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
RESN
3551
DELISTED
Resonant Inc.
RESN
– –
-10,700
Closed -$58K
CONE
3552
DELISTED
CyrusOne Inc Common Stock
CONE
– –
-168,386
Closed -$8.01M
RDS.B
3553
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
– –
-137,227
Closed -$7.25M
MDP
3554
DELISTED
Meredith Corporation
MDP
– –
-58,100
Closed -$3.02M
XLRN
3555
DELISTED
Acceleron Pharma
XLRN
– –
-57,600
Closed -$2.08M
CSOD
3556
DELISTED
Cornerstone OnDemand, Inc.
CSOD
– –
-498,600
Closed -$22.9M
CORE
3557
DELISTED
Core Mark Holding Co., Inc.
CORE
– –
-178,900
Closed -$6.41M
QTS
3558
DELISTED
QTS REALTY TRUST, INC.
QTS
– –
-84,500
Closed -$4.47M
PRAH
3559
DELISTED
PRA Health Sciences, Inc.
PRAH
– –
-4,400
Closed -$249K
GRUB
3560
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
– –
-114,050
Closed -$9.81M
GNMK
3561
DELISTED
GenMark Diagnostics, Inc
GNMK
– –
-109,000
Closed -$1.29M
FPRX
3562
DELISTED
Five Prime Therapeutics, Inc.
FPRX
– –
-51,700
Closed -$2.71M
VAR
3563
DELISTED
Varian Medical Systems, Inc.
VAR
– –
-13,114
Closed -$1.15M
TCCO
3564
DELISTED
Technical Communications Corporation
TCCO
– –
-10,603
Closed -$28K
PE
3565
DELISTED
PARSLEY ENERGY INC
PE
– –
-565,600
Closed -$19M
GPOR
3566
DELISTED
Gulfport Energy Corp.
GPOR
– –
-303,001
Closed -$8.56M
MYOK
3567
DELISTED
MyoKardia, Inc. Common Stock
MYOK
– –
-11,100
Closed -$181K
WMGI
3568
DELISTED
Wright Medical Group Inc
WMGI
– –
-115,207
Closed -$2.83M
MNK
3569
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
– –
-207,102
Closed -$14.5M
GMO
3570
DELISTED
General Moly, Inc.
GMO
– –
-161,109
Closed -$45K
SMRT
3571
DELISTED
Stein Mart Inc
SMRT
– –
-30,600
Closed -$194K
LM
3572
DELISTED
Legg Mason, Inc.
LM
– –
-642,000
Closed -$21.5M
BGG
3573
DELISTED
Briggs & Stratton Corp.
BGG
– –
-143,000
Closed -$2.67M
PTLA
3574
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
– –
-161,500
Closed -$3.67M
SDRL
3575
DELISTED
Seadrill Limited Common Stock
SDRL
– –
-309
Closed -$196K
141 142
143
144 145

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.