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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
CEB
3651
DELISTED
CEB Inc.
CEB
– –
-26,393
Closed -$1.62M
HAR
3652
DELISTED
Harman International Industries
HAR
– –
-37,700
Closed -$3.55M
WCIC
3653
DELISTED
WCI Communities, Inc.
WCIC
– –
-37,491
Closed -$835K
NRF
3654
DELISTED
NorthStar Realty Finance Corp.
NRF
– –
-794,396
Closed -$13.5M
SAAS
3655
DELISTED
inContact, Inc.
SAAS
– –
-141,604
Closed -$1.35M
N
3656
DELISTED
Netsuite Inc
N
– –
-25,900
Closed -$2.19M
PSG
3657
DELISTED
Performance Sports Group Ltd.
PSG
– –
-121,400
Closed -$1.17M
COSI
3658
DELISTED
COSI INC NEW COM STK (DE)
COSI
– –
-75,573
Closed -$33K
EPIQ
3659
DELISTED
EPIQ SYSTEMS INC
EPIQ
– –
-33,700
Closed -$440K
IHS
3660
DELISTED
IHS INC CL-A COM STK
IHS
– –
-90,000
Closed -$10.7M
CPGX
3661
DELISTED
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
– –
-394,200
Closed -$7.88M
RITT
3662
DELISTED
RIT TECHNOLOGIES LTD COM STK (IL)
RITT
– –
-15,900
Closed -$26K
AZUR
3663
DELISTED
AZURE MIDSTREAM PARTNERS LP COM UNT LTD PARTNER INT
AZUR
– –
-147,300
Closed -$464K
UNIS
3664
DELISTED
Unilife Corporation
UNIS
– –
-35,250
Closed -$175K
ADT
3665
DELISTED
ADT Corp
ADT
– –
-454,800
Closed -$15M
MHFI
3666
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
– –
-530,400
Closed -$52.3M
FREE
3667
DELISTED
FREESEAS INC SHS NEW APR 2016 (MHL)
FREE
– –
-32
Closed -$6K
SXCL
3668
DELISTED
STEEL EXCEL INC. COMMON STOCK
SXCL
– –
-11,600
Closed -$171K
GLPW
3669
DELISTED
GLOBAL POWER EQUIPMENT GROUP INC COMMON NEW
GLPW
– –
-26,600
Closed -$93K
HNT
3670
DELISTED
HEALTH NET INC
HNT
– –
-1,047,600
Closed -$71.7M
RLD
3671
DELISTED
REALD INC COM STK
RLD
– –
-623,200
Closed -$6.58M
PRE
3672
DELISTED
PARTNERRE LTD
PRE
– –
-1,330,600
Closed -$186M
LOJN
3673
DELISTED
LO JACK CORP
LOJN
– –
-811,100
Closed -$4.51M
ATLS
3674
DELISTED
ATLAS ENERGY GRP,LLC COM UNITS REPSTG LTD (DE)
ATLS
– –
-38,300
Closed -$36K
ANAD
3675
DELISTED
ANADIGICS INC
ANAD
– –
-1,433,997
Closed -$914K
145 146
147
148 149

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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.