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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
WWE
3576
DELISTED
World Wrestling Entertainment
WWE
– –
-59,500
Closed -$1.06M
ACGN
3577
DELISTED
Aceragen Inc
ACGN
– –
-148
Closed -$62K
KDNY
3578
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
– –
-6,920
Closed -$974K
AUD
3579
DELISTED
Audacy, Inc.
AUD
– –
-29,700
Closed -$334K
CSII
3580
DELISTED
Cardiovascular Systems, Inc.
CSII
– –
-167,200
Closed -$2.53M
OTIC
3581
DELISTED
Otonomy, Inc.
OTIC
– –
-23,871
Closed -$662K
CFMS
3582
DELISTED
Conformis, Inc. Common Stock
CFMS
– –
-2,916
Closed -$1.26M
TMX
3583
DELISTED
Terminix Global Holdings, Inc.
TMX
– –
-753,368
Closed -$19.8M
EMWP
3584
DELISTED
Eros Media World PLC
EMWP
– –
-11,535
Closed -$2.11M
HSTO
3585
DELISTED
Histogen Inc. Common Stock
HSTO
– –
-169
Closed -$97K
RDS.A
3586
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
– –
-730,874
Closed -$31.7M
RDS.B
3587
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
– –
-146,927
Closed -$6.76M
MDP
3588
DELISTED
Meredith Corporation
MDP
– –
-65,900
Closed -$2.85M
INOV
3589
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
– –
-58,400
Closed -$993K
ADMS
3590
DELISTED
Adamas Pharmaceuticals
ADMS
– –
-169,900
Closed -$4.81M
ECHO
3591
DELISTED
Echo Global Logistics, Inc.
ECHO
– –
-190,200
Closed -$3.88M
XEC
3592
DELISTED
CIMAREX ENERGY CO
XEC
– –
-101,198
Closed -$9.04M
PFPT
3593
DELISTED
Proofpoint, Inc.
PFPT
– –
-112,300
Closed -$7.3M
MMAC
3594
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
– –
-14,884
Closed -$215K
PRAH
3595
DELISTED
PRA Health Sciences, Inc.
PRAH
– –
-12,200
Closed -$552K
WDR
3596
DELISTED
Waddell & Reed Financial, Inc.
WDR
– –
-347,500
Closed -$9.96M
NEOS
3597
DELISTED
Neos Therapeutics, Inc
NEOS
– –
-42,500
Closed -$609K
CXO
3598
DELISTED
CONCHO RESOURCES INC.
CXO
– –
-10,900
Closed -$1.01M
DNKN
3599
DELISTED
Dunkin' Brands Group, Inc.
DNKN
– –
-305,500
Closed -$13M
AMAG
3600
DELISTED
AMAG Pharmaceuticals
AMAG
– –
-160,260
Closed -$4.84M
142 143
144
145 146

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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.