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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
STRS
2876
DELISTED
STRATUS PPTYS INC
STRS
$337K ﹤0.01%
12,300
+2,500
+26% +$74.9K
KTCC icon
2877
Key Tronic
KTCC
$41.9M
$335K ﹤0.01%
45,600
-48,400
-51% -$366K
WST icon
2878
West Pharmaceutical
WST
$24.8B
$335K ﹤0.01%
+4,100
New +$343K
NWLI
2879
DELISTED
National Western Life Group, Inc. Class A
NWLI
$335K ﹤0.01%
1,100
-1,800
-62% -$557K
SLCT
2880
DELISTED
Select Bancorp, Inc.
SLCT
$335K ﹤0.01%
30,700
-5,400
-15% -$57.4K
FSBW icon
2881
FS Bancorp
FSBW
$325M
$332K ﹤0.01%
17,800
-2,800
-14% -$51.1K
CCIH
2882
DELISTED
Chinacache International Holdings Ltd
CCIH
$331K ﹤0.01%
212,100
+119,300
+129% +$268K
SINT icon
2883
SiNtx Technologies
SINT
$9.98M
– –
0
– –
AEHR icon
2884
Aehr Test Systems
AEHR
$4.22B
$327K ﹤0.01%
68,000
-7,100
-9% -$26.7K
DFT
2885
DELISTED
DuPont Fabros Technology Inc.
DFT
$327K ﹤0.01%
6,600
-521,100
-99% -$25.2M
RHE
2886
DELISTED
Regional Health Properties, Inc.
RHE
$326K ﹤0.01%
21,567
+350
+2% +$6.05K
YELL
2887
DELISTED
Yellow Corporation Common Stock
YELL
$326K ﹤0.01%
29,653
-214,300
-88% -$2.78M
MTL.PR
2888
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$323K ﹤0.01%
310,300
+38,400
+14% +$45.1K
UONE icon
2889
Urban One Class A
UONE
$23.3M
$322K ﹤0.01%
10,060
– –
DNN icon
2890
Denison Mines
DNN
$2.98B
$321K ﹤0.01%
519,700
+395,400
+318% +$272K
SCKT icon
2891
Socket Mobile
SCKT
$13.4M
$320K ﹤0.01%
74,700
+43,700
+141% +$184K
SNOA icon
2892
Sonoma Pharmaceuticals
SNOA
$6.56M
$320K ﹤0.01%
248
+172
+226% +$200K
ADYX
2893
DELISTED
Adynxx Inc
ADYX
$319K ﹤0.01%
10,547
+3,707
+54% +$131K
EBMT icon
2894
Eagle Bancorp Montana
EBMT
$188M
$318K ﹤0.01%
16,000
-500
-3% -$10K
CCR
2895
DELISTED
CONSOL Coal Resources LP
CCR
$315K ﹤0.01%
18,607
-98,358
-84% -$1.67M
MNTX
2896
DELISTED
Manitex International, Inc.
MNTX
$315K ﹤0.01%
47,000
-116,100
-71% -$920K
PTE
2897
DELISTED
PolarityTE, Inc. Common Stock
PTE
$314K ﹤0.01%
919
-540
-37% -$78.7K
PSHG icon
2898
Performance Shipping
PSHG
$21.8M
– –
0
– –
ESXB
2899
DELISTED
Community Bankers Trust Corporation
ESXB
$312K ﹤0.01%
38,974
+1,774
+5% +$13.8K
MTEM
2900
DELISTED
Molecular Templates, Inc.
MTEM
$310K ﹤0.01%
3,298
-480
-13% -$44.9K
114 115
116
117 118

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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.