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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
PRZM
3176
DELISTED
Prism Technologies Group, Inc
PRZM
$43K ﹤0.01%
141,700
+14,500
+11% +$3.21K
ZNB
3177
Zeta Network Group
ZNB
$2.27M
– –
0
– –
DXYN
3178
DELISTED
Dixie Group Inc
DXYN
$42K ﹤0.01%
+11,800
New +$45.9K
GTIM icon
3179
Good Times Restaurants
GTIM
$17.2M
$39K ﹤0.01%
+12,300
New +$38.6K
DARE icon
3180
Dare Bioscience
DARE
$20.5M
$38K ﹤0.01%
443
-29
-6% -$2.76K
RIBT
3181
DELISTED
RiceBran Technologies
RIBT
$38K ﹤0.01%
3,720
+160
+4% +$1.8K
TAT
3182
DELISTED
TransAtlantic Petroleum LTD.
TAT
$38K ﹤0.01%
33,951
-20,890
-38% -$22.3K
ATLC icon
3183
Atlanticus Holdings
ATLC
$1.47B
$37K ﹤0.01%
13,200
+300
+2% +$911
XTNT icon
3184
Xtant Medical Holdings
XTNT
$43.8M
$37K ﹤0.01%
5,542
+3,734
+207% +$32.2K
MCZ
3185
DELISTED
Mad Catz Interactive
MCZ
$36K ﹤0.01%
250,500
+35,200
+16% +$6.95K
YDKG
3186
Yueda Digital Holding
YDKG
$5.81M
$35K ﹤0.01%
7
-28
-80% -$164K
CPHI icon
3187
China Pharma Holdings
CPHI
$44.2M
$35K ﹤0.01%
267
+27
+11% +$2.87K
ABUS icon
3188
Arbutus Biopharma
ABUS
$906M
$34K ﹤0.01%
14,074
-102,026
-88% -$297K
CHCI icon
3189
Comstock Holding Companies
CHCI
$173M
$34K ﹤0.01%
18,784
+1,000
+6% +$1.88K
ESNC
3190
DELISTED
EnSync Inc
ESNC
$32K ﹤0.01%
+45,000
New +$41.1K
ARMP icon
3191
Armata Pharmaceuticals
ARMP
$177M
$31K ﹤0.01%
500
+379
+313% +$47.1K
STKS icon
3192
The ONE Group
STKS
$56.8M
$30K ﹤0.01%
+13,400
New +$32.6K
TAIT
3193
DELISTED
Taitron Components
TAIT
$30K ﹤0.01%
25,100
+8,900
+55% +$10.6K
APPS icon
3194
Digital Turbine
APPS
$1.53B
$28K ﹤0.01%
40,974
+10,700
+35% +$8.36K
ATHE
3195
Alterity Therapeutics
ATHE
$85.2M
$27K ﹤0.01%
1,630
-292
-15% -$7.81K
DYNT
3196
DELISTED
Dynatronics Corp
DYNT
$27K ﹤0.01%
+2,260
New +$28.7K
YECO
3197
DELISTED
Yulong Eco-Materials Limited Ordinary Shares
YECO
$25K ﹤0.01%
+5,700
New +$45.6K
IKGH
3198
DELISTED
Iao Kun Group Holding Company Limited
IKGH
$25K ﹤0.01%
88,500
-101,876
-54% -$26.8K
BOSC icon
3199
Better Online Solutions
BOSC
$31.8M
$24K ﹤0.01%
11,400
-33,776
-75% -$71.6K
ZSAN
3200
DELISTED
Zosano Pharma Corporation
ZSAN
$23K ﹤0.01%
+43
New +$21.2K
126 127
128
129 130

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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.