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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
OXFD
1851
DELISTED
Oxford Immunotec Global PLC Ordinary Shares
OXFD
$4.06M 0.01%
241,600
-121,700
-33% -$1.82M
NXST icon
1852
Nexstar Media Group
NXST
$5.84B
$4.05M 0.01%
67,705
-258,400
-79% -$16.2M
FSTR icon
1853
Foster
FSTR
$408M
$4.04M 0.01%
188,100
+38,900
+26% +$659K
ITCL
1854
DELISTED
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
$4.03M 0.01%
302,471
+8,805
+3% +$123K
FNWB icon
1855
First Northwest Bancorp
FNWB
$109M
$4.02M 0.01%
255,000
+9,200
+4% +$150K
CAA
1856
DELISTED
CalAtlantic Group, Inc.
CAA
$4.02M 0.01%
+113,664
New +$4.13M
WBA
1857
DELISTED
Walgreens Boots Alliance
WBA
$4.02M 0.01%
51,300
+28,200
+122% +$2.32M
SGC icon
1858
Superior Group of Companies
SGC
$208M
$4.01M 0.01%
179,500
+2,400
+1% +$46.7K
EDGW
1859
DELISTED
Edgewater Technology Inc
EDGW
$4.01M 0.01%
589,400
+4,000
+0.7% +$28.6K
FFG
1860
DELISTED
FBL Financial Group
FFG
$4M 0.01%
65,000
-6,500
-9% -$417K
HIVE
1861
DELISTED
Aerohive Networks
HIVE
$3.99M 0.01%
798,837
-39,063
-5% -$174K
KINS icon
1862
Kingstone Companies
KINS
$285M
$3.99M 0.01%
260,725
+7,912
+3% +$120K
OIIM
1863
DELISTED
02Micro International
OIIM
$3.99M 0.01%
2,035,200
-25,800
-1% -$55.6K
MSL
1864
DELISTED
Midsouth Bancorp, Inc.
MSL
$3.99M 0.01%
339,421
+51,615
+18% +$708K
RDUS
1865
DELISTED
Radius Recycling
RDUS
$3.98M 0.01%
157,800
-549,531
-78% -$10.9M
NNN icon
1866
NNN REIT
NNN
$8.83B
$3.98M 0.01%
101,700
-139,400
-58% -$5.63M
MGNX icon
1867
MacroGenics
MGNX
$268M
$3.98M 0.01%
227,023
+96,100
+73% +$1.83M
LGF.A
1868
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$3.97M 0.01%
+140,750
New +$3.7M
GORO icon
1869
Goldgroup Mining Inc.
GORO
$207M
$3.96M 0.01%
970,000
-828,300
-46% -$3.15M
NTIP icon
1870
Network-1 Technologies
NTIP
$35.4M
$3.95M 0.01%
929,748
+128,248
+16% +$571K
ARRS
1871
DELISTED
ARRIS International plc Ordinary Shares
ARRS
$3.95M 0.01%
141,000
-223,800
-61% -$6.15M
AUD
1872
DELISTED
Audacy, Inc.
AUD
$3.95M 0.01%
381,600
-8,700
-2% -$97.9K
CRZO
1873
DELISTED
Carrizo Oil & Gas Inc
CRZO
$3.95M 0.01%
+226,552
New +$5.26M
RPT
1874
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$3.94M 0.01%
305,200
-233,200
-43% -$3.09M
FGH
1875
DELISTED
FG Group Holdings Inc.
FGH
$3.93M 0.01%
586,465
-12,935
-2% -$82.6K
73 74
75
76 77

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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.