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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
TRAW icon
2951
Traws Pharma
TRAW
$9.14M
$245K ﹤0.01%
20
-2
-9% -$24.8K
VIRX
2952
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$245K ﹤0.01%
2,591
-604
-19% -$69.3K
RHE
2953
DELISTED
Regional Health Properties, Inc.
RHE
$243K ﹤0.01%
21,100
-467
-2% -$5.75K
EGAN icon
2954
eGain
EGAN
$206M
$242K ﹤0.01%
146,700
+17,600
+14% +$27.4K
QRHC icon
2955
Quest Resource Holding
QRHC
$30.8M
$242K ﹤0.01%
99,851
+16,700
+20% +$44.1K
NSM
2956
DELISTED
Nationstar Mortgage Holdings
NSM
$242K ﹤0.01%
13,500
-222,700
-94% -$3.77M
CWEN icon
2957
Clearway Energy Class C
CWEN
$7.02B
$241K ﹤0.01%
13,700
-2,100
-13% -$36.8K
NYMX
2958
DELISTED
Nymox Pharmaceutical Corp
NYMX
$240K ﹤0.01%
+54,500
New +$224K
DNBF
2959
DELISTED
DNB Financial Corp
DNBF
$240K ﹤0.01%
+7,000
New +$235K
ENPH icon
2960
Enphase Energy
ENPH
$5.39B
$239K ﹤0.01%
276,133
-246,900
-47% -$245K
GFN
2961
DELISTED
General Finance Corporation
GFN
$237K ﹤0.01%
46,007
+10,035
+28% +$50.3K
OCC icon
2962
Optical Cable Corp
OCC
$147M
$234K ﹤0.01%
97,700
+1,100
+1% +$3.03K
TBRG
2963
DELISTED
TruBridge
TBRG
$234K ﹤0.01%
+7,134
New +$222K
CMRX
2964
DELISTED
Chimerix, Inc.
CMRX
$234K ﹤0.01%
42,960
-266,649
-86% -$1.4M
XPLR
2965
DELISTED
Xplore Technologies Corp.
XPLR
$233K ﹤0.01%
119,500
+24,800
+26% +$47.5K
BBL
2966
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$231K ﹤0.01%
+7,500
New +$230K
HONE
2967
DELISTED
HarborOne Bancorp
HONE
$228K ﹤0.01%
+20,463
New +$229K
AINC
2968
DELISTED
Ashford Inc.
AINC
$228K ﹤0.01%
4,480
+100
+2% +$5.25K
UFAB
2969
DELISTED
Unique Fabricating, Inc.
UFAB
$228K ﹤0.01%
+23,990
New +$257K
SMIT
2970
DELISTED
Schmitt Industries Inc
SMIT
$228K ﹤0.01%
132,400
+2,600
+2% +$4.47K
EEP
2971
DELISTED
Enbridge Energy Partners
EEP
$227K ﹤0.01%
14,200
-606,100
-98% -$10.5M
UONE icon
2972
Urban One Class A
UONE
$23.5M
$226K ﹤0.01%
10,040
-20
-0.2% -$491
VTOL icon
2973
Bristow Group
VTOL
$1.38B
$226K ﹤0.01%
11,950
-4,500
-27% -$96K
WINS
2974
DELISTED
Wins Finance Holdings Inc. Ordinary Shares (Cayman Islands)
WINS
$226K ﹤0.01%
+1,100
New +$64.7K
SAJA
2975
DELISTED
Sajan, Inc.
SAJA
$225K ﹤0.01%
+38,700
New +$205K
117 118
119
120 121

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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.