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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
VGZ icon
3376
Vista Gold
VGZ
$331M
– –
-10,300
Closed -$10K
VOC icon
3377
VOC Energy
VOC
$53.2M
– –
-11,664
Closed -$41K
VTRS icon
3378
Viatris
VTRS
$18.7B
– –
-2,488,400
Closed -$97M
WAL icon
3379
Western Alliance Bancorporation
WAL
$8.89B
– –
-63,104
Closed -$3.1M
WERN icon
3380
Werner Enterprises
WERN
$2.18B
– –
-39,563
Closed -$1.04M
WGO icon
3381
Winnebago Industries
WGO
$927M
– –
-209,400
Closed -$6.13M
WHLR
3382
Wheeler Real Estate Investment Trust
WHLR
$425K
– –
0
– -$2.69M
WKHS icon
3383
Workhorse Group
WKHS
$34.1M
– –
-15
Closed -$117K
WRLD icon
3384
World Acceptance Corp
WRLD
$873M
– –
-18,100
Closed -$937K
WSO icon
3385
Watsco Inc
WSO
$13.2B
– –
-125,400
Closed -$18M
WTRG icon
3386
Essential Utilities
WTRG
$11.4B
– –
-391,617
Closed -$12.6M
X
3387
DELISTED
US Steel
X
– –
-1,620,100
Closed -$54.8M
XLB icon
3388
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
– –
-53,200
Closed -$1.39M
XLE icon
3389
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
– –
-460,200
Closed -$16.1M
XLF icon
3390
State Street Financial Select Sector SPDR ETF
XLF
$59B
– –
-652,000
Closed -$15.5M
XLI icon
3391
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
– –
-44,300
Closed -$2.88M
XNCR icon
3392
Xencor
XNCR
$1.64B
– –
-39,672
Closed -$949K
XRAY icon
3393
Dentsply Sirona
XRAY
$2.31B
– –
-1,044,558
Closed -$65.2M
XWEL icon
3394
XWELL
XWEL
$8.36M
– –
-20
Closed -$51K
XTIA icon
3395
XTI Aerospace
XTIA
$61.2M
– –
0
– -$73K
SMC
3396
Summit Midstream
SMC
$479M
– –
-5,395
Closed -$1.94M
ONC
3397
BeOne Medicines Ltd
ONC
$40.6B
– –
-6,500
Closed -$238K
INFN
3398
DELISTED
Infinera Corporation Common Stock
INFN
– –
-62,100
Closed -$635K
BYU
3399
DELISTED
BAIYU Holdings, Inc. Common Stock
BYU
– –
-63
Closed -$82K
HOLI
3400
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
– –
-160,053
Closed -$2.71M
134 135
136
137 138

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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.