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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
+4.89%
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
$63.2B
AUM Growth
+$6.63B
Cap. Flow
+$5.07B
Cap. Flow %
8.02%
Top 10 Hldgs %
7.17%
Holding
3,715
New
418
Increased
1,792
Reduced
991
Closed
494

Top Buys

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$247M
2
JNJ icon
Johnson & Johnson
JNJ
+$225M
3
MON
Monsanto Co
MON
+$213M
4
AET
Aetna Inc
AET
+$208M
5
AVGO icon
Broadcom
AVGO
+$176M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$227M
2
MSFT icon
Microsoft
MSFT
+$224M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$205M
4
NKE icon
Nike
NKE
+$187M
5
PFE icon
Pfizer
PFE
+$184M

Sector Composition

Rank Sector Weight
1 Financials 14.12%
2 Technology 12.96%
3 Healthcare 12.08%
4 Industrials 11.23%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WLY icon
3476
John Wiley & Sons Class A
WLY
$2.52B
– –
-9,900
Closed -$511K
WNC icon
3477
Wabash National
WNC
$505M
– –
-354,700
Closed -$5.05M
WOLF icon
3478
Wolfspeed
WOLF
$1.57B
– –
-19,900
Closed -$512K
WPRT
3479
Westport Fuel Systems
WPRT
$36.7M
– –
-34,238
Closed -$551K
WRB icon
3480
W.R. Berkley
WRB
$26B
– –
-298,013
Closed -$5.1M
WWR icon
3481
Westwater Resources
WWR
$77.2M
– –
-499
Closed -$32K
WWW icon
3482
Wolverine World Wide
WWW
$1.49B
– –
-202,000
Closed -$4.65M
WYNN icon
3483
Wynn Resorts
WYNN
$10.8B
– –
-428,100
Closed -$41.7M
XLB icon
3484
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
– –
-97,600
Closed -$2.33M
XLF icon
3485
State Street Financial Select Sector SPDR ETF
XLF
$59B
– –
-93,300
Closed -$1.8M
XLY icon
3486
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
– –
-73,000
Closed -$2.92M
XME icon
3487
State Street SPDR S&P Metals & Mining ETF
XME
$4.56B
– –
-40,300
Closed -$1.07M
XOMA
3488
DELISTED
Xoma
XOMA
– –
-9,655
Closed -$89K
XRT icon
3489
State Street SPDR S&P Retail ETF
XRT
$645M
– –
-24,900
Closed -$1.08M
ZBH icon
3490
Zimmer Biomet
ZBH
$18.5B
– –
-282,323
Closed -$35.6M
ZWS icon
3491
Zurn Elkay Water Solutions
ZWS
$8.6B
– –
-788,035
Closed -$8.13M
CPAY icon
3492
Corpay
CPAY
$26.7B
– –
-116,400
Closed -$20.2M
CMBT
3493
CMB.TECH NV
CMBT
$4.73B
– –
-579,100
Closed -$4.42M
INVX
3494
Innovex International
INVX
$2.11B
– –
-231,900
Closed -$12.9M
PVLA
3495
Palvella Therapeutics
PVLA
$2.22B
– –
-539
Closed -$79K
ONC
3496
BeOne Medicines Ltd
ONC
$40.6B
– –
-30,900
Closed -$952K
TBCH
3497
Turtle Beach Corp
TBCH
$231M
– –
-38,950
Closed -$204K
XIFR
3498
XPLR Infrastructure LP
XIFR
$1.08B
– –
-26,026
Closed -$728K
TVRD
3499
Tvardi Therapeutics
TVRD
$22.1M
– –
-6,886
Closed -$2.07M
VIVS
3500
VivoSim Labs
VIVS
$1.23M
– –
-342
Closed -$311K
138 139
140
141 142

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Jim Simons's Q4 2016 Portfolio in Review

As of Q4 2016, Jim Simons held 3,715 positions worth $63.2B, up 12% from $56.6B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.

Jim Simons deployed $5.07B of net new capital in Q4 2016, opening 418 new positions and adding to 1,792 existing holdings. Its largest new stake was Broadcom: 10,144,960 shares worth $179M.

By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $227M trimmed.

  • Jim Simons's largest Q4 2016 buy was Broadcom: 10,144,960 shares worth $179M.
  • Jim Simons added most to Gilead Sciences in Q4 2016, an estimated $247M increase.
  • Jim Simons's biggest Q4 2016 reduction was Bristol-Myers Squibb, cutting an estimated $227M.
  • Jim Simons fully exited Alphabet (Google) Class C in Q4 2016, selling an estimated $205M.
  • Jim Simons's ten largest holdings make up 7.2% of its $63.2B portfolio in Q4 2016.
  • Jim Simons opened 418 new positions and closed 494 in Q4 2016.
  • Jim Simons's portfolio value rose 12% quarter-over-quarter to $63.2B.

Based on Renaissance Technologies's 13F filing for Q4 2016, filed 13 Feb 2017.