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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
VSCP
3026
DELISTED
VIRTUALSCOPICS INC COM NEW
VSCP
$250K ﹤0.01%
62,090
+7,300
+13% +$26.8K
FGNX
3027
FG Nexus Inc
FGNX
$43.5M
$248K ﹤0.01%
334
+165
+98% +$131K
ENFC
3028
DELISTED
Entegra Financial Corp.
ENFC
$248K ﹤0.01%
14,300
-7,900
-36% -$138K
OSGB
3029
DELISTED
OVERSEAS SHIPHOLDING GROUP, INC. COM CL B
OSGB
$248K ﹤0.01%
115,400
+25,300
+28% +$66.9K
REED
3030
DELISTED
Reeds, Inc. Common Stock
REED
$247K ﹤0.01%
1,056
-20
-2% -$4.98K
BFAM icon
3031
Bright Horizons
BFAM
$3.85B
$246K ﹤0.01%
3,800
-115,200
-97% -$7.41M
PLXP
3032
DELISTED
PLx Pharma Inc. Common Stock
PLXP
$246K ﹤0.01%
3,238
+1,100
+51% +$69.9K
GLDC
3033
DELISTED
GOLDEN ENTERPRISES
GLDC
$246K ﹤0.01%
48,800
+4,500
+10% +$21K
AIM
3034
AIM ImmunoTech
AIM
$7.17M
$246K ﹤0.01%
35
– –
TBRA
3035
DELISTED
Tobira Therapeutics, Inc. Common Stock
TBRA
$245K ﹤0.01%
29,965
-4,400
-13% -$33.2K
CIA icon
3036
Citizens
CIA
$198M
$244K ﹤0.01%
+33,700
New +$232K
CRTN
3037
DELISTED
Cartesian, Inc.
CRTN
$244K ﹤0.01%
119,980
+1,900
+2% +$3.83K
DRWI
3038
DELISTED
DragonWave Inc
DRWI
$242K ﹤0.01%
49,168
+17,468
+55% +$39.9K
SMIT
3039
DELISTED
Schmitt Industries Inc
SMIT
$241K ﹤0.01%
100,300
+200
+0.2% +$463
SPNE
3040
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
$240K ﹤0.01%
16,400
-24,400
-60% -$339K
LGL icon
3041
LGL Group
LGL
$95.2M
$239K ﹤0.01%
192,535
+5,304
+3% +$7K
BELFA icon
3042
Bel Fuse Inc Class A
BELFA
$3.4B
$236K ﹤0.01%
17,300
– –
XENE icon
3043
Xenon Pharmaceuticals
XENE
$6.21B
$236K ﹤0.01%
33,800
-5,305
-14% -$38.1K
TRIL
3044
DELISTED
Trillium Therapeutics Inc.
TRIL
$236K ﹤0.01%
25,478
+1,380
+6% +$11.6K
CVU icon
3045
CPI Aerostructures
CVU
$75M
$235K ﹤0.01%
32,100
+15,594
+94% +$130K
WHLR
3046
Wheeler Real Estate Investment Trust
WHLR
$383K
– –
0
– –
ESEA icon
3047
Euroseas
ESEA
$519M
$231K ﹤0.01%
19,060
+353
+2% +$4.83K
FRSH
3048
DELISTED
Papa Murphy's Holdings, Inc
FRSH
$231K ﹤0.01%
+19,300
New +$198K
HNNA icon
3049
Hennessy Advisors
HNNA
$79M
$230K ﹤0.01%
12,900
-6,150
-32% -$110K
RMGN
3050
DELISTED
RMG Networks Holding Corporation
RMGN
$230K ﹤0.01%
49,225
+6,900
+16% +$23.6K
120 121
122
123 124

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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.