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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
FLOW
3426
DELISTED
SPX FLOW, Inc.
FLOW
– –
-41,400
Closed -$1.44M
VRS
3427
DELISTED
Verso Corporation
VRS
– –
-115,700
Closed -$694K
FRTA
3428
DELISTED
Forterra, Inc
FRTA
– –
-36,000
Closed -$702K
PVG
3429
DELISTED
PRETIUM RESOURCES INC.
PVG
– –
-104,600
Closed -$1.12M
INFO
3430
DELISTED
IHS Markit Ltd. Common Shares
INFO
– –
-2,048,966
Closed -$86M
ICBK
3431
DELISTED
County Bancorp, Inc. Common Stock
ICBK
– –
-14,900
Closed -$433K
MDP
3432
DELISTED
Meredith Corporation
MDP
– –
-244,449
Closed -$15.8M
KDMN
3433
DELISTED
Kadmon Holdings, Inc.
KDMN
– –
-43,700
Closed -$158K
MFNC
3434
DELISTED
Mackinac Financial Corporation
MFNC
– –
-17,700
Closed -$243K
SHSP
3435
DELISTED
SharpSpring, Inc.
SHSP
– –
-12,500
Closed -$58K
WRI
3436
DELISTED
Weingarten Realty Investors
WRI
– –
-185,232
Closed -$6.18M
CCRC
3437
DELISTED
China Customer Relations Centers, Inc
CCRC
– –
-29,554
Closed -$403K
NAV
3438
DELISTED
Navistar International
NAV
– –
-152,000
Closed -$3.74M
IPHI
3439
DELISTED
INPHI CORPORATION
IPHI
– –
-66,800
Closed -$3.26M
GMLP
3440
DELISTED
Golar LNG Partners LP
GMLP
– –
-281,517
Closed -$6.29M
TIF
3441
DELISTED
Tiffany & Co.
TIF
– –
-411,400
Closed -$39.2M
TCO
3442
DELISTED
Taubman Centers Inc.
TCO
– –
-210,600
Closed -$13.9M
HDS
3443
DELISTED
HD Supply Holdings, Inc.
HDS
– –
-598,900
Closed -$24.6M
AXAS
3444
DELISTED
Abraxas Petroleum Corp
AXAS
– –
-1,919
Closed -$78K
ASFI
3445
DELISTED
Asta Funding Inc
ASFI
– –
-15,105
Closed -$123K
PER
3446
DELISTED
SANDRIDGE PERMIAN TRUST
PER
– –
-142,322
Closed -$413K
ENT
3447
DELISTED
Global Eagle Entertainment Inc.
ENT
– –
-5,956
Closed -$475K
NE
3448
DELISTED
Noble Corporation
NE
– –
-411,600
Closed -$2.55M
GNC
3449
DELISTED
GNC Holdings, Inc.
GNC
– –
-466,895
Closed -$3.44M
TIVO
3450
DELISTED
Tivo Inc
TIVO
– –
-182,235
Closed -$3.42M
136 137
138
139 140

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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.