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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
JP
3051
DELISTED
Jupai Holdings Limited American depositary shares, each representing six ordinary shares
JP
$130K ﹤0.01%
+14,591
New +$130K
SANW
3052
DELISTED
S&W Seed Co
SANW
$127K ﹤0.01%
1,346
-3,207
-70% -$278K
BLRX
3053
BioLineRX
BLRX
$11.7M
$126K ﹤0.01%
+219
New +$141K
MRAM icon
3054
Everspin Technologies
MRAM
$415M
$126K ﹤0.01%
+15,000
New +$126K
STDY
3055
DELISTED
SteadyMed Ltd
STDY
$125K ﹤0.01%
21,600
+4,200
+24% +$14K
TORM
3056
DELISTED
TOR Minerals International Inc
TORM
$125K ﹤0.01%
18,000
+900
+5% +$5.96K
SVRA icon
3057
Savara
SVRA
$1.17B
$124K ﹤0.01%
14,289
-6,408
-31% -$55.3K
ASFI
3058
DELISTED
Asta Funding Inc
ASFI
$123K ﹤0.01%
15,105
-117,895
-89% -$1.12M
OCGN icon
3059
Ocugen
OCGN
$475M
$122K ﹤0.01%
1,178
-472
-29% -$47.6K
AHPI
3060
DELISTED
Allied Healthcare Products
AHPI
$122K ﹤0.01%
61,950
+9,400
+18% +$19.3K
ENLV icon
3061
Enlivex Ltd
ENLV
$31M
$121K ﹤0.01%
266
+68
+34% +$44.8K
ECT
3062
DELISTED
ECA Marcellus Trust 1 Interest
ECT
$121K ﹤0.01%
56,473
-38,541
-41% -$91.8K
GPUS
3063
Hyperscale Data Inc
GPUS
$52.5M
– –
0
– –
OBCI
3064
DELISTED
Ocean Bio-Chem Inc
OBCI
$120K ﹤0.01%
25,500
-4,700
-16% -$20K
SVT
3065
DELISTED
Servotronics
SVT
$119K ﹤0.01%
10,700
-1,900
-15% -$19.6K
MPVD
3066
DELISTED
Mountain Province Diamonds Inc.
MPVD
$119K ﹤0.01%
+33,400
New +$144K
WKHS icon
3067
Workhorse Group
WKHS
$33.7M
$117K ﹤0.01%
+15
New +$156K
ACCS
3068
ACCESS Newswire
ACCS
$20.2M
$117K ﹤0.01%
10,900
– –
AVDL
3069
DELISTED
Avadel Pharmaceuticals
AVDL
$115K ﹤0.01%
+11,900
New +$119K
MARK
3070
DELISTED
Remark Holdings, Inc.
MARK
$112K ﹤0.01%
+3,800
New +$120K
SENS icon
3071
Senseonics Holdings Inc
SENS
$419M
$111K ﹤0.01%
+3,090
New +$149K
PLAG icon
3072
Planet Green Holdings
PLAG
$17.1M
$109K ﹤0.01%
778
+13
+2% +$1.89K
AGRX
3073
DELISTED
Agile Therapeutics
AGRX
$109K ﹤0.01%
17
-15
-47% -$75.4K
OSG
3074
DELISTED
Overseas Shipholding Group Inc.
OSG
$107K ﹤0.01%
27,800
-14,700
-35% -$69.3K
CMLS
3075
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$107K ﹤0.01%
334,805
+132,100
+65% +$108K
121 122
123
124 125

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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.