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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
EVBN
3001
DELISTED
Evans Bancorp Inc
EVBN
$202K ﹤0.01%
+6,400
New +$196K
BIO.B icon
3002
Bio-Rad Laboratories Class B
BIO.B
$201K ﹤0.01%
+1,100
New +$189K
KZIA
3003
Kazia Therapeutics
KZIA
$151M
$201K ﹤0.01%
687
– –
TISA
3004
DELISTED
TOP Image Systems Ltd
TISA
$201K ﹤0.01%
163,400
+4,874
+3% +$8.06K
CBMX
3005
DELISTED
CombiMatrix Corporation
CBMX
$201K ﹤0.01%
75,891
-6,300
-8% -$17.1K
IMUC
3006
DELISTED
ImmunoCellular Therapeutics, Ltd.
IMUC
$200K ﹤0.01%
97,604
+40,666
+71% +$129K
WYY icon
3007
WidePoint Corp
WYY
$115M
$197K ﹤0.01%
24,330
+10,170
+72% +$60.4K
TCON
3008
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$197K ﹤0.01%
202
+130
+181% +$149K
EMG
3009
DELISTED
Emergent Capital, Inc.
EMG
$197K ﹤0.01%
163,200
+130,500
+399% +$266K
EDUC icon
3010
Educational Development Corp
EDUC
$11.8M
$196K ﹤0.01%
39,462
-46,400
-54% -$225K
DZSI
3011
DELISTED
DZS Inc. Common Stock
DZSI
$195K ﹤0.01%
39,557
+8,280
+26% +$43.7K
VKTX icon
3012
Viking Therapeutics
VKTX
$3.84B
$194K ﹤0.01%
163,200
+141,900
+666% +$160K
MFNC
3013
DELISTED
Mackinac Financial Corporation
MFNC
$194K ﹤0.01%
+14,400
New +$181K
AAME icon
3014
Atlantic American Corp
AAME
$29M
$193K ﹤0.01%
47,100
+100
+0.2% +$382
NERV icon
3015
Minerva Neurosciences
NERV
$187M
$193K ﹤0.01%
2,050
-19,013
-90% -$1.94M
SAUC
3016
DELISTED
Diversified Restaurant Holdings, Inc. Common stock
SAUC
$190K ﹤0.01%
135,500
+55,700
+70% +$68.6K
GTN.A icon
3017
Gray Media Inc
GTN.A
$612M
$189K ﹤0.01%
18,200
-100
-0.5% -$969
RMGN
3018
DELISTED
RMG Networks Holding Corporation
RMGN
$188K ﹤0.01%
65,625
+4,575
+7% +$13.3K
NSAT
3019
DELISTED
Norsat International Inc.
NSAT
$183K ﹤0.01%
23,200
+3,700
+19% +$29.3K
AEHR icon
3020
Aehr Test Systems
AEHR
$4.02B
$181K ﹤0.01%
75,100
+5,200
+7% +$15K
KURA icon
3021
Kura Oncology
KURA
$896M
$181K ﹤0.01%
30,600
+6,200
+25% +$33.2K
TDW icon
3022
Tidewater
TDW
$4.55B
$178K ﹤0.01%
1,618
-42,470
-96% -$3.74M
EMITF
3023
DELISTED
Elbit Imaging Ltd
EMITF
$178K ﹤0.01%
52,113
+1,000
+2% +$3.7K
SHLO
3024
DELISTED
Shiloh Industries Inc
SHLO
$177K ﹤0.01%
25,600
+3,300
+15% +$23.1K
BKJ
3025
DELISTED
Bancorp of New Jersey, Inc.
BKJ
$177K ﹤0.01%
+14,443
New +$157K
119 120
121
122 123

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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.