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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
NFX
3526
DELISTED
Newfield Exploration
NFX
– –
-697,400
Closed -$28.2M
ESND
3527
DELISTED
Essendant Inc.
ESND
– –
-66,522
Closed -$1.39M
CVRR
3528
DELISTED
CVR Refining, LP
CVRR
– –
-234,600
Closed -$2.44M
ENLK
3529
DELISTED
EnLink Midstream Partners, LP
ENLK
– –
-860,300
Closed -$15.8M
ARDM
3530
DELISTED
Aradigm Corp Common Stock
ARDM
– –
-27,900
Closed -$45K
ESES
3531
DELISTED
Eco-Stim Energy Solutions Inc. Common Stock
ESES
– –
-14,600
Closed -$14K
NAP
3532
DELISTED
Navios Maritime Midstream Partrs
NAP
– –
-10,102
Closed -$109K
OCLR
3533
DELISTED
Oclaro Inc.
OCLR
– –
-282,856
Closed -$2.53M
AFSI
3534
DELISTED
AmTrust Financial Services, Inc.
AFSI
– –
-363,550
Closed -$9.95M
KS
3535
DELISTED
KapStone Paper and Pack Corp.
KS
– –
-14,500
Closed -$320K
DFBG
3536
DELISTED
Differential Brands Group Inc
DFBG
– –
-22,727
Closed -$53K
EVHC
3537
DELISTED
Envision Healthcare Holdings Inc
EVHC
– –
-303,972
Closed -$19.2M
SYNT
3538
DELISTED
Syntel Inc
SYNT
– –
-341,800
Closed -$6.76M
ANDV
3539
DELISTED
Andeavor
ANDV
– –
-976,500
Closed -$85.4M
NLST
3540
DELISTED
Netlist, Inc.
NLST
– –
-81,900
Closed -$84K
HGT
3541
DELISTED
Hugoton Royalty Trust
HGT
– –
-21,511
Closed -$46K
SHLM
3542
DELISTED
Schulman (A.) Inc
SHLM
– –
-29,141
Closed -$975K
PAY
3543
DELISTED
Verifone Systems Inc
PAY
– –
-624,319
Closed -$11.1M
PRKR
3544
DELISTED
Parkervision Inc
PRKR
– –
-35,491
Closed -$65K
FNGN
3545
DELISTED
Financial Engines, Inc.
FNGN
– –
-297,200
Closed -$10.9M
BWP
3546
DELISTED
Boardwalk Pipeline Partners
BWP
– –
-420,995
Closed -$7.31M
JASO
3547
DELISTED
JA Solar Holdings, Co., Ltd
JASO
– –
-188,271
Closed -$896K
CAFD
3548
DELISTED
8point3 Energy Partners LP
CAFD
– –
-161,916
Closed -$2.1M
GNRT
3549
DELISTED
Gener8 Maritime, Inc.
GNRT
– –
-67,661
Closed -$303K
BBRG
3550
DELISTED
Bravo Brio Restaurant Group Inc.
BBRG
– –
-56,849
Closed -$216K
140 141
142
143 144

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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.