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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
+7.01%
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
$71.6B
AUM Growth
+$8.36B
Cap. Flow
+$5.19B
Cap. Flow %
7.25%
Top 10 Hldgs %
7.9%
Holding
3,652
New
433
Increased
1,585
Reduced
1,146
Closed
462

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$468M
2
JNJ icon
Johnson & Johnson
JNJ
+$440M
3
IBM icon
IBM
IBM
+$355M
4
BKNG icon
Booking.com
BKNG
+$332M
5
RAI
Reynolds American Inc
RAI
+$331M

Top Sells

Rank Stock Value
1
LLTC
Linear Technology Corp
LLTC
+$482M
2
DIS icon
Walt Disney
DIS
+$247M
3
V icon
Visa
V
+$219M
4
DE icon
Deere & Co
DE
+$200M
5
JCI icon
Johnson Controls International
JCI
+$179M

Sector Composition

Rank Sector Weight
1 Healthcare 15.02%
2 Technology 13.31%
3 Financials 12.25%
4 Industrials 9.65%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRDN icon
3426
Viridian Therapeutics
VRDN
$2.6B
– –
-706
Closed -$53K
VTLE
3427
DELISTED
Vital Energy
VTLE
– –
-15,495
Closed -$4.38M
VTR icon
3428
Ventas
VTR
$44.6B
– –
-261,102
Closed -$16.3M
WD icon
3429
Walker & Dunlop
WD
$1.48B
– –
-82,063
Closed -$2.56M
WDAY icon
3430
Workday
WDAY
$44.8B
– –
-78,600
Closed -$5.2M
WING icon
3431
Wingstop
WING
$3.03B
– –
-77,200
Closed -$2.28M
WKC icon
3432
World Kinect Corp
WKC
$1.88B
– –
-160,100
Closed -$7.35M
WOR icon
3433
Worthington Enterprises
WOR
$2.79B
– –
-17,031
Closed -$498K
WPC icon
3434
W.P. Carey
WPC
$15.9B
– –
-133,126
Closed -$7.71M
WVE icon
3435
Wave Life Sciences
WVE
$993M
– –
-15,400
Closed -$403K
WWD icon
3436
Woodward
WWD
$21.1B
– –
-68,184
Closed -$4.71M
WY icon
3437
Weyerhaeuser
WY
$18B
– –
-189,181
Closed -$5.69M
XPO icon
3438
XPO
XPO
$23.8B
– –
-1,173,096
Closed -$17.5M
XTNT icon
3439
Xtant Medical Holdings
XTNT
$44.9M
– –
-5,542
Closed -$37K
YELP icon
3440
Yelp
YELP
$1.28B
– –
-327,100
Closed -$12.5M
ZG icon
3441
Zillow
ZG
$7.71B
– –
-23,200
Closed -$846K
MTUS icon
3442
Metallus
MTUS
$900M
– –
-67,200
Closed -$1.04M
TBRG
3443
DELISTED
TruBridge
TBRG
– –
-34,215
Closed -$807K
VRN
3444
DELISTED
Veren
VRN
– –
-173,000
Closed -$2.35M
MAGN
3445
Magnera Corp
MAGN
$444M
– –
-1,100
Closed -$342K
NPKI
3446
NPK International
NPKI
$1.18B
– –
-277,300
Closed -$2.08M
AAMI
3447
Acadian Asset Management
AAMI
$3.25B
– –
-82,600
Closed -$1.2M
SUM
3448
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
– –
-159,551
Closed -$3.68M
ENLC
3449
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
– –
-186,532
Closed -$3.55M
CNSL
3450
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
– –
-101,394
Closed -$2.72M
136 137
138
139 140

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Jim Simons's Q1 2017 Portfolio in Review

As of Q1 2017, Jim Simons held 3,652 positions worth $71.6B, up 13% from $63.2B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $5.19B of net new capital in Q1 2017, opening 433 new positions and adding to 1,585 existing holdings. Its largest new stake was Merck: 7,716,460 shares worth $468M.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 12% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Walt Disney, an estimated $247M trimmed.

  • Jim Simons's largest Q1 2017 buy was Merck: 7,716,460 shares worth $468M.
  • Jim Simons added most to Johnson & Johnson in Q1 2017, an estimated $440M increase.
  • Jim Simons's biggest Q1 2017 reduction was Walt Disney, cutting an estimated $247M.
  • Jim Simons fully exited Linear Technology Corp in Q1 2017, selling an estimated $482M.
  • Jim Simons's ten largest holdings make up 7.9% of its $71.6B portfolio in Q1 2017.
  • Jim Simons opened 433 new positions and closed 462 in Q1 2017.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $71.6B.

Based on Renaissance Technologies's 13F filing for Q1 2017, filed 12 May 2017.