We are live on ! Find out more
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
QUOT
3526
DELISTED
Quotient Technology Inc
QUOT
– –
-10,600
Closed -$141K
NUVA
3527
DELISTED
NuVasive, Inc.
NUVA
– –
-129,600
Closed -$8.64M
PDCE
3528
DELISTED
PDC Energy, Inc.
PDCE
– –
-25,000
Closed -$1.68M
UNVR
3529
DELISTED
Univar Solutions Inc.
UNVR
– –
-276,900
Closed -$6.05M
BSMX
3530
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
– –
-303,400
Closed -$2.67M
BBBY
3531
DELISTED
Bed Bath & Beyond Inc
BBBY
– –
-532,960
Closed -$23M
PLXP
3532
DELISTED
PLx Pharma Inc. Common Stock
PLXP
– –
-5,275
Closed -$612K
APEN
3533
DELISTED
Apollo Endosurgery, Inc.
APEN
– –
-9,610
Closed -$173K
SIOX
3534
DELISTED
Sio Gene Therapies Inc. Common Stock
SIOX
– –
-8,725
Closed -$977K
AMOV
3535
DELISTED
America Movil SAB de CV
AMOV
– –
-50,068
Closed -$539K
IVC
3536
DELISTED
Invacare Corporation
IVC
– –
-25,200
Closed -$281K
BNFT
3537
DELISTED
Benefitfocus, Inc.
BNFT
– –
-43,300
Closed -$1.73M
ZEN
3538
DELISTED
ZENDESK INC
ZEN
– –
-237,200
Closed -$7.28M
QTNT
3539
DELISTED
Quotient Limited Ordinary Shares
QTNT
– –
-555
Closed -$174K
GBT
3540
DELISTED
Global Blood Therapeutics, Inc.
GBT
– –
-101,200
Closed -$2.33M
AMPE
3541
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
– –
-579
Closed -$128K
ATHX
3542
DELISTED
Athersys, Inc. Common Stock
ATHX
– –
-5,473
Closed -$291K
EPZM
3543
DELISTED
Epizyme, Inc
EPZM
– –
-180,288
Closed -$1.77M
SRRA
3544
DELISTED
Sierra Oncology, Inc. Common Stock
SRRA
– –
-5,645
Closed -$411K
CALA
3545
DELISTED
Calithera Biosciences, Inc
CALA
– –
-4,622
Closed -$300K
SFUN
3546
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
– –
-3,882
Closed -$872K
XENT
3547
DELISTED
Intersect ENT, Inc
XENT
– –
-51,300
Closed -$813K
JOBS
3548
DELISTED
51job Inc
JOBS
– –
-62,700
Closed -$2.09M
DISCK
3549
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
– –
-233,850
Closed -$6.15M
FLOW
3550
DELISTED
SPX FLOW, Inc.
FLOW
– –
-18,400
Closed -$569K
140 141
142
143 144

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.