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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
HW
3526
DELISTED
Headwaters Inc
HW
– –
-45,414
Closed -$1.07M
ERS
3527
DELISTED
Empire Resources, Inc.
ERS
– –
-89,200
Closed -$618K
SWC
3528
DELISTED
Stillwater Mining Co
SWC
– –
-577,200
Closed -$9.97M
HH
3529
DELISTED
Hooper Holmes Inc
HH
– –
-32,029
Closed -$27K
ISLE
3530
DELISTED
Isle of Capri Casinos Inc
ISLE
– –
-2,108,424
Closed -$55.6M
ZLTQ
3531
DELISTED
ZELTIQ Aesthetics, Inc.
ZLTQ
– –
-154,900
Closed -$8.61M
UAM
3532
DELISTED
Universal American Corp
UAM
– –
-728,176
Closed -$7.26M
IKGH
3533
DELISTED
Iao Kun Group Holding Company Limited
IKGH
– –
-107,800
Closed -$31K
CWEI
3534
DELISTED
Clayton Williams Energy, Inc.
CWEI
– –
-21,372
Closed -$2.82M
CHMT
3535
DELISTED
Chemtura Corporation
CHMT
– –
-207,668
Closed -$6.94M
ADPT
3536
DELISTED
Adeptus Health Inc
ADPT
– –
-578,500
Closed -$1.04M
XXIA
3537
DELISTED
Ixia
XXIA
– –
-2,025,720
Closed -$39.8M
NMBL
3538
DELISTED
Nimble Storage, Inc.
NMBL
– –
-5,403,300
Closed -$67.5M
CBR
3539
DELISTED
CIBER Inc.
CBR
– –
-656,100
Closed -$262K
MPG
3540
DELISTED
Metaldyne Performance Group Inc.
MPG
– –
-274,100
Closed -$6.26M
JOY
3541
DELISTED
Joy Global Inc
JOY
– –
-237,525
Closed -$6.71M
CEB
3542
DELISTED
CEB Inc.
CEB
– –
-105,893
Closed -$8.32M
SCNB
3543
DELISTED
Suffolk Bancorp
SCNB
– –
-336,400
Closed -$13.6M
CSC
3544
DELISTED
Computer Sciences
CSC
– –
-332,900
Closed -$23M
MBRG
3545
DELISTED
Middleburg Financial Corp
MBRG
– –
-130,400
Closed -$5.22M
GGP
3546
DELISTED
GGP Inc.
GGP
– –
-849,500
Closed -$19.7M
HNR
3547
DELISTED
Harvest Natural Resources
HNR
– –
-108,701
Closed -$722K
WPG
3548
DELISTED
Washington Prime Group Inc.
WPG
– –
-54,189
Closed -$4.24M
RGSE
3549
DELISTED
Real Goods Solar, Inc. Class A
RGSE
– –
-30,235
Closed -$42K
GIG
3550
DELISTED
GigPeak, Inc.
GIG
– –
-1,192,200
Closed -$3.67M
140 141
142
143 144

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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.