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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
EBTC
2951
DELISTED
Enterprise Bancorp
EBTC
$344K ﹤0.01%
13,100
+3,400
+35% +$75.9K
ACER
2952
DELISTED
Acer Therapeutics Inc
ACER
$344K ﹤0.01%
14,226
+1,238
+10% +$27.1K
CVV icon
2953
CVD Equipment Corp
CVV
$52.1M
$341K ﹤0.01%
40,500
+12,600
+45% +$108K
MIND icon
2954
MIND Technology
MIND
$42.4M
$341K ﹤0.01%
11,140
+1,480
+15% +$44.1K
NSPH
2955
DELISTED
NANOSPHERE INC. COM NEW
NSPH
$339K ﹤0.01%
429,703
+76,421
+22% +$55.3K
KZIA
2956
Kazia Therapeutics
KZIA
$146M
$338K ﹤0.01%
687
-9
-1% -$3.8K
PGH
2957
DELISTED
Pengrowth Energy Corporation
PGH
$336K ﹤0.01%
+256,218
New +$205K
BCBP icon
2958
BCB Bancorp
BCBP
$161M
$335K ﹤0.01%
33,500
+15,342
+84% +$156K
TTHI
2959
DELISTED
TRANSITION THERAPEUTICS INC (CANADA)
TTHI
$334K ﹤0.01%
261,000
+24,600
+10% +$28.4K
TXTR
2960
DELISTED
TEXTURA CORPORATION COM
TXTR
$333K ﹤0.01%
+17,900
New +$301K
GDDY icon
2961
GoDaddy
GDDY
$12.7B
$330K ﹤0.01%
10,200
-111,300
-92% -$3.35M
SMRT
2962
DELISTED
Stein Mart Inc
SMRT
$330K ﹤0.01%
45,000
-134,194
-75% -$952K
RXDX
2963
DELISTED
Ignyta, Inc.
RXDX
$330K ﹤0.01%
48,700
-93,400
-66% -$769K
MMLP icon
2964
Martin Midstream Partners
MMLP
$93.9M
$329K ﹤0.01%
16,400
-14,200
-46% -$246K
AMID
2965
DELISTED
American Midstream Partners, LP
AMID
$329K ﹤0.01%
+47,500
New +$310K
CCLP
2966
DELISTED
CSI Compressco LP
CCLP
$328K ﹤0.01%
+56,900
New +$347K
CS
2967
DELISTED
Credit Suisse Group
CS
$327K ﹤0.01%
+23,149
New +$368K
EMAN
2968
DELISTED
eMagin Corporation
EMAN
$322K ﹤0.01%
179,700
+6,685
+4% +$11.6K
MCRN
2969
DELISTED
Milacron Holdings Corp.
MCRN
$318K ﹤0.01%
19,300
-50,668
-72% -$711K
TLP
2970
DELISTED
Transmontaigne
TLP
$315K ﹤0.01%
8,600
-13,800
-62% -$444K
TPCO
2971
DELISTED
Tribune Publishing Company Common Stock
TPCO
$313K ﹤0.01%
40,500
+15,700
+63% +$127K
SANW
2972
DELISTED
S&W Seed Co
SANW
$311K ﹤0.01%
3,921
+342
+10% +$27.7K
AEY
2973
DELISTED
ADDvantage Technologies Group
AEY
$310K ﹤0.01%
16,330
+780
+5% +$13.8K
ENG
2974
DELISTED
ENGlobal Corp
ENG
$308K ﹤0.01%
37,338
+1,938
+5% +$14.7K
RBPAA
2975
DELISTED
Royal Bancshares Of Pennsylvania Inc
RBPAA
$308K ﹤0.01%
144,492
+12,800
+10% +$25.8K
117 118
119
120 121

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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.