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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
FLO icon
3376
Flowers Foods
FLO
$1.51B
– –
-972,882
Closed -$18.2M
FLS icon
3377
Flowserve
FLS
$10.2B
– –
-49,400
Closed -$2.23M
FRO icon
3378
Frontline
FRO
$8.71B
– –
-13,109
Closed -$100K
FTFT icon
3379
Future FinTech Group
FTFT
$1.54M
– –
-22
Closed -$38K
FULT icon
3380
Fulton Financial
FULT
$4.67B
– –
-246,045
Closed -$3.32M
FWONK icon
3381
Liberty Media Series C
FWONK
$26.2B
– –
-81,067
Closed -$1.49M
GCO icon
3382
Genesco
GCO
$400M
– –
-28,400
Closed -$1.83M
GD icon
3383
General Dynamics
GD
$106B
– –
-852,300
Closed -$119M
GDX icon
3384
VanEck Gold Miners ETF
GDX
$27.9B
– –
-178,200
Closed -$4.94M
GE icon
3385
GE Aerospace
GE
$381B
– –
-173,245
Closed -$26.1M
GLMD icon
3386
Galmed Pharmaceuticals
GLMD
$4.55M
– –
-61
Closed -$49K
GMED icon
3387
Globus Medical
GMED
$11.3B
– –
-104,700
Closed -$2.5M
GPRO icon
3388
GoPro
GPRO
$107M
– –
-988,300
Closed -$10.7M
GSM icon
3389
FerroAtlántica
GSM
$833M
– –
-328,200
Closed -$2.83M
GWW icon
3390
W.W. Grainger
GWW
$61.8B
– –
-22,200
Closed -$5.04M
GYRO icon
3391
Gyrodyne
GYRO
$11.8M
– –
-10,106
Closed -$204K
HAL icon
3392
Halliburton
HAL
$28B
– –
-1,107,395
Closed -$50.2M
HAS icon
3393
Hasbro
HAS
$13.6B
– –
-69,500
Closed -$5.84M
HASI icon
3394
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.37B
– –
-91,000
Closed -$1.97M
HCSG icon
3395
Healthcare Services Group
HCSG
$1.46B
– –
-136,964
Closed -$5.67M
HDB icon
3396
HDFC Bank
HDB
$119B
– –
-29,600
Closed -$491K
HIW icon
3397
Highwoods Properties
HIW
$3.44B
– –
-154,800
Closed -$8.17M
HOMB icon
3398
Home BancShares
HOMB
$6.2B
– –
-15,500
Closed -$307K
HON icon
3399
Honeywell
HON
$73.6B
– –
-106,059
Closed -$11.1M
HPE icon
3400
Hewlett Packard
HPE
$74.6B
– –
-1,576,891
Closed -$16.7M
134 135
136
137 138

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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.