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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
FCE.B
3551
DELISTED
Forest City Realty Trust, Inc.
FCE.B
– –
-7,100
Closed -$201K
TACO
3552
DELISTED
Del Taco Restaurants, Inc. Common Stock
TACO
– –
-243,600
Closed -$3.23M
CYTR
3553
DELISTED
CytRx Corp
CYTR
– –
-99,224
Closed -$264K
AWH
3554
DELISTED
Allied World Assurance Co Hld Lt
AWH
– –
-866,300
Closed -$46M
EGT
3555
DELISTED
Entertainment Gaming Asia Inc.
EGT
– –
-150,091
Closed -$255K
ATVI
3556
DELISTED
Activision Blizzard
ATVI
– –
-1,289,498
Closed -$64.3M
MNTX
3557
DELISTED
Manitex International, Inc.
MNTX
– –
-47,000
Closed -$315K
VSTO
3558
DELISTED
Vista Outdoor Inc.
VSTO
– –
-102,769
Closed -$2.12M
YELL
3559
DELISTED
Yellow Corporation Common Stock
YELL
– –
-29,653
Closed -$326K
PEI
3560
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
– –
-15,040
Closed -$3.42M
WLL
3561
DELISTED
Whiting Petroleum Corporation
WLL
– –
-10,374
Closed -$29.4M
CY
3562
DELISTED
Cypress Semiconductor
CY
– –
-2,239,120
Closed -$30.8M
EFII
3563
DELISTED
Electronics for Imaging
EFII
– –
-23,433
Closed -$1.14M
TI
3564
DELISTED
Telecom Italia
TI
– –
-30,800
Closed -$278K
GFA
3565
DELISTED
Gafisa S.A.
GFA
– –
-63,024
Closed -$1.26M
GLF
3566
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
– –
-34,900
Closed -$12K
CQH
3567
DELISTED
Cheniere Energy Partners LP Holdings LLC
CQH
– –
-10,100
Closed -$247K
ARGS
3568
DELISTED
Argos Therapeutics, Inc.
ARGS
– –
-11,005
Closed -$99K
AFAM
3569
DELISTED
Almost Family Inc
AFAM
– –
-58,000
Closed -$2.82M
NDRM
3570
DELISTED
NeuroDerm Ltd. Ordinary Shares
NDRM
– –
-79,626
Closed -$2.11M
DGI
3571
DELISTED
DigitalGlobe Inc.
DGI
– –
-13,900
Closed -$455K
EVBS
3572
DELISTED
Eastern Virginia Bankshares In
EVBS
– –
-61,900
Closed -$649K
MOCO
3573
DELISTED
Mocon Inc
MOCO
– –
-142,800
Closed -$3.13M
CNCO
3574
DELISTED
Cencosud S.A.
CNCO
– –
-163,600
Closed -$1.52M
SPAN
3575
DELISTED
Span-America Medical Systems I
SPAN
– –
-85,100
Closed -$1.85M
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.