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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
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
SXT icon
1626
Sensient Technologies
SXT
$5.53B
$3.51M 0.01%
+57,200
New +$3.76M
RNDY
1627
DELISTED
ROUNDYS INC COM STK
RNDY
$3.5M 0.01%
1,510,900
-233,194
-13% -$619K
FBIZ icon
1628
First Business Financial Services
FBIZ
$601M
$3.5M 0.01%
148,984
+14,236
+11% +$321K
GGAL icon
1629
Galicia Financial Group
GGAL
$7.23B
$3.5M 0.01%
196,500
-42,316
-18% -$822K
MSM icon
1630
MSC Industrial Direct
MSM
$6.77B
$3.49M 0.01%
+57,200
New +$3.9M
MESG
1631
DELISTED
XURA INC COM (DE)
MESG
$3.49M 0.01%
155,800
-28,100
-15% -$562K
PZE
1632
DELISTED
Petrobras Argentina S A
PZE
$3.48M 0.01%
681,100
– –
PTVCB
1633
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
$3.47M 0.01%
160,100
+15,700
+11% +$359K
FLOW
1634
DELISTED
SPX FLOW, Inc.
FLOW
$3.47M 0.01%
+100,800
New +$3.43M
OCLR
1635
DELISTED
Oclaro Inc.
OCLR
$3.47M 0.01%
1,507,256
+154,914
+11% +$379K
DIN icon
1636
Dine Brands
DIN
$440M
$3.46M 0.01%
37,800
-17,300
-31% -$1.69M
STRR
1637
DELISTED
Star Equity Holdings
STRR
$3.46M 0.01%
18,524
– –
BANC icon
1638
Banc of California
BANC
$3.11B
$3.46M 0.01%
282,000
+107,586
+62% +$1.38M
EGIO
1639
DELISTED
Edgio, Inc. Common Stock
EGIO
$3.46M 0.01%
45,227
+4,083
+10% +$500K
NSH
1640
DELISTED
NuStar GP Holdings LLC
NSH
$3.45M 0.01%
128,971
+61,871
+92% +$2.01M
CATM
1641
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$3.44M 0.01%
+105,344
New +$3.64M
IIJI
1642
DELISTED
Internet Initiative Japan Inc
IIJI
$3.44M 0.01%
390,600
+900
+0.2% +$8.25K
BXLT
1643
DELISTED
BAXALTA INC COM STK (DE)
BXLT
$3.44M 0.01%
+109,200
New +$3.77M
BSFT
1644
DELISTED
BroadSoft, Inc.
BSFT
$3.44M 0.01%
114,800
-301,300
-72% -$9.82M
KEY icon
1645
KeyCorp
KEY
$24.6B
$3.44M 0.01%
+264,163
New +$3.75M
ENZN
1646
DELISTED
ENZON PHARMACEUTICALS INC
ENZN
$3.43M 0.01%
3,540,084
-74,825
-2% -$92.1K
CBZ icon
1647
CBIZ
CBZ
$2.96B
$3.43M 0.01%
349,126
-82,040
-19% -$800K
CYOU
1648
DELISTED
Changyou.com Limited American Depositary Share
CYOU
$3.41M 0.01%
191,800
+36,000
+23% +$759K
FUEL
1649
DELISTED
Rocket Fuel Inc.
FUEL
$3.41M 0.01%
730,000
+382,100
+110% +$2.51M
XCRA
1650
DELISTED
Xcerra Corporation
XCRA
$3.4M 0.01%
540,800
+154,200
+40% +$987K
64 65
66
67 68

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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.