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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
+6.64%
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
$56.6B
AUM Growth
+$4.03B
Cap. Flow
+$1.92B
Cap. Flow %
3.4%
Top 10 Hldgs %
7.89%
Holding
3,713
New
414
Increased
1,834
Reduced
1,026
Closed
416

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$373M
2
COST icon
Costco
COST
+$283M
3
BMY icon
Bristol-Myers Squibb
BMY
+$270M
4
PFE icon
Pfizer
PFE
+$240M
5
MSFT icon
Microsoft
MSFT
+$225M

Top Sells

Rank Stock Value
1
CVS icon
CVS Health
CVS
+$274M
2
EMC
EMC CORPORATION
EMC
+$228M
3
GAS
AGL Resources Inc
GAS
+$216M
4
TE
TECO ENERGY INC
TE
+$136M
5
CHTR icon
Charter Communications
CHTR
+$133M

Sector Composition

Rank Sector Weight
1 Technology 15.61%
2 Healthcare 12.42%
3 Financials 11.99%
4 Consumer Staples 9.6%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGEN
3301
Agenus
AGEN
$311M
– –
-26,342
Closed -$2.09M
AJG icon
3302
Arthur J. Gallagher & Co
AJG
$65B
– –
-64,900
Closed -$3.09M
AKAM icon
3303
Akamai
AKAM
$17.9B
– –
-332,800
Closed -$18.6M
ALG icon
3304
Alamo Group
ALG
$1.99B
– –
-15,400
Closed -$1.02M
ALNY icon
3305
Alnylam Pharmaceuticals
ALNY
$30.4B
– –
-18,673
Closed -$1.04M
AMN icon
3306
AMN Healthcare
AMN
$1.32B
– –
-251,100
Closed -$10M
AOS icon
3307
A.O. Smith
AOS
$8.49B
– –
-180,800
Closed -$7.96M
APOG icon
3308
Apogee Enterprises
APOG
$889M
– –
-165,483
Closed -$7.67M
AQMS icon
3309
Aqua Metals
AQMS
$9.74M
– –
-244
Closed -$574K
ARLP icon
3310
Alliance Resource Partners
ARLP
$3.21B
– –
-152,190
Closed -$2.4M
AROC icon
3311
Archrock
AROC
$5.85B
– –
-342,642
Closed -$3.23M
ARW icon
3312
Arrow Electronics
ARW
$10.6B
– –
-6,100
Closed -$378K
EFOR
3313
Everforth Inc
EFOR
$1.37B
– –
-6,194
Closed -$229K
ASM
3314
Avino Silver & Gold Mines
ASM
$1.21B
– –
-141,021
Closed -$343K
ATO icon
3315
Atmos Energy
ATO
$28.7B
– –
-35,100
Closed -$2.85M
AVGO icon
3316
Broadcom
AVGO
$1.99T
– –
-2,469,960
Closed -$38.4M
AWI icon
3317
Armstrong World Industries
AWI
$7.69B
– –
-155,400
Closed -$6.08M
AX icon
3318
Axos Financial
AX
$5.71B
– –
-299,000
Closed -$5.29M
DCH
3319
Dauch Corp
DCH
$1.6B
– –
-128,500
Closed -$1.86M
AZZ icon
3320
AZZ Inc
AZZ
$4.51B
– –
-43,600
Closed -$2.62M
BBWI icon
3321
Bath & Body Works
BBWI
$3.77B
– –
-663,073
Closed -$36M
BCC icon
3322
Boise Cascade
BCC
$2.93B
– –
-74,000
Closed -$1.7M
BDX icon
3323
Becton Dickinson
BDX
$49.6B
– –
-121,985
Closed -$20.2M
BF.B icon
3324
Brown-Forman Class B
BF.B
$12.8B
– –
-1,105,078
Closed -$35.3M
BGSF icon
3325
BGSF Inc
BGSF
$58.7M
– –
-37,600
Closed -$711K
131 132
133
134 135

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Jim Simons's Q3 2016 Portfolio in Review

As of Q3 2016, Jim Simons held 3,713 positions worth $56.6B, up 7.7% from $52.5B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $1.92B of net new capital in Q3 2016, opening 414 new positions and adding to 1,834 existing holdings. Its largest new stake was FedEx: 811,400 shares worth $142M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 14% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was CVS Health, an estimated $274M trimmed.

  • Jim Simons's largest Q3 2016 buy was FedEx: 811,400 shares worth $142M.
  • Jim Simons added most to Alphabet (Google) Class A in Q3 2016, an estimated $373M increase.
  • Jim Simons's biggest Q3 2016 reduction was CVS Health, cutting an estimated $274M.
  • Jim Simons fully exited EMC CORPORATION in Q3 2016, selling an estimated $228M.
  • Jim Simons's ten largest holdings make up 7.9% of its $56.6B portfolio in Q3 2016.
  • Jim Simons opened 414 new positions and closed 416 in Q3 2016.
  • Jim Simons's portfolio value rose 7.7% quarter-over-quarter to $56.6B.

Based on Renaissance Technologies's 13F filing for Q3 2016, filed 14 Nov 2016.