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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
CRTN
3001
DELISTED
Cartesian, Inc.
CRTN
$195K ﹤0.01%
260,080
+3,500
+1% +$2.31K
TGP
3002
DELISTED
Teekay LNG Partners L.P.
TGP
$193K ﹤0.01%
12,600
-25,600
-67% -$413K
SXE
3003
DELISTED
Southcross Energy Partners, L.P.
SXE
$191K ﹤0.01%
+60,300
New +$230K
TARA icon
3004
Protara Therapeutics
TARA
$233M
$189K ﹤0.01%
3,105
+1,792
+136% +$100K
SSY
3005
DELISTED
SunLink Health Systems
SSY
$186K ﹤0.01%
112,300
+9,700
+9% +$15.6K
ENBL
3006
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
$186K ﹤0.01%
11,700
-51,145
-81% -$814K
EIGR
3007
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$185K ﹤0.01%
+781
New +$177K
BGMS
3008
Bio Green Med Solution Inc
BGMS
$5.11M
$184K ﹤0.01%
1
-1
-50% -$361K
CYPH
3009
Cypherpunk Technologies Inc
CYPH
$69.8M
$184K ﹤0.01%
2,795
-1,750
-39% -$124K
VNCE icon
3010
Vince Holding Corp
VNCE
$78.9M
$184K ﹤0.01%
39,160
+34,200
+690% +$244K
VII
3011
DELISTED
Vicon Industries, Inc.
VII
$182K ﹤0.01%
311,600
+80,700
+35% +$42.2K
ATOS icon
3012
Atossa Therapeutics
ATOS
$25.5M
$181K ﹤0.01%
2,008
+1,242
+162% +$128K
MESO
3013
Mesoblast
MESO
$2.14B
$181K ﹤0.01%
+11,357
New +$213K
PBBI
3014
DELISTED
PB Bancorp, Inc. Common Stock
PBBI
$181K ﹤0.01%
17,156
-4,644
-21% -$48.2K
ECYT
3015
DELISTED
Endocyte, Inc. Common Stock
ECYT
$181K ﹤0.01%
120,724
-71,837
-37% -$154K
AAME icon
3016
Atlantic American Corp
AAME
$29M
$180K ﹤0.01%
48,100
+400
+0.8% +$1.5K
PW
3017
Power REIT
PW
$2.93M
$180K ﹤0.01%
2,390
+160
+7% +$11.2K
CCR
3018
DELISTED
CONSOL Coal Resources LP
CCR
$178K ﹤0.01%
11,894
-6,713
-36% -$107K
RMGN
3019
DELISTED
RMG Networks Holding Corporation
RMGN
$178K ﹤0.01%
67,300
+525
+0.8% +$1.56K
ACIU icon
3020
AC Immune
ACIU
$262M
$177K ﹤0.01%
+20,100
New +$186K
SOFO
3021
DELISTED
Sonic Foundry, Inc. Common Stock
SOFO
$170K ﹤0.01%
43,519
-400
-0.9% -$1.81K
MTR
3022
Mesa Royalty Trust
MTR
$5.27M
$168K ﹤0.01%
14,355
+445
+3% +$6.07K
AMRB
3023
DELISTED
American River Bankshares
AMRB
$167K ﹤0.01%
11,500
-12,300
-52% -$176K
CNSY
3024
Cerenome, Inc. Common Stock
CNSY
$25.5M
$165K ﹤0.01%
+1
New +$202K
SELF
3025
Global Self Storage
SELF
$58.9M
$165K ﹤0.01%
33,700
+5,541
+20% +$27.5K
119 120
121
122 123

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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.