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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
CTB
3451
DELISTED
Cooper Tire & Rubber Co.
CTB
– –
-144,700
Closed -$4.89M
SINA
3452
DELISTED
Sina Corp
SINA
– –
-596,900
Closed -$32M
TIF
3453
DELISTED
Tiffany & Co.
TIF
– –
-231,600
Closed -$21.3M
VER
3454
DELISTED
VEREIT, Inc.
VER
– –
-117,504
Closed -$4.78M
ONDK
3455
DELISTED
On Deck Capital, Inc.
ONDK
– –
-15,323
Closed -$177K
CETV
3456
DELISTED
Central European Media Enterprises Ltd
CETV
– –
-34,379
Closed -$75K
GMO
3457
DELISTED
General Moly, Inc.
GMO
– –
-63,561
Closed -$45K
PSV
3458
DELISTED
Hermitage Offshore Services Ltd.
PSV
– –
-8,911
Closed -$725K
SHLO
3459
DELISTED
Shiloh Industries Inc
SHLO
– –
-58,347
Closed -$756K
TSG
3460
DELISTED
The Stars Group Inc.
TSG
– –
-46,800
Closed -$1.28M
PEGI
3461
DELISTED
Pattern Energy Group Inc. Class A
PEGI
– –
-33,600
Closed -$954K
FOMX
3462
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
– –
-100,800
Closed -$1.03M
LTS
3463
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
– –
-16,603
Closed -$58K
MNI
3464
DELISTED
The McClatchy Company Class A Common Stock
MNI
– –
-60,826
Closed -$657K
PKD
3465
DELISTED
Parker Drilling Company
PKD
– –
-8,000
Closed -$398K
GNMX
3466
DELISTED
Aevi Genomic Medicine Inc
GNMX
– –
-43,408
Closed -$266K
JASN
3467
DELISTED
Jason Industries, Inc.
JASN
– –
-20,280
Closed -$138K
AVP
3468
DELISTED
Avon Products, Inc.
AVP
– –
-1,802,900
Closed -$11.3M
GWR
3469
DELISTED
Genesee & Wyoming Inc.
GWR
– –
-364,150
Closed -$27.7M
OLBK
3470
DELISTED
Old Line Bancshares, Inc.
OLBK
– –
-15,781
Closed -$251K
AAC
3471
DELISTED
AAC Holdings
AAC
– –
-15,200
Closed -$662K
ALDR
3472
DELISTED
Alder Biopharmaceuticals
ALDR
– –
-118,300
Closed -$6.27M
HLTH
3473
DELISTED
Nobilis Health Corp.
HLTH
– –
-20,200
Closed -$137K
SDLP
3474
DELISTED
SEADRILL PARTNERS LLC
SDLP
– –
-10,210
Closed -$1.26M
LLL
3475
DELISTED
L3 Technologies, Inc.
LLL
– –
-297,700
Closed -$33.8M
137 138
139
140 141

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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.