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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
GOLD
2926
Gold.com Inc
GOLD
$1.27B
$272K ﹤0.01%
33,200
-30,400
-48% -$252K
AXDX
2927
DELISTED
Accelerate Diagnostics
AXDX
$270K ﹤0.01%
+989
New +$268K
PLBC icon
2928
Plumas Bancorp
PLBC
$442M
$268K ﹤0.01%
+12,590
New +$238K
FLNA
2929
Filana Therapeutics
FLNA
$45.7M
$268K ﹤0.01%
64,621
-27,206
-30% -$128K
VALU icon
2930
Value Line
VALU
$341M
$267K ﹤0.01%
14,600
– –
UNB icon
2931
Union Bankshares
UNB
$122M
$266K ﹤0.01%
+5,600
New +$240K
JP
2932
DELISTED
Jupai Holdings Limited American depositary shares, each representing six ordinary shares
JP
$266K ﹤0.01%
34,000
+19,409
+133% +$164K
WSCI
2933
DELISTED
WSI Industries Inc
WSCI
$266K ﹤0.01%
81,700
+2,200
+3% +$6.95K
TCON
2934
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$265K ﹤0.01%
553
+237
+75% +$145K
CIZN
2935
DELISTED
Citizens Holding Co.
CIZN
$263K ﹤0.01%
10,100
+600
+6% +$14.6K
RTK
2936
DELISTED
Rentech, Inc.
RTK
$263K ﹤0.01%
580,380
-128,000
-18% -$56.6K
SNOA icon
2937
Sonoma Pharmaceuticals
SNOA
$6.41M
$260K ﹤0.01%
218
-30
-12% -$37K
BNSO
2938
DELISTED
Bonso Electronic International
BNSO
$260K ﹤0.01%
105,000
+900
+0.9% +$2.25K
ZX
2939
DELISTED
China Zenix Auto Internatl Ltd
ZX
$260K ﹤0.01%
146,240
+37,240
+34% +$62.7K
CASC
2940
DELISTED
Cascadian Therapeutics, Inc.
CASC
$259K ﹤0.01%
69,588
+51,600
+287% +$205K
CXRX
2941
DELISTED
Concordia International Corp. Common Stock
CXRX
$258K ﹤0.01%
165,234
– –
ALDX icon
2942
Aldeyra Therapeutics
ALDX
$86.9M
$257K ﹤0.01%
55,300
+29,000
+110% +$133K
SIF icon
2943
SIFCO Industries
SIF
$121M
$256K ﹤0.01%
38,500
+500
+1% +$3.71K
IDN icon
2944
Intellicheck
IDN
$75.9M
$251K ﹤0.01%
64,400
-20,000
-24% -$70.8K
CMLS
2945
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$251K ﹤0.01%
556,705
+221,900
+66% +$84.7K
FUNC icon
2946
First United
FUNC
$298M
$250K ﹤0.01%
16,800
-1,500
-8% -$21.8K
SAH icon
2947
Sonic Automotive
SAH
$2.51B
$249K ﹤0.01%
+12,800
New +$244K
BIO.B icon
2948
Bio-Rad Laboratories Class B
BIO.B
$248K ﹤0.01%
1,100
– –
ELSE
2949
DELISTED
Electro-Sensors
ELSE
$246K ﹤0.01%
68,200
+1,000
+1% +$3.96K
MPU icon
2950
Mega Matrix
MPU
$13.7M
$246K ﹤0.01%
98,000
+8,000
+9% +$17.3K
116 117
118
119 120

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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.