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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
+4.89%
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
$63.2B
AUM Growth
+$6.63B
Cap. Flow
+$5.07B
Cap. Flow %
8.02%
Top 10 Hldgs %
7.17%
Holding
3,715
New
418
Increased
1,792
Reduced
991
Closed
494

Top Buys

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$247M
2
JNJ icon
Johnson & Johnson
JNJ
+$225M
3
MON
Monsanto Co
MON
+$213M
4
AET
Aetna Inc
AET
+$208M
5
AVGO icon
Broadcom
AVGO
+$176M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$227M
2
MSFT icon
Microsoft
MSFT
+$224M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$205M
4
NKE icon
Nike
NKE
+$187M
5
PFE icon
Pfizer
PFE
+$184M

Sector Composition

Rank Sector Weight
1 Financials 14.12%
2 Technology 12.96%
3 Healthcare 12.08%
4 Industrials 11.23%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVTY
3601
DELISTED
Invuity, Inc
IVTY
– –
-23,100
Closed -$317K
CVG
3602
DELISTED
Convergys
CVG
– –
-207,200
Closed -$6.3M
CDTI
3603
DELISTED
CDTI Advanced Materials, Inc. Common Stock
CDTI
– –
-3,435
Closed -$62K
EDR
3604
DELISTED
Education Realty Trust Inc
EDR
– –
-6,600
Closed -$285K
IMNP
3605
DELISTED
Immune Pharmaceuticals Inc.
IMNP
– –
-7,625
Closed -$43K
RSPP
3606
DELISTED
RSP Permian, Inc.
RSPP
– –
-179,800
Closed -$6.97M
FINL
3607
DELISTED
Finish Line
FINL
– –
-14,887
Closed -$344K
PZE
3608
DELISTED
Petrobras Argentina S A
PZE
– –
-386,117
Closed -$2.54M
CGI
3609
DELISTED
Celadon Group Inc
CGI
– –
-144,832
Closed -$1.27M
LVNTA
3610
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
– –
-153,292
Closed -$6.11M
SNI
3611
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
– –
-446,316
Closed -$28.3M
WAC
3612
DELISTED
Walter Investment Mgt Corp
WAC
– –
-61,513
Closed -$250K
BIOA
3613
DELISTED
BioAmber Inc.
BIOA
– –
-56,400
Closed -$239K
BWLD
3614
DELISTED
Buffalo Wild Wings, Inc.
BWLD
– –
-116,900
Closed -$16.5M
ABCO
3615
DELISTED
Advisory Board Co
ABCO
– –
-18,600
Closed -$832K
PKY
3616
DELISTED
Parkway, Inc.
PKY
– –
-500,480
Closed -$8.51M
DD
3617
DELISTED
Du Pont De Nemours E I
DD
– –
-1,106,800
Closed -$74.1M
CCP
3618
DELISTED
Care Capital Properties, Inc.
CCP
– –
-158,100
Closed -$4.51M
SPNC
3619
DELISTED
Spectranetics Corp
SPNC
– –
-32,222
Closed -$808K
BHI
3620
DELISTED
Baker Hughes
BHI
– –
-74,540
Closed -$3.76M
LUX
3621
DELISTED
Luxottica Group
LUX
– –
-8,147
Closed -$390K
CIE
3622
DELISTED
Cobalt International Energy, Inc
CIE
– –
-404,440
Closed -$7.52M
INVN
3623
DELISTED
Invensense Inc
INVN
– –
-293,934
Closed -$2.18M
ESTE
3624
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
– –
-23,178
Closed -$199K
WINT
3625
DELISTED
Windtree Therapeutics Inc
WINT
– –
-19,891
Closed -$51K
143 144
145
146 147

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Jim Simons's Q4 2016 Portfolio in Review

As of Q4 2016, Jim Simons held 3,715 positions worth $63.2B, up 12% from $56.6B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.

Jim Simons deployed $5.07B of net new capital in Q4 2016, opening 418 new positions and adding to 1,792 existing holdings. Its largest new stake was Broadcom: 10,144,960 shares worth $179M.

By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $227M trimmed.

  • Jim Simons's largest Q4 2016 buy was Broadcom: 10,144,960 shares worth $179M.
  • Jim Simons added most to Gilead Sciences in Q4 2016, an estimated $247M increase.
  • Jim Simons's biggest Q4 2016 reduction was Bristol-Myers Squibb, cutting an estimated $227M.
  • Jim Simons fully exited Alphabet (Google) Class C in Q4 2016, selling an estimated $205M.
  • Jim Simons's ten largest holdings make up 7.2% of its $63.2B portfolio in Q4 2016.
  • Jim Simons opened 418 new positions and closed 494 in Q4 2016.
  • Jim Simons's portfolio value rose 12% quarter-over-quarter to $63.2B.

Based on Renaissance Technologies's 13F filing for Q4 2016, filed 13 Feb 2017.