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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
SHLX
3476
DELISTED
Shell Midstream Partners, L.P.
SHLX
– –
-346,743
Closed -$10.1M
ABTX
3477
DELISTED
Allegiance Bancshares
ABTX
– –
-6,448
Closed -$233K
CTXS
3478
DELISTED
Citrix Systems Inc
CTXS
– –
-116,388
Closed -$8.28M
ALJJ
3479
DELISTED
ALJ Regional Holdings Inc
ALJJ
– –
-37,999
Closed -$167K
ENDP
3480
DELISTED
Endo International plc
ENDP
– –
-1,525,860
Closed -$25.1M
MTOR
3481
DELISTED
MERITOR, Inc.
MTOR
– –
-319,900
Closed -$3.97M
COHR
3482
DELISTED
Coherent Inc
COHR
– –
-37,700
Closed -$5.18M
APTS
3483
DELISTED
Preferred Apartment Communities, Inc.
APTS
– –
-68,000
Closed -$1.01M
CERN
3484
DELISTED
Cerner Corp
CERN
– –
-1,252,504
Closed -$59.3M
ZSAN
3485
DELISTED
Zosano Pharma Corporation
ZSAN
– –
-43
Closed -$23K
RRD
3486
DELISTED
RR Donnelley & Sons Co.
RRD
– –
-715,993
Closed -$11.7M
SC
3487
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
– –
-748,100
Closed -$10.1M
MSGN
3488
DELISTED
MSG Networks Inc.
MSGN
– –
-29,400
Closed -$632K
CLGX
3489
DELISTED
Corelogic, Inc.
CLGX
– –
-168,986
Closed -$6.22M
CMD
3490
DELISTED
Cantel Medical Corporation
CMD
– –
-4,900
Closed -$386K
SINA
3491
DELISTED
Sina Corp
SINA
– –
-233,100
Closed -$14.2M
VRTU
3492
DELISTED
Virtusa Corporation
VRTU
– –
-68,900
Closed -$1.73M
CXO
3493
DELISTED
CONCHO RESOURCES INC.
CXO
– –
-310,558
Closed -$41.2M
NGHC
3494
DELISTED
National General Holdings Corp
NGHC
– –
-11,500
Closed -$287K
NBRV
3495
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
– –
-69
Closed -$103K
HTZ
3496
DELISTED
Hertz Global Holdings, Inc.
HTZ
– –
-988,272
Closed -$18.5M
AIMT
3497
DELISTED
Aimmune Therapeutics
AIMT
– –
-102,700
Closed -$2.1M
NBL
3498
DELISTED
Noble Energy, Inc.
NBL
– –
-298,077
Closed -$11.3M
BREW
3499
DELISTED
Craft Brew Alliance, Inc.
BREW
– –
-21,900
Closed -$370K
TLRD
3500
DELISTED
Tailored Brands, Inc.
TLRD
– –
-157,550
Closed -$4.03M
138 139
140
141 142

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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.