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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
TELL
3451
DELISTED
Tellurian Inc.
TELL
– –
-239,000
Closed -$2.69M
VTNR
3452
DELISTED
Vertex Energy, Inc
VTNR
– –
-34,400
Closed -$45K
DXYN
3453
DELISTED
Dixie Group Inc
DXYN
– –
-11,800
Closed -$42K
ALIM
3454
DELISTED
Alimera Sciences
ALIM
– –
-3,973
Closed -$64K
BIOL
3455
DELISTED
Biolase, Inc.
BIOL
– –
-5
Closed -$83K
CAMP
3456
DELISTED
CalAmp Corp.
CAMP
– –
-9,661
Closed -$3.22M
ICD
3457
DELISTED
Independence Contract Drilling, Inc.
ICD
– –
-3,830
Closed -$513K
MDC
3458
DELISTED
M.D.C. Holdings, Inc.
MDC
– –
-160,676
Closed -$3.27M
SUNW
3459
DELISTED
Sunworks, Inc.
SUNW
– –
-8,924
Closed -$125K
AAIC
3460
DELISTED
Arlington Asset Investment Corp.
AAIC
– –
-569,210
Closed -$8.44M
SGEN
3461
DELISTED
Seagen Inc. Common Stock
SGEN
– –
-253,313
Closed -$13.4M
UFAB
3462
DELISTED
Unique Fabricating, Inc.
UFAB
– –
-14,700
Closed -$215K
ACER
3463
DELISTED
Acer Therapeutics Inc
ACER
– –
-1,085
Closed -$10K
AVID
3464
DELISTED
Avid Technology Inc
AVID
– –
-109,100
Closed -$480K
FRGI
3465
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
– –
-262,400
Closed -$7.83M
LTRPA
3466
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
– –
-10,300
Closed -$155K
LSI
3467
DELISTED
Life Storage, Inc.
LSI
– –
-919,800
Closed -$52.3M
DCP
3468
DELISTED
DCP Midstream, LP
DCP
– –
-205,310
Closed -$7.88M
DBD
3469
DELISTED
Diebold Nixdorf Incorporated
DBD
– –
-74,500
Closed -$1.87M
ACOR
3470
DELISTED
Acorda Therapeutics
ACOR
– –
-3,212
Closed -$7.25M
DTEA
3471
DELISTED
DAVIDsTEA Inc. Common Stock
DTEA
– –
-69,800
Closed -$478K
AUY
3472
DELISTED
Yamana Gold, Inc.
AUY
– –
-7,215,775
Closed -$20.3M
STOR
3473
DELISTED
STORE Capital Corporation
STOR
– –
-366,200
Closed -$9.05M
DS
3474
DELISTED
Drive Shack Inc.
DS
– –
-932,100
Closed -$3.5M
STON
3475
DELISTED
StoneMor Inc.
STON
– –
-72,100
Closed -$642K
137 138
139
140 141

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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.