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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
+4.89%
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
$63.2B
AUM Growth
+$6.63B
Cap. Flow
+$5.07B
Cap. Flow %
8.02%
Top 10 Hldgs %
7.17%
Holding
3,715
New
418
Increased
1,792
Reduced
991
Closed
494

Top Buys

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$247M
2
JNJ icon
Johnson & Johnson
JNJ
+$225M
3
MON
Monsanto Co
MON
+$213M
4
AET
Aetna Inc
AET
+$208M
5
AVGO icon
Broadcom
AVGO
+$176M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$227M
2
MSFT icon
Microsoft
MSFT
+$224M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$205M
4
NKE icon
Nike
NKE
+$187M
5
PFE icon
Pfizer
PFE
+$184M

Sector Composition

Rank Sector Weight
1 Financials 14.12%
2 Technology 12.96%
3 Healthcare 12.08%
4 Industrials 11.23%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRML
2926
DELISTED
Vermillion, Inc.
VRML
$281K ﹤0.01%
296,100
-6,400
-2% -$7.11K
TRAW icon
2927
Traws Pharma
TRAW
$8.12M
$279K ﹤0.01%
22
+5
+29% +$74.2K
CST
2928
DELISTED
CST Brands, Inc.
CST
$279K ﹤0.01%
+5,800
New +$279K
SAIA icon
2929
Saia
SAIA
$9.73B
$278K ﹤0.01%
6,300
-74,600
-92% -$2.88M
OCC icon
2930
Optical Cable Corp
OCC
$149M
$276K ﹤0.01%
91,500
+2,100
+2% +$6.09K
STGW icon
2931
Stagwell
STGW
$2.29B
$276K ﹤0.01%
+42,200
New +$312K
TGLS icon
2932
Tecnoglass Holdings Inc.
TGLS
$1.86B
$275K ﹤0.01%
22,460
+5,980
+36% +$70.6K
MTEM
2933
DELISTED
Molecular Templates, Inc.
MTEM
$275K ﹤0.01%
3,778
-406
-10% -$31K
NSPR icon
2934
InspireMD
NSPR
$40.3M
$274K ﹤0.01%
4
+1
+33% +$65.7K
CPAC
2935
Cementos Pacasmayo
CPAC
$1.02B
$273K ﹤0.01%
23,678
+4,798
+25% +$55.7K
ESXB
2936
DELISTED
Community Bankers Trust Corporation
ESXB
$270K ﹤0.01%
37,200
+21,900
+143% +$131K
RDGT
2937
Ridgetech Inc
RDGT
$3.19M
$268K ﹤0.01%
4
-1
-20% -$61.8K
AMRB
2938
DELISTED
American River Bankshares
AMRB
$267K ﹤0.01%
+17,700
New +$231K
CBFV icon
2939
CB Financial Services
CBFV
$192M
$266K ﹤0.01%
+10,300
New +$250K
RDHL
2940
Redhill Biopharma
RDHL
$3.59M
$266K ﹤0.01%
+25
New +$300K
FGBI icon
2941
First Guaranty Bancshares
FGBI
$139M
$256K ﹤0.01%
+14,242
New +$205K
LOV
2942
DELISTED
Spark Networks SE American Depositary Shares
LOV
$252K ﹤0.01%
300,300
+6,100
+2% +$7.58K
BNSO
2943
DELISTED
Bonso Electronic International
BNSO
$252K ﹤0.01%
115,200
-12,800
-10% -$25.2K
GYRE icon
2944
Gyre Therapeutics
GYRE
$706M
$251K ﹤0.01%
3,426
+1,760
+106% +$158K
INFU icon
2945
InfuSystem Holdings
INFU
$244M
$246K ﹤0.01%
96,500
-32,500
-25% -$73K
REED
2946
DELISTED
Reeds, Inc. Common Stock
REED
$246K ﹤0.01%
1,202
-146
-11% -$30.1K
AAN.A
2947
DELISTED
The Aaron's Company Inc Class A
AAN.A
$246K ﹤0.01%
+7,700
New +$246K
JASN
2948
DELISTED
Jason Industries, Inc.
JASN
$244K ﹤0.01%
135,305
+80,305
+146% +$146K
ADYX
2949
DELISTED
Adynxx Inc
ADYX
$242K ﹤0.01%
6,840
+1,290
+23% +$53.9K
KDNY
2950
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
$241K ﹤0.01%
+4,220
New +$255K
116 117
118
119 120

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Jim Simons's Q4 2016 Portfolio in Review

As of Q4 2016, Jim Simons held 3,715 positions worth $63.2B, up 12% from $56.6B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.

Jim Simons deployed $5.07B of net new capital in Q4 2016, opening 418 new positions and adding to 1,792 existing holdings. Its largest new stake was Broadcom: 10,144,960 shares worth $179M.

By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $227M trimmed.

  • Jim Simons's largest Q4 2016 buy was Broadcom: 10,144,960 shares worth $179M.
  • Jim Simons added most to Gilead Sciences in Q4 2016, an estimated $247M increase.
  • Jim Simons's biggest Q4 2016 reduction was Bristol-Myers Squibb, cutting an estimated $227M.
  • Jim Simons fully exited Alphabet (Google) Class C in Q4 2016, selling an estimated $205M.
  • Jim Simons's ten largest holdings make up 7.2% of its $63.2B portfolio in Q4 2016.
  • Jim Simons opened 418 new positions and closed 494 in Q4 2016.
  • Jim Simons's portfolio value rose 12% quarter-over-quarter to $63.2B.

Based on Renaissance Technologies's 13F filing for Q4 2016, filed 13 Feb 2017.