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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
ESMC
3651
DELISTED
Escalon Medical Corp
ESMC
– –
-225,900
Closed -$151K
MOBI
3652
DELISTED
Sky-mobi Limited ADS
MOBI
– –
-74,901
Closed -$152K
SAAS
3653
DELISTED
inContact, Inc.
SAAS
– –
-498,961
Closed -$6.97M
APIC
3654
DELISTED
Apigee Corporation Common Stock
APIC
– –
-184,500
Closed -$3.21M
NATL
3655
DELISTED
National Interstate Corporation
NATL
– –
-272,300
Closed -$8.86M
AVG
3656
DELISTED
AVG Technologies N.V.
AVG
– –
-321,000
Closed -$8.03M
BLOX
3657
DELISTED
Infoblox Inc
BLOX
– –
-1,744,400
Closed -$46M
FLTX
3658
DELISTED
Fleetmatics Group PLC
FLTX
– –
-447,400
Closed -$26.8M
RSTI
3659
DELISTED
Rofin-Sinar Technologies Inc
RSTI
– –
-314,358
Closed -$10.1M
CPHD
3660
DELISTED
Cepheid Inc
CPHD
– –
-288,500
Closed -$15.2M
N
3661
DELISTED
Netsuite Inc
N
– –
-434,800
Closed -$48.1M
TLOG
3662
DELISTED
TetraLogic Pharmaceuticals Corporation
TLOG
– –
-192,100
Closed -$30K
RAX
3663
DELISTED
Rackspace Hosting Inc
RAX
– –
-847,200
Closed -$26.8M
TBRA
3664
DELISTED
Tobira Therapeutics, Inc. Common Stock
TBRA
– –
-59,666
Closed -$2.37M
SGI
3665
DELISTED
Silicon Graphics Intl.
SGI
– –
-1,734,658
Closed -$13.4M
PSG
3666
DELISTED
Performance Sports Group Ltd.
PSG
– –
-172,653
Closed -$701K
DRYS
3667
DELISTED
DryShips Inc. Common Stock
DRYS
– –
0
– -$12K
VMEM
3668
DELISTED
VIOLIN MEMORY, INC.
VMEM
– –
-60,073
Closed -$44K
VTAE
3669
DELISTED
VITAE PHARMACEUTICALS INC COMMON STOCK
VTAE
– –
-26,000
Closed -$544K
COB
3670
DELISTED
CommunityOne Bancorp
COB
– –
-54,300
Closed -$752K
CYNA
3671
DELISTED
CYNAPSUS THERAPEUTICS INC COM PAR NO PAR (CANADA)
CYNA
– –
-87,300
Closed -$3.51M
PGND
3672
DELISTED
PRESS GANEY HOLDINGS INC COM STK (DE)
PGND
– –
-185,500
Closed -$7.49M
TOF
3673
DELISTED
TOFUTTI BRANDS INC
TOF
– –
-32,500
Closed -$85K
ULTR
3674
DELISTED
ULTRAPETROL (BAHAMAS) LTD COM STK
ULTR
– –
-609,900
Closed -$184K
ITC
3675
DELISTED
ITC HOLDINGS CORP
ITC
– –
-364,600
Closed -$16.9M
145 146
147
148 149

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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.