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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
JPEP
3576
DELISTED
JP Energy Partners LP
JPEP
– –
-133,700
Closed -$1.35M
CLBH
3577
DELISTED
Carolina Bank Holdings Inc
CLBH
– –
-18,700
Closed -$483K
CNV
3578
DELISTED
CNOVA N.V.
CNV
– –
-51,800
Closed -$284K
CLCD
3579
DELISTED
CoLucid Pharmaceuticals, Inc.
CLCD
– –
-41,600
Closed -$1.51M
EQY
3580
DELISTED
Equity One
EQY
– –
-90,500
Closed -$2.78M
CLC
3581
DELISTED
Clarcor
CLC
– –
-146,700
Closed -$12.1M
LIOX
3582
DELISTED
Lionbridge Technologies
LIOX
– –
-496,900
Closed -$2.88M
HGG
3583
DELISTED
hhgregg Inc.
HGG
– –
-811,800
Closed -$1.16M
ELNK
3584
DELISTED
EarthLink Holdings Corp.
ELNK
– –
-8,150,739
Closed -$46M
ISIL
3585
DELISTED
Intersil Corp
ISIL
– –
-634,938
Closed -$14.2M
TEAR
3586
DELISTED
TearLab Corporation
TEAR
– –
-3,810
Closed -$20K
TEUM
3587
DELISTED
Pareteum Corporation
TEUM
– –
-709
Closed -$2K
PRZM
3588
DELISTED
Prism Technologies Group, Inc
PRZM
– –
-141,700
Closed -$43K
ACUR
3589
DELISTED
Acura Pharmaceuticals
ACUR
– –
-113,220
Closed -$87K
CLMS
3590
DELISTED
Calamos Asset Management, Inc.
CLMS
– –
-987,800
Closed -$8.45M
IMN
3591
DELISTED
Imation
IMN
– –
-1,993,500
Closed -$1.64M
CPPL
3592
DELISTED
Columbia Pipeline Partners LP
CPPL
– –
-565,400
Closed -$9.7M
NILE
3593
DELISTED
Blue Nile, Inc.
NILE
– –
-495,106
Closed -$20.1M
VASC
3594
DELISTED
Vascular Solutions Inc
VASC
– –
-243,300
Closed -$13.6M
ARIA
3595
DELISTED
Ariad Pharmaceuticals Inc
ARIA
– –
-762,481
Closed -$9.48M
WCIC
3596
DELISTED
WCI Communities, Inc.
WCIC
– –
-533,200
Closed -$12.5M
IQNT
3597
DELISTED
Inteliquent, Inc.
IQNT
– –
-2,562,282
Closed -$58.7M
LOCK
3598
DELISTED
LifeLock, Inc.
LOCK
– –
-139,700
Closed -$3.34M
AFCO
3599
DELISTED
American Farmland Company
AFCO
– –
-154,700
Closed -$1.23M
EMG
3600
DELISTED
Emergent Capital, Inc.
EMG
– –
-163,200
Closed -$197K
142 143
144
145 146

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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.