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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
FPP
3026
DELISTED
FieldPoint Petroleum Corporation
FPP
$177K ﹤0.01%
245,000
+600
+0.2% +$372
CRTN
3027
DELISTED
Cartesian, Inc.
CRTN
$177K ﹤0.01%
194,680
+27,800
+17% +$19.5K
UUU icon
3028
Universal Safety Products Inc
UUU
$10.3M
$174K ﹤0.01%
44,500
+300
+0.7% +$1.09K
PME
3029
DELISTED
Pingtan Marine Enterprise Ltd.
PME
$174K ﹤0.01%
+100,200
New +$119K
MHH icon
3030
Mastech Digital
MHH
$95.3M
$171K ﹤0.01%
50,200
-200
-0.4% -$721
TANH icon
3031
Tantech Holdings
TANH
$5.27M
$171K ﹤0.01%
9
+3
+50% +$64.9K
ERII icon
3032
Energy Recovery
ERII
$399M
$170K ﹤0.01%
16,400
-7,500
-31% -$90.1K
ALJJ
3033
DELISTED
ALJ Regional Holdings Inc
ALJJ
$167K ﹤0.01%
37,999
+23,991
+171% +$103K
FRBA icon
3034
First Bank
FRBA
$471M
$166K ﹤0.01%
+14,300
New +$144K
LPTH icon
3035
Lightpath Technologies
LPTH
$824M
$166K ﹤0.01%
107,900
-15,900
-13% -$24.3K
OCGN icon
3036
Ocugen
OCGN
$458M
$165K ﹤0.01%
1,650
+558
+51% +$77.4K
PHIO icon
3037
Phio Pharmaceuticals
PHIO
$12.7M
$164K ﹤0.01%
4
+1
+33% +$78.2K
CETV
3038
DELISTED
Central European Media Enterprises Ltd
CETV
$164K ﹤0.01%
64,379
+37,200
+137% +$93.5K
OSG
3039
DELISTED
Overseas Shipholding Group Inc.
OSG
$163K ﹤0.01%
42,500
+13,200
+45% +$96.2K
QRHC icon
3040
Quest Resource Holding
QRHC
$30.8M
$160K ﹤0.01%
65,451
+24,400
+59% +$48.2K
RLGT icon
3041
Radiant Logistics
RLGT
$406M
$160K ﹤0.01%
40,900
-35,600
-47% -$115K
SELF
3042
Global Self Storage
SELF
$58.9M
$159K ﹤0.01%
33,400
+17,500
+110% +$86.6K
GFN
3043
DELISTED
General Finance Corporation
GFN
$159K ﹤0.01%
28,696
+17,696
+161% +$79.6K
MPU icon
3044
Mega Matrix
MPU
$13.7M
$158K ﹤0.01%
83,500
+2,000
+2% +$3.67K
LTRPA
3045
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
$155K ﹤0.01%
+10,300
New +$190K
PVG
3046
DELISTED
PRETIUM RESOURCES INC.
PVG
$155K ﹤0.01%
18,700
-180,100
-91% -$1.59M
UNAM
3047
DELISTED
Unico American Corp
UNAM
$152K ﹤0.01%
14,100
– –
ICON
3048
DELISTED
Iconix Brand Group, Inc.
ICON
$152K ﹤0.01%
1,628
-32,810
-95% -$2.86M
RTC
3049
DELISTED
Baijiayun Group
RTC
$150K ﹤0.01%
16,340
+205
+1% +$2.09K
SCTL
3050
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
$148K ﹤0.01%
20,516
-15,610
-43% -$107K
120 121
122
123 124

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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.