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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
PSV
3151
DELISTED
Hermitage Offshore Services Ltd.
PSV
$29K ﹤0.01%
2,310
-290
-11% -$3.09K
EMXX
3152
DELISTED
Eurasian Minerals Inc
EMXX
$29K ﹤0.01%
31,611
-36,900
-54% -$33.9K
RKDA icon
3153
Arcadia Biosciences
RKDA
$1.24M
$26K ﹤0.01%
71
+33
+87% +$18.4K
DRYS
3154
DELISTED
DryShips Inc. Common Stock
DRYS
$26K ﹤0.01%
+2,914
New +$727K
TROO icon
3155
TROOPS Inc
TROO
$227M
$24K ﹤0.01%
20,525
-500
-2% -$841
ESEA icon
3156
Euroseas
ESEA
$519M
$22K ﹤0.01%
2,611
-5,281
-67% -$45.4K
IFO
3157
DELISTED
INFOSONICS CORPORATION
IFO
$22K ﹤0.01%
46,510
+4,500
+11% +$2.13K
ASTC icon
3158
Astrotech Corp
ASTC
$17.9M
$18K ﹤0.01%
135
+67
+99% +$11.2K
AXU
3159
DELISTED
Alexco Resource Corp
AXU
$16K ﹤0.01%
12,100
-83,300
-87% -$115K
DSS icon
3160
DSS Inc
DSS
$5.18M
$15K ﹤0.01%
+34
New +$18.8K
ARDM
3161
DELISTED
Aradigm Corp Common Stock
ARDM
$15K ﹤0.01%
+11,202
New +$14.9K
ATNM icon
3162
Actinium Pharmaceuticals
ATNM
$30.2M
$14K ﹤0.01%
382
-2,729
-88% -$114K
VTNR
3163
DELISTED
Vertex Energy, Inc
VTNR
$14K ﹤0.01%
+13,500
New +$13.9K
NEGG icon
3164
Newegg Commerce
NEGG
$397M
$12K ﹤0.01%
69
-11
-14% -$2.37K
UAMY icon
3165
United States Antimony
UAMY
$799M
$11K ﹤0.01%
27,000
-10,500
-28% -$4.41K
A icon
3166
Agilent Technologies
A
$42.2B
– –
-559,100
Closed -$29.6M
AAOI icon
3167
Applied Optoelectronics
AAOI
$11B
– –
-514,000
Closed -$28.9M
AAP icon
3168
Advance Auto Parts
AAP
$3.46B
– –
-198,550
Closed -$29.4M
ACHC icon
3169
Acadia Healthcare
ACHC
$2.82B
– –
-275,200
Closed -$12M
ACRE
3170
Ares Commercial Real Estate
ACRE
$264M
– –
-68,300
Closed -$914K
ADC icon
3171
Agree Realty
ADC
$9.34B
– –
-33,900
Closed -$1.63M
AEHR icon
3172
Aehr Test Systems
AEHR
$4.02B
– –
-68,000
Closed -$327K
ALKS icon
3173
Alkermes
ALKS
$8.3B
– –
-124,886
Closed -$7.31M
ALLY icon
3174
Ally Financial
ALLY
$13.6B
– –
-3,089,800
Closed -$62.8M
ALNY icon
3175
Alnylam Pharmaceuticals
ALNY
$30.4B
– –
-51,100
Closed -$2.62M
125 126
127
128 129

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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.