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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
+4.73%
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
$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
AZUR
2351
DELISTED
AZURE MIDSTREAM PARTNERS LP COM UNT LTD PARTNER INT
AZUR
$924K ﹤0.01%
+41,800
New +$892K
SCI icon
2352
Service Corp International
SCI
$11.4B
$922K ﹤0.01%
35,400
-187,100
-84% -$4.55M
BID
2353
DELISTED
Sotheby's
BID
$921K ﹤0.01%
+21,800
New +$930K
MSLI
2354
DELISTED
Merus Labs International Inc.
MSLI
$920K ﹤0.01%
436,200
+107,500
+33% +$198K
WAFD icon
2355
WaFd
WAFD
$2.81B
$917K ﹤0.01%
42,076
-150,292
-78% -$3.17M
ASTE icon
2356
Astec Industries
ASTE
$989M
$915K ﹤0.01%
+21,345
New +$843K
SPRT
2357
DELISTED
support.com, Inc.
SPRT
$915K ﹤0.01%
195,467
+54,767
+39% +$298K
BONA
2358
DELISTED
BONA FILM GROUP LTD SPONSORED ADS
BONA
$913K ﹤0.01%
+122,700
New +$854K
HURN icon
2359
Huron Consulting
HURN
$2.39B
$910K ﹤0.01%
13,758
-54,700
-80% -$3.84M
EXA
2360
DELISTED
EXA Corporation
EXA
$909K ﹤0.01%
76,490
+42,790
+127% +$452K
MXL icon
2361
MaxLinear
MXL
$7B
$901K ﹤0.01%
110,800
-96,555
-47% -$794K
FBNK
2362
DELISTED
First Connecticut Bancorp, Inc
FBNK
$901K ﹤0.01%
58,600
+2,100
+4% +$31.9K
CORV
2363
DELISTED
Correvio Pharma Corp. Ordinary Shares (Canada)
CORV
$899K ﹤0.01%
97,113
+20,000
+26% +$192K
MTRX icon
2364
Matrix Service
MTRX
$329M
$898K ﹤0.01%
51,159
-32,400
-39% -$610K
DATE
2365
DELISTED
JIAYUAN COM INTL LTD SPON ADR (CYM)
DATE
$896K ﹤0.01%
176,300
+31,800
+22% +$155K
SYUT
2366
DELISTED
Synutra International, Inc.
SYUT
$893K ﹤0.01%
139,600
-2,700
-2% -$15.2K
LDRH
2367
DELISTED
LDR HOLDINGS CORP COM STK
LDRH
$893K ﹤0.01%
+24,383
New +$885K
NNA
2368
DELISTED
Navios Maritime Acquisition Corporation
NNA
$886K ﹤0.01%
+16,683
New +$894K
AOI
2369
DELISTED
Alliance One International
AOI
$885K ﹤0.01%
80,440
+38,730
+93% +$435K
XLU icon
2370
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$884K ﹤0.01%
39,800
-16,000
-29% -$370K
HNRG icon
2371
Hallador Energy
HNRG
$723M
$883K ﹤0.01%
75,500
+45,400
+151% +$528K
IDXG
2372
DELISTED
Interpace Biosciences, Inc. Common Stock
IDXG
$881K ﹤0.01%
6,526
-157
-2% -$25.7K
ERIE icon
2373
Erie Indemnity
ERIE
$13.2B
$879K ﹤0.01%
10,071
-2,624
-21% -$232K
IIIN icon
2374
Insteel Industries
IIIN
$631M
$877K ﹤0.01%
40,540
+16,400
+68% +$349K
TRVN
2375
DELISTED
Trevena, Inc.
TRVN
$877K ﹤0.01%
+215
New +$789K
93 94
95
96 97

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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.