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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
SRPT icon
3351
Sarepta Therapeutics
SRPT
$1.92B
– –
-86,078
Closed -$2.55M
STT icon
3352
State Street
STT
$51.4B
– –
-34,631
Closed -$2.76M
STX icon
3353
Seagate
STX
$186B
– –
-1,292,893
Closed -$59.4M
SVT
3354
DELISTED
Servotronics
SVT
– –
-10,700
Closed -$119K
TAP icon
3355
Molson Coors Class B
TAP
$7.83B
– –
-922,200
Closed -$88.3M
TCOM icon
3356
Trip.com Group
TCOM
$29.1B
– –
-13,612
Closed -$669K
TEVA icon
3357
Teva Pharmaceuticals
TEVA
$42.5B
– –
-4,817,763
Closed -$155M
TEX icon
3358
Terex
TEX
$7.74B
– –
-66,200
Closed -$2.08M
TGT icon
3359
Target
TGT
$69.2B
– –
-181,000
Closed -$9.99M
TLT icon
3360
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
– –
-59,500
Closed -$7.18M
TNC icon
3361
Tennant Co
TNC
$1.13B
– –
-14,600
Closed -$1.06M
TNXP icon
3362
Tonix Pharmaceuticals
TNXP
$212M
– –
0
– -$225K
TOVX icon
3363
Theriva Biologics
TOVX
$10.6M
– –
-3
Closed -$14K
TROW icon
3364
T. Rowe Price
TROW
$24.3B
– –
-49,191
Closed -$3.35M
TSLA icon
3365
Tesla
TSLA
$1.31T
– –
-10,166,880
Closed -$189M
TSM icon
3366
TSMC
TSM
$2.19T
– –
-1,816,120
Closed -$59.6M
TT icon
3367
Trane Technologies
TT
$106B
– –
-697,919
Closed -$56.8M
TVTX icon
3368
Travere Therapeutics
TVTX
$5.68B
– –
-364,800
Closed -$6.73M
UAL icon
3369
United Airlines
UAL
$41B
– –
-272,363
Closed -$19.2M
UEIC icon
3370
Universal Electronics
UEIC
$74.6M
– –
-29,723
Closed -$2.04M
URG
3371
Ur-Energy
URG
$553M
– –
-16,400
Closed -$11K
URI icon
3372
United Rentals
URI
$71.2B
– –
-349,923
Closed -$43.8M
USAC icon
3373
USA Compression Partners
USAC
$3.75B
– –
-107,998
Closed -$1.82M
USAS
3374
Americas Gold and Silver
USAS
$1.73B
– –
-9,750
Closed -$71K
VCEL icon
3375
Vericel Corp
VCEL
$2.27B
– –
-81,600
Closed -$228K
133 134
135
136 137

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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.