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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
SFG
3676
DELISTED
STANCORP FINL GRP
SFG
– –
-153,100
Closed -$17.4M
TOR
3677
DELISTED
SUTOR TECHNOLOGY GROUP LIMITED COMMON STOCK NEW
TOR
– –
-53,740
Closed -$31K
MR
3678
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
– –
-1,705,100
Closed -$46.2M
CCG
3679
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
– –
-269,400
Closed -$1.83M
GRH
3680
DELISTED
GREENHUNTER RESOURCES INC. COM
GRH
– –
-16,400
Closed -$2K
NBBC
3681
DELISTED
NEWBRIDGE BANCORP CLASS A COM STK (NC)
NBBC
– –
-431,980
Closed -$5.26M
ARPI
3682
DELISTED
AMERICAN RESIDENTIAL PPTYS INC COM
ARPI
– –
-522,400
Closed -$9.87M
DMND
3683
DELISTED
DIAMOND FOODS, INC.
DMND
– –
-318,348
Closed -$12.3M
SIRO
3684
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
– –
-241,600
Closed -$26.5M
FRM
3685
DELISTED
FURMANITE CORPORATION COM
FRM
– –
-142,300
Closed -$948K
TSYS
3686
DELISTED
TELECOMMUNICATIONS SYS INC "A"
TSYS
– –
-2,648,069
Closed -$13.2M
KING
3687
DELISTED
KING DIGITAL ENTMT PLC ORD SHS (IRL)
KING
– –
-3,980,400
Closed -$71.2M
PCL
3688
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
– –
-1,401,300
Closed -$66.9M
NGLS
3689
DELISTED
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
– –
-1,425,790
Closed -$23.6M
METR
3690
DELISTED
METRO BANCORP, INC COMMON STOCK
METR
– –
-191,400
Closed -$6.01M
QCCO
3691
DELISTED
QC HLDGS INC
QCCO
– –
-85,000
Closed -$124K
OCAT
3692
DELISTED
OCATA THERAPEUTICS, INC. COMMON STOCK
OCAT
– –
-54,900
Closed -$462K
SFXE
3693
DELISTED
SFX ENTERTAINMENT, INC COM
SFXE
– –
-395,600
Closed -$75K
CTCT
3694
DELISTED
CONSTANT CONTACT, INC COM
CTCT
– –
-824,000
Closed -$24.1M
POZN
3695
DELISTED
POZEN INC
POZN
– –
-773,027
Closed -$5.28M
SWI
3696
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
– –
-465,900
Closed -$27.4M
PBY
3697
DELISTED
PEP BOYS MANNY MOE& JACK
PBY
– –
-1,296,700
Closed -$23.9M
BRCM
3698
DELISTED
BROADCOM CORP CL-A
BRCM
– –
-561,357
Closed -$32.5M
SYA
3699
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
– –
-208,500
Closed -$6.62M
MW
3700
DELISTED
THE MENS WAREHOUSE INC
MW
– –
-424,350
Closed -$6.23M
146 147
148
149 150

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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.