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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
FGBI icon
3276
First Guaranty Bancshares
FGBI
$141M
– –
-14,242
Closed -$256K
FICO icon
3277
Fair Isaac
FICO
$22.2B
– –
-9,922
Closed -$1.18M
FMC icon
3278
FMC
FMC
$1.27B
– –
-473,422
Closed -$23.2M
FN icon
3279
Fabrinet
FN
$20.8B
– –
-34,700
Closed -$1.4M
GEL icon
3280
Genesis Energy
GEL
$1.93B
– –
-23,530
Closed -$848K
GES
3281
DELISTED
Guess Inc
GES
– –
-774,800
Closed -$9.38M
GLDD
3282
DELISTED
Great Lakes Dredge & Dock
GLDD
– –
-79,263
Closed -$333K
GM icon
3283
General Motors
GM
$76.4B
– –
-805,800
Closed -$28.1M
GNL icon
3284
Global Net Lease
GNL
$1.91B
– –
-5,600
Closed -$132K
GNTX icon
3285
Gentex
GNTX
$4.94B
– –
-340,996
Closed -$6.71M
GNW icon
3286
Genworth Financial
GNW
$3.74B
– –
-1,708,700
Closed -$6.51M
GTIM icon
3287
Good Times Restaurants
GTIM
$15.8M
– –
-12,300
Closed -$39K
GWRE icon
3288
Guidewire Software
GWRE
$14.4B
– –
-232,700
Closed -$11.5M
HALO icon
3289
Halozyme
HALO
$11.5B
– –
-14,700
Closed -$145K
HBI
3290
DELISTED
Hanesbrands
HBI
– –
-2,272,289
Closed -$49M
HDSN
3291
Hudson Technologies
HDSN
$235M
– –
-263,400
Closed -$2.11M
HMN icon
3292
Horace Mann Educators
HMN
$2.1B
– –
-15,100
Closed -$646K
HP icon
3293
Helmerich & Payne
HP
$4.27B
– –
-412,300
Closed -$31.9M
HPE icon
3294
Hewlett Packard
HPE
$75.1B
– –
-3,441,459
Closed -$46.3M
HRB icon
3295
H&R Block
HRB
$6.79B
– –
-123,088
Closed -$2.83M
HRTG icon
3296
Heritage Insurance Holdings
HRTG
$978M
– –
-130,200
Closed -$2.04M
HSTM icon
3297
HealthStream
HSTM
$823M
– –
-168,400
Closed -$4.22M
IBOC icon
3298
International Bancshares
IBOC
$4.52B
– –
-65,400
Closed -$2.67M
ICE icon
3299
Intercontinental Exchange
ICE
$85B
– –
-2,360,390
Closed -$133M
IMMR icon
3300
Immersion
IMMR
$245M
– –
-36,913
Closed -$392K
130 131
132
133 134

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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.