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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
JBSS icon
3276
John B. Sanfilippo & Son
JBSS
$988M
– –
-58,600
Closed -$4.29M
JOE icon
3277
St. Joe Company
JOE
$3.84B
– –
-141,500
Closed -$2.41M
KFRC icon
3278
Kforce
KFRC
$1.01B
– –
-62,300
Closed -$1.48M
KODK icon
3279
Kodak
KODK
$967M
– –
-123,248
Closed -$1.42M
KW
3280
DELISTED
Kennedy-Wilson Holdings
KW
– –
-32,000
Closed -$710K
LAD icon
3281
Lithia Motors
LAD
$8.21B
– –
-3,410
Closed -$292K
LAZ icon
3282
Lazard
LAZ
$4.23B
– –
-42,800
Closed -$1.97M
LBRDK icon
3283
Liberty Broadband Class C
LBRDK
$5.08B
– –
-58,500
Closed -$5.05M
LBTYA icon
3284
Liberty Global Class A
LBTYA
$3.55B
– –
-788,587
Closed -$28.3M
LII icon
3285
Lennox International
LII
$14.6B
– –
-144,900
Closed -$24.2M
LILAK icon
3286
Liberty Latin America Class C
LILAK
$1.68B
– –
-191,859
Closed -$3.78M
LITE icon
3287
Lumentum
LITE
$70.7B
– –
-147,100
Closed -$7.85M
LKQ icon
3288
LKQ Corp
LKQ
$6.16B
– –
-648,460
Closed -$19M
LNC icon
3289
Lincoln National
LNC
$8.43B
– –
-190,674
Closed -$12.5M
LNG icon
3290
Cheniere Energy
LNG
$55.3B
– –
-78,700
Closed -$3.72M
LOB icon
3291
Live Oak Bancshares
LOB
$1.97B
– –
-94,300
Closed -$2.04M
LPTH icon
3292
Lightpath Technologies
LPTH
$882M
– –
-75,500
Closed -$207K
LTC
3293
LTC Properties
LTC
$2.08B
– –
-22,300
Closed -$1.07M
LVS icon
3294
Las Vegas Sands
LVS
$29.6B
– –
-493,500
Closed -$28.2M
MAC icon
3295
Macerich
MAC
$6.9B
– –
-63,519
Closed -$4.09M
MAT icon
3296
Mattel
MAT
$4.22B
– –
-568,000
Closed -$14.5M
MATW icon
3297
Matthews International
MATW
$730M
– –
-17,800
Closed -$1.2M
MHK icon
3298
Mohawk Industries
MHK
$9.07B
– –
-257,500
Closed -$59.1M
KG
3299
Kestrel Group
KG
$69.2M
– –
-1,061
Closed -$297K
MITT
3300
TPG Mortgage Investment Trust
MITT
$212M
– –
-4,665
Closed -$253K
130 131
132
133 134

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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.