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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
+7.01%
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
$71.6B
AUM Growth
+$8.36B
Cap. Flow
+$5.19B
Cap. Flow %
7.25%
Top 10 Hldgs %
7.9%
Holding
3,652
New
433
Increased
1,585
Reduced
1,146
Closed
462

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$468M
2
JNJ icon
Johnson & Johnson
JNJ
+$440M
3
IBM icon
IBM
IBM
+$355M
4
BKNG icon
Booking.com
BKNG
+$332M
5
RAI
Reynolds American Inc
RAI
+$331M

Top Sells

Rank Stock Value
1
LLTC
Linear Technology Corp
LLTC
+$482M
2
DIS icon
Walt Disney
DIS
+$247M
3
V icon
Visa
V
+$219M
4
DE icon
Deere & Co
DE
+$200M
5
JCI icon
Johnson Controls International
JCI
+$179M

Sector Composition

Rank Sector Weight
1 Healthcare 15.02%
2 Technology 13.31%
3 Financials 12.25%
4 Industrials 9.65%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTL
2501
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$1.12M ﹤0.01%
210,211
-83,300
-28% -$469K
DVCR
2502
DELISTED
Diversicare Healthcare Services Inc
DVCR
$1.11M ﹤0.01%
106,200
– –
BBU
2503
DELISTED
Brookfield Business Partners
BBU
$1.1M ﹤0.01%
69,465
+24,595
+55% +$395K
EVBG
2504
DELISTED
Everbridge, Inc. Common Stock
EVBG
$1.1M ﹤0.01%
+53,700
New +$1.02M
MDLY
2505
DELISTED
Medley Management Inc
MDLY
$1.1M ﹤0.01%
13,247
+1,272
+11% +$119K
AIOT
2506
PowerFleet Inc
AIOT
$423M
$1.1M ﹤0.01%
173,615
-1,300
-0.7% -$7.9K
ASPN icon
2507
Aspen Aerogels
ASPN
$509M
$1.09M ﹤0.01%
262,500
+29,200
+13% +$124K
TRAK icon
2508
ReposiTrak
TRAK
$154M
$1.08M ﹤0.01%
+87,600
New +$1.21M
MIND icon
2509
MIND Technology
MIND
$42.3M
$1.08M ﹤0.01%
22,019
+1,109
+5% +$51.5K
CAW
2510
DELISTED
CCA Industries, Inc.
CAW
$1.07M ﹤0.01%
341,100
+6,100
+2% +$17.9K
LTC
2511
LTC Properties
LTC
$2.1B
$1.07M ﹤0.01%
+22,300
New +$1.04M
FUL icon
2512
H.B. Fuller
FUL
$3.25B
$1.07M ﹤0.01%
20,700
-94,300
-82% -$4.71M
EBTC
2513
DELISTED
Enterprise Bancorp
EBTC
$1.07M ﹤0.01%
30,662
+6,462
+27% +$218K
PQ
2514
DELISTED
Petroquest Energy Inc Wd
PQ
$1.07M ﹤0.01%
389,225
+17,036
+5% +$63.1K
HW
2515
DELISTED
Headwaters Inc
HW
$1.07M ﹤0.01%
45,414
-561,700
-93% -$13.1M
TNC icon
2516
Tennant Co
TNC
$1.16B
$1.06M ﹤0.01%
14,600
-34,300
-70% -$2.42M
TRQ
2517
DELISTED
Turquoise Hill Resources Ltd
TRQ
$1.06M ﹤0.01%
34,720
-33,630
-49% -$1.13M
DIT icon
2518
AMCON Distributing
DIT
$68.3M
$1.06M ﹤0.01%
16,050
– –
JCTC
2519
Jewett-Cameron Trading
JCTC
$10.2M
$1.05M ﹤0.01%
175,000
+800
+0.5% +$4.99K
CVLG icon
2520
Covenant Logistics
CVLG
$885M
$1.05M ﹤0.01%
112,000
-241,000
-68% -$2.38M
ARTX
2521
DELISTED
Arotech Corporation
ARTX
$1.05M ﹤0.01%
356,900
-377,000
-51% -$1.46M
ENBL
2522
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
$1.05M ﹤0.01%
62,845
-33,255
-35% -$541K
KSPN
2523
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
$1.05M ﹤0.01%
30,790
+115
+0.4% +$6.12K
TIER
2524
DELISTED
TIER REIT, Inc.
TIER
$1.04M ﹤0.01%
+60,100
New +$1.07M
TPIC
2525
DELISTED
TPI Composites
TPIC
$1.04M ﹤0.01%
+54,800
New +$979K
99 100
101
102 103

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Jim Simons's Q1 2017 Portfolio in Review

As of Q1 2017, Jim Simons held 3,652 positions worth $71.6B, up 13% from $63.2B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $5.19B of net new capital in Q1 2017, opening 433 new positions and adding to 1,585 existing holdings. Its largest new stake was Merck: 7,716,460 shares worth $468M.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 12% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Walt Disney, an estimated $247M trimmed.

  • Jim Simons's largest Q1 2017 buy was Merck: 7,716,460 shares worth $468M.
  • Jim Simons added most to Johnson & Johnson in Q1 2017, an estimated $440M increase.
  • Jim Simons's biggest Q1 2017 reduction was Walt Disney, cutting an estimated $247M.
  • Jim Simons fully exited Linear Technology Corp in Q1 2017, selling an estimated $482M.
  • Jim Simons's ten largest holdings make up 7.9% of its $71.6B portfolio in Q1 2017.
  • Jim Simons opened 433 new positions and closed 462 in Q1 2017.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $71.6B.

Based on Renaissance Technologies's 13F filing for Q1 2017, filed 12 May 2017.