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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+7.01%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$71.6B
AUM Growth
+$8.36B
Cap. Flow
+$5.19B
Cap. Flow %
7.25%
Top 10 Hldgs %
7.9%
Holding
3,652
New
433
Increased
1,585
Reduced
1,146
Closed
462

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$468M
2
JNJ icon
Johnson & Johnson
JNJ
+$440M
3
IBM icon
IBM
IBM
+$355M
4
BKNG icon
Booking.com
BKNG
+$332M
5
RAI
Reynolds American Inc
RAI
+$331M

Top Sells

Rank Stock Value
1
LLTC
Linear Technology Corp
LLTC
+$482M
2
DIS icon
Walt Disney
DIS
+$247M
3
V icon
Visa
V
+$219M
4
DE icon
Deere & Co
DE
+$200M
5
JCI icon
Johnson Controls International
JCI
+$179M

Sector Composition

Rank Sector Weight
1 Healthcare 15.02%
2 Technology 13.31%
3 Financials 12.25%
4 Industrials 9.65%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BEN icon
3226
Franklin Resources
BEN
$17.1B
– –
-972,900
Closed -$38.5M
BHC icon
3227
Bausch Health
BHC
$2.3B
– –
-2,913,089
Closed -$42.3M
BIP icon
3228
Brookfield Infrastructure Partners
BIP
$18.1B
– –
-77,112
Closed -$1.53M
BNY
3229
Bank of New York Mellon
BNY
$110B
– –
-3,686,777
Closed -$175M
BMRN icon
3230
BioMarin Pharmaceuticals
BMRN
$13.7B
– –
-39,371
Closed -$3.26M
BOSC icon
3231
Better Online Solutions
BOSC
$32.1M
– –
-11,400
Closed -$24K
BSM icon
3232
Black Stone Minerals
BSM
$3.06B
– –
-97,829
Closed -$1.84M
BVN icon
3233
Compañía de Minas Buenaventura
BVN
$8.74B
– –
-718,920
Closed -$8.11M
BZUN
3234
Baozun
BZUN
$167M
– –
-79,000
Closed -$954K
CAR icon
3235
Avis
CAR
$4.96B
– –
-251,980
Closed -$9.24M
CATO icon
3236
Cato Corp
CATO
$66.3M
– –
-93,200
Closed -$2.8M
CBRL icon
3237
Cracker Barrel
CBRL
$1.29B
– –
-77,613
Closed -$13M
CBT icon
3238
Cabot Corp
CBT
$4.43B
– –
-123,500
Closed -$6.24M
CCJ icon
3239
Cameco
CCJ
$43.4B
– –
-388,500
Closed -$4.07M
CCRN
3240
DELISTED
Cross Country Healthcare
CCRN
– –
-158,018
Closed -$2.47M
CCU icon
3241
Compañía de Cervecerías Unidas
CCU
$2.17B
– –
-71,300
Closed -$1.5M
CHDN icon
3242
Churchill Downs
CHDN
$6.15B
– –
-131,850
Closed -$3.31M
CMC icon
3243
Commercial Metals
CMC
$7.93B
– –
-686,400
Closed -$14.9M
CMTL icon
3244
Comtech Telecommunications
CMTL
$52.1M
– –
-249,500
Closed -$2.96M
CNI icon
3245
Canadian National Railway
CNI
$76.2B
– –
-106,200
Closed -$7.16M
COR icon
3246
Cencora
COR
$61B
– –
-663,200
Closed -$51.9M
CSCO icon
3247
Cisco
CSCO
$487B
– –
-387,200
Closed -$11.7M
CSTM icon
3248
Constellium
CSTM
$4.02B
– –
-429,400
Closed -$2.53M
CUBE icon
3249
CubeSmart
CUBE
$9.34B
– –
-304,800
Closed -$8.16M
CUK
3250
DELISTED
Carnival PLC
CUK
– –
-88,100
Closed -$4.51M
128 129
130
131 132

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Jim Simons's Q1 2017 Portfolio in Review

As of Q1 2017, Jim Simons held 3,652 positions worth $71.6B, up 13% from $63.2B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $5.19B of net new capital in Q1 2017, opening 433 new positions and adding to 1,585 existing holdings. Its largest new stake was Merck: 7,716,460 shares worth $468M.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 12% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Walt Disney, an estimated $247M trimmed.

  • Jim Simons's largest Q1 2017 buy was Merck: 7,716,460 shares worth $468M.
  • Jim Simons added most to Johnson & Johnson in Q1 2017, an estimated $440M increase.
  • Jim Simons's biggest Q1 2017 reduction was Walt Disney, cutting an estimated $247M.
  • Jim Simons fully exited Linear Technology Corp in Q1 2017, selling an estimated $482M.
  • Jim Simons's ten largest holdings make up 7.9% of its $71.6B portfolio in Q1 2017.
  • Jim Simons opened 433 new positions and closed 462 in Q1 2017.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $71.6B.

Based on Renaissance Technologies's 13F filing for Q1 2017, filed 12 May 2017.