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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
AXIA.PR
3126
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$50K ﹤0.01%
12,881
-122,495
-90% -$563K
IOTS
3127
DELISTED
Adesto Technologies Corp
IOTS
$48K ﹤0.01%
+10,500
New +$50.9K
GMO
3128
DELISTED
General Moly, Inc.
GMO
$47K ﹤0.01%
125,986
+22,386
+22% +$7.68K
TEAR
3129
DELISTED
TearLab Corporation
TEAR
$44K ﹤0.01%
+26,283
New +$53.5K
RIBT
3130
DELISTED
RiceBran Technologies
RIBT
$44K ﹤0.01%
4,540
+710
+19% +$6.18K
ADMA icon
3131
ADMA Biologics
ADMA
$2.11B
$42K ﹤0.01%
+11,300
New +$45.4K
DYNT
3132
DELISTED
Dynatronics Corp
DYNT
$41K ﹤0.01%
2,920
+520
+22% +$7.71K
BPTH
3133
DELISTED
Bio-Path Holdings Inc
BPTH
$41K ﹤0.01%
+27
New +$56.6K
ROKA
3134
DELISTED
Sorrento Tech, Inc. Common Stock
ROKA
$41K ﹤0.01%
15,790
+5,700
+56% +$18.2K
ATLC icon
3135
Atlanticus Holdings
ATLC
$1.47B
$39K ﹤0.01%
14,700
+1,200
+9% +$3.02K
APTO
3136
DELISTED
Aptose Biosciences, Inc.
APTO
$39K ﹤0.01%
69
+14
+25% +$6.74K
PSHG icon
3137
Performance Shipping
PSHG
$21.5M
– –
0
– –
CSBR icon
3138
Champions Oncology
CSBR
$70.6M
$36K ﹤0.01%
+14,000
New +$36.5K
GRCE
3139
Grace Therapeutics
GRCE
$43.5M
$36K ﹤0.01%
565
-302
-35% -$18.8K
AXN
3140
DELISTED
Aoxing Pharmaceutical Company Inc.
AXN
$36K ﹤0.01%
114,920
+27,600
+32% +$9.99K
AIM
3141
AIM ImmunoTech
AIM
$7.17M
$36K ﹤0.01%
16
-14
-47% -$34.6K
ALPN
3142
DELISTED
Alpine Immune Sciences Inc
ALPN
$35K ﹤0.01%
+3,650
New +$35K
SSN
3143
DELISTED
Samson Oil & Gas Limited
SSN
$33K ﹤0.01%
67,560
-13,000
-16% -$6.96K
ARTW icon
3144
Arts-Way Manufacturing Co
ARTW
$14.9M
$32K ﹤0.01%
11,000
-100
-0.9% -$318
OSN
3145
DELISTED
Ossen Innovation Co., Ltd.
OSN
$32K ﹤0.01%
14,633
-6,200
-30% -$13.4K
KOSS icon
3146
Koss Corp
KOSS
$34.7M
$30K ﹤0.01%
16,400
-1,000
-6% -$1.95K
AAU
3147
DELISTED
Almaden Minerals Ltd
AAU
$30K ﹤0.01%
23,800
+8,900
+60% +$12.3K
EVFM
3148
DELISTED
Evofem Biosciences, Inc. Common Stock
EVFM
$30K ﹤0.01%
623
+504
+424% +$88.3K
BSIN
3149
Big Sky Industrial
BSIN
$71.4M
$29K ﹤0.01%
4,268
-360
-8% -$3K
WRN
3150
Western Copper and Gold
WRN
$541M
$29K ﹤0.01%
29,000
-206,251
-88% -$225K
124 125
126
127 128

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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.