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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
CZWI icon
2851
Citizens Community Bancorp
CZWI
$200M
$374K ﹤0.01%
27,000
-3,200
-11% -$40.9K
CASM
2852
DELISTED
CAS Medical Systems, Inc.
CASM
$373K ﹤0.01%
257,000
+2,000
+0.8% +$3.04K
IMUC
2853
DELISTED
ImmunoCellular Therapeutics, Ltd.
IMUC
$371K ﹤0.01%
116,804
+19,200
+20% +$50.1K
NTIC icon
2854
Northern Technologies International Corp
NTIC
$76.8M
$370K ﹤0.01%
40,600
+7,000
+21% +$54.6K
BLDP
2855
Ballard Power Systems
BLDP
$790M
$368K ﹤0.01%
165,600
+137,200
+483% +$275K
TRAW icon
2856
Traws Pharma
TRAW
$8.12M
$368K ﹤0.01%
22
– –
SCHL icon
2857
Scholastic
SCHL
$792M
$366K ﹤0.01%
8,600
-26,601
-76% -$1.21M
LCTX icon
2858
Lineage Cell Therapeutics
LCTX
$278M
$365K ﹤0.01%
+120,955
New +$343K
SCU
2859
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$365K ﹤0.01%
+16,130
New +$478K
REED
2860
DELISTED
Reeds, Inc. Common Stock
REED
$365K ﹤0.01%
1,758
+556
+46% +$112K
TRS icon
2861
TriMas Corp
TRS
$1.41B
$357K ﹤0.01%
+17,200
New +$377K
DXLG icon
2862
Destination XL Group
DXLG
$33M
$356K ﹤0.01%
125,000
-20,800
-14% -$64.1K
RTK
2863
DELISTED
Rentech, Inc.
RTK
$354K ﹤0.01%
708,380
-107,794
-13% -$174K
AMRB
2864
DELISTED
American River Bankshares
AMRB
$353K ﹤0.01%
23,800
+6,100
+34% +$92.1K
AFI
2865
DELISTED
Armstrong Flooring, Inc.
AFI
$350K ﹤0.01%
+19,000
New +$385K
JMP
2866
DELISTED
JMP Group LLC
JMP
$346K ﹤0.01%
57,060
+685
+1% +$4.31K
IFF icon
2867
International Flavors & Fragrances
IFF
$21.4B
$345K ﹤0.01%
2,600
-119,300
-98% -$14.7M
PCYO icon
2868
Pure Cycle
PCYO
$273M
$345K ﹤0.01%
62,100
+5,900
+10% +$31.3K
DJCO icon
2869
Daily Journal
DJCO
$767M
$343K ﹤0.01%
1,600
+700
+78% +$151K
ELDN icon
2870
Eledon Pharmaceuticals
ELDN
$291M
$343K ﹤0.01%
2,538
+321
+14% +$47.2K
BKJ
2871
DELISTED
Bancorp of New Jersey, Inc.
BKJ
$343K ﹤0.01%
24,806
+10,363
+72% +$134K
VRNS icon
2872
Varonis Systems
VRNS
$4.82B
$340K ﹤0.01%
+32,100
New +$307K
INDT
2873
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
$340K ﹤0.01%
11,000
+100
+0.9% +$3.1K
MSB
2874
Mesabi Trust
MSB
$306M
$339K ﹤0.01%
22,594
-16,699
-42% -$241K
LOV
2875
DELISTED
Spark Networks SE American Depositary Shares
LOV
$338K ﹤0.01%
328,200
+27,900
+9% +$26.4K
113 114
115
116 117

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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.