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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
HRI icon
3401
Herc Holdings
HRI
$5.59B
– –
-2,005,300
Closed -$66.6M
HRL icon
3402
Hormel Foods
HRL
$13.3B
– –
-819,300
Closed -$30M
HSIC icon
3403
Henry Schein
HSIC
$9.94B
– –
-145,110
Closed -$10.1M
HST icon
3404
Host Hotels & Resorts
HST
$15.5B
– –
-181,965
Closed -$2.95M
HTH icon
3405
Hilltop Holdings
HTH
$2.25B
– –
-25,800
Closed -$542K
HTLD icon
3406
Heartland Express
HTLD
$940M
– –
-80,333
Closed -$1.4M
HY icon
3407
Hyster-Yale Materials Handling
HY
$617M
– –
-10,200
Closed -$607K
IBP icon
3408
Installed Building Products
IBP
$6.45B
– –
-70,600
Closed -$2.56M
IMKTA icon
3409
Ingles Markets
IMKTA
$1.67B
– –
-11,574
Closed -$432K
IMMR icon
3410
Immersion
IMMR
$244M
– –
-165,413
Closed -$1.21M
INTC icon
3411
Intel
INTC
$508B
– –
-550,994
Closed -$18.1M
IPG
3412
DELISTED
Interpublic Group of Companies
IPG
– –
-2,751,400
Closed -$63.6M
ITUB icon
3413
Itaú Unibanco
ITUB
$82.6B
– –
-3,061,626
Closed -$12.7M
JD icon
3414
JD.com
JD
$42.1B
– –
-16,000
Closed -$340K
JPM icon
3415
JPMorgan Chase
JPM
$970B
– –
-602,286
Closed -$37.4M
JWN
3416
DELISTED
Nordstrom
JWN
– –
-539,900
Closed -$20.5M
KEP icon
3417
Korea Electric Power
KEP
$15B
– –
-217,131
Closed -$5.63M
KHC icon
3418
Kraft Heinz
KHC
$28.8B
– –
-115,700
Closed -$10.2M
KN icon
3419
Knowles
KN
$3.31B
– –
-246,574
Closed -$3.37M
LBTYA icon
3420
Liberty Global Class A
LBTYA
$3.55B
– –
-503,087
Closed -$14.6M
LBTYK icon
3421
Liberty Global Class C
LBTYK
$3.46B
– –
-550,015
Closed -$15.8M
LEN icon
3422
Lennar Class A
LEN
$20.5B
– –
-197,190
Closed -$8.65M
LGND icon
3423
Ligand Pharmaceuticals
LGND
$5.85B
– –
-185,954
Closed -$13.8M
LILAK icon
3424
Liberty Latin America Class C
LILAK
$1.68B
– –
-224,207
Closed -$6.24M
LMT icon
3425
Lockheed Martin
LMT
$138B
– –
-127,700
Closed -$31.7M
135 136
137
138 139

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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.