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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
ROX
3201
DELISTED
Castle Brands, Inc.
ROX
$22K ﹤0.01%
29,300
-30,889
-51% -$23.7K
NEGG icon
3202
Newegg Commerce
NEGG
$397M
$20K ﹤0.01%
82
-6
-7% -$1.47K
TEAR
3203
DELISTED
TearLab Corporation
TEAR
$20K ﹤0.01%
3,810
+1,830
+92% +$10.4K
ASTC icon
3204
Astrotech Corp
ASTC
$17.9M
$17K ﹤0.01%
+75
New +$18.3K
NOTV
3205
DELISTED
Inotiv
NOTV
$17K ﹤0.01%
21,500
– –
AAU
3206
DELISTED
Almaden Minerals Ltd
AAU
$17K ﹤0.01%
17,677
-58,123
-77% -$67.1K
STAB
3207
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$17K ﹤0.01%
+11,916
New +$18.8K
CNSY
3208
Cerenome, Inc. Common Stock
CNSY
$25.5M
– –
0
– –
MGH
3209
DELISTED
Minco Gold Corp
MGH
$15K ﹤0.01%
75,920
-245,300
-76% -$52.9K
ESES
3210
DELISTED
Eco-Stim Energy Solutions Inc. Common Stock
ESES
$14K ﹤0.01%
+14,600
New +$26.8K
UAMY icon
3211
United States Antimony
UAMY
$799M
$13K ﹤0.01%
50,300
-38,900
-44% -$13.8K
ACER
3212
DELISTED
Acer Therapeutics Inc
ACER
$10K ﹤0.01%
1,085
-17,989
-94% -$315K
AXN
3213
DELISTED
Aoxing Pharmaceutical Company Inc.
AXN
$7K ﹤0.01%
+20,620
New +$8.54K
UQM
3214
DELISTED
UQM Technologies, Inc.
UQM
$6K ﹤0.01%
14,699
-3,100
-17% -$1.6K
IFO
3215
DELISTED
INFOSONICS CORPORATION
IFO
$6K ﹤0.01%
+15,010
New +$6K
TPLM
3216
DELISTED
Triangle Petroleum Corporation
TPLM
$4K ﹤0.01%
+18,009
New +$4.91K
TEUM
3217
DELISTED
Pareteum Corporation
TEUM
$2K ﹤0.01%
+709
New +$2.61K
ABG icon
3218
Asbury Automotive
ABG
$3.78B
– –
-7,400
Closed -$412K
ADP icon
3219
Automatic Data Processing
ADP
$110B
– –
-622,800
Closed -$54.9M
ADSK icon
3220
Autodesk
ADSK
$54.5B
– –
-1,133,168
Closed -$82M
AEHL icon
3221
Antelope Enterprise Holdings
AEHL
$5.37M
– –
0
– -$116K
AEO icon
3222
American Eagle Outfitters
AEO
$2.73B
– –
-836,263
Closed -$14.9M
AES icon
3223
AES
AES
$10.5B
– –
-846,000
Closed -$10.9M
AFG icon
3224
American Financial Group
AFG
$12.1B
– –
-24,900
Closed -$1.87M
AG icon
3225
First Majestic Silver
AG
$9.26B
– –
-913,538
Closed -$9.41M
127 128
129
130 131

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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.