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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
+4.89%
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
$63.2B
AUM Growth
+$6.63B
Cap. Flow
+$5.07B
Cap. Flow %
8.02%
Top 10 Hldgs %
7.17%
Holding
3,715
New
418
Increased
1,792
Reduced
991
Closed
494

Top Buys

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$247M
2
JNJ icon
Johnson & Johnson
JNJ
+$225M
3
MON
Monsanto Co
MON
+$213M
4
AET
Aetna Inc
AET
+$208M
5
AVGO icon
Broadcom
AVGO
+$176M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$227M
2
MSFT icon
Microsoft
MSFT
+$224M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$205M
4
NKE icon
Nike
NKE
+$187M
5
PFE icon
Pfizer
PFE
+$184M

Sector Composition

Rank Sector Weight
1 Financials 14.12%
2 Technology 12.96%
3 Healthcare 12.08%
4 Industrials 11.23%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRN icon
3076
Barnwell Industries
BRN
$13.9M
$123K ﹤0.01%
75,300
+4,900
+7% +$8.12K
FCSC
3077
DELISTED
Fibrocell Science Inc.
FCSC
$122K ﹤0.01%
12,933
+9,460
+272% +$102K
XPL icon
3078
Solitario Resources
XPL
$73.9M
$121K ﹤0.01%
195,300
-1,275
-0.6% -$841
VII
3079
DELISTED
Vicon Industries, Inc.
VII
$120K ﹤0.01%
204,700
+11,400
+6% +$6.97K
SCKT icon
3080
Socket Mobile
SCKT
$11.2M
$119K ﹤0.01%
+31,000
New +$103K
IRG
3081
DELISTED
Ignite Restaurant Group, Inc.
IRG
$119K ﹤0.01%
219,700
+91,300
+71% +$37.4K
ZX
3082
DELISTED
China Zenix Auto Internatl Ltd
ZX
$119K ﹤0.01%
99,600
+11,000
+12% +$13.1K
PTE
3083
DELISTED
PolarityTE, Inc. Common Stock
PTE
$118K ﹤0.01%
1,459
+104
+8% +$8.81K
EIGI
3084
DELISTED
Endurance International Group Holdings, Inc.
EIGI
$117K ﹤0.01%
12,600
-4,700
-27% -$38.3K
ONCS
3085
DELISTED
OncoSec Medical Incorporated
ONCS
$117K ﹤0.01%
432
-284
-40% -$97.5K
OBCI
3086
DELISTED
Ocean Bio-Chem Inc
OBCI
$114K ﹤0.01%
+30,200
New +$99.9K
ARL icon
3087
American Realty Investors
ARL
$246M
$113K ﹤0.01%
21,900
+400
+2% +$2.57K
VOC icon
3088
VOC Energy
VOC
$55.8M
$112K ﹤0.01%
+35,146
New +$108K
SDT
3089
DELISTED
SANDRIDGE MISSISSIPPIAN TRUST I
SDT
$111K ﹤0.01%
+85,643
New +$120K
GSOL
3090
DELISTED
Global Sources Ltd
GSOL
$110K ﹤0.01%
12,431
-13,133
-51% -$114K
NMM icon
3091
Navios Maritime Partners
NMM
$2.31B
$109K ﹤0.01%
+5,153
New +$115K
PRPO icon
3092
Precipio
PRPO
$41.5M
$109K ﹤0.01%
43
+19
+79% +$40.1K
NAP
3093
DELISTED
Navios Maritime Midstream Partrs
NAP
$109K ﹤0.01%
10,102
-17,700
-64% -$190K
PERF
3094
DELISTED
Perfumania Holdings, Inc.
PERF
$107K ﹤0.01%
71,139
+2,900
+4% +$5.33K
AHPI
3095
DELISTED
Allied Healthcare Products
AHPI
$105K ﹤0.01%
52,550
+14,150
+37% +$31.6K
PBBI
3096
DELISTED
PB Bancorp, Inc. Common Stock
PBBI
$104K ﹤0.01%
+10,500
New +$96.8K
TORM
3097
DELISTED
TOR Minerals International Inc
TORM
$104K ﹤0.01%
17,100
+700
+4% +$4.01K
PLAG icon
3098
Planet Green Holdings
PLAG
$16.1M
$103K ﹤0.01%
765
+78
+11% +$12.6K
SHSP
3099
DELISTED
SharpSpring, Inc.
SHSP
$103K ﹤0.01%
+19,600
New +$104K
NBRV
3100
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
$103K ﹤0.01%
+69
New +$91.6K
122 123
124
125 126

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Jim Simons's Q4 2016 Portfolio in Review

As of Q4 2016, Jim Simons held 3,715 positions worth $63.2B, up 12% from $56.6B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.

Jim Simons deployed $5.07B of net new capital in Q4 2016, opening 418 new positions and adding to 1,792 existing holdings. Its largest new stake was Broadcom: 10,144,960 shares worth $179M.

By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $227M trimmed.

  • Jim Simons's largest Q4 2016 buy was Broadcom: 10,144,960 shares worth $179M.
  • Jim Simons added most to Gilead Sciences in Q4 2016, an estimated $247M increase.
  • Jim Simons's biggest Q4 2016 reduction was Bristol-Myers Squibb, cutting an estimated $227M.
  • Jim Simons fully exited Alphabet (Google) Class C in Q4 2016, selling an estimated $205M.
  • Jim Simons's ten largest holdings make up 7.2% of its $63.2B portfolio in Q4 2016.
  • Jim Simons opened 418 new positions and closed 494 in Q4 2016.
  • Jim Simons's portfolio value rose 12% quarter-over-quarter to $63.2B.

Based on Renaissance Technologies's 13F filing for Q4 2016, filed 13 Feb 2017.