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
+4.57%
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
JCP
3451
DELISTED
J.C. Penney Company, Inc.
JCP
– –
-1,699,100
Closed -$10.5M
MLNX
3452
DELISTED
Mellanox Technologies, Ltd.
MLNX
– –
-206,800
Closed -$10.5M
MPVD
3453
DELISTED
Mountain Province Diamonds Inc.
MPVD
– –
-33,400
Closed -$119K
LKSD
3454
DELISTED
LSC Communications, Inc.
LKSD
– –
-55,500
Closed -$1.4M
STI
3455
DELISTED
SunTrust Banks, Inc.
STI
– –
-406,417
Closed -$22.5M
SEMG
3456
DELISTED
SEMGROUP CORPORATION
SEMG
– –
-293,557
Closed -$10.6M
VIAB
3457
DELISTED
Viacom Inc. Class B
VIAB
– –
-30,200
Closed -$1.41M
SDT
3458
DELISTED
SANDRIDGE MISSISSIPPIAN TRUST I
SDT
– –
-49,956
Closed -$70K
ATIS
3459
DELISTED
Attis Industries Inc. Common Stock
ATIS
– –
-1,775
Closed -$55K
ROX
3460
DELISTED
Castle Brands, Inc.
ROX
– –
-14,400
Closed -$22K
BID
3461
DELISTED
Sotheby's
BID
– –
-343,203
Closed -$15.6M
AMID
3462
DELISTED
American Midstream Partners, LP
AMID
– –
-183,619
Closed -$2.73M
SDLP
3463
DELISTED
SEADRILL PARTNERS LLC
SDLP
– –
-16,180
Closed -$582K
SXCP
3464
DELISTED
SunCoke Energy Partners, L.P.
SXCP
– –
-65,989
Closed -$1.01M
QTNA
3465
DELISTED
Quantenna Communications, Inc. Common Stock
QTNA
– –
-49,200
Closed -$1.02M
FRSH
3466
DELISTED
Papa Murphy's Holdings, Inc
FRSH
– –
-88,294
Closed -$421K
ULTI
3467
DELISTED
Ultimate Software Group Inc
ULTI
– –
-38,214
Closed -$7.46M
USG
3468
DELISTED
Usg
USG
– –
-131,800
Closed -$4.19M
ESL
3469
DELISTED
Esterline Technologies
ESL
– –
-18,900
Closed -$1.63M
SGYP
3470
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
– –
-56,534
Closed -$263K
ELGX
3471
DELISTED
Endologix Inc
ELGX
– –
-50,389
Closed -$3.65M
SN
3472
DELISTED
Sanchez Energy Corporation
SN
– –
-1,765,598
Closed -$16.8M
ESRX
3473
DELISTED
Express Scripts Holding Company
ESRX
– –
-1,308,239
Closed -$86.2M
SEP
3474
DELISTED
Spectra Engy Parters Lp
SEP
– –
-200,600
Closed -$8.76M
LHO
3475
DELISTED
LaSalle Hotel Properties
LHO
– –
-205,800
Closed -$5.96M
137 138
139
140 141

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.