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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
LIME
3201
DELISTED
LIME ENERGY CO.NEW COMMON STOCK
LIME
$108K ﹤0.01%
38,158
+3,400
+10% +$10.2K
BGMS
3202
Bio Green Med Solution Inc
BGMS
$5.11M
– –
0
– –
NURO
3203
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$106K ﹤0.01%
90
+33
+58% +$34.2K
ERS
3204
DELISTED
Empire Resources, Inc.
ERS
$106K ﹤0.01%
32,400
+1,000
+3% +$3.41K
GPRK icon
3205
GeoPark
GPRK
$608M
$105K ﹤0.01%
36,144
+4,719
+15% +$13.7K
ITP icon
3206
IT Tech Packaging
ITP
$2.88M
$105K ﹤0.01%
8,580
-340
-4% -$4.36K
NAP
3207
DELISTED
Navios Maritime Midstream Partrs
NAP
$103K ﹤0.01%
+10,302
New +$99.3K
CRBP icon
3208
Corbus Pharmaceuticals
CRBP
$195M
$102K ﹤0.01%
1,887
+1,094
+138% +$48.3K
SGU icon
3209
Star Group
SGU
$411M
$102K ﹤0.01%
+12,095
New +$92.8K
PETX
3210
DELISTED
Aratana Therapeutics, Inc.
PETX
$102K ﹤0.01%
18,400
-353,373
-95% -$1.33M
LEDS icon
3211
SemiLEDS
LEDS
$17.6M
$101K ﹤0.01%
34,870
+420
+1% +$1.36K
ELTK icon
3212
Eltek
ELTK
$57.1M
$99K ﹤0.01%
18,460
+580
+3% +$3.56K
TOF
3213
DELISTED
TOFUTTI BRANDS INC
TOF
$98K ﹤0.01%
31,900
+300
+0.9% +$963
SORL
3214
DELISTED
SORL Auto Parts, Inc.
SORL
$98K ﹤0.01%
54,600
+8,451
+18% +$14.4K
AEHR icon
3215
Aehr Test Systems
AEHR
$4.02B
$97K ﹤0.01%
84,100
-100
-0.1% -$128
RLOG
3216
DELISTED
Rand Logistics, Inc.
RLOG
$97K ﹤0.01%
102,600
+29,400
+40% +$30.9K
GNVC
3217
DELISTED
GenVec, Inc.
GNVC
$97K ﹤0.01%
12,090
+5,520
+84% +$37K
ELDN icon
3218
Eledon Pharmaceuticals
ELDN
$286M
$96K ﹤0.01%
106
-154
-59% -$151K
OPTT icon
3219
Ocean Power Technologies
OPTT
$55.4M
$96K ﹤0.01%
2,079
+870
+72% +$31.5K
ATOS icon
3220
Atossa Therapeutics
ATOS
$25.5M
$94K ﹤0.01%
101
+60
+146% +$55.6K
CNXR
3221
DELISTED
Connecture, Inc.
CNXR
$94K ﹤0.01%
+36,760
New +$99.1K
BOCH
3222
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$93K ﹤0.01%
14,700
-3,331
-18% -$20.5K
EAC
3223
DELISTED
Erickson Incorporated
EAC
$93K ﹤0.01%
56,200
+16,600
+42% +$30K
OIBR
3224
DELISTED
OI S A SPONSORED ADR REPSTG PFD NEW (BRA)
OIBR
$93K ﹤0.01%
+287,100
New +$105K
HGT
3225
DELISTED
Hugoton Royalty Trust
HGT
$92K ﹤0.01%
67,111
-34,594
-34% -$52.7K
127 128
129
130 131

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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.