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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
+4.35%
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
$52.6B
AUM Growth
+$6.72B
Cap. Flow
+$5.31B
Cap. Flow %
10.09%
Top 10 Hldgs %
7.86%
Holding
3,753
New
498
Increased
2,018
Reduced
804
Closed
403

Top Buys

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$192M
2
JNJ icon
Johnson & Johnson
JNJ
+$179M
3
EMC
EMC CORPORATION
EMC
+$177M
4
CB icon
Chubb
CB
+$153M
5
LLY icon
Eli Lilly
LLY
+$142M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$470M
2
PRE
PARTNERRE LTD
PRE
+$186M
3
CMCSA icon
Comcast
CMCSA
+$179M
4
PFE icon
Pfizer
PFE
+$168M
5
GILD icon
Gilead Sciences
GILD
+$144M

Sector Composition

Rank Sector Weight
1 Financials 11.92%
2 Healthcare 11.63%
3 Technology 11.35%
4 Industrials 10.55%
5 Consumer Staples 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRX icon
3326
TRX Gold Corp
TRX
$341M
$18K ﹤0.01%
+82,100
New +$22.5K
APEN
3327
DELISTED
Apollo Endosurgery, Inc.
APEN
$18K ﹤0.01%
1,269
+804
+173% +$11.2K
MGH
3328
DELISTED
Minco Gold Corp
MGH
$18K ﹤0.01%
64,220
+25,500
+66% +$5.5K
SCPX
3329
DELISTED
Scorpius Holdings, Inc.
SCPX
– –
0
– –
THST
3330
DELISTED
Truett-Hurst, Inc. Class A Common Stock
THST
$17K ﹤0.01%
+10,200
New +$13.7K
CPHI icon
3331
China Pharma Holdings
CPHI
$44.2M
$16K ﹤0.01%
188
-17
-8% -$1.28K
SSKN
3332
DELISTED
Strata Skin Sciences
SSKN
$15K ﹤0.01%
+328
New +$17K
DGSE
3333
DELISTED
DGSE Companies, Inc.
DGSE
$15K ﹤0.01%
31,400
+5,100
+19% +$2.54K
PRGN
3334
DELISTED
PARAGON SHIPPING INC CL A NEW (MHL)
PRGN
$13K ﹤0.01%
22,219
+18,187
+451% +$52.7K
XPL icon
3335
Solitario Resources
XPL
$73.9M
$11K ﹤0.01%
23,000
+12,300
+115% +$5.87K
SAEX
3336
DELISTED
SAExploration Holdings, Inc.
SAEX
$9K ﹤0.01%
5
+1
+25% +$3.73K
QKLS
3337
DELISTED
QKL STORES INC COM ST NEW
QKLS
$9K ﹤0.01%
14,253
+800
+6% +$477
RNVA
3338
DELISTED
Rennova Health, Inc.
RNVA
$8K ﹤0.01%
+22
New +$8.08K
PVCT
3339
DELISTED
PROVECTUS BIOPHARMACEUTICALS, INC. (DE)
PVCT
$8K ﹤0.01%
+20,200
New +$8.32K
BYU
3340
DELISTED
BAIYU Holdings, Inc. Common Stock
BYU
$7K ﹤0.01%
+14
New +$5.49K
WRES
3341
DELISTED
WARREN RESOURCES INC
WRES
$7K ﹤0.01%
+41,074
New +$6.35K
SVRA icon
3342
Savara
SVRA
$1.08B
$6K ﹤0.01%
+307
New +$7.07K
GMO
3343
DELISTED
General Moly, Inc.
GMO
$6K ﹤0.01%
16,974
-1,276
-7% -$304
UQM
3344
DELISTED
UQM Technologies, Inc.
UQM
$6K ﹤0.01%
+10,999
New +$6.32K
CTIC
3345
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
$6K ﹤0.01%
+1,220
New +$9.75K
PED icon
3346
PEDEVCO
PED
$160M
$2K ﹤0.01%
+62
New +$2.79K
CYHHZ
3347
DELISTED
Community Health Systems, Inc. Series A Contingent Value Rights
CYHHZ
$2K ﹤0.01%
282,279
– –
AAPL icon
3348
Apple
AAPL
$4.46T
– –
-17,852,932
Closed -$470M
ABG icon
3349
Asbury Automotive
ABG
$3.78B
– –
-95,611
Closed -$6.45M
ACN icon
3350
Accenture
ACN
$109B
– –
-1,193,200
Closed -$125M
132 133
134
135 136

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Jim Simons's Q1 2016 Portfolio in Review

As of Q1 2016, Jim Simons held 3,753 positions worth $52.6B, up 15% from $45.9B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $5.31B of net new capital in Q1 2016, opening 498 new positions and adding to 2,018 existing holdings. Its largest new stake was EMC CORPORATION: 7,000,400 shares worth $187M.

By sector, the portfolio is most concentrated in Financials at 12% of assets, up from 11% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Pfizer, an estimated $168M trimmed.

  • Jim Simons's largest Q1 2016 buy was EMC CORPORATION: 7,000,400 shares worth $187M.
  • Jim Simons added most to PepsiCo in Q1 2016, an estimated $192M increase.
  • Jim Simons's biggest Q1 2016 reduction was Pfizer, cutting an estimated $168M.
  • Jim Simons fully exited Apple in Q1 2016, selling an estimated $470M.
  • Jim Simons's ten largest holdings make up 7.9% of its $52.6B portfolio in Q1 2016.
  • Jim Simons opened 498 new positions and closed 403 in Q1 2016.
  • Jim Simons's portfolio value rose 15% quarter-over-quarter to $52.6B.

Based on Renaissance Technologies's 13F filing for Q1 2016, filed 13 May 2016.