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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
PGN
3476
DELISTED
PARAGON OFFSHORE PLC (GBR)
PGN
– –
-111,093
Closed -$308K
MWE
3477
DELISTED
MARKWEST ENERGY PARTNERS, LP
MWE
– –
-113,345
Closed -$7.62M
VRNG
3478
DELISTED
VRINGO, INC COM STK NEW (DE)
VRNG
– –
-58,893
Closed -$324K
IPCM
3479
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
– –
-19,381
Closed -$889K
GAME
3480
DELISTED
SHANDA GAMES LTD SPON ADR REPSTG CL A (CAYMAN ISLANDS)
GAME
– –
-348,156
Closed -$1.98M
HCC
3481
DELISTED
HCC INSURANCES HOLDINGS INC
HCC
– –
-80,800
Closed -$4.32M
MM
3482
DELISTED
MILLENNIAL MEDIA INC COM STK (DE)
MM
– –
-442,593
Closed -$708K
LRE
3483
DELISTED
LRR ENERGY LP
LRE
– –
-83,945
Closed -$593K
SVLC
3484
DELISTED
SILVERCREST MINES INC ORD SHS (CDA)
SVLC
– –
-83,100
Closed -$106K
NSLP
3485
DELISTED
NEW SOURCE ENERGY PARTNERS L P COM UNIT REPST LTD
NSLP
– –
-25,600
Closed -$184K
ZQK
3486
DELISTED
QUICKSILVER,INC.
ZQK
– –
-1,266,400
Closed -$2.8M
GTI
3487
DELISTED
GRAFTECH INTERNATIONAL LTD
GTI
– –
-239,100
Closed -$1.21M
MRH
3488
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
– –
-27,800
Closed -$996K
MILL
3489
DELISTED
MILLER ENERGY RESOURCES, INC COM STK
MILL
– –
-22,758
Closed -$28K
ZGNX
3490
DELISTED
Zogenix, Inc.
ZGNX
– –
-80,517
Closed -$882K
TEG
3491
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
– –
-18,000
Closed -$1.4M
LO
3492
DELISTED
LORILLARD INC COM STK
LO
– –
-352,516
Closed -$22.2M
TLM
3493
DELISTED
TALISMAN ENERGY INC
TLM
– –
-257,900
Closed -$2.02M
ASPX
3494
DELISTED
AUSPEX PHARMACEUTICALS INC COM STK (DE)
ASPX
– –
-10,200
Closed -$535K
RVBD
3495
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
– –
-1,627,153
Closed -$33.2M
LPHI
3496
DELISTED
LIFE PARTNERS HLDGS INC
LPHI
– –
-88,894
Closed -$59K
CFN
3497
DELISTED
CAREFUSION CORPORATION
CFN
– –
-17,800
Closed -$1.06M
PTRY
3498
DELISTED
PANTRY INC (THE)
PTRY
– –
-181,937
Closed -$6.74M
BRP
3499
DELISTED
BROOKFIELD RESIDENTIAL PROPERTIES INC
BRP
– –
-49,730
Closed -$1.2M
CODE
3500
DELISTED
SPANSION INC, CLASS A COMMON STOCK
CODE
– –
-707,500
Closed -$24.2M
138 139
140
141 142

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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.