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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
RLOG
3076
DELISTED
Rand Logistics, Inc.
RLOG
$107K ﹤0.01%
166,700
+17,100
+11% +$13.8K
ATXS
3077
DELISTED
Astria Therapeutics
ATXS
$106K ﹤0.01%
+1,102
New +$152K
ATOS icon
3078
Atossa Therapeutics
ATOS
$23.5M
$105K ﹤0.01%
766
+261
+52% +$66.6K
RCM
3079
DELISTED
R1 RCM Inc. Common Stock
RCM
$105K ﹤0.01%
+34,000
New +$97.2K
WYY icon
3080
WidePoint Corp
WYY
$114M
$104K ﹤0.01%
23,010
-1,320
-5% -$9.48K
FPP
3081
DELISTED
FieldPoint Petroleum Corporation
FPP
$104K ﹤0.01%
236,900
-8,100
-3% -$4.71K
RVP icon
3082
Retractable Technologies
RVP
$20.2M
$102K ﹤0.01%
91,600
+22,200
+32% +$23.7K
GSOL
3083
DELISTED
Global Sources Ltd
GSOL
$102K ﹤0.01%
12,422
-9
-0.1% -$79
ARGS
3084
DELISTED
Argos Therapeutics, Inc.
ARGS
$99K ﹤0.01%
+11,005
New +$696K
IPDN icon
3085
Professional Diversity Network
IPDN
$3.58M
$97K ﹤0.01%
504
-858
-63% -$175K
RIOT icon
3086
Riot Platforms
RIOT
$7.63B
$96K ﹤0.01%
23,886
+4,300
+22% +$14.6K
STLY
3087
DELISTED
Stanley Furniture Co Inc
STLY
$94K ﹤0.01%
119,900
-36,100
-23% -$31.2K
AXIA
3088
DELISTED
AXIA Energia
AXIA
$92K ﹤0.01%
21,342
+3,410
+19% +$17.9K
TAOP icon
3089
Taoping
TAOP
$8.85M
$92K ﹤0.01%
72
+12
+20% +$16.7K
TARA icon
3090
Protara Therapeutics
TARA
$219M
$92K ﹤0.01%
1,313
+550
+72% +$41.1K
MVO
3091
DELISTED
MV Oil Trust
MVO
$91K ﹤0.01%
14,850
-33,509
-69% -$219K
DGSE
3092
DELISTED
DGSE Companies, Inc.
DGSE
$90K ﹤0.01%
60,300
+11,300
+23% +$15K
PERF
3093
DELISTED
Perfumania Holdings, Inc.
PERF
$89K ﹤0.01%
74,439
+3,300
+5% +$5.54K
CREG
3094
DELISTED
Smart Powerr
CREG
$85K ﹤0.01%
54
+13
+32% +$22K
VII
3095
DELISTED
Vicon Industries, Inc.
VII
$85K ﹤0.01%
230,900
+26,200
+13% +$12.7K
RAVE icon
3096
RAVE Restaurant Group
RAVE
$43.9M
$84K ﹤0.01%
38,000
-9,900
-21% -$23.2K
SSKN
3097
DELISTED
Strata Skin Sciences
SSKN
$84K ﹤0.01%
2,776
+740
+36% +$21K
BYU
3098
DELISTED
BAIYU Holdings, Inc. Common Stock
BYU
$82K ﹤0.01%
63
-7
-10% -$9.82K
YVR
3099
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
$82K ﹤0.01%
2,280
+30
+1% +$1.05K
ITP icon
3100
IT Tech Packaging
ITP
$2.91M
$81K ﹤0.01%
8,240
-100
-1% -$1.1K
122 123
124
125 126

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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.