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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
FABC
3101
Fabric.AI Inc
FABC
$18.3M
$193K ﹤0.01%
9
– –
CAFD
3102
DELISTED
8point3 Energy Partners LP
CAFD
$190K ﹤0.01%
+12,900
New +$198K
WVVI icon
3103
Willamette Valley Vineyards
WVVI
$12M
$189K ﹤0.01%
27,300
-500
-2% -$3.48K
JMP
3104
DELISTED
JMP Group LLC
JMP
$189K ﹤0.01%
36,233
-48,000
-57% -$251K
SGY
3105
DELISTED
Stone Energy
SGY
$188K ﹤0.01%
+4,183
New +$541K
CARO
3106
DELISTED
Carolina Financial Corp.
CARO
$187K ﹤0.01%
10,100
-11,223
-53% -$190K
DWCH
3107
DELISTED
Datawatch Corp
DWCH
$187K ﹤0.01%
37,700
+17,700
+89% +$87.5K
MHH icon
3108
Mastech Digital
MHH
$95.3M
$184K ﹤0.01%
51,000
+600
+1% +$2.19K
IDXG
3109
DELISTED
Interpace Biosciences, Inc. Common Stock
IDXG
$184K ﹤0.01%
6,585
+51
+0.8% +$1.36K
TAOP icon
3110
Taoping
TAOP
$8.83M
$183K ﹤0.01%
69
-111
-62% -$265K
WK icon
3111
Workiva
WK
$4.01B
$182K ﹤0.01%
15,600
+3,900
+33% +$51.4K
PCO
3112
DELISTED
Pendrell Corporation - Class A
PCO
$182K ﹤0.01%
343
+225
+191% +$121K
NERV icon
3113
Minerva Neurosciences
NERV
$187M
$181K ﹤0.01%
+3,675
New +$157K
PLAG icon
3114
Planet Green Holdings
PLAG
$16.1M
$181K ﹤0.01%
613
+6
+1% +$1.7K
MPU icon
3115
Mega Matrix
MPU
$13.7M
$179K ﹤0.01%
83,000
+23,000
+38% +$54.7K
UUU icon
3116
Universal Safety Products Inc
UUU
$10.3M
$179K ﹤0.01%
43,500
+1,500
+4% +$6.22K
AKAO
3117
DELISTED
Achaogen Inc
AKAO
$178K ﹤0.01%
64,400
+40,900
+174% +$159K
CRDC
3118
DELISTED
CARDICA INC COM NEW (DE)
CRDC
$178K ﹤0.01%
49,872
+36,210
+265% +$105K
USAP
3119
DELISTED
Universal Stainless & Alloy
USAP
$177K ﹤0.01%
+17,400
New +$145K
DMK
3120
DELISTED
DMK Pharmaceuticals Corporation Common Stock
DMK
$177K ﹤0.01%
413
+204
+98% +$72.9K
ESMC
3121
DELISTED
Escalon Medical Corp
ESMC
$177K ﹤0.01%
221,700
+1,100
+0.5% +$1.02K
CMCO icon
3122
Columbus McKinnon
CMCO
$550M
$173K ﹤0.01%
+10,985
New +$162K
RPRX
3123
DELISTED
Repros Therapeutics Inc.
RPRX
$172K ﹤0.01%
177,713
+143,800
+424% +$140K
KNDI
3124
Kandi Technologies Group
KNDI
$64.4M
$169K ﹤0.01%
+23,500
New +$183K
BXC icon
3125
BlueLinx
BXC
$705M
$168K ﹤0.01%
27,587
+8,837
+47% +$37.7K
123 124
125
126 127

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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.