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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
+4.89%
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
$63.2B
AUM Growth
+$6.63B
Cap. Flow
+$5.07B
Cap. Flow %
8.02%
Top 10 Hldgs %
7.17%
Holding
3,715
New
418
Increased
1,792
Reduced
991
Closed
494

Top Buys

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$247M
2
JNJ icon
Johnson & Johnson
JNJ
+$225M
3
MON
Monsanto Co
MON
+$213M
4
AET
Aetna Inc
AET
+$208M
5
AVGO icon
Broadcom
AVGO
+$176M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$227M
2
MSFT icon
Microsoft
MSFT
+$224M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$205M
4
NKE icon
Nike
NKE
+$187M
5
PFE icon
Pfizer
PFE
+$184M

Sector Composition

Rank Sector Weight
1 Financials 14.12%
2 Technology 12.96%
3 Healthcare 12.08%
4 Industrials 11.23%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XMAX
3126
XMAX Inc
XMAX
$565M
$81K ﹤0.01%
+1,682
New +$128K
TAOP icon
3127
Taoping
TAOP
$8.83M
$78K ﹤0.01%
60
+8
+15% +$11.6K
PLG
3128
Platinum Group Metals
PLG
$189M
$77K ﹤0.01%
+5,398
New +$95.7K
AACG
3129
ATA Creativity
AACG
$48M
$76K ﹤0.01%
20,500
+100
+0.5% +$389
ASM
3130
Avino Silver & Gold Mines
ASM
$1.21B
$76K ﹤0.01%
+55,800
New +$95.4K
CRDS
3131
DELISTED
Crossroads Systems, Inc.
CRDS
$76K ﹤0.01%
+17,900
New +$76.8K
RIOT icon
3132
Riot Platforms
RIOT
$7.21B
$75K ﹤0.01%
19,586
-100
-0.5% -$307
ROKA
3133
DELISTED
Sorrento Tech, Inc. Common Stock
ROKA
$75K ﹤0.01%
17,790
+10,460
+143% +$52.6K
NTZ
3134
Natuzzi
NTZ
$14.5M
$74K ﹤0.01%
+6,560
New +$56.4K
KGJI
3135
DELISTED
Kingold Jewelry Inc.
KGJI
$70K ﹤0.01%
9,067
+4,561
+101% +$46.1K
SSN
3136
DELISTED
Samson Oil & Gas Limited
SSN
$70K ﹤0.01%
97,260
-11,600
-11% -$7.72K
SNOA icon
3137
Sonoma Pharmaceuticals
SNOA
$6.41M
$69K ﹤0.01%
+76
New +$63K
NURO
3138
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$69K ﹤0.01%
146
+48
+49% +$35.9K
YVR
3139
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
$69K ﹤0.01%
2,250
+35
+2% +$1.13K
DXTR
3140
DELISTED
Dextera Surgical Inc.
DXTR
$67K ﹤0.01%
69,572
-1,100
-2% -$1.66K
XTIA icon
3141
XTI Aerospace
XTIA
$60.4M
– –
0
– –
RVP icon
3142
Retractable Technologies
RVP
$20.3M
$65K ﹤0.01%
69,400
+15,300
+28% +$31.2K
PRKR
3143
DELISTED
Parkervision Inc
PRKR
$65K ﹤0.01%
+35,491
New +$111K
DNN icon
3144
Denison Mines
DNN
$2.95B
$64K ﹤0.01%
124,300
-64,040
-34% -$29.7K
ELMD icon
3145
Electromed
ELMD
$352M
$64K ﹤0.01%
16,400
-66,800
-80% -$276K
INDP icon
3146
Indaptus Therapeutics
INDP
$141M
$64K ﹤0.01%
5
-7
-58% -$81.7K
TMQ
3147
Trilogy Metals
TMQ
$653M
$64K ﹤0.01%
125,301
+24,700
+25% +$12.6K
ALIM
3148
DELISTED
Alimera Sciences
ALIM
$64K ﹤0.01%
+3,973
New +$72.7K
PRSO icon
3149
Peraso
PRSO
$10.3M
$63K ﹤0.01%
34
-2
-6% -$7.88K
YHGJ icon
3150
Yunhong Green CTI Ltd
YHGJ
$8.87M
$63K ﹤0.01%
1,080
– –
124 125
126
127 128

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Jim Simons's Q4 2016 Portfolio in Review

As of Q4 2016, Jim Simons held 3,715 positions worth $63.2B, up 12% from $56.6B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.

Jim Simons deployed $5.07B of net new capital in Q4 2016, opening 418 new positions and adding to 1,792 existing holdings. Its largest new stake was Broadcom: 10,144,960 shares worth $179M.

By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $227M trimmed.

  • Jim Simons's largest Q4 2016 buy was Broadcom: 10,144,960 shares worth $179M.
  • Jim Simons added most to Gilead Sciences in Q4 2016, an estimated $247M increase.
  • Jim Simons's biggest Q4 2016 reduction was Bristol-Myers Squibb, cutting an estimated $227M.
  • Jim Simons fully exited Alphabet (Google) Class C in Q4 2016, selling an estimated $205M.
  • Jim Simons's ten largest holdings make up 7.2% of its $63.2B portfolio in Q4 2016.
  • Jim Simons opened 418 new positions and closed 494 in Q4 2016.
  • Jim Simons's portfolio value rose 12% quarter-over-quarter to $63.2B.

Based on Renaissance Technologies's 13F filing for Q4 2016, filed 13 Feb 2017.