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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
RCAP
3551
DELISTED
RCS CAPITAL CORPORATION CLASS A COM
RCAP
– –
-135,900
Closed -$1.04M
HKTV
3552
DELISTED
HONG KONG TELEVISION NETWORK LTD
HKTV
– –
-13,000
Closed -$74K
ISSI
3553
DELISTED
INTEGRATED SILICON SOLUTN INC
ISSI
– –
-32,596
Closed -$722K
GAME
3554
DELISTED
SHANDA GAMES LTD SPON ADR REPSTG CL A (CAYMAN ISLANDS)
GAME
– –
-427,829
Closed -$2.94M
ONCY
3555
DELISTED
ONCOLYTICS BIOTECH INC
ONCY
– –
-42,700
Closed -$21K
LIQD
3556
DELISTED
LIQUID HLDGS GROUP INC COM STK (DE)
LIQD
– –
-130,000
Closed -$28K
LMNS
3557
DELISTED
LUMENIS LTD CL B ORD SHS (ISR)
LMNS
– –
-183,097
Closed -$2.51M
EROC
3558
DELISTED
EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR
EROC
– –
-83,108
Closed -$208K
HME
3559
DELISTED
HOME PROPERTIES, INC
HME
– –
-206,700
Closed -$15.1M
STRI
3560
DELISTED
STR HLDGS INC COM STK NEW (DE)
STRI
– –
-62,663
Closed -$75K
TECU
3561
DELISTED
TECUMSEH PRODUCTS COMPANY COMMON STOCK
TECU
– –
-398,600
Closed -$985K
TSRE
3562
DELISTED
TRADE STREET RESIDENTIAL, INC. COMMON STOCK
TSRE
– –
-53,300
Closed -$355K
OWW
3563
DELISTED
ORBITZ WORLDWIDE, INC
OWW
– –
-1,517,653
Closed -$17.3M
VTG
3564
DELISTED
VANTAGE DRILLING COMPANY ORD SHS (KY)
VTG
– –
-1,556,194
Closed -$294K
MEA
3565
DELISTED
METALICO INC
MEA
– –
-585,800
Closed -$299K
GMK
3566
DELISTED
GRUMA SAB DE C V ADS(RP 4 B SHS
GMK
– –
-375,300
Closed -$19.3M
PMFG
3567
DELISTED
PMFG INC COM STK (DE)
PMFG
– –
-138,600
Closed -$891K
HSP
3568
DELISTED
HOSPIRA INC
HSP
– –
-307,400
Closed -$27.3M
AMCF
3569
DELISTED
ANDATEE CHINA MARINE FUEL SVCS CORP COM STK (DE)
AMCF
– –
-71,800
Closed -$49K
PLMT
3570
DELISTED
PALMETTO BANCSHARES, INC. (SC) COMMON STOCK
PLMT
– –
-28,010
Closed -$554K
NLSN
3571
DELISTED
Nielsen Holdings plc
NLSN
– –
-528,300
Closed -$23.7M
IFT
3572
DELISTED
IMPERIAL HLDGS INC COM STK (FL)
IFT
– –
-25,000
Closed -$145K
PPO
3573
DELISTED
POLYPORE INTERNATIONAL, INC
PPO
– –
-635,300
Closed -$38M
FRS
3574
DELISTED
FRISCH'S RESTAURANTS INC
FRS
– –
-36,300
Closed -$1.22M
ANN
3575
DELISTED
ANN INC
ANN
– –
-23,800
Closed -$1.15M
141 142
143
144 145

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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.