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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
AEPI
3601
DELISTED
AEP Industries Inc
AEPI
– –
-426,146
Closed -$49.5M
IL
3602
DELISTED
IntraLinks Holdings Inc.
IL
– –
-2,938,900
Closed -$39.7M
LSBG
3603
DELISTED
Lake Sunapee Bank Group
LSBG
– –
-17,200
Closed -$406K
EFUT
3604
DELISTED
eFuture Holding Inc. Ordinary Shares
EFUT
– –
-92,800
Closed -$594K
NRF
3605
DELISTED
NorthStar Realty Finance Corp.
NRF
– –
-1,417,896
Closed -$21.5M
DTLK
3606
DELISTED
Datalink Corp
DTLK
– –
-922,900
Closed -$10.4M
STJ
3607
DELISTED
St Jude Medical
STJ
– –
-1,310,913
Closed -$105M
COWN
3608
DELISTED
Cowen Inc. Class A Common Stock
COWN
– –
-105,422
Closed -$1.63M
CRDS
3609
DELISTED
Crossroads Systems, Inc.
CRDS
– –
-17,900
Closed -$76K
ORIG
3610
DELISTED
Ocean Rig UDW Inc. Class A Common Shares
ORIG
– –
-125
Closed -$2M
CBMX
3611
DELISTED
CombiMatrix Corporation
CBMX
– –
-75,891
Closed -$201K
FMSA
3612
DELISTED
Fairmount Santrol Holdings Inc.
FMSA
– –
-1,207,769
Closed -$14.2M
VISN
3613
DELISTED
VisionChina Media, Inc.
VISN
– –
-13,800
Closed -$57K
PGH
3614
DELISTED
Pengrowth Energy Corporation
PGH
– –
-44,518
Closed -$63K
DISH
3615
DELISTED
DISH Network Corp.
DISH
– –
-448,579
Closed -$26M
VIA
3616
DELISTED
Viacom Inc. Class A
VIA
– –
-9,430
Closed -$363K
IBTX
3617
DELISTED
Independent Bank Group, Inc.
IBTX
– –
-11,600
Closed -$724K
CELP
3618
DELISTED
Cypress Environmental Partners, L.P.
CELP
– –
-50,759
Closed -$536K
BBL
3619
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
– –
-22,900
Closed -$720K
MCF
3620
DELISTED
Contango Oil & Gas Co.
MCF
– –
-32,100
Closed -$300K
CBB
3621
DELISTED
Cincinnati Bell Inc.
CBB
– –
-131,040
Closed -$2.93M
NHLD
3622
DELISTED
National Holdings Corporation
NHLD
– –
-49,200
Closed -$132K
UN
3623
DELISTED
Unilever NV New York Registry Shares
UN
– –
-224,558
Closed -$9.26M
KGJI
3624
DELISTED
Kingold Jewelry Inc.
KGJI
– –
-9,067
Closed -$70K
GG
3625
DELISTED
Goldcorp Inc
GG
– –
-1,322,351
Closed -$18M
143 144
145
146 147

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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.