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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
CGRN
3051
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$223K ﹤0.01%
13,916
-2,930
-17% -$38.7K
NVIV
3052
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$221K ﹤0.01%
+2
New +$215K
SMTX
3053
DELISTED
SMTC Corporation
SMTX
$218K ﹤0.01%
145,500
+11,800
+9% +$15.8K
CASM
3054
DELISTED
CAS Medical Systems, Inc.
CASM
$218K ﹤0.01%
153,600
+22,600
+17% +$36.8K
JONE
3055
DELISTED
Jones Energy, Inc.
JONE
$218K ﹤0.01%
+3,567
New +$160K
GLF
3056
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
$217K ﹤0.01%
35,200
-41,912
-54% -$182K
AXIA.PR
3057
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$216K ﹤0.01%
93,703
+38,770
+71% +$78.5K
LFCR icon
3058
Lifecore Biomedical
LFCR
$179M
$216K ﹤0.01%
20,600
-18,600
-47% -$204K
OCC icon
3059
Optical Cable Corp
OCC
$147M
$215K ﹤0.01%
89,300
+2,300
+3% +$5.59K
ATEC icon
3060
Alphatec Holdings
ATEC
$1.51B
$213K ﹤0.01%
74,083
+14,616
+25% +$48.8K
CLS icon
3061
Celestica
CLS
$43.8B
$213K ﹤0.01%
19,400
-14,600
-43% -$148K
VALU icon
3062
Value Line
VALU
$341M
$213K ﹤0.01%
13,300
+200
+2% +$3.03K
APYX icon
3063
Apyx Medical
APYX
$128M
$212K ﹤0.01%
127,000
+34,700
+38% +$69.8K
MSB
3064
Mesabi Trust
MSB
$305M
$212K ﹤0.01%
35,320
-140,380
-80% -$687K
WSCI
3065
DELISTED
WSI Industries Inc
WSCI
$211K ﹤0.01%
62,300
+7,500
+14% +$29K
PFBX
3066
DELISTED
Peoples Financial Corp/MS
PFBX
$211K ﹤0.01%
23,400
+1,200
+5% +$10.8K
TCPI
3067
DELISTED
TCP International Hldgs Ltd.
TCPI
$210K ﹤0.01%
172,300
-900
-0.5% -$848
STXS icon
3068
Stereotaxis
STXS
$137M
$209K ﹤0.01%
190,100
+13,100
+7% +$11.2K
ELSE
3069
DELISTED
Electro-Sensors
ELSE
$208K ﹤0.01%
60,800
+100
+0.2% +$344
EWT icon
3070
iShares MSCI Taiwan ETF
EWT
$11.6B
$208K ﹤0.01%
+7,500
New +$191K
UDF
3071
DELISTED
UNITED DEV FDG IV COM SHS OF BENE INT (TX)
UDF
$208K ﹤0.01%
129,700
+21,800
+20% +$194K
AAME icon
3072
Atlantic American Corp
AAME
$29M
$207K ﹤0.01%
46,600
+900
+2% +$3.88K
DAKT icon
3073
Daktronics
DAKT
$988M
$207K ﹤0.01%
26,200
-70,200
-73% -$539K
ENTL
3074
DELISTED
Entellus Medical, Inc. Common Stock
ENTL
$207K ﹤0.01%
+11,400
New +$184K
CPRX
3075
DELISTED
Catalyst Pharmaceutical
CPRX
$206K ﹤0.01%
+175,800
New +$273K
121 122
123
124 125

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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.