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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
XNCR icon
3451
Xencor
XNCR
$1.64B
– –
-150,353
Closed -$1.84M
XPO icon
3452
XPO
XPO
$23.8B
– –
-1,814,118
Closed -$15M
YUM icon
3453
Yum! Brands
YUM
$39.5B
– –
-469,323
Closed -$27M
ZION icon
3454
Zions Bancorporation
ZION
$10.4B
– –
-969,795
Closed -$26.7M
ZUMZ icon
3455
Zumiez
ZUMZ
$322M
– –
-172,145
Closed -$2.69M
RPT
3456
Rithm Property Trust
RPT
$98.2M
– –
-3,260
Closed -$234K
CMBT
3457
CMB.TECH NV
CMBT
$4.73B
– –
-19,500
Closed -$271K
GAP
3458
The Gap Inc
GAP
$7.55B
– –
-1,083,300
Closed -$30.9M
PSIX
3459
Power Solutions International
PSIX
$972M
– –
-17,326
Closed -$393K
XIFR
3460
XPLR Infrastructure LP
XIFR
$1.08B
– –
-27,000
Closed -$589K
CMRX
3461
DELISTED
Chimerix, Inc.
CMRX
– –
-27,073
Closed -$1.03M
PDCO
3462
DELISTED
Patterson Companies, Inc.
PDCO
– –
-33,304
Closed -$1.44M
ENLC
3463
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
– –
-42,732
Closed -$781K
SAVE
3464
DELISTED
Spirit Airlines, Inc.
SAVE
– –
-238,400
Closed -$11.3M
SRCL
3465
DELISTED
Stericycle Inc
SRCL
– –
-94,520
Closed -$13.2M
TWOU
3466
DELISTED
2U Inc
TWOU
– –
-3,510
Closed -$3.78M
CONN
3467
DELISTED
Conn's Inc.
CONN
– –
-121,289
Closed -$2.92M
SLCA
3468
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
– –
-37,300
Closed -$526K
CBD
3469
DELISTED
Companhia Brasileira de Distribuicao
CBD
– –
-225,533
Closed -$2.83M
CPE
3470
DELISTED
Callon Petroleum Company
CPE
– –
-1,429
Closed -$104K
TGH
3471
DELISTED
Textainer Group Holdings limited
TGH
– –
-26,500
Closed -$437K
SGEN
3472
DELISTED
Seagen Inc. Common Stock
SGEN
– –
-15,880
Closed -$612K
ICPT
3473
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
– –
-61,600
Closed -$10.2M
CIR
3474
DELISTED
CIRCOR International, Inc
CIR
– –
-90,500
Closed -$3.63M
MMP
3475
DELISTED
Magellan Midstream Partners, L.P.
MMP
– –
-599,180
Closed -$36M
137 138
139
140 141

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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.