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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
ADVM
1926
DELISTED
Adverum Biotechnologies
ADVM
$3.56M ﹤0.01%
142,394
+28,196
+25% +$771K
VWTR
1927
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
$3.55M ﹤0.01%
203,100
+54,100
+36% +$885K
MR
1928
DELISTED
Montage Resources Corporation Common Stock
MR
$3.55M ﹤0.01%
82,780
+4,307
+5% +$151K
PRMW
1929
DELISTED
Primo Water Corporation
PRMW
$3.55M ﹤0.01%
245,700
-1,494,830
-86% -$19.9M
SUP
1930
DELISTED
Superior Industries International
SUP
$3.54M ﹤0.01%
172,000
-108,400
-39% -$2.25M
FCB
1931
DELISTED
FCB Financial Holdings, Inc.
FCB
$3.53M ﹤0.01%
73,852
-160,100
-68% -$7.57M
ORBC
1932
DELISTED
ORBCOMM, Inc.
ORBC
$3.52M ﹤0.01%
311,500
-198,286
-39% -$2M
NGL icon
1933
NGL Energy Partners
NGL
$2.24B
$3.51M ﹤0.01%
+250,700
New +$4.01M
CRAY
1934
DELISTED
Cray, Inc.
CRAY
$3.51M ﹤0.01%
190,746
+89,995
+89% +$1.66M
AUTO
1935
DELISTED
AutoWeb, Inc. Common Stock
AUTO
$3.51M ﹤0.01%
278,000
+183,600
+194% +$2.34M
AC
1936
DELISTED
Associated Capital Group
AC
$3.5M ﹤0.01%
103,515
+34,974
+51% +$1.18M
SHG icon
1937
Shinhan Financial Group
SHG
$35.4B
$3.5M ﹤0.01%
80,400
+68,665
+585% +$2.97M
HPJ
1938
DELISTED
Highpower International Inc
HPJ
$3.5M ﹤0.01%
958,100
+207,095
+28% +$969K
BBOX
1939
DELISTED
Black Box Corp
BBOX
$3.48M ﹤0.01%
407,210
-20,590
-5% -$182K
NCOM
1940
DELISTED
National Commerce Corporation
NCOM
$3.48M ﹤0.01%
87,900
+17,700
+25% +$675K
NBIS
1941
Nebius Group N.V.
NBIS
$75.5B
$3.46M ﹤0.01%
131,800
-527,600
-80% -$13.7M
JACK icon
1942
Jack in the Box
JACK
$325M
$3.45M ﹤0.01%
+35,000
New +$3.61M
CHUBK
1943
DELISTED
CommerceHub, Inc. Series C Common Stock
CHUBK
$3.45M ﹤0.01%
197,567
+64,167
+48% +$1.06M
STRR
1944
DELISTED
Star Equity Holdings
STRR
$3.43M ﹤0.01%
16,948
-170
-1% -$37.3K
BEP icon
1945
Brookfield Renewable
BEP
$10.4B
$3.43M ﹤0.01%
201,589
-278,707
-58% -$4.68M
GUID
1946
DELISTED
Guidance Software, Inc.
GUID
$3.43M ﹤0.01%
518,407
+96,701
+23% +$613K
ASTE icon
1947
Astec Industries
ASTE
$997M
$3.42M ﹤0.01%
+61,645
New +$3.63M
AKO.A icon
1948
Embotelladora Andina Series A
AKO.A
$3.75B
$3.41M ﹤0.01%
150,400
+600
+0.4% +$13.7K
SMP icon
1949
Standard Motor Products
SMP
$870M
$3.4M ﹤0.01%
65,200
-15,100
-19% -$752K
TCF
1950
DELISTED
TCF Financial Corporation Common Stock
TCF
$3.4M ﹤0.01%
70,275
-11,700
-14% -$559K
76 77
78
79 80

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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.