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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
TAX
3526
DELISTED
Liberty Tax, Inc. Class A
TAX
– –
-21,296
Closed -$496K
RMP
3527
DELISTED
Rice Midstream Partners LP
RMP
– –
-14,993
Closed -$200K
BWP
3528
DELISTED
Boardwalk Pipeline Partners
BWP
– –
-312,596
Closed -$3.68M
KND
3529
DELISTED
Kindred Healthcare
KND
– –
-312,680
Closed -$4.92M
FINL
3530
DELISTED
Finish Line
FINL
– –
-116,932
Closed -$2.26M
MON
3531
DELISTED
Monsanto Co
MON
– –
-645,300
Closed -$55.1M
CXRX
3532
DELISTED
Concordia International Corp. Common Stock
CXRX
– –
-48,300
Closed -$2.06M
CASC
3533
DELISTED
Cascadian Therapeutics, Inc.
CASC
– –
-56,633
Closed -$931K
STRP
3534
DELISTED
Straight Path Communications Inc.
STRP
– –
-77,300
Closed -$3.12M
BWLD
3535
DELISTED
Buffalo Wild Wings, Inc.
BWLD
– –
-31,000
Closed -$6M
FIG
3536
DELISTED
Fortress Investment Group Llc
FIG
– –
-137,180
Closed -$761K
TERP
3537
DELISTED
TerraForm Power, Inc
TERP
– –
-11,200
Closed -$159K
VTTI
3538
DELISTED
VTTI Energy Partners LP
VTTI
– –
-65,100
Closed -$1.27M
DD
3539
DELISTED
Du Pont De Nemours E I
DD
– –
-572,700
Closed -$27.6M
YHOO
3540
DELISTED
Yahoo Inc
YHOO
– –
-2,783,501
Closed -$80.5M
JNS
3541
DELISTED
Janus Capital Group Inc
JNS
– –
-386,800
Closed -$5.26M
FNBC
3542
DELISTED
First NBC Bank Holding Company
FNBC
– –
-7,700
Closed -$270K
IKGH
3543
DELISTED
Iao Kun Group Holding Company Limited
IKGH
– –
-165,800
Closed -$290K
ENH
3544
DELISTED
Endurance Specialty Holdings Ltd
ENH
– –
-31,600
Closed -$1.93M
CPPL
3545
DELISTED
Columbia Pipeline Partners LP
CPPL
– –
-15,770
Closed -$200K
EVDY
3546
DELISTED
Everyday Health, Inc.
EVDY
– –
-18,700
Closed -$171K
COWN
3547
DELISTED
Cowen Inc. Class A Common Stock
COWN
– –
-24,121
Closed -$440K
ITC
3548
DELISTED
ITC HOLDINGS CORP
ITC
– –
-409,200
Closed -$13.6M
PVCT
3549
DELISTED
PROVECTUS BIOPHARMACEUTICALS, INC. (DE)
PVCT
– –
-16,300
Closed -$9K
QLGC
3550
DELISTED
QLOGIC CORP
QLGC
– –
-80,500
Closed -$825K
140 141
142
143 144

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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.