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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
SYRS
2801
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$434K ﹤0.01%
+2,700
New +$424K
FCSC
2802
DELISTED
Fibrocell Science Inc.
FCSC
$434K ﹤0.01%
21,653
+4,280
+25% +$52.8K
VWO icon
2803
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$433K ﹤0.01%
10,600
-27,400
-72% -$1.11M
PRFT
2804
DELISTED
Perficient Inc
PRFT
$432K ﹤0.01%
23,193
-81,900
-78% -$1.42M
ANW
2805
DELISTED
Aegean Marine Petroleum Network
ANW
$430K ﹤0.01%
73,500
-620,600
-89% -$5.44M
ARES icon
2806
Ares Management
ARES
$33.7B
$429K ﹤0.01%
+23,816
New +$442K
PCYO icon
2807
Pure Cycle
PCYO
$273M
$426K ﹤0.01%
54,960
-7,140
-11% -$51.5K
ULH icon
2808
Universal Logistics Holdings
ULH
$518M
$425K ﹤0.01%
28,300
-3,600
-11% -$49.7K
ZDGE icon
2809
Zedge
ZDGE
$38.9M
$424K ﹤0.01%
191,794
+1,800
+0.9% +$5.06K
STBA icon
2810
S&T Bancorp
STBA
$1.82B
$423K ﹤0.01%
11,800
-29,700
-72% -$1.04M
ESND
2811
DELISTED
Essendant Inc.
ESND
$421K ﹤0.01%
+28,422
New +$449K
LORL
2812
DELISTED
Loral Space and Communications, Inc.
LORL
$420K ﹤0.01%
10,100
-58,000
-85% -$2.28M
QCP
2813
DELISTED
Quality Care Properties, Inc.
QCP
$417K ﹤0.01%
22,800
-21,957
-49% -$395K
PFBX
2814
DELISTED
Peoples Financial Corp/MS
PFBX
$415K ﹤0.01%
30,200
+1,400
+5% +$19.3K
BELFA icon
2815
Bel Fuse Inc Class A
BELFA
$3.4B
$414K ﹤0.01%
20,000
– –
FCFP
2816
DELISTED
FIRST COMMUNITY FINANCIAL PARTNERS INC.
FCFP
$414K ﹤0.01%
32,100
+12,200
+61% +$157K
BREW
2817
DELISTED
Craft Brew Alliance, Inc.
BREW
$413K ﹤0.01%
+24,500
New +$378K
XENE icon
2818
Xenon Pharmaceuticals
XENE
$6.21B
$410K ﹤0.01%
130,300
-86,790
-40% -$339K
QUOT
2819
DELISTED
Quotient Technology Inc
QUOT
$407K ﹤0.01%
+35,400
New +$390K
GNSS icon
2820
Genasys
GNSS
$77.9M
$406K ﹤0.01%
239,100
-25,900
-10% -$41.9K
FFIN icon
2821
First Financial Bankshares
FFIN
$5.04B
$405K ﹤0.01%
+18,308
New +$367K
CLMT icon
2822
Calumet Specialty Products
CLMT
$4.29B
$404K ﹤0.01%
95,100
+21,338
+29% +$85.6K
CRMT icon
2823
America's Car Mart
CRMT
$25.7M
$403K ﹤0.01%
+10,372
New +$383K
OCIP
2824
DELISTED
OCI Partners LP
OCIP
$403K ﹤0.01%
45,538
-15,070
-25% -$133K
EMAN
2825
DELISTED
eMagin Corporation
EMAN
$401K ﹤0.01%
163,800
-29,600
-15% -$72.8K
111 112
113
114 115

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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.