We are live on ! Find out more
Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+7.01%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$71.6B
AUM Growth
+$8.36B
Cap. Flow
+$5.19B
Cap. Flow %
7.25%
Top 10 Hldgs %
7.9%
Holding
3,652
New
433
Increased
1,585
Reduced
1,146
Closed
462

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$468M
2
JNJ icon
Johnson & Johnson
JNJ
+$440M
3
IBM icon
IBM
IBM
+$355M
4
BKNG icon
Booking.com
BKNG
+$332M
5
RAI
Reynolds American Inc
RAI
+$331M

Top Sells

Rank Stock Value
1
LLTC
Linear Technology Corp
LLTC
+$482M
2
DIS icon
Walt Disney
DIS
+$247M
3
V icon
Visa
V
+$219M
4
DE icon
Deere & Co
DE
+$200M
5
JCI icon
Johnson Controls International
JCI
+$179M

Sector Composition

Rank Sector Weight
1 Healthcare 15.02%
2 Technology 13.31%
3 Financials 12.25%
4 Industrials 9.65%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEL
2751
DELISTED
American Equity Investment Life Holding Company
AEL
$539K ﹤0.01%
+22,800
New +$566K
MTN icon
2752
Vail Resorts
MTN
$5.29B
$537K ﹤0.01%
2,800
-239,750
-99% -$42.5M
RPT
2753
Rithm Property Trust
RPT
$99.9M
$536K ﹤0.01%
7,090
-14,266
-67% -$1.09M
HIHO icon
2754
Highway Holdings
HIHO
$5.27M
$535K ﹤0.01%
137,200
-3,300
-2% -$12.4K
OFLX icon
2755
Omega Flex
OFLX
$304M
$535K ﹤0.01%
11,200
+800
+8% +$37.8K
ERF
2756
DELISTED
Enerplus Corporation
ERF
$532K ﹤0.01%
+66,057
New +$581K
NVEE
2757
DELISTED
NV5 Global
NVEE
$530K ﹤0.01%
+56,400
New +$532K
STRR
2758
Star Equity Holdings
STRR
$40.1M
$529K ﹤0.01%
42,020
+3,540
+9% +$43.2K
CTLP
2759
DELISTED
Cantaloupe
CTLP
$526K ﹤0.01%
123,800
-147,100
-54% -$623K
BGMS
2760
Bio Green Med Solution Inc
BGMS
$5.1M
$526K ﹤0.01%
2
-1
-33% -$328K
SAUC
2761
DELISTED
Diversified Restaurant Holdings, Inc. Common stock
SAUC
$525K ﹤0.01%
228,240
+92,740
+68% +$162K
EDN
2762
Edenor
EDN
$994M
$522K ﹤0.01%
15,000
+4,255
+40% +$139K
VRML
2763
DELISTED
Vermillion, Inc.
VRML
$522K ﹤0.01%
249,900
-46,200
-16% -$81K
WLH
2764
DELISTED
WILLIAM LYON HOMES
WLH
$520K ﹤0.01%
25,200
-115,600
-82% -$2.16M
ENSG icon
2765
The Ensign Group
ENSG
$10.6B
$517K ﹤0.01%
+29,398
New +$531K
ESE icon
2766
ESCO Technologies
ESE
$7.78B
$511K ﹤0.01%
+8,800
New +$494K
MMAC
2767
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
$511K ﹤0.01%
21,962
+500
+2% +$10.9K
DTRM
2768
DELISTED
Determine, Inc. Common Stock
DTRM
$509K ﹤0.01%
149,814
+29,500
+25% +$79.1K
PKBK icon
2769
Parke Bancorp
PKBK
$409M
$504K ﹤0.01%
31,398
-1,065
-3% -$16.6K
WVVI icon
2770
Willamette Valley Vineyards
WVVI
$11.5M
$501K ﹤0.01%
62,600
+21,200
+51% +$168K
CTIC
2771
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
$501K ﹤0.01%
119,345
-54,704
-31% -$252K
MDWD icon
2772
MediWound
MDWD
$179M
$499K ﹤0.01%
10,800
+186
+2% +$7.61K
BOCH
2773
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$498K ﹤0.01%
46,577
-22,223
-32% -$227K
ECYT
2774
DELISTED
Endocyte, Inc. Common Stock
ECYT
$495K ﹤0.01%
192,561
+142,461
+284% +$330K
SYUT
2775
DELISTED
Synutra International, Inc.
SYUT
$494K ﹤0.01%
83,108
-17,292
-17% -$99.2K
109 110
111
112 113

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Jim Simons's Q1 2017 Portfolio in Review

As of Q1 2017, Jim Simons held 3,652 positions worth $71.6B, up 13% from $63.2B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $5.19B of net new capital in Q1 2017, opening 433 new positions and adding to 1,585 existing holdings. Its largest new stake was Merck: 7,716,460 shares worth $468M.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 12% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Walt Disney, an estimated $247M trimmed.

  • Jim Simons's largest Q1 2017 buy was Merck: 7,716,460 shares worth $468M.
  • Jim Simons added most to Johnson & Johnson in Q1 2017, an estimated $440M increase.
  • Jim Simons's biggest Q1 2017 reduction was Walt Disney, cutting an estimated $247M.
  • Jim Simons fully exited Linear Technology Corp in Q1 2017, selling an estimated $482M.
  • Jim Simons's ten largest holdings make up 7.9% of its $71.6B portfolio in Q1 2017.
  • Jim Simons opened 433 new positions and closed 462 in Q1 2017.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $71.6B.

Based on Renaissance Technologies's 13F filing for Q1 2017, filed 12 May 2017.