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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
EQM
3501
DELISTED
EQM Midstream Partners, LP
EQM
– –
-129,151
Closed -$8.57M
AKRX
3502
DELISTED
Akorn Inc
AKRX
– –
-274,120
Closed -$7.81M
S
3503
DELISTED
Sprint Corporation
S
– –
-246,600
Closed -$947K
PIR
3504
DELISTED
Pier 1 Imports, Inc.
PIR
– –
-925
Closed -$128K
DPLO
3505
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
– –
-175,500
Closed -$5.04M
CBPX
3506
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
– –
-131,200
Closed -$2.69M
FGP
3507
DELISTED
Ferrellgas Partners, L.P.
FGP
– –
-294,600
Closed -$5.82M
CRZO
3508
DELISTED
Carrizo Oil & Gas Inc
CRZO
– –
-24,752
Closed -$756K
BPL
3509
DELISTED
Buckeye Partners, L.P.
BPL
– –
-267,129
Closed -$15.8M
MDSO
3510
DELISTED
Medidata Solutions, Inc.
MDSO
– –
-54,194
Closed -$2.28M
CRAY
3511
DELISTED
Cray, Inc.
CRAY
– –
-28,151
Closed -$558K
SKIS
3512
DELISTED
Peak Resorts, Inc.
SKIS
– –
-17,200
Closed -$119K
AMID
3513
DELISTED
American Midstream Partners, LP
AMID
– –
-25,000
Closed -$277K
INSY
3514
DELISTED
Insys Therapeutics, Inc.
INSY
– –
-72,700
Closed -$2.07M
EMES
3515
DELISTED
Emerge Energy Services LP
EMES
– –
-165,552
Closed -$1.12M
FRSH
3516
DELISTED
Papa Murphy's Holdings, Inc
FRSH
– –
-140,000
Closed -$2.06M
GNCA
3517
DELISTED
Genocea Biosciences, Inc.
GNCA
– –
-1,500
Closed -$82K
BRS
3518
DELISTED
Bristow Group, Inc.
BRS
– –
-380,533
Closed -$9.96M
USG
3519
DELISTED
Usg
USG
– –
-418,100
Closed -$11.1M
ELLI
3520
DELISTED
Ellie Mae Inc
ELLI
– –
-104,245
Closed -$6.94M
TFCF
3521
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
– –
-174,046
Closed -$4.71M
TAHO
3522
DELISTED
Tahoe Resources Inc
TAHO
– –
-87,382
Closed -$676K
ENLK
3523
DELISTED
EnLink Midstream Partners, LP
ENLK
– –
-49,900
Closed -$786K
SEP
3524
DELISTED
Spectra Engy Parters Lp
SEP
– –
-94,100
Closed -$3.79M
AFSI
3525
DELISTED
AmTrust Financial Services, Inc.
AFSI
– –
-18,600
Closed -$586K
139 140
141
142 143

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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.