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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
SWSH
3726
DELISTED
SWISHER HYGIENE INC COM STK NEW (DE)
SWSH
– –
-546,050
Closed -$524K
KEM
3727
DELISTED
KEMET Corporation
KEM
– –
-21,600
Closed -$51K
EZCH
3728
DELISTED
EZCHIP SEMICONDUCTOR LIMITED ORD SHS (IL)
EZCH
– –
-639,619
Closed -$15.8M
HIBB
3729
DELISTED
Hibbett, Inc. Common Stock
HIBB
– –
-303,089
Closed -$9.16M
VIA
3730
DELISTED
Viacom Inc. Class A
VIA
– –
-21,000
Closed -$924K
IRC
3731
DELISTED
INLAND REAL ESTATE CORP
IRC
– –
-2,436,300
Closed -$25.9M
BBL
3732
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
– –
-301,400
Closed -$6.83M
TSS
3733
DELISTED
Total System Services, Inc.
TSS
– –
-484,365
Closed -$24.1M
ARGS
3734
DELISTED
Argos Therapeutics, Inc.
ARGS
– –
-1,780
Closed -$82K
ALDW
3735
DELISTED
Alon USA Partners LP
ALDW
– –
-160,400
Closed -$3.73M
MEMP
3736
DELISTED
Memorial Production Partners LP Common Units
MEMP
– –
-59,107
Closed -$156K
QUNR
3737
DELISTED
Qunar Cayman Islands Limited
QUNR
– –
-290,000
Closed -$15.3M
LNKD
3738
DELISTED
LinkedIn Corporation
LNKD
– –
-386,000
Closed -$86.9M
KBIO
3739
DELISTED
KALOBIOS PHARMACEUTICALS INC COM STK NEW (DE)
KBIO
– –
-110,522
Closed -$2.61M
DO
3740
DELISTED
Diamond Offshore Drilling
DO
– –
-57,900
Closed -$1.22M
ETP
3741
DELISTED
Energy Transfer Partners L.p.
ETP
– –
-1,936,231
Closed -$65.3M
IMH
3742
DELISTED
Impac Mortgage Holdings Inc.
IMH
– –
-15,200
Closed -$274K
RHT
3743
DELISTED
Red Hat Inc
RHT
– –
-121,565
Closed -$10.1M
CB
3744
DELISTED
CHUBB CORPORATION
CB
– –
-439,100
Closed -$58.2M
VXX
3745
DELISTED
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
– –
-12,944
Closed -$4.16M
ASTI
3746
DELISTED
ASCENT SOLAR TECHNOLOGIES INC COM STK
ASTI
– –
-415,040
Closed -$60K
AV
3747
DELISTED
Aviva Plc
AV
– –
-11,100
Closed -$169K
MPO
3748
DELISTED
MIDSTATES PETE CO INC COM NEW
MPO
– –
-115,270
Closed -$233K
POM
3749
DELISTED
PEPCO HOLDINGS, INC.
POM
– –
-1,971,000
Closed -$51.3M
AAN.A
3750
DELISTED
The Aaron's Company Inc Class A
AAN.A
– –
-10,224
Closed -$229K
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.