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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
+4.57%
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
$78.4B
AUM Growth
+$6.8B
Cap. Flow
+$4.59B
Cap. Flow %
5.86%
Top 10 Hldgs %
9.02%
Holding
3,586
New
398
Increased
1,648
Reduced
1,094
Closed
418

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$382M
2
PFE icon
Pfizer
PFE
+$266M
3
EA
Electronic Arts
EA
+$240M
4
LLY icon
Eli Lilly
LLY
+$221M
5
CL icon
Colgate-Palmolive
CL
+$216M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$358M
2
CMCSA icon
Comcast
CMCSA
+$263M
3
META icon
Meta Platforms (Facebook)
META
+$258M
4
AET
Aetna Inc
AET
+$257M
5
TSLA icon
Tesla
TSLA
+$189M

Sector Composition

Rank Sector Weight
1 Healthcare 16.13%
2 Technology 13.55%
3 Financials 11.85%
4 Consumer Staples 10.18%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALJJ
3051
DELISTED
ALJ Regional Holdings Inc
ALJJ
$135K ﹤0.01%
+42,300
New +$141K
SRRA
3052
DELISTED
Sierra Oncology, Inc. Common Stock
SRRA
$132K ﹤0.01%
+2,813
New +$144K
NERV icon
3053
Minerva Neurosciences
NERV
$187M
$131K ﹤0.01%
1,850
-6,863
-79% -$444K
CSCI
3054
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$131K ﹤0.01%
1,314
-820
-38% -$130K
FCRE
3055
DELISTED
FC Global Realty Incorporated Common Stock
FCRE
$131K ﹤0.01%
110,600
-34,900
-24% -$48K
ORKA
3056
Oruka Therapeutics
ORKA
$7.16B
$130K ﹤0.01%
252
+110
+77% +$57.4K
OBCI
3057
DELISTED
Ocean Bio-Chem Inc
OBCI
$130K ﹤0.01%
31,600
+6,100
+24% +$27.1K
UUU icon
3058
Universal Safety Products Inc
UUU
$10.3M
$129K ﹤0.01%
46,100
+1,400
+3% +$4.04K
DMTX
3059
DELISTED
Dimension Therapeutics, Inc
DMTX
$128K ﹤0.01%
88,300
+62,400
+241% +$84.8K
SVRA icon
3060
Savara
SVRA
$1.08B
$126K ﹤0.01%
21,507
+7,218
+51% +$49.5K
EGLT
3061
DELISTED
Egalet Corporation
EGLT
$126K ﹤0.01%
+53,000
New +$169K
KZIA
3062
Kazia Therapeutics
KZIA
$151M
$124K ﹤0.01%
687
– –
TRNS icon
3063
Transcat
TRNS
$888M
$124K ﹤0.01%
10,205
-695
-6% -$8.37K
MARK
3064
DELISTED
Remark Holdings, Inc.
MARK
$124K ﹤0.01%
4,460
+660
+17% +$18.9K
SRNE
3065
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$124K ﹤0.01%
+61,763
New +$121K
PERF
3066
DELISTED
Perfumania Holdings, Inc.
PERF
$124K ﹤0.01%
74,439
– –
HBM icon
3067
Hudbay
HBM
$11.8B
$122K ﹤0.01%
21,280
-330,552
-94% -$1.87M
DCOY
3068
Decoy Therapeutics
DCOY
$1.88M
– –
0
– –
CBIO
3069
Crescent Biopharma
CBIO
$618M
$119K ﹤0.01%
107
-753
-88% -$622K
QHC
3070
DELISTED
Quorum Health Corporation
QHC
$119K ﹤0.01%
28,700
-55,600
-66% -$228K
RIOT icon
3071
Riot Platforms
RIOT
$7.21B
$118K ﹤0.01%
28,806
+4,920
+21% +$18.9K
AACG
3072
ATA Creativity
AACG
$48M
$117K ﹤0.01%
25,801
+5,202
+25% +$20.7K
MHH icon
3073
Mastech Digital
MHH
$95.3M
$117K ﹤0.01%
36,200
-10,000
-22% -$33.9K
FELP
3074
DELISTED
Foresight Energy LP
FELP
$117K ﹤0.01%
23,972
-44,639
-65% -$232K
DRRX
3075
DELISTED
DURECT Corp
DRRX
$115K ﹤0.01%
+7,340
New +$83.6K
121 122
123
124 125

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Jim Simons's Q2 2017 Portfolio in Review

As of Q2 2017, Jim Simons held 3,586 positions worth $78.4B, up 9.5% from $71.6B the previous quarter. Its ten largest holdings account for 9% of the portfolio.

Jim Simons deployed $4.59B of net new capital in Q2 2017, opening 398 new positions and adding to 1,648 existing holdings. Its largest new stake was Pfizer: 8,421,609 shares worth $268M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Comcast, an estimated $263M trimmed.

  • Jim Simons's largest Q2 2017 buy was Pfizer: 8,421,609 shares worth $268M.
  • Jim Simons added most to Bristol-Myers Squibb in Q2 2017, an estimated $382M increase.
  • Jim Simons's biggest Q2 2017 reduction was Comcast, cutting an estimated $263M.
  • Jim Simons fully exited Booking.com in Q2 2017, selling an estimated $358M.
  • Jim Simons's ten largest holdings make up 9% of its $78.4B portfolio in Q2 2017.
  • Jim Simons opened 398 new positions and closed 418 in Q2 2017.
  • Jim Simons's portfolio value rose 9.5% quarter-over-quarter to $78.4B.

Based on Renaissance Technologies's 13F filing for Q2 2017, filed 11 Aug 2017.