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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
+4.73%
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
$47B
AUM Growth
+$5.54B
Cap. Flow
+$4.23B
Cap. Flow %
9.01%
Top 10 Hldgs %
9.88%
Holding
3,575
New
633
Increased
1,637
Reduced
834
Closed
438

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$405M
2
GILD icon
Gilead Sciences
GILD
+$314M
3
UNP icon
Union Pacific
UNP
+$229M
4
INTC icon
Intel
INTC
+$224M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$342M
2
SWY
SAFEWAY INC
SWY
+$210M
3
TSM icon
TSMC
TSM
+$174M
4
GSK icon
GSK
GSK
+$156M
5
JNJ icon
Johnson & Johnson
JNJ
+$149M

Sector Composition

Rank Sector Weight
1 Healthcare 13.05%
2 Technology 11.94%
3 Consumer Discretionary 11.2%
4 Industrials 10.96%
5 Consumer Staples 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MODN
1676
DELISTED
MODEL N, INC.
MODN
$3.06M 0.01%
256,200
+40,600
+19% +$466K
KG
1677
Kestrel Group
KG
$60.5M
$3.06M 0.01%
10,319
-9,943
-49% -$2.74M
LNCE
1678
DELISTED
Snyders-Lance, Inc.
LNCE
$3.06M 0.01%
95,700
+86,200
+907% +$2.62M
UMH
1679
UMH Properties
UMH
$1.42B
$3.05M 0.01%
303,300
+94,983
+46% +$918K
YELP icon
1680
Yelp
YELP
$1.32B
$3.04M 0.01%
64,100
-74,700
-54% -$3.7M
STCN
1681
DELISTED
Steel Connect, Inc. Common Stock
STCN
$3.03M 0.01%
84,421
+30,599
+57% +$1.06M
SCL icon
1682
Stepan Co
SCL
$1.48B
$3.03M 0.01%
72,807
-1,993
-3% -$79.3K
ARPI
1683
DELISTED
AMERICAN RESIDENTIAL PPTYS INC COM
ARPI
$3.03M 0.01%
168,500
+123,000
+270% +$2.18M
QNST icon
1684
QuinStreet
QNST
$1.19B
$3.02M 0.01%
507,700
+103,100
+25% +$630K
MGRC icon
1685
McGrath RentCorp
MGRC
$2.94B
$3.02M 0.01%
91,695
+74,800
+443% +$2.4M
COWN
1686
DELISTED
Cowen Inc. Class A Common Stock
COWN
$3.01M 0.01%
144,753
+74,675
+107% +$1.45M
ICON
1687
DELISTED
Iconix Brand Group, Inc.
ICON
$3M 0.01%
8,908
-76,660
-90% -$26.3M
LNBB
1688
DELISTED
L N B BANCORP INC
LNBB
$3M 0.01%
168,100
+42,300
+34% +$747K
CTCM
1689
DELISTED
CTC MEDIA INC COM STK
CTCM
$3M 0.01%
756,300
+569,500
+305% +$2.35M
AMCC
1690
DELISTED
Applied Micro Circuits Corporation New
AMCC
$2.99M 0.01%
586,936
-408,500
-41% -$2.25M
TGI
1691
DELISTED
Triumph Group
TGI
$2.99M 0.01%
50,100
-53,600
-52% -$3.22M
BPFH
1692
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
$2.99M 0.01%
245,800
+61,528
+33% +$757K
IMBI
1693
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
$2.98M 0.01%
44,346
+7,060
+19% +$457K
SCU
1694
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$2.97M 0.01%
23,464
-15,016
-39% -$1.8M
LORL
1695
DELISTED
Loral Space and Communications, Inc.
LORL
$2.96M 0.01%
+43,300
New +$3.13M
TDW icon
1696
Tidewater
TDW
$4.55B
$2.96M 0.01%
+4,796
New +$4.27M
CPHD
1697
DELISTED
Cepheid Inc
CPHD
$2.96M 0.01%
+51,950
New +$2.92M
TWI icon
1698
Titan International
TWI
$438M
$2.95M 0.01%
315,200
-21,000
-6% -$204K
RFIL icon
1699
RF Industries
RFIL
$144M
$2.95M 0.01%
720,500
-1,867
-0.3% -$7.91K
SUNE
1700
SUNation Energy
SUNE
$10.4M
– –
0
– –
66 67
68
69 70

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Jim Simons's Q1 2015 Portfolio in Review

As of Q1 2015, Jim Simons held 3,575 positions worth $47B, up 13% from $41.4B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Jim Simons deployed $4.23B of net new capital in Q1 2015, opening 633 new positions and adding to 1,637 existing holdings. Its largest new stake was Amazon: 23,057,100 shares worth $429M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 12% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was McDonald's, an estimated $342M trimmed.

  • Jim Simons's largest Q1 2015 buy was Amazon: 23,057,100 shares worth $429M.
  • Jim Simons added most to Gilead Sciences in Q1 2015, an estimated $314M increase.
  • Jim Simons's biggest Q1 2015 reduction was McDonald's, cutting an estimated $342M.
  • Jim Simons fully exited SAFEWAY INC in Q1 2015, selling an estimated $210M.
  • Jim Simons's ten largest holdings make up 9.9% of its $47B portfolio in Q1 2015.
  • Jim Simons opened 633 new positions and closed 438 in Q1 2015.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $47B.

Based on Renaissance Technologies's 13F filing for Q1 2015, filed 13 May 2015.