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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
PVCT
3676
DELISTED
PROVECTUS BIOPHARMACEUTICALS, INC. (DE)
PVCT
– –
-803,200
Closed -$80K
USMD
3677
DELISTED
USMD HLDGS INC COM STK (DE)
USMD
– –
-28,000
Closed -$634K
TWER
3678
DELISTED
Towerstream Corporation Common Stock
TWER
– –
-307,709
Closed -$415K
CRC
3679
DELISTED
California Resources Corporation
CRC
– –
-323,114
Closed -$4.04M
ZGNX
3680
DELISTED
Zogenix, Inc.
ZGNX
– –
-93,287
Closed -$1.07M
WGA
3681
DELISTED
AG&E Holdings Inc
WGA
– –
-181,376
Closed -$51K
STRZA
3682
DELISTED
Starz - Series A
STRZA
– –
-184,100
Closed -$5.74M
CALI
3683
DELISTED
China Auto Logistics Inc
CALI
– –
-15,700
Closed -$46K
CYTR
3684
DELISTED
CytRx Corp
CYTR
– –
-115,063
Closed -$406K
CA
3685
DELISTED
CA, Inc.
CA
– –
-926,200
Closed -$30.6M
DTSI
3686
DELISTED
DTS, Inc.
DTSI
– –
-500,522
Closed -$21.3M
EBIX
3687
DELISTED
Ebix Inc
EBIX
– –
-17,580
Closed -$999K
HSKA
3688
DELISTED
Heska Corp
HSKA
– –
-38,180
Closed -$2.08M
AAWW
3689
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
– –
-6,900
Closed -$295K
WLL
3690
DELISTED
Whiting Petroleum Corporation
WLL
– –
-4,795
Closed -$12.6M
BDSI
3691
DELISTED
BioDelivery Sciences International, Inc.
BDSI
– –
-929,275
Closed -$2.51M
PSXP
3692
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
– –
-22,800
Closed -$1.11M
FTR
3693
DELISTED
Frontier Communications Corp.
FTR
– –
-275,007
Closed -$17.2M
BAS
3694
DELISTED
Basis Energy Services, Inc.
BAS
– –
-428
Closed -$203K
BOBE
3695
DELISTED
Bob Evans Farms, Inc.
BOBE
– –
-53,800
Closed -$2.06M
FENX
3696
DELISTED
Fenix Parts, Inc.
FENX
– –
-30,214
Closed -$120K
AIXG
3697
DELISTED
Aixtron SE
AIXG
– –
-10,525
Closed -$64K
CKEC
3698
DELISTED
Carmike Cinemas Inc
CKEC
– –
-1,209,300
Closed -$39.5M
RIGP
3699
DELISTED
Transocean Partners LLC
RIGP
– –
-115,900
Closed -$1.43M
LNKD
3700
DELISTED
LinkedIn Corporation
LNKD
– –
-201,500
Closed -$38.5M
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.