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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
FLWS icon
2626
1-800-Flowers.com
FLWS
$262M
$792K ﹤0.01%
77,600
-2,113
-3% -$21.2K
TLP
2627
DELISTED
Transmontaigne
TLP
$783K ﹤0.01%
17,521
-10,769
-38% -$491K
TTNP
2628
DELISTED
Titan Pharmaceuticals
TTNP
$781K ﹤0.01%
66
+25
+61% +$352K
XNET
2629
Xunlei
XNET
$316M
$780K ﹤0.01%
192,650
-50,250
-21% -$194K
AUPH icon
2630
Aurinia Pharmaceuticals
AUPH
$2.06B
$776K ﹤0.01%
+105,700
New +$488K
IMI
2631
DELISTED
Intermolecular, Inc.
IMI
$773K ﹤0.01%
831,499
+4,633
+0.6% +$4.84K
WEYS icon
2632
Weyco Group
WEYS
$446M
$769K ﹤0.01%
27,400
-2,200
-7% -$61.8K
SGMA
2633
DELISTED
Sigmatron International
SGMA
$767K ﹤0.01%
149,900
+4,000
+3% +$18.1K
RVSB icon
2634
Riverview Bancorp
RVSB
$106M
$764K ﹤0.01%
106,900
+10,600
+11% +$80.1K
CORV
2635
DELISTED
Correvio Pharma Corp. Ordinary Shares (Canada)
CORV
$763K ﹤0.01%
253,413
+38,400
+18% +$113K
ARCW
2636
DELISTED
ARC Group Worldwide, Inc
ARCW
$762K ﹤0.01%
181,320
+9,506
+6% +$41.6K
IMDZ
2637
DELISTED
Immune Design Corp.
IMDZ
$760K ﹤0.01%
111,740
+70,351
+170% +$407K
LUNA
2638
DELISTED
Luna Innovations Incorporated
LUNA
$755K ﹤0.01%
436,705
+106,500
+32% +$194K
CCLP
2639
DELISTED
CSI Compressco LP
CCLP
$754K ﹤0.01%
76,912
+38,319
+99% +$409K
DSGR icon
2640
Distribution Solutions Group
DSGR
$1.61B
$748K ﹤0.01%
66,600
-43,600
-40% -$543K
CPRX
2641
DELISTED
Catalyst Pharmaceutical
CPRX
$746K ﹤0.01%
+382,400
New +$487K
FWDI
2642
Forward Industries Inc
FWDI
$325M
$746K ﹤0.01%
62,820
+640
+1% +$7.46K
RBCN
2643
DELISTED
Rubicon Technology, Inc.
RBCN
$746K ﹤0.01%
89,600
+6,310
+8% +$37.4K
UBP
2644
DELISTED
Urstadt Biddle Properties Inc.
UBP
$742K ﹤0.01%
43,200
+100
+0.2% +$1.76K
MANT
2645
DELISTED
Mantech International Corp
MANT
$742K ﹤0.01%
21,433
+1,033
+5% +$39.4K
AXIA.PR
2646
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$741K ﹤0.01%
+135,376
New +$837K
TOUR
2647
Tuniu
TOUR
$55.4M
$741K ﹤0.01%
+8,460
New +$743K
SA
2648
Seabridge Gold
SA
$3.5B
$734K ﹤0.01%
66,700
+15,300
+30% +$159K
NAK
2649
Northern Dynasty Minerals
NAK
$953M
$732K ﹤0.01%
520,100
+288,000
+124% +$592K
SKIS
2650
DELISTED
Peak Resorts, Inc.
SKIS
$732K ﹤0.01%
129,601
+46,801
+57% +$268K
104 105
106
107 108

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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.