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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
SPHS
3626
DELISTED
Sophiris Bio, Inc.
SPHS
– –
-35,618
Closed -$28K
BAS
3627
DELISTED
Basis Energy Services, Inc.
BAS
– –
-1,531
Closed -$6.59M
TRCO
3628
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
– –
-230,700
Closed -$12.3M
DST
3629
DELISTED
DST Systems Inc.
DST
– –
-122,200
Closed -$7.7M
REXX
3630
DELISTED
Rex Energy Corporation
REXX
– –
-18,380
Closed -$1.03M
FBRC
3631
DELISTED
FBR & Co. Common Stock
FBRC
– –
-27,675
Closed -$640K
LXK
3632
DELISTED
Lexmark Intl Inc
LXK
– –
-218,600
Closed -$9.66M
AMTG
3633
DELISTED
APOLLO RESIDENTIAL MTG INC COM STK
AMTG
– –
-52,936
Closed -$778K
DWRE
3634
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
– –
-44,900
Closed -$3.19M
LONG
3635
DELISTED
ELONG, INC. AMERICAN DEPOSITARY SHARES
LONG
– –
-18,900
Closed -$320K
DOC
3636
DELISTED
PHYSICIANS REALTY TRUST
DOC
– –
-271,666
Closed -$4.17M
ENV
3637
DELISTED
ENVESTNET, INC.
ENV
– –
-102,200
Closed -$4.13M
CAS
3638
DELISTED
A M Castle & Co
CAS
– –
-129,100
Closed -$797K
ARMH
3639
DELISTED
ARM HOLDINGS PLC ADS
ARMH
– –
-81,700
Closed -$4.03M
SWFT
3640
DELISTED
Swift Transportation Company
SWFT
– –
-295,100
Closed -$6.69M
SXE
3641
DELISTED
Southcross Energy Partners, L.P.
SXE
– –
-38,700
Closed -$430K
GKNT
3642
DELISTED
GEEKNET INC COM NEW
GKNT
– –
-128,960
Closed -$2.57M
GCI
3643
DELISTED
Gannett Co., Inc
GCI
– –
-70,660
Closed -$989K
FGL
3644
DELISTED
Fidelity & Guaranty Life
FGL
– –
-47,000
Closed -$1.11M
RTI
3645
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
– –
-223,000
Closed -$7.03M
HR
3646
DELISTED
Healthcare Realty Trust Incorporated
HR
– –
-309,500
Closed -$7.2M
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.