We are live on ! Find out more
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
MLP icon
3251
Maui Land & Pineapple Co
MLP
$310M
$66K ﹤0.01%
11,300
+300
+3% +$1.61K
CBMX
3252
DELISTED
CombiMatrix Corporation
CBMX
$66K ﹤0.01%
18,291
+14,271
+355% +$85.6K
INFI
3253
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
$65K ﹤0.01%
12,300
-145,800
-92% -$892K
CERE
3254
DELISTED
CERES, INC. COMMON STOCK NEW
CERE
$65K ﹤0.01%
293,273
+110,100
+60% +$28.8K
ADAM
3255
Adamas Trust
ADAM
$907M
$64K ﹤0.01%
+3,350
New +$62.8K
LODE icon
3256
Comstock
LODE
$261M
$63K ﹤0.01%
678
+216
+47% +$25.2K
NSPR icon
3257
InspireMD
NSPR
$39.3M
– –
0
– –
CRIS icon
3258
Curis
CRIS
$3.91M
$62K ﹤0.01%
19
-26
-58% -$87.5K
PVG
3259
DELISTED
PRETIUM RESOURCES INC.
PVG
$62K ﹤0.01%
+11,500
New +$56.7K
AXAS
3260
DELISTED
Abraxas Petroleum Corp
AXAS
$62K ﹤0.01%
3,066
-3,185
-51% -$62.1K
GLRI
3261
DELISTED
GLORI ENERGY INC COMMON STOCK
GLRI
$62K ﹤0.01%
313,900
+228,900
+269% +$54.8K
ZX
3262
DELISTED
China Zenix Auto Internatl Ltd
ZX
$61K ﹤0.01%
53,400
+1,300
+2% +$1.1K
QBAK
3263
DELISTED
Qualstar Corp
QBAK
$60K ﹤0.01%
19,150
+267
+1% +$925
NSYS icon
3264
Nortech Systems
NSYS
$35.6M
$57K ﹤0.01%
14,700
+400
+3% +$1.57K
VGZ icon
3265
Vista Gold
VGZ
$328M
$56K ﹤0.01%
+116,285
New +$46.1K
KOSS icon
3266
Koss Corp
KOSS
$34.7M
$55K ﹤0.01%
25,700
+200
+0.8% +$405
JASN
3267
DELISTED
Jason Industries, Inc.
JASN
$55K ﹤0.01%
+15,600
New +$50.7K
MPVD
3268
DELISTED
Mountain Province Diamonds Inc.
MPVD
$52K ﹤0.01%
+13,800
New +$46.1K
YUMA
3269
DELISTED
Yuma Energy Inc
YUMA
$52K ﹤0.01%
838
+53
+7% +$3.39K
TORM
3270
DELISTED
TOR Minerals International Inc
TORM
$52K ﹤0.01%
14,400
+100
+0.7% +$380
MTL.PR
3271
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$51K ﹤0.01%
221,500
-1,700
-0.8% -$405
GPUS
3272
Hyperscale Data Inc
GPUS
$52.2M
– –
0
– –
AEHL icon
3273
Antelope Enterprise Holdings
AEHL
$5.37M
– –
0
– –
FTFT icon
3274
Future FinTech Group
FTFT
$1.52M
$48K ﹤0.01%
21
– –
OCGN icon
3275
Ocugen
OCGN
$458M
$48K ﹤0.01%
+348
New +$55.1K
129 130
131
132 133

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.