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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
FDO
3601
DELISTED
FAMILY DOLLAR STORES
FDO
– –
-368,400
Closed -$29M
AUQ
3602
DELISTED
AURICO GOLD INC COM
AUQ
– –
-1,433,867
Closed -$4.07M
ADNC
3603
DELISTED
AUDIENCE INC COM STK (DE)
ADNC
– –
-436,716
Closed -$2.14M
RKT
3604
DELISTED
ROCK-TENN COMPANY CL-A
RKT
– –
-297,626
Closed -$17.9M
HVB
3605
DELISTED
HUDSON VY HLDG CORP
HVB
– –
-75,826
Closed -$2.14M
IGTE
3606
DELISTED
IGATE CORPORATION
IGTE
– –
-259,049
Closed -$12.4M
MWV
3607
DELISTED
MEADWESTVACO CORP
MWV
– –
-640,500
Closed -$30.2M
BBNK
3608
DELISTED
BRIDGE CAPITAL HOLDINGS
BBNK
– –
-41,861
Closed -$1.25M
HBOS
3609
DELISTED
HERITAGE FINANCIAL GROUP
HBOS
– –
-243,472
Closed -$7.35M
DRC
3610
DELISTED
DRESSER-RAND GROUP INC
DRC
– –
-137,970
Closed -$11.8M
IKAN
3611
DELISTED
IKANOS COMMUNICATIONS INC COM STK NEW (DE)
IKAN
– –
-91,350
Closed -$188K
DCT
3612
DELISTED
DCT Industrial Trust Inc.
DCT
– –
-286,975
Closed -$9.02M
CMCSK
3613
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
– –
-199,639
Closed -$12M
VISN
3614
DELISTED
VisionChina Media, Inc.
VISN
– –
-27,200
Closed -$335K
EOX
3615
DELISTED
EMERALD OIL INC (MT)
EOX
– –
-22,080
Closed -$94K
CTIC
3616
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
– –
-56,112
Closed -$1.09M
PNX
3617
DELISTED
PHOENIX COMPANIES INC. NEW
PNX
– –
-40,729
Closed -$743K
MAG
3618
DELISTED
MAGNETEK INC COM STK NEW
MAG
– –
-209,817
Closed -$7.22M
CAVM
3619
DELISTED
Cavium, Inc.
CAVM
– –
-127,400
Closed -$8.77M
KEM
3620
DELISTED
KEMET Corporation
KEM
– –
-19,327
Closed -$56K
ATVI
3621
DELISTED
Activision Blizzard
ATVI
– –
-2,471,298
Closed -$59.8M
MNTX
3622
DELISTED
Manitex International, Inc.
MNTX
– –
-25,913
Closed -$198K
UFS
3623
DELISTED
DOMTAR CORPORATION (New)
UFS
– –
-94,242
Closed -$3.9M
GRA
3624
DELISTED
W.R. Grace & Co.
GRA
– –
-249,288
Closed -$25M
FTR
3625
DELISTED
Frontier Communications Corp.
FTR
– –
-188,513
Closed -$14M
142 143 144
145
146

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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.