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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
CMRX
3501
DELISTED
Chimerix, Inc.
CMRX
– –
-218,860
Closed -$1.21M
PDCO
3502
DELISTED
Patterson Companies, Inc.
PDCO
– –
-193,604
Closed -$8.89M
NVRO
3503
DELISTED
NEVRO CORP.
NVRO
– –
-72,000
Closed -$7.52M
ROIC
3504
DELISTED
Retail Opportunity Investments Corp.
ROIC
– –
-20,700
Closed -$455K
B
3505
DELISTED
Barnes Group Inc.
B
– –
-8,500
Closed -$345K
AUMN
3506
DELISTED
Golden Minerals Company
AUMN
– –
-1,720
Closed -$32K
CTLT
3507
DELISTED
CATALENT, INC.
CTLT
– –
-489,900
Closed -$12.7M
CHUY
3508
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
– –
-26,800
Closed -$749K
BIG
3509
DELISTED
Big Lots, Inc.
BIG
– –
-208,600
Closed -$9.96M
VBIV
3510
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
– –
-473
Closed -$49K
WIRE
3511
DELISTED
Encore Wire Corp
WIRE
– –
-37,737
Closed -$1.39M
DLA
3512
DELISTED
Delta Apparel Inc.
DLA
– –
-73,567
Closed -$1.21M
ERF
3513
DELISTED
Enerplus Corporation
ERF
– –
-108,857
Closed -$698K
VIA
3514
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
– –
-24,240
Closed -$1.76M
MTBL
3515
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
– –
-101,067
Closed -$312K
CPE
3516
DELISTED
Callon Petroleum Company
CPE
– –
-118,919
Closed -$18.7M
SPLK
3517
DELISTED
Splunk Inc
SPLK
– –
-24,900
Closed -$1.46M
BFX
3518
DELISTED
BowFlex Inc.
BFX
– –
-186,700
Closed -$4.24M
MDRX
3519
DELISTED
Veradigm Inc. Common Stock
MDRX
– –
-698,465
Closed -$9.2M
SIEN
3520
DELISTED
Sientra, Inc.
SIEN
– –
-7,580
Closed -$681K
MRTX
3521
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
– –
-106,800
Closed -$706K
BVH
3522
DELISTED
Bluegreen Vacations Holding Corporation
BVH
– –
-3,120
Closed -$322K
ONCT
3523
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
– –
-52
Closed -$57K
SCU
3524
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
– –
-31,530
Closed -$1.37M
MMP
3525
DELISTED
Magellan Midstream Partners, L.P.
MMP
– –
-117,116
Closed -$8.29M
139 140
141
142 143

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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.