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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+4.57%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$78.4B
AUM Growth
+$6.8B
Cap. Flow
+$4.59B
Cap. Flow %
5.86%
Top 10 Hldgs %
9.02%
Holding
3,586
New
398
Increased
1,648
Reduced
1,094
Closed
418

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$382M
2
PFE icon
Pfizer
PFE
+$266M
3
EA
Electronic Arts
EA
+$240M
4
LLY icon
Eli Lilly
LLY
+$221M
5
CL icon
Colgate-Palmolive
CL
+$216M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$358M
2
CMCSA icon
Comcast
CMCSA
+$263M
3
META icon
Meta Platforms (Facebook)
META
+$258M
4
AET
Aetna Inc
AET
+$257M
5
TSLA icon
Tesla
TSLA
+$189M

Sector Composition

Rank Sector Weight
1 Healthcare 17.2%
2 Technology 14.19%
3 Financials 12.33%
4 Consumer Staples 10.22%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLUU
1351
DELISTED
Glu Mobile Inc.
GLUU
$8.86M 0.01%
3,545,000
+3,158,800
+818% +$7.89M
JRVR icon
1352
James River Group Holdings
JRVR
$194M
$8.86M 0.01%
223,000
+52,600
+31% +$2.15M
CSW
1353
CSW Industrials
CSW
$5.64B
$8.85M 0.01%
229,000
+31,600
+16% +$1.14M
AWK icon
1354
American Water Works
AWK
$27B
$8.85M 0.01%
113,500
-181,100
-61% -$14.2M
EZPW icon
1355
Ezcorp Inc
EZPW
$1.79B
$8.84M 0.01%
1,147,418
-12,300
-1% -$107K
SPN
1356
DELISTED
Superior Energy Services, Inc.
SPN
$8.83M 0.01%
84,683
-13,737
-14% -$1.6M
NGS icon
1357
Natural Gas Services Group
NGS
$482M
$8.78M 0.01%
353,100
+38,700
+12% +$1.03M
EME icon
1358
Emcor
EME
$37.5B
$8.77M 0.01%
134,100
+109,100
+436% +$7.02M
CUB
1359
DELISTED
Cubic Corporation
CUB
$8.74M 0.01%
188,800
+4,600
+2% +$221K
OSG
1360
Octave Specialty Group
OSG
$218M
$8.72M 0.01%
502,900
+261,700
+108% +$4.65M
AIMC
1361
DELISTED
Altra Industrial Motion Corp
AIMC
$8.7M 0.01%
218,700
+42,100
+24% +$1.73M
BIP icon
1362
Brookfield Infrastructure Partners
BIP
$18.2B
$8.68M 0.01%
+356,496
New +$8.43M
ZD icon
1363
Ziff Davis
ZD
$1.9B
$8.68M 0.01%
117,300
+51,980
+80% +$3.88M
PRAH
1364
DELISTED
PRA Health Sciences, Inc.
PRAH
$8.65M 0.01%
115,300
-196,500
-63% -$13.6M
QIWI
1365
DELISTED
QIWI PLC
QIWI
$8.59M 0.01%
348,200
+300
+0.1% +$6.29K
CMCSA icon
1366
Comcast
CMCSA
$93.7B
$8.59M 0.01%
220,576
-6,672,432
-97% -$263M
SPNS
1367
DELISTED
Sapiens International
SPNS
$8.57M 0.01%
765,700
+100,400
+15% +$1.25M
RHI icon
1368
Robert Half
RHI
$4.41B
$8.56M 0.01%
+178,700
New +$8.35M
HTLF
1369
DELISTED
Heartland Financial USA, Inc.
HTLF
$8.56M 0.01%
181,700
+14,000
+8% +$664K
THFF icon
1370
First Financial Corp
THFF
$977M
$8.55M 0.01%
180,800
+16,700
+10% +$790K
BLDR icon
1371
Builders FirstSource
BLDR
$7.83B
$8.54M 0.01%
557,100
-46,593
-8% -$696K
RSYS
1372
DELISTED
Radisys Corp
RSYS
$8.52M 0.01%
2,266,999
+5,000
+0.2% +$19.5K
SNV
1373
DELISTED
Synovus
SNV
$8.52M 0.01%
192,500
-194,773
-50% -$8.18M
LVNTA
1374
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
$8.52M 0.01%
+162,856
New +$8.52M
TAST
1375
DELISTED
Carrols Restaurant Group, Inc.
TAST
$8.51M 0.01%
694,800
-184,500
-21% -$2.41M
53 54
55
56 57

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Jim Simons's Q2 2017 Portfolio in Review

As of Q2 2017, Jim Simons held 3,586 positions worth $78.4B, up 9.5% from $71.6B the previous quarter. Its ten largest holdings account for 9% of the portfolio.

Jim Simons deployed $4.59B of net new capital in Q2 2017, opening 398 new positions and adding to 1,648 existing holdings. Its largest new stake was Pfizer: 8,421,609 shares worth $268M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Comcast, an estimated $263M trimmed.

  • Jim Simons's largest Q2 2017 buy was Pfizer: 8,421,609 shares worth $268M.
  • Jim Simons added most to Bristol-Myers Squibb in Q2 2017, an estimated $382M increase.
  • Jim Simons's biggest Q2 2017 reduction was Comcast, cutting an estimated $263M.
  • Jim Simons fully exited Booking.com in Q2 2017, selling an estimated $358M.
  • Jim Simons's ten largest holdings make up 9% of its $78.4B portfolio in Q2 2017.
  • Jim Simons opened 398 new positions and closed 418 in Q2 2017.
  • Jim Simons's portfolio value rose 9.5% quarter-over-quarter to $78.4B.

Based on Renaissance Technologies's 13F filing for Q2 2017, filed 11 Aug 2017.