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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
AVXS
3551
DELISTED
AveXis, Inc. Common Stock
AVXS
– –
-42,300
Closed -$2.02M
APLP
3552
DELISTED
Archrock Partners, L.P. Common Units representing Limited Partner Interests
APLP
– –
-82,356
Closed -$1.32M
BYBK
3553
DELISTED
Bay Bancorp, Inc.
BYBK
– –
-19,100
Closed -$126K
DYN
3554
DELISTED
Dynegy, Inc.
DYN
– –
-442,100
Closed -$3.74M
GIMO
3555
DELISTED
Gigamon Inc.
GIMO
– –
-400,200
Closed -$18.2M
DXTR
3556
DELISTED
Dextera Surgical Inc.
DXTR
– –
-69,572
Closed -$67K
OCRX
3557
DELISTED
Ocera Therapeutics, Inc.
OCRX
– –
-219,100
Closed -$460K
PN
3558
DELISTED
Patriot National, Inc.
PN
– –
-112,200
Closed -$522K
YECO
3559
DELISTED
Yulong Eco-Materials Limited Ordinary Shares
YECO
– –
-5,700
Closed -$25K
RNVA
3560
DELISTED
Rennova Health, Inc.
RNVA
– –
-1,202
Closed -$45K
NSR
3561
DELISTED
Neustar Inc
NSR
– –
-337,400
Closed -$11.3M
PWE
3562
DELISTED
Penn West Energy Petroleum Ltd
PWE
– –
-300,328
Closed -$532K
JNS
3563
DELISTED
Janus Capital Group Inc
JNS
– –
-47,200
Closed -$626K
FNBC
3564
DELISTED
First NBC Bank Holding Company
FNBC
– –
-158,000
Closed -$1.15M
BEAV
3565
DELISTED
B/E Aerospace Inc
BEAV
– –
-815,506
Closed -$49.1M
MENT
3566
DELISTED
Mentor Graphics Corp
MENT
– –
-297,698
Closed -$11M
ENH
3567
DELISTED
Endurance Specialty Holdings Ltd
ENH
– –
-125,800
Closed -$11.6M
TPLM
3568
DELISTED
Triangle Petroleum Corporation
TPLM
– –
-18,009
Closed -$4K
PLKI
3569
DELISTED
Popeyes Louisiana Kitchen, Inc.
PLKI
– –
-392,300
Closed -$23.7M
GK
3570
DELISTED
G&K Services Inc
GK
– –
-288,595
Closed -$27.8M
TNGO
3571
DELISTED
Tangoe, Inc.
TNGO
– –
-116,000
Closed -$914K
IRG
3572
DELISTED
Ignite Restaurant Group, Inc.
IRG
– –
-219,700
Closed -$119K
LLTC
3573
DELISTED
Linear Technology Corp
LLTC
– –
-7,733,600
Closed -$482M
HAR
3574
DELISTED
Harman International Industries
HAR
– –
-679,800
Closed -$75.6M
YDKN
3575
DELISTED
Yadkin Financial Corporation
YDKN
– –
-550,022
Closed -$18.8M
141 142
143
144 145

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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.