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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
CST
3501
DELISTED
CST Brands, Inc.
CST
– –
-720,800
Closed -$34.7M
LMIA
3502
DELISTED
LMI Aerospace Inc
LMIA
– –
-423,000
Closed -$5.83M
PVTB
3503
DELISTED
PrivateBancorp Inc
PVTB
– –
-412,747
Closed -$24.5M
FNCX
3504
DELISTED
Function(x) Inc.
FNCX
– –
-24,643
Closed -$14K
TRR
3505
DELISTED
Trc Companies
TRR
– –
-407,600
Closed -$7.11M
LUX
3506
DELISTED
Luxottica Group
LUX
– –
-22,403
Closed -$1.23M
YHOO
3507
DELISTED
Yahoo Inc
YHOO
– –
-3,841,500
Closed -$178M
BNCN
3508
DELISTED
BNC Bancorp
BNCN
– –
-52,792
Closed -$1.85M
MJN
3509
DELISTED
Mead Johnson Nutrition Company
MJN
– –
-84,000
Closed -$7.48M
JIVE
3510
DELISTED
Jive Software, Inc.
JIVE
– –
-3,879,700
Closed -$16.7M
EVER
3511
DELISTED
Everbank Financial Corp
EVER
– –
-4,020,600
Closed -$78.3M
APFH
3512
DELISTED
AdvancePierre Foods Holdings
APFH
– –
-373,199
Closed -$11.6M
MPSX
3513
DELISTED
Multi Packaging Solutions Intl.
MPSX
– –
-101,300
Closed -$1.82M
WILN
3514
DELISTED
Wi-LAN Inc.
WILN
– –
-1,564,500
Closed -$2.86M
VAL
3515
DELISTED
Valspar
VAL
– –
-709,500
Closed -$78.7M
SGM
3516
DELISTED
Stonegate Mortgage Corporation
SGM
– –
-130,600
Closed -$1.04M
CACB
3517
DELISTED
Cascade Bancorp
CACB
– –
-1,674,081
Closed -$12.9M
UTEK
3518
DELISTED
Ultratech Inc.
UTEK
– –
-422,356
Closed -$12.5M
SALE
3519
DELISTED
RetailMeNot, Inc. Series 1
SALE
– –
-1,853,000
Closed -$15M
STV
3520
DELISTED
China Digital Tv Hldgs Co Ltd
STV
– –
-212,198
Closed -$272K
INVN
3521
DELISTED
Invensense Inc
INVN
– –
-898,200
Closed -$11.3M
SYUT
3522
DELISTED
Synutra International, Inc.
SYUT
– –
-83,108
Closed -$494K
EXAR
3523
DELISTED
Exar Corporation
EXAR
– –
-1,627,128
Closed -$21.2M
MBVT
3524
DELISTED
Merchants Bancshares Inc
MBVT
– –
-148,011
Closed -$7.21M
SBY
3525
DELISTED
Silver Bay Realty Trust Corp.
SBY
– –
-3,252,000
Closed -$69.8M
139 140
141
142 143

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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.