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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
ARQ icon
2726
Arq
ARQ
$100M
$586K ﹤0.01%
63,400
+36,400
+135% +$319K
FTEK icon
2727
Fuel Tech
FTEK
$45.9M
$585K ﹤0.01%
508,404
+59,331
+13% +$75.3K
OFLX icon
2728
Omega Flex
OFLX
$304M
$580K ﹤0.01%
10,400
+1,200
+13% +$52.4K
ICBK
2729
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$564K ﹤0.01%
20,900
+4,700
+29% +$103K
WHLR
2730
Wheeler Real Estate Investment Trust
WHLR
$383K
– –
0
– –
EEI
2731
DELISTED
Ecology and Environment
EEI
$558K ﹤0.01%
52,900
+3,200
+6% +$31.2K
MTLS
2732
Materialise
MTLS
$393M
$555K ﹤0.01%
72,300
+20,200
+39% +$155K
GLOP
2733
DELISTED
GASLOG PARTNERS LP
GLOP
$552K ﹤0.01%
+26,839
New +$552K
SPB icon
2734
Spectrum Brands
SPB
$2.03B
$550K ﹤0.01%
4,500
-207,300
-98% -$26.5M
GLF
2735
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
$548K ﹤0.01%
312,940
-279,272
-47% -$419K
FCRE
2736
DELISTED
FC Global Realty Incorporated Common Stock
FCRE
$545K ﹤0.01%
247,880
+60,580
+32% +$115K
NVAX icon
2737
Novavax
NVAX
$1.34B
$544K ﹤0.01%
+21,571
New +$629K
MUX icon
2738
McEwen Inc
MUX
$1.18B
$542K ﹤0.01%
+18,560
New +$574K
CRT
2739
Cross Timbers Royalty Trust
CRT
$60.6M
$538K ﹤0.01%
+29,950
New +$539K
SYUT
2740
DELISTED
Synutra International, Inc.
SYUT
$537K ﹤0.01%
100,400
+23,000
+30% +$111K
CELP
2741
DELISTED
Cypress Environmental Partners, L.P.
CELP
$536K ﹤0.01%
50,759
+34,059
+204% +$347K
SFS
2742
DELISTED
Smart & Final Stores, Inc.
SFS
$533K ﹤0.01%
+37,800
New +$497K
GFED
2743
DELISTED
Guaranty Federal Bancshares In
GFED
$532K ﹤0.01%
25,100
+500
+2% +$8.81K
PWE
2744
DELISTED
Penn West Energy Petroleum Ltd
PWE
$532K ﹤0.01%
300,328
-1,148,975
-79% -$1.98M
FATE icon
2745
Fate Therapeutics
FATE
$294M
$527K ﹤0.01%
209,900
+21,900
+12% +$58.6K
STRR
2746
Star Equity Holdings
STRR
$37.5M
$523K ﹤0.01%
38,480
+5,070
+15% +$75.3K
PN
2747
DELISTED
Patriot National, Inc.
PN
$522K ﹤0.01%
112,200
+26,600
+31% +$175K
CDTX
2748
DELISTED
Cidara Therapeutics
CDTX
$519K ﹤0.01%
2,495
+320
+15% +$66.5K
ACHV icon
2749
Achieve Life Sciences
ACHV
$744M
$517K ﹤0.01%
470
+57
+14% +$56.3K
CBAN icon
2750
Colony Bankcorp
CBAN
$467M
$517K ﹤0.01%
39,200
+3,500
+10% +$38.2K
108 109
110
111 112

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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.