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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
JNK icon
2776
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.33B
$487K ﹤0.01%
4,367
-23,733
-84% -$2.64M
HIHO icon
2777
Highway Holdings
HIHO
$5.27M
$479K ﹤0.01%
138,900
+1,700
+1% +$6.15K
DZSI
2778
DELISTED
DZS Inc. Common Stock
DZSI
$478K ﹤0.01%
79,697
+13,093
+20% +$77.8K
FTEK icon
2779
Fuel Tech
FTEK
$45.9M
$475K ﹤0.01%
601,274
+52,074
+9% +$45.5K
CATO icon
2780
Cato Corp
CATO
$65.7M
$472K ﹤0.01%
+26,850
New +$549K
MNI
2781
DELISTED
The McClatchy Company Class A Common Stock
MNI
$469K ﹤0.01%
50,230
+6,800
+16% +$68.4K
FGBI icon
2782
First Guaranty Bancshares
FGBI
$139M
$463K ﹤0.01%
+22,627
New +$433K
FSTX
2783
DELISTED
F-star Therapeutics, Inc. Common Stock
FSTX
$462K ﹤0.01%
+8,526
New +$395K
LIND icon
2784
Lindblad Expeditions
LIND
$2.24B
$461K ﹤0.01%
43,900
+26,700
+155% +$253K
USDP
2785
DELISTED
USD PARTNERS LP
USDP
$458K ﹤0.01%
40,920
-24,771
-38% -$322K
TCFC
2786
DELISTED
The Community Financial Corporation Common Stock
TCFC
$458K ﹤0.01%
+11,900
New +$426K
CETV
2787
DELISTED
Central European Media Enterprises Ltd
CETV
$458K ﹤0.01%
114,479
-109,754
-49% -$425K
SVM
2788
Silvercorp Metals
SVM
$2.68B
$456K ﹤0.01%
+142,100
New +$432K
IMNN icon
2789
Imunon
IMNN
$6.77M
$455K ﹤0.01%
1,134
+632
+126% +$404K
CTIC
2790
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
$453K ﹤0.01%
136,745
+17,400
+15% +$67.7K
INDT
2791
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
$451K ﹤0.01%
14,232
+3,232
+29% +$101K
AAV
2792
DELISTED
Advantage Oil & Gas Ltd
AAV
$451K ﹤0.01%
66,800
-25,600
-28% -$164K
SUMR
2793
DELISTED
Summer Infant, Inc.
SUMR
$448K ﹤0.01%
28,145
+3,689
+15% +$60.3K
OPOF
2794
DELISTED
Old Point Financial
OPOF
$444K ﹤0.01%
+13,500
New +$410K
INSY
2795
DELISTED
Insys Therapeutics, Inc.
INSY
$443K ﹤0.01%
35,000
-10,200
-23% -$121K
RPRX
2796
DELISTED
Repros Therapeutics Inc.
RPRX
$440K ﹤0.01%
956,013
+228,900
+31% +$166K
SMMT icon
2797
Summit Therapeutics
SMMT
$12B
$439K ﹤0.01%
38,500
+18,398
+92% +$207K
AUPH icon
2798
Aurinia Pharmaceuticals
AUPH
$2.06B
$435K ﹤0.01%
71,001
-34,699
-33% -$234K
ESE icon
2799
ESCO Technologies
ESE
$7.78B
$435K ﹤0.01%
7,300
-1,500
-17% -$87.4K
UNTY icon
2800
Unity Bancorp
UNTY
$619M
$434K ﹤0.01%
+25,216
New +$415K
110 111
112
113 114

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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.