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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
AIG icon
3226
American International
AIG
$39.8B
– –
-129,060
Closed -$7.66M
ALTO icon
3227
Alto Ingredients
ALTO
$326M
– –
-16,500
Closed -$114K
AMG icon
3228
Affiliated Managers Group
AMG
$9.7B
– –
-77,700
Closed -$11.2M
AMPH icon
3229
Amphastar Pharmaceuticals
AMPH
$858M
– –
-21,900
Closed -$415K
AMZN icon
3230
Amazon
AMZN
$2.86T
– –
-2,051,100
Closed -$85.9M
ANF icon
3231
Abercrombie & Fitch
ANF
$4.84B
– –
-153,300
Closed -$2.44M
ANSS
3232
DELISTED
Ansys
ANSS
– –
-85,229
Closed -$7.89M
APAM icon
3233
Artisan Partners
APAM
$3.03B
– –
-229,500
Closed -$6.24M
APH icon
3234
Amphenol
APH
$204B
– –
-272,400
Closed -$4.42M
ASC icon
3235
Ardmore Shipping
ASC
$707M
– –
-30,400
Closed -$214K
ATRO icon
3236
Astronics
ATRO
$4.57B
– –
-14,283
Closed -$405K
AUPH icon
3237
Aurinia Pharmaceuticals
AUPH
$2.02B
– –
-85,100
Closed -$256K
AVNS
3238
DELISTED
Avanos Medical
AVNS
– –
-93,300
Closed -$3.23M
AXGN icon
3239
Axogen
AXGN
$2.58B
– –
-126,900
Closed -$1.15M
AXON
3240
Axon Enterprise
AXON
$50B
– –
-14,052
Closed -$402K
BAC icon
3241
Bank of America
BAC
$448B
– –
-7,677,366
Closed -$120M
BANC icon
3242
Banc of California
BANC
$3.11B
– –
-1,041,800
Closed -$18.2M
BBVA icon
3243
Banco Bilbao Vizcaya Argentaria
BBVA
$158B
– –
-19,801
Closed -$116K
BKD icon
3244
Brookdale Senior Living
BKD
$3B
– –
-346,918
Closed -$6.05M
BKNG icon
3245
Booking.com
BKNG
$160B
– –
-1,284,975
Closed -$75.6M
BLKB icon
3246
Blackbaud
BLKB
$2.1B
– –
-51,597
Closed -$3.42M
BLMN icon
3247
Bloomin' Brands
BLMN
$924M
– –
-232,700
Closed -$4.01M
BNED icon
3248
Barnes & Noble Education
BNED
$424M
– –
-326
Closed -$312K
BOH icon
3249
Bank of Hawaii
BOH
$3.15B
– –
-112,600
Closed -$8.18M
BR icon
3250
Broadridge
BR
$19.6B
– –
-420,600
Closed -$28.5M
128 129
130
131 132

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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.