We are live on ! Find out more
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
LOXO
3626
DELISTED
Loxo Oncology, Inc
LOXO
– –
-20,800
Closed -$592K
DM
3627
DELISTED
Dominion Energy Midstream Ptr LP
DM
– –
-24,904
Closed -$764K
EQGP
3628
DELISTED
EQGP Holdings, LP
EQGP
– –
-54,400
Closed -$1.13M
FCB
3629
DELISTED
FCB Financial Holdings, Inc.
FCB
– –
-79,200
Closed -$2.83M
SONC
3630
DELISTED
Sonic Corp
SONC
– –
-21,774
Closed -$704K
LHO
3631
DELISTED
LaSalle Hotel Properties
LHO
– –
-210,900
Closed -$5.31M
COL
3632
DELISTED
Rockwell Collins
COL
– –
-225,000
Closed -$20.8M
DFBG
3633
DELISTED
Differential Brands Group Inc
DFBG
– –
-7,873
Closed -$39K
IVTY
3634
DELISTED
Invuity, Inc
IVTY
– –
-12,800
Closed -$113K
SVU
3635
DELISTED
SUPERVALU Inc.
SVU
– –
-302,112
Closed -$14.3M
GPT
3636
DELISTED
Gramercy Property Trust
GPT
– –
-974,333
Closed -$22.6M
EGLT
3637
DELISTED
Egalet Corporation
EGLT
– –
-47,300
Closed -$521K
NSH
3638
DELISTED
NuStar GP Holdings LLC
NSH
– –
-110,500
Closed -$2.34M
WGL
3639
DELISTED
Wgl Holdings
WGL
– –
-9,500
Closed -$598K
ANTH
3640
DELISTED
Anthera Pharmaceuticals, Inc.
ANTH
– –
-33,625
Closed -$1.25M
OA
3641
DELISTED
Orbital ATK, Inc.
OA
– –
-430,102
Closed -$38.4M
MSCC
3642
DELISTED
Microsemi Corp
MSCC
– –
-258,698
Closed -$8.43M
BUFF
3643
DELISTED
Blue Buffalo Pet Products, Inc
BUFF
– –
-170,300
Closed -$3.19M
SNI
3644
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
– –
-145,900
Closed -$8.05M
RGC
3645
DELISTED
Regal Entertainment Group
RGC
– –
-818,500
Closed -$15.4M
OME
3646
DELISTED
Omega Protein
OME
– –
-31,200
Closed -$693K
ATW
3647
DELISTED
Atwood Oceanics
ATW
– –
-167,000
Closed -$1.71M
NVDQ
3648
DELISTED
Novadaq Technologies Inc.
NVDQ
– –
-20,800
Closed -$265K
MJN
3649
DELISTED
Mead Johnson Nutrition Company
MJN
– –
-39,200
Closed -$3.1M
MPG
3650
DELISTED
Metaldyne Performance Group Inc.
MPG
– –
-64,600
Closed -$1.19M
144 145
146
147 148

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.