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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+7.01%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$71.6B
AUM Growth
+$8.36B
Cap. Flow
+$5.19B
Cap. Flow %
7.25%
Top 10 Hldgs %
7.9%
Holding
3,652
New
433
Increased
1,585
Reduced
1,146
Closed
462

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$468M
2
JNJ icon
Johnson & Johnson
JNJ
+$440M
3
IBM icon
IBM
IBM
+$355M
4
BKNG icon
Booking.com
BKNG
+$332M
5
RAI
Reynolds American Inc
RAI
+$331M

Top Sells

Rank Stock Value
1
LLTC
Linear Technology Corp
LLTC
+$482M
2
DIS icon
Walt Disney
DIS
+$247M
3
V icon
Visa
V
+$219M
4
DE icon
Deere & Co
DE
+$200M
5
JCI icon
Johnson Controls International
JCI
+$179M

Sector Composition

Rank Sector Weight
1 Healthcare 15.02%
2 Technology 13.31%
3 Financials 12.25%
4 Industrials 9.65%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NRE
3026
DELISTED
NorthStar Realty Europe Corp.
NRE
$165K ﹤0.01%
+14,200
New +$172K
MXPT
3027
DELISTED
MaxPoint Interactive, Inc.
MXPT
$165K ﹤0.01%
+25,700
New +$130K
CTHR
3028
DELISTED
Charles & Colvard Ltd
CTHR
$164K ﹤0.01%
17,110
-4,420
-21% -$45.6K
CASI
3029
DELISTED
CASI Pharmaceuticals
CASI
$160K ﹤0.01%
11,273
-1,207
-10% -$16.4K
SSY
3030
DELISTED
SunLink Health Systems
SSY
$159K ﹤0.01%
102,600
+29,000
+39% +$44.1K
KTOS icon
3031
Kratos Defense & Security Solutions
KTOS
$12B
$158K ﹤0.01%
20,300
-258,292
-93% -$2.06M
KDMN
3032
DELISTED
Kadmon Holdings, Inc.
KDMN
$158K ﹤0.01%
+43,700
New +$177K
BRN icon
3033
Barnwell Industries
BRN
$13.8M
$156K ﹤0.01%
81,100
+5,800
+8% +$11.4K
LIND icon
3034
Lindblad Expeditions
LIND
$2.24B
$154K ﹤0.01%
17,200
-23,400
-58% -$214K
IVTY
3035
DELISTED
Invuity, Inc
IVTY
$151K ﹤0.01%
+19,000
New +$139K
TANH icon
3036
Tantech Holdings
TANH
$5.79M
$150K ﹤0.01%
11
+2
+22% +$34.3K
PW
3037
Power REIT
PW
$2.92M
$148K ﹤0.01%
2,230
+170
+8% +$11.3K
AXU
3038
DELISTED
Alexco Resource Corp
AXU
$146K ﹤0.01%
95,400
-431,600
-82% -$736K
RXDX
3039
DELISTED
Ignyta, Inc.
RXDX
$143K ﹤0.01%
16,580
-75,520
-82% -$552K
ATNM icon
3040
Actinium Pharmaceuticals
ATNM
$25.8M
$141K ﹤0.01%
3,111
-707
-19% -$27.1K
TRNS icon
3041
Transcat
TRNS
$915M
$138K ﹤0.01%
+10,900
New +$127K
UNAM
3042
DELISTED
Unico American Corp
UNAM
$138K ﹤0.01%
14,400
+300
+2% +$2.98K
ATYR
3043
aTyr Pharma
ATYR
$53M
$136K ﹤0.01%
2,771
+50
+2% +$2.29K
AMS icon
3044
American Shared Hospital Services
AMS
$10.2M
$135K ﹤0.01%
+31,200
New +$126K
SELF
3045
Global Self Storage
SELF
$58.6M
$134K ﹤0.01%
28,159
-5,241
-16% -$24.2K
SCWX
3046
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$133K ﹤0.01%
+14,000
New +$150K
LMST
3047
DELISTED
Limestone Bancorp, Inc. Common Stock
LMST
$133K ﹤0.01%
13,862
-3,300
-19% -$35K
DRWI
3048
DELISTED
DragonWave Inc
DRWI
$133K ﹤0.01%
91,768
-46,248
-34% -$79.3K
ALDX icon
3049
Aldeyra Therapeutics
ALDX
$91.7M
$132K ﹤0.01%
+26,300
New +$135K
UUU icon
3050
Universal Safety Products Inc
UUU
$10.8M
$132K ﹤0.01%
44,700
+200
+0.4% +$653
120 121
122
123 124

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Jim Simons's Q1 2017 Portfolio in Review

As of Q1 2017, Jim Simons held 3,652 positions worth $71.6B, up 13% from $63.2B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $5.19B of net new capital in Q1 2017, opening 433 new positions and adding to 1,585 existing holdings. Its largest new stake was Merck: 7,716,460 shares worth $468M.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 12% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Walt Disney, an estimated $247M trimmed.

  • Jim Simons's largest Q1 2017 buy was Merck: 7,716,460 shares worth $468M.
  • Jim Simons added most to Johnson & Johnson in Q1 2017, an estimated $440M increase.
  • Jim Simons's biggest Q1 2017 reduction was Walt Disney, cutting an estimated $247M.
  • Jim Simons fully exited Linear Technology Corp in Q1 2017, selling an estimated $482M.
  • Jim Simons's ten largest holdings make up 7.9% of its $71.6B portfolio in Q1 2017.
  • Jim Simons opened 433 new positions and closed 462 in Q1 2017.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $71.6B.

Based on Renaissance Technologies's 13F filing for Q1 2017, filed 12 May 2017.