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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
+4.35%
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
$52.6B
AUM Growth
+$6.72B
Cap. Flow
+$5.31B
Cap. Flow %
10.09%
Top 10 Hldgs %
7.86%
Holding
3,753
New
498
Increased
2,018
Reduced
804
Closed
403

Top Buys

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$192M
2
JNJ icon
Johnson & Johnson
JNJ
+$179M
3
EMC
EMC CORPORATION
EMC
+$177M
4
CB icon
Chubb
CB
+$153M
5
LLY icon
Eli Lilly
LLY
+$142M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$470M
2
PRE
PARTNERRE LTD
PRE
+$186M
3
CMCSA icon
Comcast
CMCSA
+$179M
4
PFE icon
Pfizer
PFE
+$168M
5
GILD icon
Gilead Sciences
GILD
+$144M

Sector Composition

Rank Sector Weight
1 Financials 11.92%
2 Healthcare 11.63%
3 Technology 11.35%
4 Industrials 10.55%
5 Consumer Staples 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UTEK
2851
DELISTED
Ultratech Inc.
UTEK
$489K ﹤0.01%
22,400
-34,500
-61% -$681K
UBFO
2852
DELISTED
United Security Bancshares
UBFO
$485K ﹤0.01%
102,005
+15,132
+17% +$73.1K
FAC
2853
DELISTED
First Acceptance Corp.
FAC
$485K ﹤0.01%
269,700
+1,900
+0.7% +$4.02K
KCG
2854
DELISTED
KCG Holdings, Inc.
KCG
$482K ﹤0.01%
+40,300
New +$447K
ASPS icon
2855
Altisource Portfolio Solutions
ASPS
$64.5M
$481K ﹤0.01%
+2,488
New +$529K
SSE
2856
DELISTED
SEVENTY SEVEN ENERGY INC COM
SSE
$474K ﹤0.01%
816,699
+408,080
+100% +$230K
SMSI icon
2857
Smith Micro Software
SMSI
$17M
$472K ﹤0.01%
4,998
+305
+6% +$31K
MTEM
2858
DELISTED
Molecular Templates, Inc.
MTEM
$468K ﹤0.01%
6,162
+2,200
+56% +$130K
PKD
2859
DELISTED
Parker Drilling Company
PKD
$467K ﹤0.01%
14,673
+9,400
+178% +$223K
CYAN
2860
DELISTED
Cyanotech Corp
CYAN
$466K ﹤0.01%
93,500
+1,800
+2% +$8.71K
WAIR
2861
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
$466K ﹤0.01%
32,400
-78,000
-71% -$951K
GZT
2862
DELISTED
Gazit-globe Ltd
GZT
$466K ﹤0.01%
51,200
+12,000
+31% +$98.1K
ALTA
2863
DELISTED
Altabancorp
ALTA
$465K ﹤0.01%
29,400
-8,500
-22% -$132K
CVO
2864
DELISTED
Cenevo, Inc.
CVO
$462K ﹤0.01%
127,850
+54,557
+74% +$223K
PSHG icon
2865
Performance Shipping
PSHG
$21.8M
– –
0
– –
VRML
2866
DELISTED
Vermillion, Inc.
VRML
$459K ﹤0.01%
312,400
-8,400
-3% -$12.7K
FCRE
2867
DELISTED
FC Global Realty Incorporated Common Stock
FCRE
$458K ﹤0.01%
169,680
+6,920
+4% +$17.1K
BLDP
2868
Ballard Power Systems
BLDP
$790M
$455K ﹤0.01%
326,300
+30,600
+10% +$41.6K
HTH icon
2869
Hilltop Holdings
HTH
$2.25B
$455K ﹤0.01%
24,084
-88,500
-79% -$1.49M
EEI
2870
DELISTED
Ecology and Environment
EEI
$452K ﹤0.01%
45,000
+4,800
+12% +$48.1K
WLB
2871
DELISTED
Westmoreland Coal Company
WLB
$451K ﹤0.01%
62,500
-237,900
-79% -$1.42M
LNCO
2872
DELISTED
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
$447K ﹤0.01%
+1,251,298
New +$796K
ULH icon
2873
Universal Logistics Holdings
ULH
$518M
$445K ﹤0.01%
27,000
+13,100
+94% +$193K
AAT
2874
American Assets Trust
AAT
$1.39B
$443K ﹤0.01%
11,100
-146,093
-93% -$5.45M
GMAN
2875
DELISTED
Gordmans Stores, Inc.
GMAN
$443K ﹤0.01%
196,000
+300
+0.2% +$771
113 114
115
116 117

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Jim Simons's Q1 2016 Portfolio in Review

As of Q1 2016, Jim Simons held 3,753 positions worth $52.6B, up 15% from $45.9B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $5.31B of net new capital in Q1 2016, opening 498 new positions and adding to 2,018 existing holdings. Its largest new stake was EMC CORPORATION: 7,000,400 shares worth $187M.

By sector, the portfolio is most concentrated in Financials at 12% of assets, up from 11% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Pfizer, an estimated $168M trimmed.

  • Jim Simons's largest Q1 2016 buy was EMC CORPORATION: 7,000,400 shares worth $187M.
  • Jim Simons added most to PepsiCo in Q1 2016, an estimated $192M increase.
  • Jim Simons's biggest Q1 2016 reduction was Pfizer, cutting an estimated $168M.
  • Jim Simons fully exited Apple in Q1 2016, selling an estimated $470M.
  • Jim Simons's ten largest holdings make up 7.9% of its $52.6B portfolio in Q1 2016.
  • Jim Simons opened 498 new positions and closed 403 in Q1 2016.
  • Jim Simons's portfolio value rose 15% quarter-over-quarter to $52.6B.

Based on Renaissance Technologies's 13F filing for Q1 2016, filed 13 May 2016.