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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
+4.35%
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
$52.6B
AUM Growth
+$6.72B
Cap. Flow
+$5.31B
Cap. Flow %
10.09%
Top 10 Hldgs %
7.86%
Holding
3,753
New
498
Increased
2,018
Reduced
804
Closed
403

Top Buys

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$192M
2
JNJ icon
Johnson & Johnson
JNJ
+$179M
3
EMC
EMC CORPORATION
EMC
+$177M
4
CB icon
Chubb
CB
+$153M
5
LLY icon
Eli Lilly
LLY
+$142M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$470M
2
PRE
PARTNERRE LTD
PRE
+$186M
3
CMCSA icon
Comcast
CMCSA
+$179M
4
PFE icon
Pfizer
PFE
+$168M
5
GILD icon
Gilead Sciences
GILD
+$144M

Sector Composition

Rank Sector Weight
1 Healthcare 12.85%
2 Technology 12.31%
3 Financials 12.27%
4 Industrials 10.64%
5 Consumer Staples 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IMBI
2576
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
$1.03M ﹤0.01%
88,016
+58,960
+203% +$556K
BBVA icon
2577
Banco Bilbao Vizcaya Argentaria
BBVA
$159B
$1.03M ﹤0.01%
+160,560
New +$1.02M
PCMI
2578
DELISTED
PCM, Inc
PCMI
$1.03M ﹤0.01%
128,200
+29,400
+30% +$247K
PAR icon
2579
PAR Technology
PAR
$768M
$1.03M ﹤0.01%
154,700
-17,800
-10% -$102K
DSKY
2580
DELISTED
IDREAMSKY TECHNOLOGY LTD ADS REPTSG SHS CL A
DSKY
$1.02M ﹤0.01%
74,500
+41,426
+125% +$556K
PRFT
2581
DELISTED
Perficient Inc
PRFT
$1.02M ﹤0.01%
+47,093
New +$872K
GCI
2582
DELISTED
Gannett Co., Inc
GCI
$1.02M ﹤0.01%
+67,600
New +$1.02M
AXDX
2583
DELISTED
Accelerate Diagnostics
AXDX
$1.02M ﹤0.01%
+7,089
New +$1M
INOD icon
2584
Innodata
INOD
$2.18B
$1.02M ﹤0.01%
450,400
+31,400
+7% +$74.5K
SAMG icon
2585
Silvercrest Asset Management
SAMG
$78.4M
$1.01M ﹤0.01%
79,400
-13,700
-15% -$153K
TATT icon
2586
TAT Technologies
TATT
$544M
$1.01M ﹤0.01%
138,600
+700
+0.5% +$4.85K
BEBE
2587
DELISTED
Bebe Stores Inc
BEBE
$1.01M ﹤0.01%
184,030
+12,210
+7% +$57.7K
LONG
2588
DELISTED
ELONG, INC. AMERICAN DEPOSITARY SHARES
LONG
$1.01M ﹤0.01%
+57,700
New +$994K
MSON
2589
DELISTED
Misonix Inc
MSON
$1.01M ﹤0.01%
166,000
+3,400
+2% +$24.1K
RDNT icon
2590
RadNet
RDNT
$6.11B
$1.01M ﹤0.01%
208,700
+27,300
+15% +$152K
TOO
2591
DELISTED
Teekay Offshore Partners L.P.
TOO
$1.01M ﹤0.01%
177,800
+16,341
+10% +$68.4K
MRTN icon
2592
Marten Transport
MRTN
$1.25B
$1.01M ﹤0.01%
+134,543
New +$923K
INVN
2593
DELISTED
Invensense Inc
INVN
$1M ﹤0.01%
+119,700
New +$951K
HIFS icon
2594
Hingham Institution for Saving
HIFS
$684M
$1M ﹤0.01%
8,400
+400
+5% +$47.9K
CPIX icon
2595
Cumberland Pharmaceuticals
CPIX
$116M
$999K ﹤0.01%
222,600
+5,400
+2% +$25.7K
HY icon
2596
Hyster-Yale Materials Handling
HY
$617M
$999K ﹤0.01%
15,000
+9,600
+178% +$545K
MZOR
2597
DELISTED
Mazor Robotics Ltd.
MZOR
$999K ﹤0.01%
80,300
-22,629
-22% -$233K
ASRV icon
2598
AmeriServ Financial
ASRV
$86.5M
$998K ﹤0.01%
333,800
+22,200
+7% +$69K
VEDL
2599
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
$996K ﹤0.01%
181,100
+90,300
+99% +$420K
AGTC
2600
DELISTED
Applied Genetic Technologies Corporation
AGTC
$995K ﹤0.01%
71,200
+51,200
+256% +$751K
102 103
104
105 106

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Jim Simons's Q1 2016 Portfolio in Review

As of Q1 2016, Jim Simons held 3,753 positions worth $52.6B, up 15% from $45.9B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $5.31B of net new capital in Q1 2016, opening 498 new positions and adding to 2,018 existing holdings. Its largest new stake was EMC CORPORATION: 7,000,400 shares worth $187M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, down from 14% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Pfizer, an estimated $168M trimmed.

  • Jim Simons's largest Q1 2016 buy was EMC CORPORATION: 7,000,400 shares worth $187M.
  • Jim Simons added most to PepsiCo in Q1 2016, an estimated $192M increase.
  • Jim Simons's biggest Q1 2016 reduction was Pfizer, cutting an estimated $168M.
  • Jim Simons fully exited Apple in Q1 2016, selling an estimated $470M.
  • Jim Simons's ten largest holdings make up 7.9% of its $52.6B portfolio in Q1 2016.
  • Jim Simons opened 498 new positions and closed 403 in Q1 2016.
  • Jim Simons's portfolio value rose 15% quarter-over-quarter to $52.6B.

Based on Renaissance Technologies's 13F filing for Q1 2016, filed 13 May 2016.