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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
RBS.PRH.CL
2451
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$746K ﹤0.01%
29,100
+19,294
+197% +$495K
ITI
2452
DELISTED
Iteris, Inc.
ITI
$741K ﹤0.01%
407,200
+19,000
+5% +$33.7K
HZO icon
2453
MarineMax
HZO
$1.15B
$740K ﹤0.01%
27,900
-16,012
-36% -$391K
XXIA
2454
DELISTED
Ixia
XXIA
$740K ﹤0.01%
61,000
-112,020
-65% -$1.24M
CENT icon
2455
Central Garden & Pet Co
CENT
$2.79B
$737K ﹤0.01%
93,385
+36,404
+64% +$271K
LII icon
2456
Lennox International
LII
$14.5B
$737K ﹤0.01%
6,600
-439,200
-99% -$45.3M
COVS
2457
DELISTED
Covisint Corporation
COVS
$736K ﹤0.01%
+362,375
New +$845K
IMH
2458
DELISTED
Impac Mortgage Holdings Inc.
IMH
$736K ﹤0.01%
59,100
+32,300
+121% +$308K
AFAM
2459
DELISTED
Almost Family Inc
AFAM
$733K ﹤0.01%
+16,400
New +$549K
PACB icon
2460
Pacific Biosciences
PACB
$345M
$731K ﹤0.01%
125,200
-12,772
-9% -$88.1K
EROC
2461
DELISTED
EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR
EROC
$726K ﹤0.01%
311,386
+262,265
+534% +$633K
CBR
2462
DELISTED
CIBER Inc.
CBR
$725K ﹤0.01%
175,911
+86,911
+98% +$324K
DIT icon
2463
AMCON Distributing
DIT
$724K ﹤0.01%
13,500
– –
MYE icon
2464
Myers Industries
MYE
$1.25B
$722K ﹤0.01%
41,200
-80,500
-66% -$1.42M
PRO
2465
DELISTED
PROS Holdings
PRO
$722K ﹤0.01%
+29,200
New +$721K
NSSC icon
2466
Napco Security Technologies
NSSC
$1.41B
$716K ﹤0.01%
247,400
-20,600
-8% -$54.2K
NRC icon
2467
NRC Health Common Stock
NRC
$453M
$709K ﹤0.01%
49,239
+5,736
+13% +$81.1K
BGFV
2468
DELISTED
Big 5 Sporting Goods
BGFV
$707K ﹤0.01%
+53,300
New +$682K
PDS
2469
Precision Drilling
PDS
$1.08B
$706K ﹤0.01%
5,555
-1,255
-18% -$144K
MRTX
2470
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
$701K ﹤0.01%
+23,900
New +$561K
LF
2471
DELISTED
LEAPFROG ENTERPRISES INC.
LF
$697K ﹤0.01%
319,692
+215,029
+205% +$614K
HIL
2472
DELISTED
Hill International, Inc. Common Stock
HIL
$695K ﹤0.01%
193,700
-12,000
-6% -$45K
TNAV
2473
DELISTED
Telenav Inc.
TNAV
$695K ﹤0.01%
87,800
-4,700
-5% -$36.2K
LEAF
2474
DELISTED
Leaf Group Ltd.
LEAF
$694K ﹤0.01%
+121,400
New +$623K
NTI
2475
DELISTED
NORTHERN TIER ENERGY LP CLASS A
NTI
$694K ﹤0.01%
+27,400
New +$631K
97 98
99
100 101

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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.