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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
ACHV icon
2851
Achieve Life Sciences
ACHV
$744M
$362K ﹤0.01%
457
-6
-1% -$4.86K
LMRK
2852
DELISTED
Landmark Infrastructure Partners LP Common Units
LMRK
$362K ﹤0.01%
22,600
-19,228
-46% -$302K
BVSN
2853
DELISTED
Broadvision Inc Com
BVSN
$359K ﹤0.01%
80,700
+100
+0.1% +$427
JMP
2854
DELISTED
JMP Group LLC
JMP
$358K ﹤0.01%
65,614
+8,554
+15% +$47.8K
BOCH
2855
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$358K ﹤0.01%
32,378
-14,199
-30% -$157K
CZWI icon
2856
Citizens Community Bancorp
CZWI
$204M
$355K ﹤0.01%
25,400
-1,600
-6% -$22.4K
ITGR icon
2857
Integer Holdings
ITGR
$4.25B
$354K ﹤0.01%
+8,183
New +$326K
MINI
2858
DELISTED
Mobile Mini Inc
MINI
$354K ﹤0.01%
+11,870
New +$342K
TSRI
2859
DELISTED
TSR Inc. New
TSRI
$354K ﹤0.01%
70,052
+3,402
+5% +$20.1K
THS
2860
DELISTED
Treehouse Foods
THS
$351K ﹤0.01%
4,300
-116,700
-96% -$9.55M
ICD
2861
DELISTED
Independence Contract Drilling, Inc.
ICD
$351K ﹤0.01%
+4,510
New +$394K
ENFC
2862
DELISTED
Entegra Financial Corp.
ENFC
$350K ﹤0.01%
15,400
-11,400
-43% -$270K
KEYW
2863
DELISTED
The KEYW Holding Corporation
KEYW
$347K ﹤0.01%
37,100
-261,226
-88% -$2.37M
NH
2864
DELISTED
NantHealth, Inc
NH
$346K ﹤0.01%
5,447
-693
-11% -$38.4K
SAM icon
2865
Boston Beer
SAM
$1.9B
$344K ﹤0.01%
2,600
-29,600
-92% -$4.14M
QBAK
2866
DELISTED
Qualstar Corp
QBAK
$344K ﹤0.01%
67,102
+10,000
+18% +$58.2K
VERU icon
2867
Veru
VERU
$46M
$342K ﹤0.01%
32,530
-6,040
-16% -$65.2K
SGEN
2868
DELISTED
Seagen Inc. Common Stock
SGEN
$342K ﹤0.01%
+6,613
New +$420K
AEY
2869
DELISTED
ADDvantage Technologies Group
AEY
$341K ﹤0.01%
21,190
-891
-4% -$15.4K
SCKT icon
2870
Socket Mobile
SCKT
$11.2M
$340K ﹤0.01%
83,600
+8,900
+12% +$35.7K
JASN
2871
DELISTED
Jason Industries, Inc.
JASN
$340K ﹤0.01%
263,600
+97,700
+59% +$131K
ARTX
2872
DELISTED
Arotech Corporation
ARTX
$340K ﹤0.01%
95,800
-261,100
-73% -$859K
NTIC icon
2873
Northern Technologies International Corp
NTIC
$76.7M
$337K ﹤0.01%
43,200
+2,600
+6% +$21.6K
DJCO icon
2874
Daily Journal
DJCO
$828M
$336K ﹤0.01%
1,600
– –
GOOS
2875
Canada Goose Holdings
GOOS
$850M
$336K ﹤0.01%
+17,000
New +$315K
113 114
115
116 117

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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.