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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
+4.89%
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
BKEP
2651
DELISTED
Blueknight Energy Partners L.P.
BKEP
$736K ﹤0.01%
+107,439
New +$680K
KTCC icon
2652
Key Tronic
KTCC
$42.8M
$735K ﹤0.01%
94,000
-13,157
-12% -$101K
GENE
2653
DELISTED
Genetic Technologies Ltd.
GENE
$733K ﹤0.01%
33,954
+9,620
+40% +$267K
VATE icon
2654
INNOVATE Corp
VATE
$102M
$732K ﹤0.01%
12,350
+6,488
+111% +$321K
AIFU
2655
AIFU Inc
AIFU
$218M
$726K ﹤0.01%
219
+106
+94% +$359K
IBTX
2656
DELISTED
Independent Bank Group, Inc.
IBTX
$724K ﹤0.01%
11,600
-14,900
-56% -$805K
RGLS
2657
DELISTED
Regulus Therapeutics
RGLS
$723K ﹤0.01%
2,677
-2,698
-50% -$877K
FTS icon
2658
Fortis
FTS
$28.7B
$721K ﹤0.01%
+23,400
New +$726K
PFPT
2659
DELISTED
Proofpoint, Inc.
PFPT
$721K ﹤0.01%
+10,200
New +$768K
FELP
2660
DELISTED
Foresight Energy LP
FELP
$720K ﹤0.01%
111,360
+43,960
+65% +$264K
BBL
2661
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$720K ﹤0.01%
+22,900
New +$728K
CBIO
2662
Crescent Biopharma
CBIO
$610M
$719K ﹤0.01%
1,179
-162
-12% -$101K
AXU
2663
DELISTED
Alexco Resource Corp
AXU
$711K ﹤0.01%
527,000
-314,700
-37% -$484K
CTIC
2664
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
$709K ﹤0.01%
174,049
-22,636
-12% -$93.9K
ATTU
2665
DELISTED
Attunity Ltd
ATTU
$708K ﹤0.01%
118,000
-46,600
-28% -$267K
ULH icon
2666
Universal Logistics Holdings
ULH
$518M
$703K ﹤0.01%
43,000
-6,211
-13% -$86.8K
BOXC
2667
DELISTED
Brookfield Can Office Properties
BOXC
$702K ﹤0.01%
36,000
-4,800
-12% -$94.9K
BOOT icon
2668
Boot Barn
BOOT
$4.92B
$701K ﹤0.01%
+56,000
New +$754K
STML
2669
DELISTED
Stemline Therapeutics, Inc.
STML
$701K ﹤0.01%
65,500
+4,800
+8% +$58.1K
CVV icon
2670
CVD Equipment Corp
CVV
$52.1M
$695K ﹤0.01%
80,100
+15,600
+24% +$128K
IRD
2671
Opus Genetics
IRD
$313M
$695K ﹤0.01%
10,201
+3,530
+53% +$287K
BBU
2672
DELISTED
Brookfield Business Partners
BBU
$691K ﹤0.01%
+44,870
New +$707K
SGMA
2673
DELISTED
Sigmatron International
SGMA
$690K ﹤0.01%
145,900
+11,100
+8% +$56.8K
ZDGE icon
2674
Zedge
ZDGE
$38.6M
$690K ﹤0.01%
220,494
-52,700
-19% -$170K
GMLP
2675
DELISTED
Golar LNG Partners LP
GMLP
$688K ﹤0.01%
28,605
-1,395
-5% -$29.7K
105 106
107
108 109

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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.