We are live on ! Find out more
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
+4.89%
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
$63.2B
AUM Growth
+$6.63B
Cap. Flow
+$5.07B
Cap. Flow %
8.02%
Top 10 Hldgs %
7.17%
Holding
3,715
New
418
Increased
1,792
Reduced
991
Closed
494

Top Buys

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$247M
2
JNJ icon
Johnson & Johnson
JNJ
+$225M
3
MON
Monsanto Co
MON
+$213M
4
AET
Aetna Inc
AET
+$208M
5
AVGO icon
Broadcom
AVGO
+$176M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$227M
2
MSFT icon
Microsoft
MSFT
+$224M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$205M
4
NKE icon
Nike
NKE
+$187M
5
PFE icon
Pfizer
PFE
+$184M

Sector Composition

Rank Sector Weight
1 Financials 14.12%
2 Technology 12.96%
3 Healthcare 12.08%
4 Industrials 11.23%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PTN
3401
Palatin Technologies
PTN
$14.2M
-160
Closed -$126K
PUK icon
3402
Prudential
PUK
$34.2B
-240,532
Closed -$8.33M
PWR icon
3403
Quanta Services
PWR
$103B
-414,899
Closed -$11.6M
QTWO icon
3404
Q2 Holdings
QTWO
$3.88B
-147,900
Closed -$4.24M
RAIL icon
3405
FreightCar America
RAIL
$248M
-96,813
Closed -$1.39M
RBC icon
3406
RBC Bearings
RBC
$17.6B
-47,000
Closed -$3.6M
RF icon
3407
Regions Financial
RF
$26.9B
-70,121
Closed -$692K
RGLD icon
3408
Royal Gold
RGLD
$19.9B
-267,309
Closed -$20.7M
RHI icon
3409
Robert Half
RHI
$4.27B
-9,900
Closed -$375K
RIGL icon
3410
Rigel Pharmaceuticals
RIGL
$793M
-62,980
Closed -$2.31M
RIO icon
3411
Rio Tinto
RIO
$165B
-904,500
Closed -$30.2M
RLI icon
3412
RLI Corp
RLI
$5.8B
-10,200
Closed -$349K
RRC icon
3413
Range Resources
RRC
$9.41B
-110,091
Closed -$4.27M
SABR icon
3414
Sabre
SABR
$803M
-453,500
Closed -$12.8M
SAIC icon
3415
Saic
SAIC
$5.27B
-19,000
Closed -$1.32M
SBAC icon
3416
SBA Communications
SBAC
$19.4B
-244,949
Closed -$27.5M
SBH icon
3417
Sally Beauty Holdings
SBH
$1.52B
-133,900
Closed -$3.44M
SCCO icon
3418
Southern Copper
SCCO
$163B
-379,958
Closed -$9.15M
SCI icon
3419
Service Corp International
SCI
$11.4B
-314,800
Closed -$8.36M
SCSC icon
3420
Scansource
SCSC
$1.05B
-14,910
Closed -$544K
SHOE
3421
Shoe Station Group
SHOE
$417M
-30,800
Closed -$411K
SGLY icon
3422
Singularity Future Technology
SGLY
$5.52M
-92
Closed -$83K
SIEB icon
3423
Siebert Financial
SIEB
$71.6M
-34,600
Closed -$48K
SIGI icon
3424
Selective Insurance
SIGI
$5.61B
-17,300
Closed -$690K
DCOY
3425
Decoy Therapeutics
DCOY
$1.99M
0
-$266K

Similar funds

Jim Simons's Q4 2016 Portfolio in Review

As of Q4 2016, Jim Simons held 3,715 positions worth $63.2B, up 12% from $56.6B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.

Jim Simons deployed $5.07B of net new capital in Q4 2016, opening 418 new positions and adding to 1,792 existing holdings. Its largest new stake was Broadcom: 10,144,960 shares worth $179M.

By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $227M trimmed.

  • Jim Simons's largest Q4 2016 buy was Broadcom: 10,144,960 shares worth $179M.
  • Jim Simons added most to Gilead Sciences in Q4 2016, an estimated $247M increase.
  • Jim Simons's biggest Q4 2016 reduction was Bristol-Myers Squibb, cutting an estimated $227M.
  • Jim Simons fully exited Alphabet (Google) Class C in Q4 2016, selling an estimated $205M.
  • Jim Simons's ten largest holdings make up 7.2% of its $63.2B portfolio in Q4 2016.
  • Jim Simons opened 418 new positions and closed 494 in Q4 2016.
  • Jim Simons's portfolio value rose 12% quarter-over-quarter to $63.2B.

Based on Renaissance Technologies's 13F filing for Q4 2016, filed 13 Feb 2017.