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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
+5.63%
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
$52.5B
AUM Growth
-$68.7M
Cap. Flow
-$1.64B
Cap. Flow %
-3.13%
Top 10 Hldgs %
8.03%
Holding
3,774
New
423
Increased
1,687
Reduced
1,158
Closed
474

Top Buys

Rank Stock Value
1
CVS icon
CVS Health
CVS
+$363M
2
NKE icon
Nike
NKE
+$289M
3
HD icon
Home Depot
HD
+$271M
4
MA icon
Mastercard
MA
+$180M
5
AMZN icon
Amazon
AMZN
+$158M

Top Sells

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$226M
2
KO icon
Coca-Cola
KO
+$225M
3
META icon
Meta Platforms (Facebook)
META
+$205M
4
JNJ icon
Johnson & Johnson
JNJ
+$199M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$185M

Sector Composition

Rank Sector Weight
1 Technology 13.84%
2 Healthcare 12.18%
3 Financials 11.43%
4 Industrials 9.05%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTFT icon
3251
Future FinTech Group
FTFT
$1.52M
$38K ﹤0.01%
22
+1
+5% +$1.69K
BDR
3252
DELISTED
Blonder Tongue Laboratories Inc
BDR
$38K ﹤0.01%
80,100
+900
+1% +$366
BLPH
3253
DELISTED
Bellerophon Therapeutics, Inc.
BLPH
$37K ﹤0.01%
+1,380
New +$37.8K
KURA icon
3254
Kura Oncology
KURA
$896M
$36K ﹤0.01%
+13,300
New +$41.4K
SIEB icon
3255
Siebert Financial
SIEB
$78.1M
$35K ﹤0.01%
29,700
+100
+0.3% +$122
STDY
3256
DELISTED
SteadyMed Ltd
STDY
$35K ﹤0.01%
+10,800
New +$37.7K
SB icon
3257
Safe Bulkers
SB
$781M
$34K ﹤0.01%
+32,600
New +$34.3K
ATLC icon
3258
Atlanticus Holdings
ATLC
$1.47B
$32K ﹤0.01%
11,100
+700
+7% +$2.1K
ROKA
3259
DELISTED
Sorrento Tech, Inc. Common Stock
ROKA
$32K ﹤0.01%
5,540
+2,160
+64% +$13.9K
ZNB
3260
Zeta Network Group
ZNB
$2.27M
– –
0
– –
MARA icon
3261
Marathon Digital Holdings
MARA
$3.56B
$31K ﹤0.01%
+706
New +$24.9K
AMCO
3262
DELISTED
ARMCO METALS HOLDINGS INC COM STK NEW (NV)
AMCO
$31K ﹤0.01%
158,160
+63,100
+66% +$12.3K
AHPI
3263
DELISTED
Allied Healthcare Products
AHPI
$30K ﹤0.01%
24,750
+2,750
+13% +$3.48K
TCCO
3264
DELISTED
Technical Communications Corporation
TCCO
$30K ﹤0.01%
12,200
-200
-2% -$529
MBOT icon
3265
Microbot Medical
MBOT
$113M
$29K ﹤0.01%
540
+383
+244% +$110K
PRZM
3266
DELISTED
Prism Technologies Group, Inc
PRZM
$29K ﹤0.01%
107,500
+18,000
+20% +$5.24K
NUWE icon
3267
Nuwellis
NUWE
$474K
– –
0
– –
NTIP icon
3268
Network-1 Technologies
NTIP
$35.2M
$27K ﹤0.01%
+10,116
New +$24K
SSKN
3269
DELISTED
Strata Skin Sciences
SSKN
$27K ﹤0.01%
882
+554
+169% +$22.3K
SSY
3270
DELISTED
SunLink Health Systems
SSY
$27K ﹤0.01%
54,700
-600
-1% -$339
ROX
3271
DELISTED
Castle Brands, Inc.
ROX
$26K ﹤0.01%
+35,900
New +$30.7K
ARMP icon
3272
Armata Pharmaceuticals
ARMP
$177M
$25K ﹤0.01%
+115
New +$39.7K
DGSE
3273
DELISTED
DGSE Companies, Inc.
DGSE
$25K ﹤0.01%
33,600
+2,200
+7% +$1.26K
NEGG icon
3274
Newegg Commerce
NEGG
$397M
$24K ﹤0.01%
98
-3
-3% -$781
CPHI icon
3275
China Pharma Holdings
CPHI
$44.2M
$23K ﹤0.01%
191
+3
+2% +$337
129 130
131
132 133

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Jim Simons's Q2 2016 Portfolio in Review

As of Q2 2016, Jim Simons held 3,774 positions worth $52.5B, down 0.13% from $52.6B the previous quarter. Its ten largest holdings account for 8% of the portfolio.

Jim Simons withdrew a net $1.64B in Q2 2016, closing 474 positions and reducing 1,158 holdings. Its most notable exit was TIME WARNER CABLE INC NEW COM STK, an estimated $185M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 11% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Jim Simons opened a new position in Nike worth $280M.

  • Jim Simons's largest Q2 2016 buy was Nike: 5,066,500 shares worth $280M.
  • Jim Simons added most to CVS Health in Q2 2016, an estimated $363M increase.
  • Jim Simons's biggest Q2 2016 reduction was PepsiCo, cutting an estimated $226M.
  • Jim Simons fully exited TIME WARNER CABLE INC NEW COM STK in Q2 2016, selling an estimated $185M.
  • Jim Simons's ten largest holdings make up 8% of its $52.5B portfolio in Q2 2016.
  • Jim Simons opened 423 new positions and closed 474 in Q2 2016.
  • Jim Simons's portfolio value fell 0.13% quarter-over-quarter to $52.5B.

Based on Renaissance Technologies's 13F filing for Q2 2016, filed 12 Aug 2016.