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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+7.01%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$71.6B
AUM Growth
+$8.36B
Cap. Flow
+$5.19B
Cap. Flow %
7.25%
Top 10 Hldgs %
7.9%
Holding
3,652
New
433
Increased
1,585
Reduced
1,146
Closed
462

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$468M
2
JNJ icon
Johnson & Johnson
JNJ
+$440M
3
IBM icon
IBM
IBM
+$355M
4
BKNG icon
Booking.com
BKNG
+$332M
5
RAI
Reynolds American Inc
RAI
+$331M

Top Sells

Rank Stock Value
1
LLTC
Linear Technology Corp
LLTC
+$482M
2
DIS icon
Walt Disney
DIS
+$247M
3
V icon
Visa
V
+$219M
4
DE icon
Deere & Co
DE
+$200M
5
JCI icon
Johnson Controls International
JCI
+$179M

Sector Composition

Rank Sector Weight
1 Healthcare 15.02%
2 Technology 13.31%
3 Financials 12.25%
4 Industrials 9.65%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDEV
3151
Stablecoin Development Corp
SDEV
$50.4M
$42K ﹤0.01%
2
-2
-50% -$47.3K
RGSE
3152
DELISTED
Real Goods Solar, Inc. Class A
RGSE
$42K ﹤0.01%
+30,235
New +$100K
BSIN
3153
Big Sky Industrial
BSIN
$73.2M
$41K ﹤0.01%
4,628
-2,270
-33% -$22.5K
VOC icon
3154
VOC Energy
VOC
$53M
$41K ﹤0.01%
11,664
-23,482
-67% -$83.7K
ARTW icon
3155
Arts-Way Manufacturing Co
ARTW
$13.3M
$39K ﹤0.01%
+11,100
New +$39.9K
XRA
3156
DELISTED
Exeter Resources Corporation
XRA
$39K ﹤0.01%
+22,300
New +$24.2K
KOSS icon
3157
Koss Corp
KOSS
$34.6M
$37K ﹤0.01%
17,400
-8,400
-33% -$19.2K
TAIT
3158
DELISTED
Taitron Components
TAIT
$37K ﹤0.01%
31,000
+5,900
+24% +$6.99K
ATLC icon
3159
Atlanticus Holdings
ATLC
$1.48B
$36K ﹤0.01%
13,500
+300
+2% +$815
ROKA
3160
DELISTED
Sorrento Tech, Inc. Common Stock
ROKA
$36K ﹤0.01%
10,090
-7,700
-43% -$33.3K
AXN
3161
DELISTED
Aoxing Pharmaceutical Company Inc.
AXN
$35K ﹤0.01%
87,320
+66,700
+323% +$28.7K
DYNT
3162
DELISTED
Dynatronics Corp
DYNT
$34K ﹤0.01%
2,400
+140
+6% +$1.91K
CRDF icon
3163
Cardiff Oncology
CRDF
$77.1M
$33K ﹤0.01%
+405
New +$55K
SEED icon
3164
Origin Agritech
SEED
$12.9M
$33K ﹤0.01%
+1,630
New +$33.3K
RIBT
3165
DELISTED
RiceBran Technologies
RIBT
$33K ﹤0.01%
3,830
+110
+3% +$977
IKGH
3166
DELISTED
Iao Kun Group Holding Company Limited
IKGH
$31K ﹤0.01%
107,800
+19,300
+22% +$5.96K
PSV
3167
DELISTED
Hermitage Offshore Services Ltd.
PSV
$29K ﹤0.01%
2,600
-10,120
-80% -$202K
HH
3168
DELISTED
Hooper Holmes Inc
HH
$27K ﹤0.01%
32,029
-31,300
-49% -$25.8K
PLM
3169
DELISTED
PolyMet Mining Corp.
PLM
$26K ﹤0.01%
3,423
-27,058
-89% -$220K
APTO
3170
DELISTED
Aptose Biosciences, Inc.
APTO
$25K ﹤0.01%
+55
New +$28.2K
STAF
3171
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
$24K ﹤0.01%
+11
New +$22.3K
IFO
3172
DELISTED
INFOSONICS CORPORATION
IFO
$23K ﹤0.01%
42,010
+27,000
+180% +$14.8K
ROX
3173
DELISTED
Castle Brands, Inc.
ROX
$22K ﹤0.01%
14,400
-14,900
-51% -$13.7K
EVAR
3174
DELISTED
Lombard Medical, Inc.
EVAR
$22K ﹤0.01%
+27,734
New +$18.1K
RKDA icon
3175
Arcadia Biosciences
RKDA
$1.53M
$21K ﹤0.01%
+38
New +$27.3K
125 126
127
128 129

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Jim Simons's Q1 2017 Portfolio in Review

As of Q1 2017, Jim Simons held 3,652 positions worth $71.6B, up 13% from $63.2B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $5.19B of net new capital in Q1 2017, opening 433 new positions and adding to 1,585 existing holdings. Its largest new stake was Merck: 7,716,460 shares worth $468M.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 12% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Walt Disney, an estimated $247M trimmed.

  • Jim Simons's largest Q1 2017 buy was Merck: 7,716,460 shares worth $468M.
  • Jim Simons added most to Johnson & Johnson in Q1 2017, an estimated $440M increase.
  • Jim Simons's biggest Q1 2017 reduction was Walt Disney, cutting an estimated $247M.
  • Jim Simons fully exited Linear Technology Corp in Q1 2017, selling an estimated $482M.
  • Jim Simons's ten largest holdings make up 7.9% of its $71.6B portfolio in Q1 2017.
  • Jim Simons opened 433 new positions and closed 462 in Q1 2017.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $71.6B.

Based on Renaissance Technologies's 13F filing for Q1 2017, filed 12 May 2017.