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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
LSTA icon
2776
Lisata Therapeutics
LSTA
$10.6M
$491K ﹤0.01%
6,503
+1,660
+34% +$115K
ALDW
2777
DELISTED
Alon USA Partners LP
ALDW
$491K ﹤0.01%
53,590
-75,593
-59% -$744K
SHG icon
2778
Shinhan Financial Group
SHG
$34.6B
$490K ﹤0.01%
11,735
-17,565
-60% -$715K
GFED
2779
DELISTED
Guaranty Federal Bancshares In
GFED
$484K ﹤0.01%
25,400
+300
+1% +$6.07K
PFIE
2780
DELISTED
Profire Energy, Inc
PFIE
$481K ﹤0.01%
341,460
+27,460
+9% +$36.8K
BDN
2781
Brandywine Realty Trust
BDN
$541M
$477K ﹤0.01%
29,400
-65,198
-69% -$1.06M
DDE
2782
DELISTED
Dover Downs Gaming & Entertain
DDE
$476K ﹤0.01%
453,300
+46,300
+11% +$49K
ENT
2783
DELISTED
Global Eagle Entertainment Inc.
ENT
$475K ﹤0.01%
5,956
-20,780
-78% -$2.71M
INSY
2784
DELISTED
Insys Therapeutics, Inc.
INSY
$475K ﹤0.01%
45,200
-196,300
-81% -$2.09M
CBIO
2785
Crescent Biopharma
CBIO
$610M
$467K ﹤0.01%
860
-319
-27% -$196K
FPI
2786
Farmland Partners
FPI
$425M
$465K ﹤0.01%
+41,598
New +$458K
VXRT
2787
DELISTED
Vaxart
VXRT
$465K ﹤0.01%
64,819
-4,181
-6% -$42.8K
RILY icon
2788
BRC Group Holdings
RILY
$304M
$464K ﹤0.01%
+30,909
New +$523K
TRTN
2789
DELISTED
Triton International Limited
TRTN
$459K ﹤0.01%
17,806
-202,894
-92% -$4.71M
QHC
2790
DELISTED
Quorum Health Corporation
QHC
$459K ﹤0.01%
+84,300
New +$686K
ULH icon
2791
Universal Logistics Holdings
ULH
$518M
$458K ﹤0.01%
31,900
-11,100
-26% -$157K
VIRX
2792
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$458K ﹤0.01%
3,195
+36
+1% +$5.15K
NNVC icon
2793
NanoViricides
NNVC
$34.9M
$457K ﹤0.01%
20,410
+1,880
+10% +$43.8K
NH
2794
DELISTED
NantHealth, Inc
NH
$457K ﹤0.01%
+6,140
New +$684K
ALB icon
2795
Albemarle
ALB
$15.1B
$455K ﹤0.01%
4,308
-25,400
-85% -$2.47M
STAG icon
2796
STAG Industrial
STAG
$7.12B
$455K ﹤0.01%
18,200
-36,700
-67% -$896K
DGI
2797
DELISTED
DigitalGlobe Inc.
DGI
$455K ﹤0.01%
13,900
-741,200
-98% -$22.6M
EMAN
2798
DELISTED
eMagin Corporation
EMAN
$454K ﹤0.01%
193,400
-31,300
-14% -$73.7K
BELFA icon
2799
Bel Fuse Inc Class A
BELFA
$3.43B
$453K ﹤0.01%
20,000
+400
+2% +$9.41K
AATC
2800
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$451K ﹤0.01%
155,500
-8,060
-5% -$27.6K
110 111
112
113 114

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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.