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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
SWY
3526
DELISTED
SAFEWAY INC
SWY
– –
-5,980,800
Closed -$210M
BTUI
3527
DELISTED
BTU INTERNATIONAL INC
BTUI
– –
-44,200
Closed -$143K
AUXL
3528
DELISTED
AUXILIUM PHARAMCEUTICALS INC
AUXL
– –
-468,040
Closed -$16.1M
WTSL
3529
DELISTED
WET SEAL INC CL-A
WTSL
– –
-4,088,795
Closed -$265K
MFI
3530
DELISTED
MICROFINANCIAL INC
MFI
– –
-347,300
Closed -$3.54M
BIRT
3531
DELISTED
Actuate Corp
BIRT
– –
-2,162,139
Closed -$14.3M
HCT
3532
DELISTED
AMRICAN RLTY CAP HEALTHCARE TRUST INC. COMMON STOCK
HCT
– –
-66,800
Closed -$795K
GRT
3533
DELISTED
GLIMCHER REALTY TRUST
GRT
– –
-2,031,000
Closed -$27.9M
AVNR
3534
DELISTED
AVANIR PHARMACEUTICALS, INC CL A
AVNR
– –
-884,514
Closed -$15M
IRF
3535
DELISTED
INTL RECTIFIER CORP
IRF
– –
-1,021,600
Closed -$40.8M
KWK
3536
DELISTED
QUICKSILVER RESOURCES INC
KWK
– –
-403,663
Closed -$80K
CQB
3537
DELISTED
CHIQUITA BRANDS INTL (NEW)
CQB
– –
-2,038,089
Closed -$29.5M
FRNK
3538
DELISTED
FRANKLIN FINL CORP VA COM STK (VA)
FRNK
– –
-320,049
Closed -$6.78M
CTC
3539
DELISTED
IFM INVESTMENTS LTD ADS RPSTG 15 CL A ORD SHS (CAYMAN ISL)
CTC
– –
-66,164
Closed -$51K
SWS
3540
DELISTED
SWS GROUP INC
SWS
– –
-177,290
Closed -$1.23M
RFMD
3541
DELISTED
RF MICRO DEVICES INC
RFMD
– –
-1,124,247
Closed -$18.7M
TQNT
3542
DELISTED
TRIQUINT SEMICONDUCTOR INC
TQNT
– –
-139,830
Closed -$3.85M
STRZA
3543
DELISTED
Starz - Series A
STRZA
– –
-107,100
Closed -$3.18M
APAGF
3544
DELISTED
APCO OIL AND GAS INTERNATIONAL INC
APAGF
– –
-126,100
Closed -$1.77M
CMCSK
3545
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
– –
-95,639
Closed -$5.5M
FBC
3546
DELISTED
Flagstar Bancorp, Inc. New
FBC
– –
-15,915
Closed -$250K
CTIC
3547
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
– –
-58,792
Closed -$1.39M
IRE
3548
DELISTED
GOVERNOR-BK OF IRELND ADS NEW
IRE
– –
-35,400
Closed -$539K
EXXI
3549
DELISTED
ENERGY XXI LTD COM SHS
EXXI
– –
-276,625
Closed -$902K
HIBB
3550
DELISTED
Hibbett, Inc. Common Stock
HIBB
– –
-83,289
Closed -$4.03M
139 140 141
142
143

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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.