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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
PZG icon
3101
Paramount Gold Nevada
PZG
$127M
$78K ﹤0.01%
50,700
-72,600
-59% -$116K
JRJR
3102
DELISTED
JRjr33, Inc.
JRJR
$78K ﹤0.01%
141,000
+29,900
+27% +$15.3K
NSYS icon
3103
Nortech Systems
NSYS
$35.6M
$77K ﹤0.01%
21,600
+300
+1% +$1.04K
YVR
3104
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
$76K ﹤0.01%
2,270
-10
-0.4% -$383
TMQ
3105
Trilogy Metals
TMQ
$653M
$71K ﹤0.01%
111,901
+15,800
+16% +$10.4K
ECT
3106
DELISTED
ECA Marcellus Trust 1 Interest
ECT
$71K ﹤0.01%
33,663
-22,810
-40% -$47.7K
WYY icon
3107
WidePoint Corp
WYY
$115M
$70K ﹤0.01%
15,240
-7,770
-34% -$33.7K
FPP
3108
DELISTED
FieldPoint Petroleum Corporation
FPP
$70K ﹤0.01%
220,100
-16,800
-7% -$5.91K
ZNB
3109
Zeta Network Group
ZNB
$2.27M
– –
0
– –
SNMX
3110
DELISTED
Senomyx, Inc.
SNMX
$69K ﹤0.01%
+82,700
New +$73.3K
YHGJ icon
3111
Yunhong Green CTI Ltd
YHGJ
$8.87M
$66K ﹤0.01%
1,170
+10
+0.9% +$581
GPUS
3112
Hyperscale Data Inc
GPUS
$52.2M
– –
0
– –
CALI
3113
DELISTED
China Auto Logistics Inc
CALI
$65K ﹤0.01%
+31,900
New +$80.4K
MUX icon
3114
McEwen Inc
MUX
$1.14B
$59K ﹤0.01%
2,250
– –
MNOV icon
3115
MediciNova
MNOV
$64.5M
$58K ﹤0.01%
+11,000
New +$61.7K
CHCI icon
3116
Comstock Holding Companies
CHCI
$173M
$56K ﹤0.01%
28,184
+4,100
+17% +$8K
RAVE icon
3117
RAVE Restaurant Group
RAVE
$44.2M
$56K ﹤0.01%
27,900
-10,100
-27% -$20.9K
BDR
3118
DELISTED
Blonder Tongue Laboratories Inc
BDR
$56K ﹤0.01%
99,900
-1,100
-1% -$604
TAT
3119
DELISTED
TransAtlantic Petroleum LTD.
TAT
$54K ﹤0.01%
45,031
+12,900
+40% +$17.3K
STAF
3120
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
$53K ﹤0.01%
25
+14
+127% +$31.8K
RADA
3121
DELISTED
Rada Electronic Industries Ltd
RADA
$53K ﹤0.01%
+29,508
New +$40.1K
RLOG
3122
DELISTED
Rand Logistics, Inc.
RLOG
$53K ﹤0.01%
135,900
-30,800
-18% -$18K
IZEA icon
3123
IZEA Worldwide
IZEA
$53.8M
$52K ﹤0.01%
6,800
+3,542
+109% +$41.5K
KOPN icon
3124
Kopin
KOPN
$898M
$52K ﹤0.01%
13,900
-125,600
-90% -$472K
PRSO icon
3125
Peraso
PRSO
$10.3M
$51K ﹤0.01%
37
-63
-63% -$65.9K
123 124
125
126 127

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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.