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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
DNR
3501
DELISTED
Denbury Resources, Inc.
DNR
– –
-559,535
Closed -$2.06M
CHK
3502
DELISTED
Chesapeake Energy Corporation
CHK
– –
-11,833
Closed -$16.6M
AXE
3503
DELISTED
Anixter International Inc
AXE
– –
-27,900
Closed -$2.26M
SAEX
3504
DELISTED
SAExploration Holdings, Inc.
SAEX
– –
-6,046
Closed -$883K
STML
3505
DELISTED
Stemline Therapeutics, Inc.
STML
– –
-65,500
Closed -$701K
WBC
3506
DELISTED
WABCO HOLDINGS INC.
WBC
– –
-169,100
Closed -$17.9M
AKS
3507
DELISTED
AK Steel Holding Corp
AKS
– –
-3,750,800
Closed -$38.3M
ZAYO
3508
DELISTED
Zayo Group Holdings, Inc.
ZAYO
– –
-583,700
Closed -$19.2M
CSS
3509
DELISTED
CSS Industries, Inc.
CSS
– –
-87,800
Closed -$2.38M
CHKR
3510
DELISTED
CHESAPEAKE GRANITE WASH TRUST
CHKR
– –
-160,073
Closed -$376K
IDXG
3511
DELISTED
Interpace Biosciences, Inc. Common Stock
IDXG
– –
-6,642
Closed -$292K
WAIR
3512
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
– –
-119,800
Closed -$1.79M
TRCB
3513
DELISTED
Two River Bancorp
TRCB
– –
-15,540
Closed -$221K
HOS
3514
DELISTED
Hornbeck Offshore Services, Inc.
HOS
– –
-838,400
Closed -$6.05M
APU
3515
DELISTED
AmeriGas Partners, L.P.
APU
– –
-8,900
Closed -$426K
UQM
3516
DELISTED
UQM Technologies, Inc.
UQM
– –
-14,699
Closed -$6K
PETX
3517
DELISTED
Aratana Therapeutics, Inc.
PETX
– –
-87,608
Closed -$629K
SFS
3518
DELISTED
Smart & Final Stores, Inc.
SFS
– –
-37,800
Closed -$533K
FTD
3519
DELISTED
FTD Companies, Inc. Common Stock
FTD
– –
-15,700
Closed -$374K
ONCS
3520
DELISTED
OncoSec Medical Incorporated
ONCS
– –
-432
Closed -$117K
BRS
3521
DELISTED
Bristow Group, Inc.
BRS
– –
-241,900
Closed -$4.95M
AKAO
3522
DELISTED
Achaogen Inc
AKAO
– –
-377,200
Closed -$4.91M
IDTI
3523
DELISTED
Integrated Device Technology I
IDTI
– –
-1,170,900
Closed -$27.6M
ICON
3524
DELISTED
Iconix Brand Group, Inc.
ICON
– –
-1,628
Closed -$152K
TAHO
3525
DELISTED
Tahoe Resources Inc
TAHO
– –
-429,651
Closed -$4.04M
139 140
141
142 143

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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.