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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
CBAY
3151
DELISTED
Cymabay Therapeutics
CBAY
$150K ﹤0.01%
111,000
+50,100
+82% +$62.1K
TSRI
3152
DELISTED
TSR Inc. New
TSRI
$150K ﹤0.01%
40,550
– –
SIFY
3153
Sify Technologies
SIFY
$1.15B
$149K ﹤0.01%
19,500
+4,400
+29% +$28K
MSBF
3154
DELISTED
MSB Financial Corp.
MSBF
$148K ﹤0.01%
+11,500
New +$145K
AVH
3155
DELISTED
AVIANCA HOLDINGS S.A.
AVH
$148K ﹤0.01%
29,700
+15,500
+109% +$68.2K
EFUT
3156
DELISTED
eFuture Holding Inc. Ordinary Shares
EFUT
$147K ﹤0.01%
23,900
-4,500
-16% -$30.1K
UONE icon
3157
Urban One Class A
UONE
$23.5M
$144K ﹤0.01%
9,940
-20
-0.2% -$287
FSAM
3158
DELISTED
Fifth Street Asset Management Inc. Class A
FSAM
$144K ﹤0.01%
+46,900
New +$130K
AMRC icon
3159
Ameresco
AMRC
$1.47B
$143K ﹤0.01%
29,900
+6,000
+25% +$30.6K
PTX
3160
DELISTED
Pernix Therapeutics Holdings, Inc.
PTX
$139K ﹤0.01%
13,194
-71,588
-84% -$1.42M
PRPH
3161
DELISTED
ProPhase Labs
PRPH
$138K ﹤0.01%
9,840
+320
+3% +$4.01K
AATC
3162
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$138K ﹤0.01%
49,800
+16,200
+48% +$47.4K
IBRX icon
3163
ImmunityBio
IBRX
$8.11B
$137K ﹤0.01%
+16,700
New +$157K
SJT
3164
San Juan Basin Royalty Trust
SJT
$129M
$137K ﹤0.01%
26,625
-333,500
-93% -$1.62M
MTLS
3165
Materialise
MTLS
$397M
$135K ﹤0.01%
+17,800
New +$119K
BOOT icon
3166
Boot Barn
BOOT
$4.92B
$133K ﹤0.01%
+14,200
New +$127K
ASXC
3167
DELISTED
Asensus Surgical, Inc.
ASXC
$133K ﹤0.01%
+2,408
New +$103K
UNAM
3168
DELISTED
Unico American Corp
UNAM
$132K ﹤0.01%
13,900
– –
FMD
3169
DELISTED
FIRST MARBLEHEAD CORP COM STK NEW (DE)
FMD
$131K ﹤0.01%
+34,448
New +$131K
GFN
3170
DELISTED
General Finance Corporation
GFN
$131K ﹤0.01%
28,700
-16,200
-36% -$68.7K
DAC icon
3171
Danaos Corp
DAC
$2.56B
$128K ﹤0.01%
+2,414
New +$157K
RDGT
3172
Ridgetech Inc
RDGT
$3.19M
$128K ﹤0.01%
2
– –
FPP
3173
DELISTED
FieldPoint Petroleum Corporation
FPP
$127K ﹤0.01%
243,300
-700
-0.3% -$365
TSQ icon
3174
Townsquare Media
TSQ
$104M
$126K ﹤0.01%
+11,200
New +$116K
LIND icon
3175
Lindblad Expeditions
LIND
$2.26B
$125K ﹤0.01%
+12,600
New +$127K
125 126
127
128 129

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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.