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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
ICD
2926
DELISTED
Independence Contract Drilling, Inc.
ICD
$369K ﹤0.01%
3,870
+175
+5% +$14.7K
RBCN
2927
DELISTED
Rubicon Technology, Inc.
RBCN
$369K ﹤0.01%
50,550
+10,781
+27% +$102K
STML
2928
DELISTED
Stemline Therapeutics, Inc.
STML
$369K ﹤0.01%
79,100
+10,500
+15% +$51.3K
NGL icon
2929
NGL Energy Partners
NGL
$2.12B
$368K ﹤0.01%
49,000
-582,600
-92% -$5.27M
TAYD icon
2930
Taylor Devices
TAYD
$172M
$367K ﹤0.01%
24,500
+200
+0.8% +$2.84K
LOAN
2931
Manhattan Bridge Capital
LOAN
$47.2M
$366K ﹤0.01%
84,100
+17,100
+26% +$70.6K
LADR
2932
Ladder Capital
LADR
$1.25B
$364K ﹤0.01%
+29,421
New +$326K
CVLY
2933
DELISTED
Codorus Valley Bancorp Inc
CVLY
$364K ﹤0.01%
+21,886
New +$365K
STLY
2934
DELISTED
Stanley Furniture Co Inc
STLY
$364K ﹤0.01%
137,200
+48,700
+55% +$125K
HFFC
2935
DELISTED
H F FINL CORP
HFFC
$364K ﹤0.01%
+20,200
New +$348K
EVDY
2936
DELISTED
Everyday Health, Inc.
EVDY
$363K ﹤0.01%
+64,900
New +$319K
ASYS icon
2937
Amtech Systems
ASYS
$279M
$362K ﹤0.01%
55,836
-3,700
-6% -$20.9K
JVA icon
2938
Coffee Holding Co
JVA
$20.2M
$362K ﹤0.01%
92,800
+23,600
+34% +$82.2K
MHGC
2939
DELISTED
Morgans Hotel Group Co.
MHGC
$362K ﹤0.01%
262,300
+129,600
+98% +$213K
EMMS
2940
DELISTED
Emmis Communications Corp
EMMS
$360K ﹤0.01%
164,814
+2,527
+2% +$5.35K
SNFCA icon
2941
Security National Financial
SNFCA
$242M
$358K ﹤0.01%
117,488
-841
-0.7% -$2.84K
GFED
2942
DELISTED
Guaranty Federal Bancshares In
GFED
$358K ﹤0.01%
23,900
+1,200
+5% +$18.2K
EPZM
2943
DELISTED
Epizyme, Inc
EPZM
$356K ﹤0.01%
+29,388
New +$297K
SIF icon
2944
SIFCO Industries
SIF
$124M
$353K ﹤0.01%
38,000
+2,200
+6% +$18.6K
TPLM
2945
DELISTED
Triangle Petroleum Corporation
TPLM
$352K ﹤0.01%
649,474
-171,676
-21% -$98.9K
CGNT
2946
DELISTED
Cogentix Medical, Inc.
CGNT
$351K ﹤0.01%
319,163
+12,600
+4% +$14.2K
XBKS
2947
DELISTED
Xenith Bankshares, Inc. Common Stock
XBKS
$348K ﹤0.01%
19,650
+2,730
+16% +$47.5K
HERO
2948
DELISTED
HERCULES OFFSHORE INC COM STK
HERO
$347K ﹤0.01%
144,700
+73,274
+103% +$112K
PFIS icon
2949
Peoples Financial Services
PFIS
$714M
$346K ﹤0.01%
9,300
+1,400
+18% +$50.7K
LMNR icon
2950
Limoneira
LMNR
$251M
$345K ﹤0.01%
22,700
-13,400
-37% -$182K
116 117
118
119 120

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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.