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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
CIZN
2951
DELISTED
Citizens Holding Co.
CIZN
$240K ﹤0.01%
9,300
+300
+3% +$7.21K
NWHM
2952
DELISTED
THE NEW HOME COMPANY INC.
NWHM
$238K ﹤0.01%
20,300
-15,200
-43% -$168K
CCIH
2953
DELISTED
Chinacache International Holdings Ltd
CCIH
$238K ﹤0.01%
92,800
+45,992
+98% +$149K
CTHR
2954
DELISTED
Charles & Colvard Ltd
CTHR
$237K ﹤0.01%
21,530
+990
+5% +$10.4K
FR icon
2955
First Industrial Realty Trust
FR
$8.4B
$236K ﹤0.01%
+8,400
New +$224K
DMTX
2956
DELISTED
Dimension Therapeutics, Inc
DMTX
$236K ﹤0.01%
+54,200
New +$288K
SBB
2957
DELISTED
SUSSEX BANCORP
SBB
$236K ﹤0.01%
+11,300
New +$236K
FABC
2958
Fabric.AI Inc
FABC
$18.3M
$235K ﹤0.01%
12
+1
+9% +$19.2K
GROW icon
2959
US Global Investors
GROW
$38.8M
$235K ﹤0.01%
172,500
+21,600
+14% +$33.1K
ATTO
2960
DELISTED
Atento S.A.
ATTO
$235K ﹤0.01%
6,107
-4,714
-44% -$197K
DTRM
2961
DELISTED
Determine, Inc. Common Stock
DTRM
$235K ﹤0.01%
120,314
+5,200
+5% +$9.98K
WSCI
2962
DELISTED
WSI Industries Inc
WSCI
$235K ﹤0.01%
78,300
+3,200
+4% +$10.1K
GMAN
2963
DELISTED
Gordmans Stores, Inc.
GMAN
$235K ﹤0.01%
343,000
-32,600
-9% -$25.1K
SIFY
2964
Sify Technologies
SIFY
$1.15B
$234K ﹤0.01%
53,333
+16,466
+45% +$95.1K
SSBI icon
2965
Summit State Bank
SSBI
$87.4M
$234K ﹤0.01%
+21,478
New +$216K
ABTX
2966
DELISTED
Allegiance Bancshares
ABTX
$233K ﹤0.01%
+6,448
New +$194K
ACIC icon
2967
American Coastal Insurance
ACIC
$461M
$232K ﹤0.01%
15,300
-77,300
-83% -$1.11M
NTIC icon
2968
Northern Technologies International Corp
NTIC
$76.7M
$231K ﹤0.01%
33,600
+1,400
+4% +$9.41K
IMDZ
2969
DELISTED
Immune Design Corp.
IMDZ
$228K ﹤0.01%
41,389
-75,111
-64% -$531K
PLM
2970
DELISTED
PolyMet Mining Corp.
PLM
$226K ﹤0.01%
+30,481
New +$245K
ELSE
2971
DELISTED
Electro-Sensors
ELSE
$225K ﹤0.01%
65,000
+1,800
+3% +$6.29K
BSTG
2972
DELISTED
Biostage, Inc. Common Stock
BSTG
$223K ﹤0.01%
250,500
-18,100
-7% -$16.1K
EGP icon
2973
EastGroup Properties
EGP
$11B
$222K ﹤0.01%
+3,000
New +$208K
PVBC
2974
DELISTED
Provident Bancorp
PVBC
$222K ﹤0.01%
+25,097
New +$214K
PRPH
2975
DELISTED
ProPhase Labs
PRPH
$221K ﹤0.01%
11,040
+370
+3% +$7.47K
117 118
119
120 121

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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.