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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
PGH
3151
DELISTED
Pengrowth Energy Corporation
PGH
$63K ﹤0.01%
+44,518
New +$68.3K
CREG
3152
DELISTED
Smart Powerr
CREG
$61K ﹤0.01%
41
+17
+71% +$27.6K
DGSE
3153
DELISTED
DGSE Companies, Inc.
DGSE
$61K ﹤0.01%
49,000
+7,500
+18% +$7.25K
KOSS icon
3154
Koss Corp
KOSS
$34.7M
$59K ﹤0.01%
25,800
-2,800
-10% -$6.93K
TARA icon
3155
Protara Therapeutics
TARA
$233M
$58K ﹤0.01%
+763
New +$241K
USAU icon
3156
US Gold Corp
USAU
$249M
$58K ﹤0.01%
657
+160
+32% +$7.76K
OSN
3157
DELISTED
Ossen Innovation Co., Ltd.
OSN
$58K ﹤0.01%
28,133
-4,100
-13% -$8.78K
VISN
3158
DELISTED
VisionChina Media, Inc.
VISN
$57K ﹤0.01%
13,800
-200
-1% -$1.07K
GRCE
3159
Grace Therapeutics
GRCE
$43.5M
$56K ﹤0.01%
938
+200
+27% +$13.4K
ORKA
3160
Oruka Therapeutics
ORKA
$7.16B
$55K ﹤0.01%
+89
New +$47.4K
VRDN icon
3161
Viridian Therapeutics
VRDN
$2.49B
$53K ﹤0.01%
706
+538
+320% +$56.2K
DFBG
3162
DELISTED
Differential Brands Group Inc
DFBG
$53K ﹤0.01%
22,727
+9,745
+75% +$35K
JRJR
3163
DELISTED
JRjr33, Inc.
JRJR
$52K ﹤0.01%
69,400
+12,000
+21% +$10.5K
HH
3164
DELISTED
Hooper Holmes Inc
HH
$52K ﹤0.01%
63,329
-28,400
-31% -$26.5K
TRX icon
3165
TRX Gold Corp
TRX
$341M
$50K ﹤0.01%
99,424
+80,224
+418% +$46.5K
APVO icon
3166
Aptevo Therapeutics
APVO
$5.16M
– –
0
– –
BLDP
3167
Ballard Power Systems
BLDP
$790M
$47K ﹤0.01%
28,400
-813,000
-97% -$1.62M
BDR
3168
DELISTED
Blonder Tongue Laboratories Inc
BDR
$47K ﹤0.01%
100,200
+2,200
+2% +$1.18K
CVM icon
3169
CEL-SCI Corp
CVM
$26M
$46K ﹤0.01%
+919
New +$141K
HGT
3170
DELISTED
Hugoton Royalty Trust
HGT
$46K ﹤0.01%
21,511
-16,600
-44% -$36.6K
SSKN
3171
DELISTED
Strata Skin Sciences
SSKN
$45K ﹤0.01%
2,036
+582
+40% +$14.9K
VTNR
3172
DELISTED
Vertex Energy, Inc
VTNR
$45K ﹤0.01%
+34,400
New +$38.4K
ARDM
3173
DELISTED
Aradigm Corp Common Stock
ARDM
$45K ﹤0.01%
+27,900
New +$122K
STDY
3174
DELISTED
SteadyMed Ltd
STDY
$45K ﹤0.01%
17,400
+3,400
+24% +$11.6K
RNVA
3175
DELISTED
Rennova Health, Inc.
RNVA
$45K ﹤0.01%
1,202
-246
-17% -$14K
125 126
127
128 129

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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.