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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
ICLR icon
1076
Icon
ICLR
$12.9B
$8.83M 0.02%
113,700
-263,760
-70% -$18.8M
EGBN icon
1077
Eagle Bancorp
EGBN
$877M
$8.82M 0.02%
174,680
+16,400
+10% +$823K
CNR
1078
DELISTED
Cornerstone Building Brands, Inc.
CNR
$8.81M 0.02%
709,697
+199,305
+39% +$2.27M
NGD
1079
DELISTED
New Gold Inc
NGD
$8.8M 0.02%
3,791,800
+1,646,500
+77% +$4.07M
HMY icon
1080
Harmony Gold Mining
HMY
$12.4B
$8.79M 0.02%
9,457,199
+1,269,600
+16% +$926K
APOL
1081
DELISTED
Apollo Education Group Inc Class A
APOL
$8.78M 0.02%
1,144,525
+887,400
+345% +$7.34M
WEB
1082
DELISTED
Web.com Group, Inc.
WEB
$8.76M 0.02%
438,000
+205,100
+88% +$4.73M
PLCM
1083
DELISTED
POLYCOM INC
PLCM
$8.75M 0.02%
694,722
+113,491
+20% +$1.48M
UMC icon
1084
United Microelectronic
UMC
$48.4B
$8.74M 0.02%
4,648,486
+836,386
+22% +$1.57M
COHR icon
1085
Coherent
COHR
$69.6B
$8.72M 0.02%
469,778
+22,068
+5% +$398K
NXGN
1086
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
$8.68M 0.02%
538,700
+117,700
+28% +$1.72M
MYCC
1087
DELISTED
ClubCorp Holdings, Inc.
MYCC
$8.68M 0.02%
474,900
+353,700
+292% +$6.82M
MUSA icon
1088
Murphy USA
MUSA
$10.1B
$8.66M 0.02%
142,600
-89,300
-39% -$5.34M
SNBR
1089
DELISTED
Sleep Number
SNBR
$8.62M 0.02%
402,700
-308,837
-43% -$7.07M
SPTN
1090
DELISTED
SpartanNash
SPTN
$8.62M 0.02%
398,413
+9,513
+2% +$235K
OCLR
1091
DELISTED
Oclaro Inc.
OCLR
$8.62M 0.02%
2,477,056
+969,800
+64% +$3.03M
TTEC icon
1092
TTEC Holdings
TTEC
$77.4M
$8.61M 0.02%
308,400
+26,200
+9% +$751K
ACH
1093
Accendra Health
ACH
$93.1M
$8.59M 0.02%
238,850
+210,400
+740% +$7.61M
SAM icon
1094
Boston Beer
SAM
$1.89B
$8.59M 0.02%
42,547
-26,771
-39% -$5.87M
SXI icon
1095
Standex International
SXI
$4B
$8.58M 0.02%
103,200
+54,100
+110% +$4.58M
MDRX
1096
DELISTED
Veradigm Inc. Common Stock
MDRX
$8.57M 0.02%
+557,465
New +$7.99M
DEST
1097
DELISTED
Destination Maternity Corporation
DEST
$8.55M 0.02%
981,000
+100
+0% +$771
DHT icon
1098
DHT Holdings
DHT
$3.01B
$8.54M 0.02%
1,055,200
+545,410
+107% +$4.27M
ENR icon
1099
Energizer
ENR
$1.56B
$8.54M 0.02%
+250,600
New +$9.58M
SEMG
1100
DELISTED
SEMGROUP CORPORATION
SEMG
$8.53M 0.02%
+295,500
New +$11.3M
42 43
44
45 46

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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.