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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
+4.57%
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
$78.4B
AUM Growth
+$6.8B
Cap. Flow
+$4.59B
Cap. Flow %
5.86%
Top 10 Hldgs %
9.02%
Holding
3,586
New
398
Increased
1,648
Reduced
1,094
Closed
418

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$382M
2
PFE icon
Pfizer
PFE
+$266M
3
EA
Electronic Arts
EA
+$240M
4
LLY icon
Eli Lilly
LLY
+$221M
5
CL icon
Colgate-Palmolive
CL
+$216M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$358M
2
CMCSA icon
Comcast
CMCSA
+$263M
3
META icon
Meta Platforms (Facebook)
META
+$258M
4
AET
Aetna Inc
AET
+$257M
5
TSLA icon
Tesla
TSLA
+$189M

Sector Composition

Rank Sector Weight
1 Healthcare 16.13%
2 Technology 13.55%
3 Financials 11.85%
4 Consumer Staples 10.18%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ECL icon
3226
Ecolab
ECL
$78.8B
– –
-473,822
Closed -$59.4M
EDU icon
3227
New Oriental
EDU
$8.52B
– –
-320,400
Closed -$19.3M
EDUC icon
3228
Educational Development Corp
EDUC
$11.8M
– –
-22,662
Closed -$76K
EL icon
3229
Estee Lauder
EL
$31.9B
– –
-487,100
Closed -$41.3M
ELF icon
3230
e.l.f. Beauty
ELF
$5.55B
– –
-18,900
Closed -$544K
EMR icon
3231
Emerson Electric
EMR
$91.7B
– –
-1,257,000
Closed -$75.2M
ENSG icon
3232
The Ensign Group
ENSG
$10.6B
– –
-29,398
Closed -$517K
EVH icon
3233
Evolent Health
EVH
$493M
– –
-90,300
Closed -$2.01M
EWBC icon
3234
East-West Bancorp
EWBC
$18.4B
– –
-117,233
Closed -$6.05M
EWJ icon
3235
iShares MSCI Japan ETF
EWJ
$23.1B
– –
-8,700
Closed -$448K
EWT icon
3236
iShares MSCI Taiwan ETF
EWT
$11.4B
– –
-29,900
Closed -$994K
EWY icon
3237
iShares MSCI South Korea ETF
EWY
$27B
– –
-35,500
Closed -$2.2M
EWW icon
3238
iShares MSCI Mexico ETF
EWW
$1.89B
– –
-37,600
Closed -$1.92M
EWZ icon
3239
iShares MSCI Brazil ETF
EWZ
$8.6B
– –
-124,700
Closed -$4.67M
FBIN icon
3240
Fortune Brands Innovations
FBIN
$5.81B
– –
-193,401
Closed -$10.1M
FCPT icon
3241
Four Corners Property Trust
FCPT
$2.73B
– –
-57,000
Closed -$1.3M
FHI icon
3242
Federated Hermes
FHI
$4.68B
– –
-74,600
Closed -$1.97M
FMX icon
3243
Fomento Económico Mexicano
FMX
$40B
– –
-51,000
Closed -$4.51M
FMS icon
3244
Fresenius Medical Care
FMS
$12.6B
– –
-169,500
Closed -$7.14M
FPI
3245
Farmland Partners
FPI
$425M
– –
-41,598
Closed -$465K
FSS icon
3246
Federal Signal
FSS
$7.72B
– –
-42,800
Closed -$591K
FUL icon
3247
H.B. Fuller
FUL
$3.29B
– –
-20,700
Closed -$1.07M
FWRD icon
3248
Forward Air
FWRD
$645M
– –
-62,239
Closed -$2.96M
G icon
3249
Genpact
G
$5.71B
– –
-802,500
Closed -$19.9M
GAU
3250
Galiano Gold
GAU
$549M
– –
-531,393
Closed -$1.39M
128 129
130
131 132

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Jim Simons's Q2 2017 Portfolio in Review

As of Q2 2017, Jim Simons held 3,586 positions worth $78.4B, up 9.5% from $71.6B the previous quarter. Its ten largest holdings account for 9% of the portfolio.

Jim Simons deployed $4.59B of net new capital in Q2 2017, opening 398 new positions and adding to 1,648 existing holdings. Its largest new stake was Pfizer: 8,421,609 shares worth $268M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Comcast, an estimated $263M trimmed.

  • Jim Simons's largest Q2 2017 buy was Pfizer: 8,421,609 shares worth $268M.
  • Jim Simons added most to Bristol-Myers Squibb in Q2 2017, an estimated $382M increase.
  • Jim Simons's biggest Q2 2017 reduction was Comcast, cutting an estimated $263M.
  • Jim Simons fully exited Booking.com in Q2 2017, selling an estimated $358M.
  • Jim Simons's ten largest holdings make up 9% of its $78.4B portfolio in Q2 2017.
  • Jim Simons opened 398 new positions and closed 418 in Q2 2017.
  • Jim Simons's portfolio value rose 9.5% quarter-over-quarter to $78.4B.

Based on Renaissance Technologies's 13F filing for Q2 2017, filed 11 Aug 2017.