We are live on ! Find out more
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
RDGT
2926
Ridgetech Inc
RDGT
$3.56M
$279K ﹤0.01%
4
– –
SMBK icon
2927
SmartFinancial
SMBK
$898M
$278K ﹤0.01%
+13,195
New +$276K
TI
2928
DELISTED
Telecom Italia
TI
$278K ﹤0.01%
+30,800
New +$266K
ANGI icon
2929
Angi Inc
ANGI
$176M
$277K ﹤0.01%
4,860
-49,840
-91% -$3.17M
CDTX
2930
DELISTED
Cidara Therapeutics
CDTX
$277K ﹤0.01%
1,775
-720
-29% -$126K
CBFV icon
2931
CB Financial Services
CBFV
$192M
$275K ﹤0.01%
9,700
-600
-6% -$16K
SRSC
2932
DELISTED
SEARS Canada Inc.
SRSC
$274K ﹤0.01%
203,100
+11,235
+6% +$16.2K
STV
2933
DELISTED
China Digital Tv Hldgs Co Ltd
STV
$272K ﹤0.01%
212,198
-86,515
-29% -$116K
SYRE icon
2934
Spyre Therapeutics
SYRE
$9.18B
$270K ﹤0.01%
+1,448
New +$204K
CXRX
2935
DELISTED
Concordia International Corp. Common Stock
CXRX
$269K ﹤0.01%
165,234
-118,954
-42% -$256K
BNSO
2936
DELISTED
Bonso Electronic International
BNSO
$268K ﹤0.01%
104,100
-11,100
-10% -$26.6K
WSCI
2937
DELISTED
WSI Industries Inc
WSCI
$268K ﹤0.01%
79,500
+1,200
+2% +$3.58K
ELSE
2938
DELISTED
Electro-Sensors
ELSE
$267K ﹤0.01%
67,200
+2,200
+3% +$8.9K
SMMT icon
2939
Summit Therapeutics
SMMT
$12B
$267K ﹤0.01%
+20,102
New +$232K
PBNC
2940
DELISTED
PARAGON COMMERCIAL CORPORATION
PBNC
$267K ﹤0.01%
+5,000
New +$243K
FUNC icon
2941
First United
FUNC
$294M
$265K ﹤0.01%
18,300
+5,400
+42% +$77.7K
ATTO
2942
DELISTED
Atento S.A.
ATTO
$265K ﹤0.01%
5,769
-338
-6% -$15K
CYTR
2943
DELISTED
CytRx Corp
CYTR
$264K ﹤0.01%
+99,224
New +$251K
SGYP
2944
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
$263K ﹤0.01%
+56,534
New +$328K
PRPH
2945
DELISTED
ProPhase Labs
PRPH
$262K ﹤0.01%
11,540
+500
+5% +$10.1K
CBR
2946
DELISTED
CIBER Inc.
CBR
$262K ﹤0.01%
656,100
+208,400
+47% +$94.2K
BAA
2947
DELISTED
Banro Corporation Common Stock
BAA
$261K ﹤0.01%
206,750
-140,566
-40% -$216K
PPSI
2948
Pioneer Power Solutions
PPSI
$34.1M
$260K ﹤0.01%
+34,600
New +$261K
NSAT
2949
DELISTED
Norsat International Inc.
NSAT
$260K ﹤0.01%
26,000
+2,800
+12% +$23.2K
AINC
2950
DELISTED
Ashford Inc.
AINC
$258K ﹤0.01%
4,380
-4,400
-50% -$238K
116 117
118
119 120

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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.