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
+4.89%
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
CACI icon
3251
CACI
CACI
$14.8B
– –
-63,000
Closed -$6.36M
CAH icon
3252
Cardinal Health
CAH
$53.8B
– –
-261,600
Closed -$20.3M
CATY icon
3253
Cathay General Bancorp
CATY
$4.31B
– –
-78,471
Closed -$2.42M
CBSH icon
3254
Commerce Bancshares
CBSH
$8.61B
– –
-50,203
Closed -$1.52M
CDNS icon
3255
Cadence Design Systems
CDNS
$89.2B
– –
-196,100
Closed -$5.01M
CF icon
3256
CF Industries
CF
$17.7B
– –
-142,850
Closed -$3.48M
CGNX icon
3257
Cognex
CGNX
$10.4B
– –
-76,256
Closed -$2.02M
CHKP icon
3258
Check Point Software Technologies
CHKP
$13.7B
– –
-479,108
Closed -$37.2M
CHRD icon
3259
Chord Energy
CHRD
$7.35B
– –
-1,371,400
Closed -$15.7M
CHTR icon
3260
Charter Communications
CHTR
$18.7B
– –
-7,583
Closed -$2.05M
CIA icon
3261
Citizens
CIA
$198M
– –
-14,300
Closed -$134K
CLB icon
3262
Core Laboratories
CLB
$569M
– –
-221,900
Closed -$24.9M
CLW icon
3263
Clearwater Paper
CLW
$354M
– –
-56,400
Closed -$3.65M
CNX icon
3264
CNX Resources
CNX
$5.23B
– –
-1,060,680
Closed -$17M
COLM icon
3265
Columbia Sportswear
COLM
$2.96B
– –
-4,400
Closed -$250K
CPB icon
3266
Campbell Soup
CPB
$6.94B
– –
-796,000
Closed -$43.5M
CPRT icon
3267
Copart
CPRT
$27.2B
– –
-2,537,600
Closed -$17M
CPRX
3268
DELISTED
Catalyst Pharmaceutical
CPRX
– –
-15,000
Closed -$16K
CPRI icon
3269
Capri Holdings
CPRI
$1.77B
– –
-782,300
Closed -$36.6M
CRBP icon
3270
Corbus Pharmaceuticals
CRBP
$195M
– –
-6,307
Closed -$1.28M
CRK icon
3271
Comstock Resources
CRK
$3.99B
– –
-38,400
Closed -$293K
CRM icon
3272
Salesforce
CRM
$165B
– –
-534,100
Closed -$38.1M
CRMT icon
3273
America's Car Mart
CRMT
$25.7M
– –
-9,972
Closed -$363K
CSGP icon
3274
CoStar Group
CSGP
$13.4B
– –
-21,980
Closed -$476K
CTSH icon
3275
Cognizant
CTSH
$26.7B
– –
-565,752
Closed -$27M
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 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.