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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 14.06%
2 Technology 12.29%
3 Financials 12.13%
4 Consumer Staples 10.53%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTTI
2251
DELISTED
VTTI Energy Partners LP
VTTI
$1.27M ﹤0.01%
65,100
-24,396
-27% -$535K
NXST icon
2252
Nexstar Media Group
NXST
$5.81B
$1.27M ﹤0.01%
+26,800
New +$1.36M
USAC icon
2253
USA Compression Partners
USAC
$3.84B
$1.27M ﹤0.01%
88,013
+69,416
+373% +$1.27M
XLB icon
2254
State Street Materials Select Sector SPDR ETF
XLB
$8.57B
$1.26M ﹤0.01%
+63,400
New +$1.41M
ONTO icon
2255
Onto Innovation
ONTO
$20.6B
$1.26M ﹤0.01%
104,000
+69,300
+200% +$981K
SPRT
2256
DELISTED
support.com, Inc.
SPRT
$1.25M ﹤0.01%
373,633
+94,333
+34% +$359K
AIT icon
2257
Applied Industrial Technologies
AIT
$13B
$1.25M ﹤0.01%
32,850
-74,900
-70% -$2.96M
DNOW icon
2258
DNOW Inc
DNOW
$3.04B
$1.25M ﹤0.01%
+84,690
New +$1.48M
PPL
2259
PPL Corp
PPL
$26.8B
$1.25M ﹤0.01%
+38,100
New +$1.19M
GPIC
2260
DELISTED
Gaming Partners International Corporation
GPIC
$1.25M ﹤0.01%
125,300
+500
+0.4% +$5.04K
NAII icon
2261
Natural Alternatives International
NAII
$13.6M
$1.25M ﹤0.01%
199,100
+7,200
+4% +$42.7K
ORIG
2262
DELISTED
Ocean Rig UDW Inc. Class A Common Shares
ORIG
$1.25M ﹤0.01%
+64
New +$2.07M
NGL icon
2263
NGL Energy Partners
NGL
$2.12B
$1.25M ﹤0.01%
+62,614
New +$1.59M
SLG icon
2264
SL Green Realty
SLG
$4.08B
$1.24M ﹤0.01%
+11,880
New +$1.27M
CRWN
2265
DELISTED
CROWN MEDIA HOLDINGS INC CL-A
CRWN
$1.24M ﹤0.01%
231,500
+115,300
+99% +$555K
HURC icon
2266
Hurco Companies Inc
HURC
$144M
$1.24M ﹤0.01%
47,182
+23,800
+102% +$734K
PSTB
2267
DELISTED
Park Sterling Corp.
PSTB
$1.24M ﹤0.01%
182,051
+18,128
+11% +$129K
KVHI icon
2268
KVH Industries
KVHI
$142M
$1.24M ﹤0.01%
123,700
+5,300
+4% +$60.5K
CSS
2269
DELISTED
CSS Industries, Inc.
CSS
$1.23M ﹤0.01%
46,830
+17,643
+60% +$496K
GNBC
2270
DELISTED
Green Bancorp, Inc
GNBC
$1.23M ﹤0.01%
107,700
+17,100
+19% +$221K
UWN
2271
DELISTED
Nevada Gold & Casinos, Ltd.
UWN
$1.23M ﹤0.01%
820,200
+45,000
+6% +$74.7K
HPJ
2272
DELISTED
Highpower International Inc
HPJ
$1.22M ﹤0.01%
540,900
+18,800
+4% +$51.5K
TNDM icon
2273
Tandem Diabetes Care
TNDM
$1.61B
$1.22M ﹤0.01%
13,883
-8,537
-38% -$994K
MCY icon
2274
Mercury Insurance
MCY
$5.84B
$1.22M ﹤0.01%
+24,200
New +$1.3M
ARGO
2275
DELISTED
Argo Group International Holdings, Ltd.
ARGO
$1.22M ﹤0.01%
+27,324
New +$1.21M
89 90
91
92 93

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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 14% of assets, down from 14% a quarter earlier, followed by Technology and Financials.

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.