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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
MSGN
2701
DELISTED
MSG Networks Inc.
MSGN
$632K ﹤0.01%
29,400
-128,100
-81% -$2.55M
PTXP
2702
DELISTED
PennTex Midstream Partners, LP Common Units Reresenting Limited Partnership Interests
PTXP
$632K ﹤0.01%
+42,161
New +$684K
CCN
2703
DELISTED
CardConnect Corp.
CCN
$631K ﹤0.01%
+49,700
New +$502K
PFGC icon
2704
Performance Food Group
PFGC
$16.9B
$629K ﹤0.01%
+26,200
New +$622K
PETX
2705
DELISTED
Aratana Therapeutics, Inc.
PETX
$629K ﹤0.01%
87,608
-19,492
-18% -$158K
JNS
2706
DELISTED
Janus Capital Group Inc
JNS
$626K ﹤0.01%
47,200
-183,800
-80% -$2.53M
ULBI icon
2707
Ultralife
ULBI
$120M
$621K ﹤0.01%
125,400
+1,556
+1% +$6.99K
DXLG icon
2708
Destination XL Group
DXLG
$33M
$620K ﹤0.01%
145,800
-13,300
-8% -$56.8K
HWCC
2709
DELISTED
Houston Wire & Cable Company
HWCC
$619K ﹤0.01%
95,200
+16,600
+21% +$100K
CCM
2710
Concord Medical Services
CCM
$20.8M
$618K ﹤0.01%
13,450
+560
+4% +$24.6K
SNFCA icon
2711
Security National Financial
SNFCA
$242M
$615K ﹤0.01%
158,059
+23,169
+17% +$90.8K
LPL icon
2712
LG Display
LPL
$3.37B
$612K ﹤0.01%
47,600
-88,500
-65% -$1.11M
EVH icon
2713
Evolent Health
EVH
$527M
$608K ﹤0.01%
41,100
-105,800
-72% -$2.08M
BRKR icon
2714
Bruker
BRKR
$8.83B
$606K ﹤0.01%
28,610
-400,800
-93% -$8.76M
AATC
2715
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$605K ﹤0.01%
163,560
-7,340
-4% -$26.8K
AB icon
2716
AllianceBernstein
AB
$3.4B
$603K ﹤0.01%
25,700
-96,700
-79% -$2.18M
CXRX
2717
DELISTED
Concordia International Corp. Common Stock
CXRX
$602K ﹤0.01%
284,188
-390,012
-58% -$1.19M
DFRG
2718
DELISTED
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
$597K ﹤0.01%
35,125
+12,325
+54% +$193K
SPLP
2719
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
$594K ﹤0.01%
+38,300
New +$555K
EFUT
2720
DELISTED
eFuture Holding Inc. Ordinary Shares
EFUT
$594K ﹤0.01%
92,800
+60,900
+191% +$379K
CORV
2721
DELISTED
Correvio Pharma Corp. Ordinary Shares (Canada)
CORV
$593K ﹤0.01%
215,013
+52,400
+32% +$150K
IMKTA icon
2722
Ingles Markets
IMKTA
$1.66B
$592K ﹤0.01%
+12,300
New +$548K
ANCB
2723
DELISTED
Anchor Bancorp
ANCB
$589K ﹤0.01%
+21,652
New +$551K
SIX
2724
DELISTED
Six Flags Entertainment Corp.
SIX
$588K ﹤0.01%
+9,800
New +$548K
TTNP
2725
DELISTED
Titan Pharmaceuticals
TTNP
$586K ﹤0.01%
+41
New +$690K
107 108
109
110 111

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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.