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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
+7.01%
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
$71.6B
AUM Growth
+$8.36B
Cap. Flow
+$5.19B
Cap. Flow %
7.25%
Top 10 Hldgs %
7.9%
Holding
3,652
New
433
Increased
1,585
Reduced
1,146
Closed
462

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$468M
2
JNJ icon
Johnson & Johnson
JNJ
+$440M
3
IBM icon
IBM
IBM
+$355M
4
BKNG icon
Booking.com
BKNG
+$332M
5
RAI
Reynolds American Inc
RAI
+$331M

Top Sells

Rank Stock Value
1
LLTC
Linear Technology Corp
LLTC
+$482M
2
DIS icon
Walt Disney
DIS
+$247M
3
V icon
Visa
V
+$219M
4
DE icon
Deere & Co
DE
+$200M
5
JCI icon
Johnson Controls International
JCI
+$179M

Sector Composition

Rank Sector Weight
1 Healthcare 15.02%
2 Technology 13.31%
3 Financials 12.25%
4 Industrials 9.65%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMPR icon
1751
Kemper
KMPR
$1.59B
$4.47M 0.01%
+112,100
New +$4.79M
CFFI icon
1752
C&F Financial
CFFI
$288M
$4.47M 0.01%
96,500
+3,854
+4% +$179K
GSH
1753
DELISTED
Guangshen Railway Co. Ltd
GSH
$4.46M 0.01%
147,600
-500
-0.3% -$15.8K
CCS icon
1754
Century Communities
CCS
$2.04B
$4.45M 0.01%
175,300
+48,300
+38% +$1.12M
MOFG
1755
DELISTED
MidWestOne Financial Group
MOFG
$4.45M 0.01%
129,700
+6,600
+5% +$238K
UFI icon
1756
UNIFI
UFI
$120M
$4.44M 0.01%
156,500
-32,534
-17% -$930K
GRFS
1757
Grifois
GRFS
$5.4B
$4.44M 0.01%
+235,204
New +$4.08M
HCI icon
1758
HCI Group
HCI
$2.32B
$4.44M 0.01%
97,400
-42,100
-30% -$1.85M
SHYF
1759
DELISTED
The Shyft Group
SHYF
$4.44M 0.01%
554,700
-53,548
-9% -$424K
AEM icon
1760
Agnico Eagle Mines
AEM
$91.3B
$4.43M 0.01%
104,400
+32,664
+46% +$1.47M
RDY icon
1761
Dr. Reddy's Laboratories
RDY
$10.3B
$4.42M 0.01%
+551,115
New +$4.76M
NWS icon
1762
News Corp Class B
NWS
$17.8B
$4.42M 0.01%
327,700
-227,400
-41% -$2.93M
HURN icon
1763
Huron Consulting
HURN
$2.47B
$4.42M 0.01%
+105,066
New +$4.63M
PRCP
1764
DELISTED
Perceptron Inc
PRCP
$4.41M 0.01%
529,300
+32,100
+6% +$241K
MSL
1765
DELISTED
Midsouth Bancorp, Inc.
MSL
$4.4M 0.01%
287,806
-4,594
-2% -$66.1K
TZOO icon
1766
Travelzoo
TZOO
$74.4M
$4.4M 0.01%
456,200
-17,900
-4% -$167K
BBW icon
1767
Build-A-Bear
BBW
$474M
$4.39M 0.01%
496,500
-101,465
-17% -$1.08M
EXP icon
1768
Eagle Materials
EXP
$6.41B
$4.39M 0.01%
+45,200
New +$4.61M
NTB icon
1769
Bank of N.T. Butterfield & Son
NTB
$2.51B
$4.39M 0.01%
+137,500
New +$4.48M
VRTX icon
1770
Vertex Pharmaceuticals
VRTX
$131B
$4.39M 0.01%
+40,117
New +$3.53M
GLRE icon
1771
Greenlight Captial
GLRE
$512M
$4.38M 0.01%
198,082
+23,798
+14% +$539K
UONEK icon
1772
Urban One Class D
UONEK
$24.1M
$4.37M 0.01%
132,291
+3,731
+3% +$107K
MITL
1773
DELISTED
Mitel Networks Corporation
MITL
$4.36M 0.01%
629,688
-236,000
-27% -$1.65M
EDGW
1774
DELISTED
Edgewater Technology Inc
EDGW
$4.36M 0.01%
585,400
+11,300
+2% +$80.1K
HNH
1775
DELISTED
Handy & Harman Holdings Ltd.
HNH
$4.35M 0.01%
159,780
+400
+0.3% +$10.7K
69 70
71
72 73

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Jim Simons's Q1 2017 Portfolio in Review

As of Q1 2017, Jim Simons held 3,652 positions worth $71.6B, up 13% from $63.2B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $5.19B of net new capital in Q1 2017, opening 433 new positions and adding to 1,585 existing holdings. Its largest new stake was Merck: 7,716,460 shares worth $468M.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 12% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Walt Disney, an estimated $247M trimmed.

  • Jim Simons's largest Q1 2017 buy was Merck: 7,716,460 shares worth $468M.
  • Jim Simons added most to Johnson & Johnson in Q1 2017, an estimated $440M increase.
  • Jim Simons's biggest Q1 2017 reduction was Walt Disney, cutting an estimated $247M.
  • Jim Simons fully exited Linear Technology Corp in Q1 2017, selling an estimated $482M.
  • Jim Simons's ten largest holdings make up 7.9% of its $71.6B portfolio in Q1 2017.
  • Jim Simons opened 433 new positions and closed 462 in Q1 2017.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $71.6B.

Based on Renaissance Technologies's 13F filing for Q1 2017, filed 12 May 2017.