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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
BMR
3701
DELISTED
BIOMED REALTY TRUST INC
BMR
– –
-152,100
Closed -$3.6M
MDAS
3702
DELISTED
MEDASSETS INC COM STK (DE)
MDAS
– –
-109,348
Closed -$3.38M
UTIW
3703
DELISTED
UTI WORLDWIDE INC
UTIW
– –
-1,607,100
Closed -$11.3M
LBMH
3704
DELISTED
LIBERATOR MED HLDGS INC (NY)
LBMH
– –
-100,725
Closed -$336K
WPP
3705
DELISTED
WAUSAU PAPER CORP.
WPP
– –
-209,400
Closed -$2.14M
ROYL
3706
DELISTED
ROYALE ENERGY INC
ROYL
– –
-51,417
Closed -$18K
SPDC
3707
DELISTED
SPEED COMMERCE, INC COM STK
SPDC
– –
-671,581
Closed -$42K
NES
3708
DELISTED
NUVERRA ENVIRONMENTAL INC NEW COM STK (DE)
NES
– –
-80,143
Closed -$41K
PMCS
3709
DELISTED
P M C SIERRA INC
PMCS
– –
-1,511,388
Closed -$17.6M
BDBD
3710
DELISTED
BOULDER BRANDS INC
BDBD
– –
-310,700
Closed -$3.41M
TC
3711
DELISTED
Thompson Creek Metals Company Inc. Ordinary Shares (Canada)
TC
– –
-3,097,041
Closed -$626K
GDP
3712
DELISTED
GOODRICH PETROLEUM CORP(NEW)
GDP
– –
-29,900
Closed -$8K
ACI
3713
DELISTED
ARCH COAL, INC.
ACI
– –
-1,241,200
Closed -$1.23M
RBY
3714
DELISTED
RUBICON MENERALS CORP (F)
RBY
– –
-28,800
Closed -$3K
AVOL
3715
DELISTED
AVOLON HLDGS LTD SHS (CYM)
AVOL
– –
-452,500
Closed -$14M
DXM
3716
DELISTED
DEX MEDIA INC NEW COM STK (DE)
DXM
– –
-574,100
Closed -$69K
SD
3717
DELISTED
SANDRIDGE ENERGY, INC.
SD
– –
-14,295,779
Closed -$2.86M
BZC
3718
DELISTED
BREEZE-EASTERN CORPORATION COM
BZC
– –
-106,400
Closed -$2.11M
TW
3719
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
– –
-29,964
Closed -$3.85M
WAVX
3720
DELISTED
WAVE SYS CORP CL A NEW COM STK (DE)
WAVX
– –
-22,910
Closed -$32K
KCLI
3721
DELISTED
KANSAS CITY LIFE INS CO NEW (MO)
KCLI
– –
-24,308
Closed -$931K
HELI
3722
DELISTED
CHC GROUP LTD SHS NEW (CYM)
HELI
– –
-27,759
Closed -$176K
FMSA
3723
DELISTED
Fairmount Santrol Holdings Inc.
FMSA
– –
-144,669
Closed -$340K
PRSN
3724
DELISTED
PERSEON CORP COM STK NEW (DE)
PRSN
– –
-110,060
Closed -$26K
PRXI
3725
DELISTED
PREMIER EXHIBITIONS INC COM STK NEW (FL)
PRXI
– –
-43,950
Closed -$29K
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.