We are live on ! Find out more
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
+4.89%
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
$63.2B
AUM Growth
+$6.63B
Cap. Flow
+$5.07B
Cap. Flow %
8.02%
Top 10 Hldgs %
7.17%
Holding
3,715
New
418
Increased
1,792
Reduced
991
Closed
494

Top Buys

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$247M
2
JNJ icon
Johnson & Johnson
JNJ
+$225M
3
MON
Monsanto Co
MON
+$213M
4
AET
Aetna Inc
AET
+$208M
5
AVGO icon
Broadcom
AVGO
+$176M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$227M
2
MSFT icon
Microsoft
MSFT
+$224M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$205M
4
NKE icon
Nike
NKE
+$187M
5
PFE icon
Pfizer
PFE
+$184M

Sector Composition

Rank Sector Weight
1 Financials 14.75%
2 Technology 13.74%
3 Healthcare 12.69%
4 Industrials 11.51%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELON
2576
DELISTED
Echelon Corp
ELON
$910K ﹤0.01%
193,700
-3,524
-2% -$17.4K
EBTC
2577
DELISTED
Enterprise Bancorp
EBTC
$909K ﹤0.01%
24,200
+2,000
+9% +$62.3K
TRNO icon
2578
Terreno Realty
TRNO
$7.53B
$909K ﹤0.01%
31,900
-900
-3% -$24.1K
SBSA
2579
DELISTED
Spanish Broadcasting System Inc.
SBSA
$907K ﹤0.01%
292,720
+1,500
+0.5% +$5.54K
CVO
2580
DELISTED
Cenevo, Inc.
CVO
$906K ﹤0.01%
129,647
+11,300
+10% +$80.6K
RBPAA
2581
DELISTED
Royal Bancshares Of Pennsylvania Inc
RBPAA
$905K ﹤0.01%
218,192
+17,500
+9% +$48.6K
NOG icon
2582
Northern Oil and Gas
NOG
$2.65B
$904K ﹤0.01%
32,875
-93,585
-74% -$2.23M
FRTX
2583
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
$903K ﹤0.01%
1,246
+113
+10% +$91.8K
NWLI
2584
DELISTED
National Western Life Group, Inc. Class A
NWLI
$901K ﹤0.01%
2,900
-7,600
-72% -$1.91M
IHC
2585
DELISTED
Independence Holding Company
IHC
$897K ﹤0.01%
45,900
+23,200
+102% +$436K
JASO
2586
DELISTED
JA Solar Holdings, Co., Ltd
JASO
$896K ﹤0.01%
+188,271
New +$1.07M
SBLK icon
2587
Star Bulk Carriers
SBLK
$3.24B
$884K ﹤0.01%
172,980
+109,886
+174% +$544K
SAEX
2588
DELISTED
SAExploration Holdings, Inc.
SAEX
$883K ﹤0.01%
6,046
+365
+6% +$58.6K
ARIS
2589
DELISTED
ARI Network Services, Inc.
ARIS
$882K ﹤0.01%
163,100
-24,700
-13% -$128K
LITB
2590
LightInTheBox
LITB
$53.8M
$880K ﹤0.01%
49,367
+1,967
+4% +$32.2K
W icon
2591
Wayfair
W
$14.1B
$880K ﹤0.01%
+25,100
New +$902K
XENE icon
2592
Xenon Pharmaceuticals
XENE
$6.05B
$879K ﹤0.01%
114,200
+18,000
+19% +$145K
NVTA
2593
DELISTED
Invitae Corporation
NVTA
$879K ﹤0.01%
+110,700
New +$828K
CCEC
2594
Capital Clean Energy Carriers
CCEC
$1.36B
$872K ﹤0.01%
+39,191
New +$842K
NSH
2595
DELISTED
NuStar GP Holdings LLC
NSH
$872K ﹤0.01%
30,164
-22,136
-42% -$568K
MSN icon
2596
Emerson Radio
MSN
$7.91M
$871K ﹤0.01%
829,400
+14,600
+2% +$13.3K
CAW
2597
DELISTED
CCA Industries, Inc.
CAW
$871K ﹤0.01%
335,000
+6,800
+2% +$18.6K
CIVI
2598
DELISTED
Civitas Solutions, Inc.
CIVI
$870K ﹤0.01%
+43,700
New +$790K
DKL icon
2599
Delek Logistics
DKL
$2.77B
$869K ﹤0.01%
30,427
-39,773
-57% -$1.03M
MIND icon
2600
MIND Technology
MIND
$43.4M
$868K ﹤0.01%
20,910
+1,330
+7% +$47.3K
102 103
104
105 106

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's Q4 2016 Portfolio in Review

As of Q4 2016, Jim Simons held 3,715 positions worth $63.2B, up 12% from $56.6B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.

Jim Simons deployed $5.07B of net new capital in Q4 2016, opening 418 new positions and adding to 1,792 existing holdings. Its largest new stake was Broadcom: 10,144,960 shares worth $179M.

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

On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $227M trimmed.

  • Jim Simons's largest Q4 2016 buy was Broadcom: 10,144,960 shares worth $179M.
  • Jim Simons added most to Gilead Sciences in Q4 2016, an estimated $247M increase.
  • Jim Simons's biggest Q4 2016 reduction was Bristol-Myers Squibb, cutting an estimated $227M.
  • Jim Simons fully exited Alphabet (Google) Class C in Q4 2016, selling an estimated $205M.
  • Jim Simons's ten largest holdings make up 7.2% of its $63.2B portfolio in Q4 2016.
  • Jim Simons opened 418 new positions and closed 494 in Q4 2016.
  • Jim Simons's portfolio value rose 12% quarter-over-quarter to $63.2B.

Based on Renaissance Technologies's 13F filing for Q4 2016, filed 13 Feb 2017.