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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
INPH
3601
DELISTED
INTERPHASE CORP
INPH
– –
-396,200
Closed -$67K
ALLB
3602
DELISTED
Alliance Bancorp Inc PA
ALLB
– –
-41,800
Closed -$1M
THOR
3603
DELISTED
THORATEC CORPORATION
THOR
– –
-144,639
Closed -$9.15M
SQBK
3604
DELISTED
SQUARE 1 FINANCIAL INC COM
SQBK
– –
-96,300
Closed -$2.47M
HILL
3605
DELISTED
DOT HILL SYSTEMS CORP
HILL
– –
-3,243,500
Closed -$31.6M
SVLC
3606
DELISTED
SILVERCREST MINES INC ORD SHS (CDA)
SVLC
– –
-64,000
Closed -$57K
ZU
3607
DELISTED
ZULILY INC CLASS A COMMON STOCK
ZU
– –
-3,623,200
Closed -$63M
CMLP
3608
DELISTED
CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE)
CMLP
– –
-358,157
Closed -$2.21M
NOR
3609
DELISTED
NORANDA ALUM HLDG CORP COM NEW
NOR
– –
-54,372
Closed -$89K
WPZ
3610
DELISTED
Williams Partners L.P.
WPZ
– –
-421,334
Closed -$13.4M
DARA
3611
DELISTED
DARA BIOSCIENCES INC COM STK (DE)
DARA
– –
-309,700
Closed -$266K
NBG
3612
DELISTED
NATIONAL BANK OF GREECE SA ADR REPSTG 1 SHARE (NEW)
NBG
– –
-2,837,072
Closed -$1.31M
ESV
3613
DELISTED
Ensco Rowan plc
ESV
– –
-109,728
Closed -$6.18M
GAI
3614
DELISTED
GLOBAL-TECH ADVANCED INNOVATIONS INC
GAI
– –
-17,700
Closed -$109K
MRGE
3615
DELISTED
MERGE HEALTHCARE INC COM STK (WI)
MRGE
– –
-2,121,455
Closed -$15.1M
CA
3616
DELISTED
CA, Inc.
CA
– –
-201,100
Closed -$5.49M
KIQ
3617
DELISTED
Kelso Technologies Inc.
KIQ
– –
-14,400
Closed -$23K
AAWW
3618
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
– –
-340,028
Closed -$11.8M
PSXP
3619
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
– –
-85,500
Closed -$4.21M
ORBC
3620
DELISTED
ORBCOMM, Inc.
ORBC
– –
-111,800
Closed -$624K
WLH
3621
DELISTED
WILLIAM LYON HOMES
WLH
– –
-19,600
Closed -$404K
CELG
3622
DELISTED
Celgene Corp
CELG
– –
-378,633
Closed -$41M
EFII
3623
DELISTED
Electronics for Imaging
EFII
– –
-33,759
Closed -$1.46M
OMED
3624
DELISTED
OncoMed Pharmaceuticals, Inc.
OMED
– –
-67,700
Closed -$1.12M
SGY
3625
DELISTED
Stone Energy
SGY
– –
-7,773
Closed -$2.19M
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.