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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
CETV
3601
DELISTED
Central European Media Enterprises Ltd
CETV
– –
-64,779
Closed -$174K
AMTD
3602
DELISTED
TD Ameritrade Holding Corp
AMTD
– –
-352,926
Closed -$12.3M
TUES
3603
DELISTED
Tuesday Morning Corp
TUES
– –
-20,900
Closed -$136K
I
3604
DELISTED
INTELSAT S. A.
I
– –
-95,000
Closed -$395K
AGN
3605
DELISTED
Allergan plc
AGN
– –
-206,701
Closed -$64.6M
TGE
3606
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
– –
-132,600
Closed -$2.12M
JMEI
3607
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
– –
-110,520
Closed -$10M
DERM
3608
DELISTED
Dermira, Inc.
DERM
– –
-31,400
Closed -$1.09M
ACHN
3609
DELISTED
Achillion Pharmaceuticals
ACHN
– –
-111,400
Closed -$1.2M
MDR
3610
DELISTED
McDermott International
MDR
– –
-494,667
Closed -$4.97M
ASNA
3611
DELISTED
Ascena Retail Group, Inc.
ASNA
– –
-27,697
Closed -$5.46M
STI
3612
DELISTED
SunTrust Banks, Inc.
STI
– –
-35,100
Closed -$1.5M
FWP
3613
DELISTED
Forward Pharma A/S American Depositary Shares
FWP
– –
-2,446
Closed -$325K
VIAB
3614
DELISTED
Viacom Inc. Class B
VIAB
– –
-462,700
Closed -$19M
APC
3615
DELISTED
Anadarko Petroleum
APC
– –
-535,600
Closed -$26M
SDLP
3616
DELISTED
SEADRILL PARTNERS LLC
SDLP
– –
-54,836
Closed -$2M
LGCY
3617
DELISTED
Legacy Reserves Inc. Common Stock
LGCY
– –
-485,540
Closed -$850K
LXFT
3618
DELISTED
Luxoft Holding, Inc.
LXFT
– –
-11,756
Closed -$907K
VISL
3619
DELISTED
Vislink Technologies, Inc. Common Stock
VISL
– –
-1
Closed -$18K
HZNP
3620
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
– –
-302,400
Closed -$6.55M
ULTI
3621
DELISTED
Ultimate Software Group Inc
ULTI
– –
-66,514
Closed -$13M
NAVB
3622
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
– –
-30,330
Closed -$807K
TFCFA
3623
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
– –
-496,400
Closed -$13.5M
SGYP
3624
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
– –
-397,600
Closed -$2.25M
MB
3625
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
– –
-74,300
Closed -$1.12M
143 144
145
146 147

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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.