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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
LXK
3701
DELISTED
Lexmark Intl Inc
LXK
-498,000
Closed -$19.9M
MWW
3702
DELISTED
Monster Worldwide Inc
MWW
-2,486,848
Closed -$8.98M
RPTP
3703
DELISTED
RAPTOR PHARMACEUTICAL CORP COM STK (DE)
RPTP
-126,480
Closed -$1.14M
HTCH
3704
DELISTED
HUTCHINSON TECHNOLOGY INC
HTCH
-2,852,497
Closed -$11.4M
PNY
3705
DELISTED
PIEDMONT NATURAL GAS CO INC(NC
PNY
-799,900
Closed -$48M
GLDC
3706
DELISTED
GOLDEN ENTERPRISES
GLDC
-97,700
Closed -$1.17M
UDF
3707
DELISTED
UNITED DEV FDG IV COM SHS OF BENE INT (TX)
UDF
-129,700
Closed -$42K
CAS
3708
DELISTED
A M Castle & Co
CAS
-109,700
Closed -$88K
RHT
3709
DELISTED
Red Hat Inc
RHT
-666,265
Closed -$53.9M
GRO
3710
DELISTED
Agria Corp
GRO
-314,200
Closed -$261K
AV
3711
DELISTED
Aviva Plc
AV
-42,600
Closed -$490K
SWFT
3712
DELISTED
Swift Transportation Company
SWFT
-113,000
Closed -$2.43M
GCI
3713
DELISTED
Gannett Co., Inc
GCI
-481,896
Closed -$5.61M
DNY
3714
DELISTED
DONNELLEY R R & SONS CO
DNY
-341,381
Closed -$5.37M

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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.