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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
+4.35%
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
$52.6B
AUM Growth
+$6.72B
Cap. Flow
+$5.31B
Cap. Flow %
10.09%
Top 10 Hldgs %
7.86%
Holding
3,753
New
498
Increased
2,018
Reduced
804
Closed
403

Top Buys

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$192M
2
JNJ icon
Johnson & Johnson
JNJ
+$179M
3
EMC
EMC CORPORATION
EMC
+$177M
4
CB icon
Chubb
CB
+$153M
5
LLY icon
Eli Lilly
LLY
+$142M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$470M
2
PRE
PARTNERRE LTD
PRE
+$186M
3
CMCSA icon
Comcast
CMCSA
+$179M
4
PFE icon
Pfizer
PFE
+$168M
5
GILD icon
Gilead Sciences
GILD
+$144M

Sector Composition

Rank Sector Weight
1 Financials 11.92%
2 Healthcare 11.63%
3 Technology 11.35%
4 Industrials 10.55%
5 Consumer Staples 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WYNN icon
3551
Wynn Resorts
WYNN
$10.8B
– –
-67,000
Closed -$4.64M
XOM icon
3552
ExxonMobil
XOM
$654B
– –
-1,317,691
Closed -$103M
XRAY icon
3553
Dentsply Sirona
XRAY
$2.25B
– –
-300,858
Closed -$18.3M
YELP icon
3554
Yelp
YELP
$1.23B
– –
-489,700
Closed -$14.1M
ZBRA icon
3555
Zebra Technologies
ZBRA
$17.8B
– –
-228,331
Closed -$15.9M
CPAY icon
3556
Corpay
CPAY
$26.5B
– –
-62,800
Closed -$8.98M
ONIT
3557
Onity Group
ONIT
$324M
– –
-681
Closed -$71K
AAMI
3558
Acadian Asset Management
AAMI
$3.25B
– –
-12,700
Closed -$195K
RVNC
3559
DELISTED
Revance Therapeutics, Inc.
RVNC
– –
-215,900
Closed -$7.38M
AGR
3560
DELISTED
Avangrid, Inc.
AGR
– –
-18,200
Closed -$699K
CTLT
3561
DELISTED
CATALENT, INC.
CTLT
– –
-207,000
Closed -$5.18M
ALIM
3562
DELISTED
Alimera Sciences
ALIM
– –
-5,013
Closed -$182K
THMO
3563
DELISTED
ThermoGenesis Holdings, Inc. Common Stock
THMO
– –
-6
Closed -$10K
CMLS
3564
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
– –
-36,744
Closed -$97K
TRVN
3565
DELISTED
Trevena, Inc.
TRVN
– –
-459
Closed -$3.01M
TTOO
3566
DELISTED
T2 Biosystems, Inc
TTOO
– –
-4
Closed -$243K
PXD
3567
DELISTED
Pioneer Natural Resource Co.
PXD
– –
-239,188
Closed -$30M
MTBL
3568
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
– –
-17,267
Closed -$95K
MDRX
3569
DELISTED
Veradigm Inc. Common Stock
MDRX
– –
-557,465
Closed -$8.57M
IMGN
3570
DELISTED
Immunogen Inc
IMGN
– –
-38,040
Closed -$516K
NVTA
3571
DELISTED
Invitae Corporation
NVTA
– –
-34,190
Closed -$281K
CORR
3572
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
– –
-171,961
Closed -$2.55M
HEP
3573
DELISTED
Holly Energy Partners, L.P.
HEP
– –
-108,527
Closed -$3.38M
NEWR
3574
DELISTED
New Relic, Inc.
NEWR
– –
-59,300
Closed -$2.16M
CEQP
3575
DELISTED
Crestwood Equity Partners LP
CEQP
– –
-135,382
Closed -$2.81M
141 142
143
144 145

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Jim Simons's Q1 2016 Portfolio in Review

As of Q1 2016, Jim Simons held 3,753 positions worth $52.6B, up 15% from $45.9B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $5.31B of net new capital in Q1 2016, opening 498 new positions and adding to 2,018 existing holdings. Its largest new stake was EMC CORPORATION: 7,000,400 shares worth $187M.

By sector, the portfolio is most concentrated in Financials at 12% of assets, up from 11% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Pfizer, an estimated $168M trimmed.

  • Jim Simons's largest Q1 2016 buy was EMC CORPORATION: 7,000,400 shares worth $187M.
  • Jim Simons added most to PepsiCo in Q1 2016, an estimated $192M increase.
  • Jim Simons's biggest Q1 2016 reduction was Pfizer, cutting an estimated $168M.
  • Jim Simons fully exited Apple in Q1 2016, selling an estimated $470M.
  • Jim Simons's ten largest holdings make up 7.9% of its $52.6B portfolio in Q1 2016.
  • Jim Simons opened 498 new positions and closed 403 in Q1 2016.
  • Jim Simons's portfolio value rose 15% quarter-over-quarter to $52.6B.

Based on Renaissance Technologies's 13F filing for Q1 2016, filed 13 May 2016.