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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
ACHV icon
2801
Achieve Life Sciences
ACHV
$687M
$450K ﹤0.01%
463
-7
-1% -$8.5K
EWJ icon
2802
iShares MSCI Japan ETF
EWJ
$23.1B
$448K ﹤0.01%
+8,700
New +$445K
DPLO
2803
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
$445K ﹤0.01%
27,900
-311,600
-92% -$4.49M
FSI icon
2804
Flexible Solutions
FSI
$63.1M
$437K ﹤0.01%
297,150
-40,550
-12% -$59.2K
VTOL icon
2805
Bristow Group
VTOL
$1.36B
$436K ﹤0.01%
16,450
+5,600
+52% +$161K
NVTR
2806
DELISTED
Nuvectra Corporation Common Stock
NVTR
$434K ﹤0.01%
63,500
-22,700
-26% -$155K
ICBK
2807
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$433K ﹤0.01%
14,900
-6,000
-29% -$170K
PFBX
2808
DELISTED
Peoples Financial Corp/MS
PFBX
$433K ﹤0.01%
28,800
+1,300
+5% +$19.9K
ANF icon
2809
Abercrombie & Fitch
ANF
$4.99B
$431K ﹤0.01%
+36,095
New +$430K
KANG
2810
DELISTED
iKang Healthcare Group, Inc.
KANG
$431K ﹤0.01%
29,500
-42,600
-59% -$700K
FELP
2811
DELISTED
Foresight Energy LP
FELP
$430K ﹤0.01%
68,611
-42,749
-38% -$291K
FGNX
2812
FG Nexus Inc
FGNX
$40.2M
$427K ﹤0.01%
422
-28
-6% -$25.1K
ICCC icon
2813
ImmuCell
ICCC
$99.3M
$426K ﹤0.01%
77,100
-9,100
-11% -$52.3K
OVBC icon
2814
Ohio Valley Banc Corp
OVBC
$211M
$424K ﹤0.01%
14,900
+1,000
+7% +$28K
FAC
2815
DELISTED
First Acceptance Corp.
FAC
$424K ﹤0.01%
313,900
+6,300
+2% +$8.57K
AEY
2816
DELISTED
ADDvantage Technologies Group
AEY
$421K ﹤0.01%
22,081
+2,911
+15% +$53.1K
HFBC
2817
DELISTED
HopFed Bancorp Inc
HFBC
$421K ﹤0.01%
29,400
-7,300
-20% -$105K
FRSH
2818
DELISTED
Papa Murphy's Holdings, Inc
FRSH
$421K ﹤0.01%
+88,294
New +$382K
MNI
2819
DELISTED
The McClatchy Company Class A Common Stock
MNI
$420K ﹤0.01%
43,430
-6,224
-13% -$70.9K
VTVT icon
2820
vTv Therapeutics
VTVT
$125M
$418K ﹤0.01%
1,595
+72
+5% +$16.4K
SUMR
2821
DELISTED
Summer Infant, Inc.
SUMR
$418K ﹤0.01%
24,456
+1,034
+4% +$18K
CYPH
2822
Cypherpunk Technologies Inc
CYPH
$70M
$417K ﹤0.01%
+4,545
New +$354K
FBRC
2823
DELISTED
FBR & Co. Common Stock
FBRC
$417K ﹤0.01%
23,100
-10,600
-31% -$170K
DZSI
2824
DELISTED
DZS Inc. Common Stock
DZSI
$416K ﹤0.01%
66,604
+27,047
+68% +$142K
CRT
2825
Cross Timbers Royalty Trust
CRT
$60.6M
$413K ﹤0.01%
28,166
-1,784
-6% -$29.7K
111 112
113
114 115

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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.