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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
ELTK icon
3101
Eltek
ELTK
$57.4M
$80K ﹤0.01%
22,140
+260
+1% +$1.05K
AACG
3102
ATA Creativity
AACG
$39.3M
$78K ﹤0.01%
20,599
+99
+0.5% +$355
NSYS icon
3103
Nortech Systems
NSYS
$42.5M
$78K ﹤0.01%
21,300
-2,000
-9% -$7.9K
ORKA
3104
Oruka Therapeutics
ORKA
$7.11B
$78K ﹤0.01%
142
+53
+60% +$29.6K
AXAS
3105
DELISTED
Abraxas Petroleum Corp
AXAS
$78K ﹤0.01%
1,919
-17,937
-90% -$819K
VNCE icon
3106
Vince Holding Corp
VNCE
$77.6M
$77K ﹤0.01%
+4,960
New +$119K
EDUC icon
3107
Educational Development Corp
EDUC
$11.8M
$76K ﹤0.01%
22,662
-16,800
-43% -$73.6K
NURO
3108
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$76K ﹤0.01%
191
+45
+31% +$19.4K
NOTV
3109
DELISTED
Inotiv
NOTV
$75K ﹤0.01%
53,700
+32,200
+150% +$36.6K
OXBR icon
3110
Oxbridge Re Holdings
OXBR
$9.64M
$75K ﹤0.01%
+11,400
New +$70.3K
HTGM
3111
DELISTED
HTG Molecular Diagnostics, Inc. Common Stock
HTGM
$75K ﹤0.01%
61
-262
-81% -$126K
ESEA icon
3112
Euroseas
ESEA
$525M
$74K ﹤0.01%
7,892
-22,629
-74% -$234K
CASC
3113
DELISTED
Cascadian Therapeutics, Inc.
CASC
$74K ﹤0.01%
+17,988
New +$75.6K
NTZ
3114
Natuzzi
NTZ
$14.9M
$73K ﹤0.01%
5,080
-1,480
-23% -$17.8K
XTIA icon
3115
XTI Aerospace
XTIA
$61.9M
– –
0
– –
AIM
3116
AIM ImmunoTech
AIM
$7.13M
$73K ﹤0.01%
30
-2
-6% -$5.11K
USAS
3117
Americas Gold and Silver
USAS
$1.75B
$71K ﹤0.01%
+9,750
New +$76.6K
SDT
3118
DELISTED
SANDRIDGE MISSISSIPPIAN TRUST I
SDT
$70K ﹤0.01%
49,956
-35,687
-42% -$54K
MUX icon
3119
McEwen Inc
MUX
$1.18B
$69K ﹤0.01%
2,250
-16,310
-88% -$588K
ZNB
3120
Zeta Network Group
ZNB
$2.5M
– –
0
– –
INDP icon
3121
Indaptus Therapeutics
INDP
$136M
$66K ﹤0.01%
6
+1
+20% +$11.1K
YHGJ icon
3122
Yunhong Green CTI Ltd
YHGJ
$9.03M
$66K ﹤0.01%
1,160
+80
+7% +$4.72K
CNSY
3123
Cerenome, Inc. Common Stock
CNSY
$25.5M
– –
0
– –
EMXX
3124
DELISTED
Eurasian Minerals Inc
EMXX
$64K ﹤0.01%
68,511
-20,389
-23% -$19K
ASM
3125
Avino Silver & Gold Mines
ASM
$1.25B
$62K ﹤0.01%
35,700
-20,100
-36% -$34.7K
123 124
125
126 127

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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.