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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
PHLT
2651
DELISTED
Performant Healthcare Inc
PHLT
$876K ﹤0.01%
515,300
+136,900
+36% +$237K
ACFC
2652
DELISTED
Atlantic Coast Financial Corporation
ACFC
$876K ﹤0.01%
145,100
+7,300
+5% +$41.6K
SSRG
2653
DELISTED
SYMMETRY SURGICAL INC COMMON STK
SSRG
$873K ﹤0.01%
88,531
+7,227
+9% +$67.9K
LAB icon
2654
Standard BioTools
LAB
$294M
$872K ﹤0.01%
108,000
-97,000
-47% -$700K
IBTX
2655
DELISTED
Independent Bank Group, Inc.
IBTX
$871K ﹤0.01%
31,800
+10,800
+51% +$314K
LINC icon
2656
Lincoln Educational Services
LINC
$944M
$866K ﹤0.01%
349,300
+80,100
+30% +$206K
DXLG icon
2657
Destination XL Group
DXLG
$35.9M
$865K ﹤0.01%
167,400
+16,000
+11% +$74.3K
NWBO
2658
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
$857K ﹤0.01%
586,800
+447,800
+322% +$884K
EVRI
2659
DELISTED
Everi Holdings
EVRI
$851K ﹤0.01%
371,449
+9,371
+3% +$28.1K
FSBK
2660
DELISTED
First South Bancorp Inc/VA
FSBK
$851K ﹤0.01%
103,100
+2,900
+3% +$24.3K
BIND
2661
DELISTED
BIND THERAPEUTICS INC
BIND
$850K ﹤0.01%
386,285
-7,537
-2% -$13.7K
LEG icon
2662
Leggett & Platt
LEG
$1.33B
$847K ﹤0.01%
+17,500
New +$758K
CCM
2663
Concord Medical Services
CCM
$20.9M
$846K ﹤0.01%
17,200
-4,620
-21% -$218K
WSTC
2664
DELISTED
West Corporation
WSTC
$840K ﹤0.01%
+36,800
New +$766K
WEYS icon
2665
Weyco Group
WEYS
$432M
$839K ﹤0.01%
31,500
+1,300
+4% +$33.5K
BCOM
2666
DELISTED
B Communications Ltd
BCOM
$833K ﹤0.01%
28,500
+500
+2% +$13.9K
VXRT
2667
DELISTED
Vaxart
VXRT
$831K ﹤0.01%
50,364
+2,464
+5% +$44K
ZEN
2668
DELISTED
ZENDESK INC
ZEN
$829K ﹤0.01%
39,600
-133,700
-77% -$2.72M
ACW
2669
DELISTED
Accuride Corp
ACW
$829K ﹤0.01%
535,000
+215,922
+68% +$264K
BCRX icon
2670
BioCryst Pharmaceuticals
BCRX
$2.44B
$827K ﹤0.01%
292,221
+149,318
+104% +$662K
BOXC
2671
DELISTED
Brookfield Can Office Properties
BOXC
$823K ﹤0.01%
36,600
+19,600
+115% +$384K
NOA
2672
North American Construction
NOA
$384M
$822K ﹤0.01%
402,700
+51,900
+15% +$90.3K
MLR icon
2673
Miller Industries
MLR
$643M
$819K ﹤0.01%
40,400
+28,900
+251% +$582K
STZ.B
2674
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
$819K ﹤0.01%
5,400
+200
+4% +$29.1K
ENBL
2675
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
$818K ﹤0.01%
95,600
-113,023
-54% -$796K
105 106
107
108 109

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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.