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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
DXR icon
2876
Daxor
DXR
$60.7M
$335K ﹤0.01%
54,100
-200
-0.4% -$1.38K
TGLS icon
2877
Tecnoglass Holdings Inc.
TGLS
$1.87B
$333K ﹤0.01%
35,700
+12,700
+55% +$128K
MOG.B icon
2878
Moog Inc Class B
MOG.B
$331K ﹤0.01%
4,600
+200
+5% +$13.8K
RBNC
2879
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
$327K ﹤0.01%
+13,700
New +$305K
CASM
2880
DELISTED
CAS Medical Systems, Inc.
CASM
$327K ﹤0.01%
282,300
+25,300
+10% +$28.9K
MNDO icon
2881
Mind CTI
MNDO
$20.6M
$324K ﹤0.01%
129,183
-30,098
-19% -$74.5K
VKTX icon
2882
Viking Therapeutics
VKTX
$3.84B
$323K ﹤0.01%
299,000
+33,200
+12% +$42.2K
STRM
2883
DELISTED
Streamline Health Solutions
STRM
$320K ﹤0.01%
19,947
+1,354
+7% +$24.8K
PEBK icon
2884
Peoples Bancorp of North Carolina
PEBK
$237M
$319K ﹤0.01%
+11,109
New +$295K
MLKN icon
2885
MillerKnoll
MLKN
$1.62B
$318K ﹤0.01%
+10,465
New +$333K
PESI icon
2886
Perma-Fix Environmental Services
PESI
$381M
$318K ﹤0.01%
87,206
-9,946
-10% -$34.4K
STRS
2887
DELISTED
STRATUS PPTYS INC
STRS
$318K ﹤0.01%
10,800
-1,500
-12% -$42.1K
SENS icon
2888
Senseonics Holdings Inc
SENS
$409M
$317K ﹤0.01%
8,810
+5,720
+185% +$181K
NRT
2889
North European Oil Royalty Trust
NRT
$83.6M
$315K ﹤0.01%
46,532
+21,480
+86% +$153K
CHRS icon
2890
Coherus Oncology
CHRS
$176M
$314K ﹤0.01%
21,900
-91,300
-81% -$1.76M
LOV
2891
DELISTED
Spark Networks SE American Depositary Shares
LOV
$314K ﹤0.01%
327,400
-800
-0.2% -$812
ADYX
2892
DELISTED
Adynxx Inc
ADYX
$314K ﹤0.01%
14,142
+3,595
+34% +$84.4K
MYOV
2893
DELISTED
Myovant Sciences Ltd.
MYOV
$313K ﹤0.01%
+26,711
New +$331K
SNMP
2894
DELISTED
Evolve Transition Infrastructure LP
SNMP
$312K ﹤0.01%
810
-2,454
-75% -$1.02M
REED
2895
DELISTED
Reeds, Inc. Common Stock
REED
$312K ﹤0.01%
2,550
+792
+45% +$130K
FABC
2896
Fabric.AI Inc
FABC
$18.3M
$311K ﹤0.01%
15
+1
+7% +$20.7K
SINT icon
2897
SiNtx Technologies
SINT
$10.9M
– –
0
– –
ACCS
2898
ACCESS Newswire
ACCS
$18.7M
$311K ﹤0.01%
24,100
+13,200
+121% +$162K
SMSI icon
2899
Smith Micro Software
SMSI
$16.2M
$310K ﹤0.01%
5,306
-515
-9% -$22.4K
HCSG icon
2900
Healthcare Services Group
HCSG
$1.45B
$309K ﹤0.01%
+6,600
New +$305K
114 115
116
117 118

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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.