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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
STNR
3576
DELISTED
STEINER LEISURE LTD
STNR
– –
-101,591
Closed -$6.42M
PGI
3577
DELISTED
PREMIERE GLOBAL SERVICES, INC.
PGI
– –
-212,623
Closed -$2.92M
ONFC
3578
DELISTED
ONEIDA FINL CORP COM STK NEW (MD)
ONFC
– –
-20,600
Closed -$420K
FSL
3579
DELISTED
FREESCALE SEMICONDUCTOR LTD
FSL
– –
-173,000
Closed -$6.33M
MSO
3580
DELISTED
MARTHA STEWART LIVING OMNIMEDIA INC
MSO
– –
-326,500
Closed -$1.95M
PLNR
3581
DELISTED
PLANAR SYSTEMS INC
PLNR
– –
-1,550,500
Closed -$8.99M
PSEM
3582
DELISTED
PERICOM SEMICONDUCTOR CP
PSEM
– –
-758,023
Closed -$13.8M
IPCM
3583
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
– –
-13,300
Closed -$1.03M
YDLE
3584
DELISTED
YODLEE INC COMMON STOCK
YDLE
– –
-134,400
Closed -$2.17M
SIAL
3585
DELISTED
SIGMA - ALDRICH CORP
SIAL
– –
-2,374,400
Closed -$330M
TEU
3586
DELISTED
BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS)
TEU
– –
-536,800
Closed -$310K
XOOM
3587
DELISTED
XOOM CORP COM
XOOM
– –
-84,600
Closed -$2.1M
REMY
3588
DELISTED
REMY INTL INC NEW COMMON
REMY
– –
-18,400
Closed -$538K
CYN
3589
DELISTED
CITY NATIONAL CORPORATION
CYN
– –
-823,213
Closed -$72.5M
HCBK
3590
DELISTED
HUDSON CITY BANCORP INC
HCBK
– –
-1,245,900
Closed -$12.7M
ESCR
3591
DELISTED
ESCALERA RESOURCES CO
ESCR
– –
-386,500
Closed -$62K
OMG
3592
DELISTED
OM GROUP INC.
OMG
– –
-143,800
Closed -$4.73M
ENVI
3593
DELISTED
ENVIVIO INC COM STK (DE)
ENVI
– –
-362,000
Closed -$1.48M
HCC
3594
DELISTED
HCC INSURANCES HOLDINGS INC
HCC
– –
-32,600
Closed -$2.53M
MM
3595
DELISTED
MILLENNIAL MEDIA INC COM STK (DE)
MM
– –
-123,800
Closed -$217K
EPAX
3596
DELISTED
Ambassadors Group Inc
EPAX
– –
-1,051,300
Closed -$2.86M
CYBX
3597
DELISTED
CYBERONICS INC
CYBX
– –
-2,121,394
Closed -$129M
SURG
3598
DELISTED
SYNERGETICS USA, INC.
SURG
– –
-438,800
Closed -$2.88M
BTH
3599
DELISTED
BLYTH,INC
BTH
– –
-26,800
Closed -$160K
TIGR
3600
DELISTED
TIGERLOGIC CORPORATION COM STK (DE)
TIGR
– –
-32,200
Closed -$6K
142 143
144
145 146

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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.