600
Closed -$1.87M
WPP
3473
DELISTED
WAUSAU PAPER CORP.
WPP
– –
-23,566
Closed -$268K
TW
3474
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
– –
-118,700
Closed -$13.4M
VIMC
3475
DELISTED
VIMICRO INTERNATIONAL CORP ADR (KY)
VIMC
– –
-136,939
Closed -$820K
137 138
139
140 141

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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.