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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
+4.35%
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
$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
DY icon
3401
Dycom Industries
DY
$12.3B
– –
-228,400
Closed -$16M
EAT icon
3402
Brinker International
EAT
$10.3B
– –
-290,800
Closed -$13.9M
ECL icon
3403
Ecolab
ECL
$77.4B
– –
-119,222
Closed -$13.6M
EFOI icon
3404
Energy Focus
EFOI
$19.1M
– –
-1,211
Closed -$583K
EGP icon
3405
EastGroup Properties
EGP
$11B
– –
-8,700
Closed -$484K
EMR icon
3406
Emerson Electric
EMR
$91.4B
– –
-278,600
Closed -$13.3M
ENB icon
3407
Enbridge
ENB
$112B
– –
-403,569
Closed -$13.4M
EWJ icon
3408
iShares MSCI Japan ETF
EWJ
$23.2B
– –
-17,300
Closed -$839K
EXPD icon
3409
Expeditors International
EXPD
$24.3B
– –
-204,316
Closed -$9.21M
F icon
3410
Ford
F
$55.3B
– –
-2,059,709
Closed -$29M
FANG icon
3411
Diamondback Energy
FANG
$55.7B
– –
-67,800
Closed -$4.54M
FCEL icon
3412
FuelCell Energy
FCEL
$1.6B
– –
-299
Closed -$533K
FICO icon
3413
Fair Isaac
FICO
$24.1B
– –
-13,978
Closed -$1.32M
FIVE icon
3414
Five Below
FIVE
$13.4B
– –
-64,600
Closed -$2.07M
FLO icon
3415
Flowers Foods
FLO
$1.6B
– –
-586,650
Closed -$12.6M
FMS icon
3416
Fresenius Medical Care
FMS
$12.6B
– –
-39,150
Closed -$1.64M
GGAL icon
3417
Galicia Financial Group
GGAL
$7.19B
– –
-32,000
Closed -$867K
GIS icon
3418
General Mills
GIS
$20.8B
– –
-11,900
Closed -$686K
LKFT
3419
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.84B
– –
-37,900
Closed -$2.38M
GM icon
3420
General Motors
GM
$75.8B
– –
-1,378,300
Closed -$46.9M
GNK icon
3421
Genco Shipping & Trading
GNK
$1.13B
– –
-10,137
Closed -$151K
GNL icon
3422
Global Net Lease
GNL
$1.9B
– –
-29,000
Closed -$692K
GNTX icon
3423
Gentex
GNTX
$4.99B
– –
-462,296
Closed -$7.4M
GPC icon
3424
Genuine Parts
GPC
$18.7B
– –
-249,200
Closed -$21.4M
HCA icon
3425
HCA Healthcare
HCA
$89.3B
– –
-262,500
Closed -$17.8M
135 136
137
138 139

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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.