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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
SXCP
3476
DELISTED
SunCoke Energy Partners, L.P.
SXCP
– –
-44,500
Closed -$761K
EHIC
3477
DELISTED
eHi Car Services Limited
EHIC
– –
-49,234
Closed -$712K
CLD
3478
DELISTED
Cloud Peak Energy Inc
CLD
– –
-934,200
Closed -$4.35M
ICON
3479
DELISTED
Iconix Brand Group, Inc.
ICON
– –
-35,498
Closed -$8.86M
ELGX
3480
DELISTED
Endologix Inc
ELGX
– –
-16,560
Closed -$2.54M
ATHN
3481
DELISTED
Athenahealth, Inc.
ATHN
– –
-23,100
Closed -$2.65M
DM
3482
DELISTED
Dominion Energy Midstream Ptr LP
DM
– –
-15,760
Closed -$604K
KANG
3483
DELISTED
iKang Healthcare Group, Inc.
KANG
– –
-15,200
Closed -$294K
HQCL
3484
DELISTED
Hanwha Q CELLS Co., Ltd.
HQCL
– –
-12,010
Closed -$201K
SCG
3485
DELISTED
Scana
SCG
– –
-577,200
Closed -$29.2M
NAP
3486
DELISTED
Navios Maritime Midstream Partrs
NAP
– –
-87,321
Closed -$1.35M
KERX
3487
DELISTED
Keryx Biopharmaceuticals Inc
KERX
– –
-295,500
Closed -$2.95M
LHO
3488
DELISTED
LaSalle Hotel Properties
LHO
– –
-39,700
Closed -$1.41M
ANW
3489
DELISTED
Aegean Marine Petroleum Network
ANW
– –
-113,731
Closed -$1.41M
HGT
3490
DELISTED
Hugoton Royalty Trust
HGT
– –
-58,087
Closed -$203K
TEP
3491
DELISTED
Tallgrass Energy Partners, LP
TEP
– –
-15,037
Closed -$723K
MSCC
3492
DELISTED
Microsemi Corp
MSCC
– –
-64,427
Closed -$2.25M
IPXL
3493
DELISTED
Impax Laboratories, Inc.
IPXL
– –
-14,100
Closed -$647K
DYN
3494
DELISTED
Dynegy, Inc.
DYN
– –
-712,300
Closed -$20.8M
LVNTA
3495
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
– –
-86,092
Closed -$3.38M
AGU
3496
DELISTED
Agrium
AGU
– –
-109,600
Closed -$11.6M
PN
3497
DELISTED
Patriot National, Inc.
PN
– –
-39,640
Closed -$634K
VWR
3498
DELISTED
VWR Corporation
VWR
– –
-36,595
Closed -$978K
ABCO
3499
DELISTED
Advisory Board Co
ABCO
– –
-32,540
Closed -$1.78M
WNRL
3500
DELISTED
Western Refining Logistics, LP
WNRL
– –
-39,735
Closed -$1.17M
138 139
140
141 142

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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.