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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
M icon
3326
Macy's
M
$6.25B
– –
-2,063,064
Closed -$73.9M
MAR icon
3327
Marriott International
MAR
$92.8B
– –
-320,116
Closed -$26.5M
MARA icon
3328
Marathon Digital Holdings
MARA
$3.7B
– –
-5,250
Closed -$144K
MDT icon
3329
Medtronic
MDT
$115B
– –
-878,141
Closed -$62.5M
MGA icon
3330
Magna International
MGA
$18.7B
– –
-128,200
Closed -$5.56M
MGM icon
3331
MGM Resorts International
MGM
$11.1B
– –
-1,084,540
Closed -$31.3M
MITK icon
3332
Mitek Systems
MITK
$833M
– –
-150,649
Closed -$926K
MMLP icon
3333
Martin Midstream Partners
MMLP
$95.9M
– –
-27,878
Closed -$512K
MPAA icon
3334
Motorcar Parts of America
MPAA
$234M
– –
-146,700
Closed -$3.95M
MPC icon
3335
Marathon Petroleum
MPC
$95.9B
– –
-323,200
Closed -$16.3M
MRTN icon
3336
Marten Transport
MRTN
$1.22B
– –
-48,043
Closed -$448K
MSFT icon
3337
Microsoft
MSFT
$3.66T
– –
-2,368,100
Closed -$147M
MTSI icon
3338
MACOM Technology Solutions
MTSI
$24.1B
– –
-221,200
Closed -$10.2M
MTW icon
3339
Manitowoc
MTW
$707M
– –
-15,150
Closed -$362K
MTZ icon
3340
MasTec
MTZ
$22.6B
– –
-27,000
Closed -$1.03M
MU icon
3341
Micron Technology
MU
$1.04T
– –
-844,736
Closed -$18.5M
MUSA icon
3342
Murphy USA
MUSA
$10.1B
– –
-129,100
Closed -$7.94M
NFG icon
3343
National Fuel Gas
NFG
$7.74B
– –
-487,800
Closed -$27.6M
NGD
3344
DELISTED
New Gold Inc
NGD
– –
-5,394,200
Closed -$18.9M
NGL icon
3345
NGL Energy Partners
NGL
$2.16B
– –
-117,100
Closed -$2.46M
NMR icon
3346
Nomura Holdings
NMR
$29.1B
– –
-15,100
Closed -$89K
NOG icon
3347
Northern Oil and Gas
NOG
$2.56B
– –
-32,875
Closed -$904K
NOMD icon
3348
Nomad Foods
NOMD
$1.61B
– –
-255,200
Closed -$2.44M
NSPR icon
3349
InspireMD
NSPR
$39.8M
– –
-4
Closed -$274K
NUE icon
3350
Nucor
NUE
$61.5B
– –
-567,700
Closed -$33.8M
132 133
134
135 136

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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.