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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
EGN
3476
DELISTED
Energen
EGN
– –
-68,500
Closed -$3.73M
JONE
3477
DELISTED
Jones Energy, Inc.
JONE
– –
-3,779
Closed -$193K
ETP
3478
DELISTED
Energy Transfer Partners, L.P.
ETP
– –
-315,200
Closed -$7.7M
KLDX
3479
DELISTED
KLONDEX MINES LTD
KLDX
– –
-891,101
Closed -$3.47M
RMP
3480
DELISTED
Rice Midstream Partners LP
RMP
– –
-76,733
Closed -$1.94M
YGE
3481
DELISTED
Yingli Green Energy Holding Comp
YGE
– –
-22,389
Closed -$49K
MSCC
3482
DELISTED
Microsemi Corp
MSCC
– –
-522,301
Closed -$26.9M
RSO
3483
DELISTED
Resource Capital Corp.
RSO
– –
-94,186
Closed -$920K
ENTL
3484
DELISTED
Entellus Medical, Inc. Common Stock
ENTL
– –
-13,900
Closed -$192K
RXDX
3485
DELISTED
Ignyta, Inc.
RXDX
– –
-16,580
Closed -$143K
ARCX
3486
DELISTED
Arc Logistics Partners LP
ARCX
– –
-104,441
Closed -$1.49M
RICE
3487
DELISTED
Rice Energy Inc.
RICE
– –
-1,244,600
Closed -$29.5M
EVAR
3488
DELISTED
Lombard Medical, Inc.
EVAR
– –
-27,734
Closed -$22K
LVLT
3489
DELISTED
Level 3 Communications Inc
LVLT
– –
-442,523
Closed -$25.3M
CNXR
3490
DELISTED
Connecture, Inc.
CNXR
– –
-19,002
Closed -$20K
WNRL
3491
DELISTED
Western Refining Logistics, LP
WNRL
– –
-59,834
Closed -$1.52M
GIGA
3492
DELISTED
Giga-Tronics Inc
GIGA
– –
-19,563
Closed -$15K
PKY
3493
DELISTED
Parkway, Inc.
PKY
– –
-61,700
Closed -$1.23M
MBLY
3494
DELISTED
Mobileye N.V.
MBLY
– –
-329,700
Closed -$20.2M
GSOL
3495
DELISTED
Global Sources Ltd
GSOL
– –
-12,422
Closed -$102K
SPNC
3496
DELISTED
Spectranetics Corp
SPNC
– –
-61,922
Closed -$1.8M
XRA
3497
DELISTED
Exeter Resources Corporation
XRA
– –
-22,300
Closed -$39K
KATE
3498
DELISTED
Kate Spade & Company
KATE
– –
-492,700
Closed -$11.4M
SRSC
3499
DELISTED
SEARS Canada Inc.
SRSC
– –
-203,100
Closed -$274K
BOXC
3500
DELISTED
Brookfield Can Office Properties
BOXC
– –
-84,100
Closed -$1.98M
138 139
140
141 142

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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.