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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
SSKN
3076
DELISTED
Strata Skin Sciences
SSKN
$115K ﹤0.01%
4,712
+1,936
+70% +$53.9K
STLY
3077
DELISTED
Stanley Furniture Co Inc
STLY
$115K ﹤0.01%
100,812
-19,088
-16% -$20.3K
CASI
3078
DELISTED
CASI Pharmaceuticals
CASI
$112K ﹤0.01%
10,620
-653
-6% -$6.94K
IMUC
3079
DELISTED
ImmunoCellular Therapeutics, Ltd.
IMUC
$112K ﹤0.01%
131,604
+14,800
+13% +$24.2K
HSTO
3080
DELISTED
Histogen Inc. Common Stock
HSTO
$110K ﹤0.01%
96
-1,080
-92% -$1.31M
NTZ
3081
Natuzzi
NTZ
$14.5M
$109K ﹤0.01%
8,260
+3,180
+63% +$45.1K
MTW icon
3082
Manitowoc
MTW
$753M
$102K ﹤0.01%
+4,238
New +$99.2K
ARMP icon
3083
Armata Pharmaceuticals
ARMP
$177M
$101K ﹤0.01%
+9,219
New +$224K
LEDS icon
3084
SemiLEDS
LEDS
$17.6M
$99K ﹤0.01%
37,070
-25,500
-41% -$75.8K
PLAG icon
3085
Planet Green Holdings
PLAG
$16.1M
$99K ﹤0.01%
796
+18
+2% +$2.28K
NURO
3086
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$99K ﹤0.01%
461
+270
+141% +$83.8K
SYRE icon
3087
Spyre Therapeutics
SYRE
$8.98B
$97K ﹤0.01%
1,008
-440
-30% -$60.8K
BYBK
3088
DELISTED
Bay Bancorp, Inc.
BYBK
$95K ﹤0.01%
+12,500
New +$90.4K
VYGR icon
3089
Voyager Therapeutics
VYGR
$198M
$94K ﹤0.01%
+10,500
New +$106K
ALIM
3090
DELISTED
Alimera Sciences
ALIM
$93K ﹤0.01%
+4,460
New +$95.6K
DXYN
3091
DELISTED
Dixie Group Inc
DXYN
$91K ﹤0.01%
+20,320
New +$82.2K
ITP icon
3092
IT Tech Packaging
ITP
$2.88M
$89K ﹤0.01%
8,590
+350
+4% +$3.5K
ANFI
3093
DELISTED
AMIRA NATURE FOODS LTD
ANFI
$87K ﹤0.01%
15,700
-42,200
-73% -$214K
DRWI
3094
DELISTED
DragonWave Inc
DRWI
$86K ﹤0.01%
98,068
+6,300
+7% +$6.49K
CBMX
3095
DELISTED
CombiMatrix Corporation
CBMX
$84K ﹤0.01%
+15,709
New +$82.3K
CREG
3096
DELISTED
Smart Powerr
CREG
$81K ﹤0.01%
62
+8
+15% +$12.1K
MTL
3097
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$81K ﹤0.01%
17,600
-192,611
-92% -$1M
ELTK icon
3098
Eltek
ELTK
$57.1M
$79K ﹤0.01%
22,500
+360
+2% +$1.17K
TAIT
3099
DELISTED
Taitron Components
TAIT
$79K ﹤0.01%
48,900
+17,900
+58% +$24.6K
CPHI icon
3100
China Pharma Holdings
CPHI
$44.2M
$78K ﹤0.01%
676
+337
+99% +$38.1K
122 123
124
125 126

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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.