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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
LPSB
2876
DELISTED
LAPORTE BANCORP INC MD COM STK
LPSB
$442K ﹤0.01%
+28,022
New +$419K
SUNE
2877
DELISTED
SUNEDISON, INC COM
SUNE
$440K ﹤0.01%
+814,900
New +$1.88M
UPLD icon
2878
Upland Software
UPLD
$14.9M
$436K ﹤0.01%
6,347
+1,308
+26% +$88.1K
CRHM
2879
DELISTED
CRH Medical Corporation
CRHM
$433K ﹤0.01%
+131,300
New +$376K
MYE icon
2880
Myers Industries
MYE
$1.23B
$431K ﹤0.01%
33,500
+1,100
+3% +$13K
OCRX
2881
DELISTED
Ocera Therapeutics, Inc.
OCRX
$430K ﹤0.01%
146,400
+41,300
+39% +$118K
DXR icon
2882
Daxor
DXR
$59.5M
$428K ﹤0.01%
53,300
+400
+0.8% +$3.15K
IMUC
2883
DELISTED
ImmunoCellular Therapeutics, Ltd.
IMUC
$428K ﹤0.01%
36,920
+1,740
+5% +$19.6K
PLG
2884
Platinum Group Metals
PLG
$189M
$426K ﹤0.01%
+11,236
New +$225K
SHI
2885
DELISTED
Sinopec Shanghai Petrochemical Co., Ltd.
SHI
$426K ﹤0.01%
8,450
-1,200
-12% -$51.2K
WB icon
2886
Weibo
WB
$1.91B
$422K ﹤0.01%
23,500
-18,300
-44% -$295K
CCXI
2887
DELISTED
ChemoCentryx, Inc.
CCXI
$421K ﹤0.01%
169,054
+124,754
+282% +$454K
ABCW
2888
DELISTED
ANCHOR BANCORP WISCONSIN INC COMMON STOCK
ABCW
$419K ﹤0.01%
9,300
-63,200
-87% -$2.69M
PXLW icon
2889
Pixelworks
PXLW
$42.3M
$418K ﹤0.01%
15,892
+8,434
+113% +$202K
HLX icon
2890
Helix Energy Solutions
HLX
$1.49B
$417K ﹤0.01%
+74,400
New +$314K
LPTH icon
2891
Lightpath Technologies
LPTH
$824M
$416K ﹤0.01%
205,700
+76,000
+59% +$190K
FOR icon
2892
Forestar Group
FOR
$1.49B
$415K ﹤0.01%
+31,800
New +$321K
STBZ
2893
DELISTED
State Bank Financial Corporation. Common Stock
STBZ
$415K ﹤0.01%
+21,000
New +$407K
CBIO
2894
Crescent Biopharma
CBIO
$610M
$412K ﹤0.01%
692
+83
+14% +$42.6K
PIOI
2895
DELISTED
Active Power Inc
PIOI
$412K ﹤0.01%
424,475
+72,475
+21% +$77.6K
CNCO
2896
DELISTED
Cencosud S.A.
CNCO
$412K ﹤0.01%
53,600
+21,800
+69% +$142K
LOV
2897
DELISTED
Spark Networks SE American Depositary Shares
LOV
$410K ﹤0.01%
184,600
+24,400
+15% +$77.9K
TRT
2898
Trio-Tech International
TRT
$118M
$407K ﹤0.01%
254,200
+6,800
+3% +$9.54K
FWM
2899
DELISTED
FAIRWAY GROUP HLDGS CORP CL A COM STK (DE)
FWM
$407K ﹤0.01%
1,162,400
+147,000
+14% +$63.9K
OSHC
2900
DELISTED
Ocean Shore Holding Co.
OSHC
$406K ﹤0.01%
23,200
-4,000
-15% -$69.6K
114 115
116
117 118

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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.