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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
WK icon
2526
Workiva
WK
$3.69B
$1.04M ﹤0.01%
66,600
+5,600
+9% +$78.7K
ADPT
2527
DELISTED
Adeptus Health Inc
ADPT
$1.04M ﹤0.01%
578,500
+120,000
+26% +$674K
SGM
2528
DELISTED
Stonegate Mortgage Corporation
SGM
$1.04M ﹤0.01%
130,600
+56,100
+75% +$412K
WERN icon
2529
Werner Enterprises
WERN
$2.31B
$1.04M ﹤0.01%
+39,563
New +$1.08M
SSNI
2530
DELISTED
Silver Spring Networks, Inc.
SSNI
$1.04M ﹤0.01%
91,800
-140,000
-60% -$1.72M
ICL icon
2531
ICL Group
ICL
$6.98B
$1.03M ﹤0.01%
241,600
-87,800
-27% -$390K
QTNA
2532
DELISTED
Quantenna Communications, Inc. Common Stock
QTNA
$1.02M ﹤0.01%
+49,200
New +$1.03M
AFH
2533
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
$1.02M ﹤0.01%
75,000
-16,200
-18% -$250K
DERM
2534
DELISTED
Dermira, Inc.
DERM
$1.02M ﹤0.01%
+30,000
New +$968K
RFIL icon
2535
RF Industries
RFIL
$148M
$1.02M ﹤0.01%
659,300
-5,700
-0.9% -$9.1K
PPIH
2536
Perma-Pipe International
PPIH
$219M
$1.01M ﹤0.01%
127,700
+4,200
+3% +$34.8K
LTS
2537
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
$1.01M ﹤0.01%
408,300
-24,400
-6% -$56K
SXCP
2538
DELISTED
SunCoke Energy Partners, L.P.
SXCP
$1.01M ﹤0.01%
65,989
+4,903
+8% +$84.6K
CGNT
2539
DELISTED
Cogentix Medical, Inc.
CGNT
$1.01M ﹤0.01%
562,996
+12,459
+2% +$24.6K
IRT icon
2540
Independence Realty Trust
IRT
$4.03B
$1.01M ﹤0.01%
107,700
-166,200
-61% -$1.52M
IEC
2541
DELISTED
IEC Electronics Corp.
IEC
$1.01M ﹤0.01%
262,600
-26,700
-9% -$96.6K
GENE
2542
DELISTED
Genetic Technologies Ltd.
GENE
$1M ﹤0.01%
41,869
+7,915
+23% +$180K
WCC
2543
WESCO International
WCC
$17.8B
$1M ﹤0.01%
14,400
-51,700
-78% -$3.62M
CBAY
2544
DELISTED
Cymabay Therapeutics
CBAY
$997K ﹤0.01%
231,949
+114,549
+98% +$329K
EWT icon
2545
iShares MSCI Taiwan ETF
EWT
$11.5B
$994K ﹤0.01%
+29,900
New +$957K
CEQP
2546
DELISTED
Crestwood Equity Partners LP
CEQP
$989K ﹤0.01%
37,682
-208,900
-85% -$5.49M
ISSC icon
2547
Innovative Solutions & Support
ISSC
$376M
$982K ﹤0.01%
325,300
+4,800
+1% +$16.4K
TRIB
2548
Trinity Biotech
TRIB
$7.86M
$981K ﹤0.01%
1,098
+192
+21% +$180K
MSBI icon
2549
Midland States Bancorp
MSBI
$706M
$980K ﹤0.01%
+28,500
New +$975K
SLS icon
2550
SELLAS Life Sciences
SLS
$2.43B
$976K ﹤0.01%
+1,067
New +$1.77M
100 101
102
103 104

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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.