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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
OTIV
3076
DELISTED
OTI On Track Innovations Ltd
OTIV
$206K ﹤0.01%
213,600
+70,200
+49% +$45.2K
BITI
3077
DELISTED
BIOTIE THERAPIES CORP SPONSORED ADR
BITI
$206K ﹤0.01%
+7,800
New +$182K
ORIG
3078
DELISTED
Ocean Rig UDW Inc. Class A Common Shares
ORIG
$206K ﹤0.01%
27
-21
-44% -$203K
CNVS icon
3079
Cineverse
CNVS
$68.2M
$204K ﹤0.01%
4,920
+568
+13% +$29.6K
VYNT
3080
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
$204K ﹤0.01%
480
-573
-54% -$214K
LNW
3081
DELISTED
Light & Wonder
LNW
$203K ﹤0.01%
+21,500
New +$160K
FBRC
3082
DELISTED
FBR & Co. Common Stock
FBRC
$203K ﹤0.01%
+11,200
New +$198K
VCYT icon
3083
Veracyte
VCYT
$3.42B
$202K ﹤0.01%
37,374
+19,655
+111% +$116K
QLTI
3084
DELISTED
QLT Inc
QLTI
$202K ﹤0.01%
101,623
-260,641
-72% -$622K
ARCW
3085
DELISTED
ARC Group Worldwide, Inc
ARCW
$202K ﹤0.01%
80,600
+20,500
+34% +$38.7K
GOLD
3086
Gold.com Inc
GOLD
$1.27B
$201K ﹤0.01%
+20,200
New +$191K
BSPM
3087
DELISTED
Biostar Pharmaceuticals, Inc.
BSPM
$200K ﹤0.01%
104,856
+3,803
+4% +$8.64K
PNX
3088
DELISTED
PHOENIX COMPANIES INC. NEW
PNX
$200K ﹤0.01%
5,437
-10,492
-66% -$384K
LUNA
3089
DELISTED
Luna Innovations Incorporated
LUNA
$200K ﹤0.01%
190,505
+45,769
+32% +$44K
GROW icon
3090
US Global Investors
GROW
$38.8M
$199K ﹤0.01%
115,300
+32,600
+39% +$47.1K
LTS
3091
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
$199K ﹤0.01%
+79,500
New +$187K
DTRM
3092
DELISTED
Determine, Inc. Common Stock
DTRM
$198K ﹤0.01%
107,214
-200
-0.2% -$389
AIFC
3093
AI Financial Corp
AIFC
$58.9M
$197K ﹤0.01%
33,320
+680
+2% +$3.08K
ECYT
3094
DELISTED
Endocyte, Inc. Common Stock
ECYT
$197K ﹤0.01%
63,400
+12,239
+24% +$40K
PULB
3095
DELISTED
PULASKI FINANCIAL CORP
PULB
$197K ﹤0.01%
12,200
-1,100
-8% -$16.7K
ATNY
3096
DELISTED
API TECHNOLOGIES CORP. COMMON STOCK
ATNY
$197K ﹤0.01%
99,900
+68,500
+218% +$99.6K
LPCN icon
3097
Lipocine
LPCN
$17M
$195K ﹤0.01%
1,129
-9,412
-89% -$1.61M
WMC
3098
DELISTED
Western Asset Mortgage Capital Corporation
WMC
$195K ﹤0.01%
+1,940
New +$194K
GTN.A icon
3099
Gray Media Inc
GTN.A
$612M
$194K ﹤0.01%
18,300
– –
TK icon
3100
Teekay
TK
$1.06B
$194K ﹤0.01%
22,400
-303,210
-93% -$2.29M
122 123
124
125 126

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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.