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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
DLA
3401
DELISTED
Delta Apparel Inc.
DLA
– –
-16,500
Closed -$291K
NS
3402
DELISTED
NuStar Energy L.P.
NS
– –
-73,384
Closed -$3.81M
AEL
3403
DELISTED
American Equity Investment Life Holding Company
AEL
– –
-22,800
Closed -$539K
YTEN
3404
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
– –
-4
Closed -$14K
CBD
3405
DELISTED
Companhia Brasileira de Distribuicao
CBD
– –
-87,000
Closed -$1.67M
SPLK
3406
DELISTED
Splunk Inc
SPLK
– –
-198,200
Closed -$12.3M
TGH
3407
DELISTED
Textainer Group Holdings limited
TGH
– –
-41,800
Closed -$640K
MRTX
3408
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
– –
-164,302
Closed -$854K
CHS
3409
DELISTED
Chicos FAS, Inc.
CHS
– –
-1,575,700
Closed -$22.4M
AENZ
3410
DELISTED
Aenza S.A.A.
AENZ
– –
-5,220
Closed -$49K
TWNK
3411
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
– –
-379,200
Closed -$6.02M
NATI
3412
DELISTED
National Instruments Corp
NATI
– –
-315,366
Closed -$10.3M
TRTN
3413
DELISTED
Triton International Limited
TRTN
– –
-17,806
Closed -$459K
GLOP
3414
DELISTED
GASLOG PARTNERS LP
GLOP
– –
-22,993
Closed -$563K
BLCM
3415
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
– –
-22,720
Closed -$2.8M
FRC
3416
DELISTED
First Republic Bank
FRC
– –
-208,600
Closed -$19.6M
LMST
3417
DELISTED
Limestone Bancorp, Inc. Common Stock
LMST
– –
-13,862
Closed -$133K
AGRX
3418
DELISTED
Agile Therapeutics
AGRX
– –
-17
Closed -$109K
ATCO
3419
DELISTED
Atlas Corp.
ATCO
– –
-179,900
Closed -$1.25M
HZN
3420
DELISTED
Horizon Global Corporation
HZN
– –
-545,300
Closed -$7.57M
HTGM
3421
DELISTED
HTG Molecular Diagnostics, Inc. Common Stock
HTGM
– –
-61
Closed -$75K
SRLP
3422
DELISTED
SPRAGUE RESOURCES LP
SRLP
– –
-48,927
Closed -$1.33M
TMX
3423
DELISTED
Terminix Global Holdings, Inc.
TMX
– –
-278,522
Closed -$7.79M
USAK
3424
DELISTED
USA Truck Inc
USAK
– –
-53,400
Closed -$392K
MNDT
3425
DELISTED
Mandiant, Inc. Common Stock
MNDT
– –
-734,900
Closed -$9.27M
135 136
137
138 139

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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.