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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
CPAC
3126
Cementos Pacasmayo
CPAC
$1.03B
$168K ﹤0.01%
17,120
-7,040
-29% -$59.9K
PERF
3127
DELISTED
Perfumania Holdings, Inc.
PERF
$168K ﹤0.01%
67,239
+1,300
+2% +$3.1K
HH
3128
DELISTED
Hooper Holmes Inc
HH
$167K ﹤0.01%
79,887
+5,694
+8% +$9.82K
REGI
3129
DELISTED
Renewable Energy Group, Inc.
REGI
$167K ﹤0.01%
+17,700
New +$136K
ABAC
3130
DELISTED
Renmin Tianli Group, Inc. Common Shares
ABAC
$167K ﹤0.01%
60,550
+525
+0.9% +$1.44K
MCUR
3131
DELISTED
Macrocure Ltd.
MCUR
$166K ﹤0.01%
186,500
+37,700
+25% +$38.6K
NAV
3132
DELISTED
Navistar International
NAV
$165K ﹤0.01%
+13,200
New +$120K
MNI
3133
DELISTED
The McClatchy Company Class A Common Stock
MNI
$165K ﹤0.01%
15,730
+6,690
+74% +$71.1K
RTC
3134
DELISTED
Baijiayun Group
RTC
$164K ﹤0.01%
15,765
+30
+0.2% +$381
STRM
3135
DELISTED
Streamline Health Solutions
STRM
$164K ﹤0.01%
7,747
+2,506
+48% +$56.5K
ACUR
3136
DELISTED
Acura Pharmaceuticals
ACUR
$164K ﹤0.01%
58,120
+5,300
+10% +$11.3K
TRAW icon
3137
Traws Pharma
TRAW
$9.14M
$163K ﹤0.01%
5
+2
+67% +$63.4K
HTM
3138
DELISTED
U.S. Geothermal Inc.
HTM
$162K ﹤0.01%
39,900
+19,829
+99% +$70.7K
RGSE
3139
DELISTED
Real Goods Solar, Inc. Class A
RGSE
$162K ﹤0.01%
376
-29
-7% -$10.2K
ASMB icon
3140
Assembly Biosciences
ASMB
$594M
$160K ﹤0.01%
2,650
+1,658
+167% +$111K
NTIC icon
3141
Northern Technologies International Corp
NTIC
$76.7M
$160K ﹤0.01%
25,400
– –
PTE
3142
DELISTED
PolarityTE, Inc. Common Stock
PTE
$160K ﹤0.01%
1,253
-17
-1% -$2.24K
DRNA
3143
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
$160K ﹤0.01%
+29,900
New +$189K
LFWD icon
3144
ReWalk Robotics
LFWD
$22.2M
$158K ﹤0.01%
8
-5
-38% -$105K
MR
3145
DELISTED
Montage Resources Corporation Common Stock
MR
$156K ﹤0.01%
+7,227
New +$118K
BDMS
3146
DELISTED
BIRNER DENTAL MGMT SVCS INC
BDMS
$156K ﹤0.01%
16,300
– –
FES
3147
DELISTED
Forbes Energy Services Ltd
FES
$155K ﹤0.01%
329,700
+46,400
+16% +$14.2K
EGAN icon
3148
eGain
EGAN
$206M
$154K ﹤0.01%
43,500
+5,500
+14% +$20.9K
GSI
3149
DELISTED
GENERAL STL HLDGS INC COM NEW (NV)
GSI
$154K ﹤0.01%
92,740
-17,900
-16% -$26.4K
LTRX icon
3150
Lantronix
LTRX
$272M
$151K ﹤0.01%
159,466
+3,900
+3% +$3.98K
124 125
126
127 128

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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.