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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
+4.57%
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
$78.4B
AUM Growth
+$6.8B
Cap. Flow
+$4.59B
Cap. Flow %
5.86%
Top 10 Hldgs %
9.02%
Holding
3,586
New
398
Increased
1,648
Reduced
1,094
Closed
418

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$382M
2
PFE icon
Pfizer
PFE
+$266M
3
EA
Electronic Arts
EA
+$240M
4
LLY icon
Eli Lilly
LLY
+$221M
5
CL icon
Colgate-Palmolive
CL
+$216M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$358M
2
CMCSA icon
Comcast
CMCSA
+$263M
3
META icon
Meta Platforms (Facebook)
META
+$258M
4
AET
Aetna Inc
AET
+$257M
5
TSLA icon
Tesla
TSLA
+$189M

Sector Composition

Rank Sector Weight
1 Healthcare 16.13%
2 Technology 13.55%
3 Financials 11.85%
4 Consumer Staples 10.18%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANDX
2651
DELISTED
Andeavor Logistics LP
ANDX
$769K ﹤0.01%
+14,882
New +$781K
UBP
2652
DELISTED
Urstadt Biddle Properties Inc.
UBP
$761K ﹤0.01%
44,100
+900
+2% +$15.3K
AT
2653
DELISTED
Atlantic Power Corporation
AT
$760K ﹤0.01%
316,705
+108,302
+52% +$269K
ABUS icon
2654
Arbutus Biopharma
ABUS
$908M
$757K ﹤0.01%
210,239
+85,666
+69% +$295K
NTP
2655
DELISTED
Nam Tai Property Inc.
NTP
$757K ﹤0.01%
94,640
-20,425
-18% -$160K
SMBK icon
2656
SmartFinancial
SMBK
$898M
$752K ﹤0.01%
31,500
+18,305
+139% +$419K
IMI
2657
DELISTED
Intermolecular, Inc.
IMI
$750K ﹤0.01%
833,600
+2,101
+0.3% +$1.84K
EGP icon
2658
EastGroup Properties
EGP
$10.9B
$746K ﹤0.01%
8,900
+1,100
+14% +$88.6K
EGLE
2659
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$745K ﹤0.01%
+22,486
New +$765K
VOLT
2660
DELISTED
Volt Information Sciences, Inc.
VOLT
$740K ﹤0.01%
187,300
+1,400
+0.8% +$7.75K
PTXP
2661
DELISTED
PennTex Midstream Partners, LP Common Units Reresenting Limited Partnership Interests
PTXP
$740K ﹤0.01%
37,000
-68,583
-65% -$1.26M
MSB
2662
Mesabi Trust
MSB
$306M
$737K ﹤0.01%
54,007
+31,413
+139% +$446K
MLR icon
2663
Miller Industries
MLR
$643M
$733K ﹤0.01%
29,500
-14,400
-33% -$363K
CLSD
2664
DELISTED
Clearside Biomedical
CLSD
$731K ﹤0.01%
5,347
+274
+5% +$32.9K
NAK
2665
Northern Dynasty Minerals
NAK
$930M
$726K ﹤0.01%
520,100
– –
SPLP
2666
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
$725K ﹤0.01%
38,956
-3,205
-8% -$59.3K
CBAN icon
2667
Colony Bankcorp
CBAN
$467M
$723K ﹤0.01%
52,800
+3,200
+6% +$43.5K
AXR icon
2668
AMREP Corp
AXR
$118M
$720K ﹤0.01%
106,180
+8,564
+9% +$55.4K
FOMX
2669
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
$719K ﹤0.01%
154,900
+92,886
+150% +$415K
ENS icon
2670
EnerSys
ENS
$6.81B
$717K ﹤0.01%
+9,900
New +$779K
BORN
2671
DELISTED
China New Borun Corporation
BORN
$717K ﹤0.01%
531,000
-6,300
-1% -$7.85K
OSG
2672
DELISTED
Overseas Shipholding Group Inc.
OSG
$709K ﹤0.01%
266,500
+238,700
+859% +$749K
VXRT
2673
DELISTED
Vaxart
VXRT
$708K ﹤0.01%
96,191
+31,372
+48% +$188K
PQ
2674
DELISTED
Petroquest Energy Inc Wd
PQ
$708K ﹤0.01%
357,325
-31,900
-8% -$73.6K
ASND icon
2675
Ascendis Pharma A/S
ASND
$16.8B
$707K ﹤0.01%
+25,470
New +$673K
105 106
107
108 109

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Jim Simons's Q2 2017 Portfolio in Review

As of Q2 2017, Jim Simons held 3,586 positions worth $78.4B, up 9.5% from $71.6B the previous quarter. Its ten largest holdings account for 9% of the portfolio.

Jim Simons deployed $4.59B of net new capital in Q2 2017, opening 398 new positions and adding to 1,648 existing holdings. Its largest new stake was Pfizer: 8,421,609 shares worth $268M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Comcast, an estimated $263M trimmed.

  • Jim Simons's largest Q2 2017 buy was Pfizer: 8,421,609 shares worth $268M.
  • Jim Simons added most to Bristol-Myers Squibb in Q2 2017, an estimated $382M increase.
  • Jim Simons's biggest Q2 2017 reduction was Comcast, cutting an estimated $263M.
  • Jim Simons fully exited Booking.com in Q2 2017, selling an estimated $358M.
  • Jim Simons's ten largest holdings make up 9% of its $78.4B portfolio in Q2 2017.
  • Jim Simons opened 398 new positions and closed 418 in Q2 2017.
  • Jim Simons's portfolio value rose 9.5% quarter-over-quarter to $78.4B.

Based on Renaissance Technologies's 13F filing for Q2 2017, filed 11 Aug 2017.