We are live on ! Find out more
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
+4.89%
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
$63.2B
AUM Growth
+$6.63B
Cap. Flow
+$5.07B
Cap. Flow %
8.02%
Top 10 Hldgs %
7.17%
Holding
3,715
New
418
Increased
1,792
Reduced
991
Closed
494

Top Buys

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$247M
2
JNJ icon
Johnson & Johnson
JNJ
+$225M
3
MON
Monsanto Co
MON
+$213M
4
AET
Aetna Inc
AET
+$208M
5
AVGO icon
Broadcom
AVGO
+$176M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$227M
2
MSFT icon
Microsoft
MSFT
+$224M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$205M
4
NKE icon
Nike
NKE
+$187M
5
PFE icon
Pfizer
PFE
+$184M

Sector Composition

Rank Sector Weight
1 Financials 14.75%
2 Technology 13.74%
3 Healthcare 12.69%
4 Industrials 11.51%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HURC icon
2351
Hurco Companies Inc
HURC
$144M
$1.52M ﹤0.01%
46,082
-5,800
-11% -$173K
WAL icon
2352
Western Alliance Bancorporation
WAL
$8.98B
$1.52M ﹤0.01%
+31,304
New +$1.35M
LOB icon
2353
Live Oak Bancshares
LOB
$2.01B
$1.52M ﹤0.01%
82,400
+31,100
+61% +$516K
EPAC icon
2354
Enerpac Tool Group
EPAC
$1.88B
$1.52M ﹤0.01%
58,700
-1,300
-2% -$32.5K
CLCD
2355
DELISTED
CoLucid Pharmaceuticals, Inc.
CLCD
$1.51M ﹤0.01%
41,600
-51,000
-55% -$1.8M
QUMU
2356
DELISTED
Qumu Corp.
QUMU
$1.51M ﹤0.01%
635,359
+100
+0% +$287
ENBL
2357
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
$1.51M ﹤0.01%
+96,100
New +$1.49M
DAIO icon
2358
Data I/O
DAIO
$32.4M
$1.51M ﹤0.01%
361,600
+32,600
+10% +$130K
ALR
2359
DELISTED
AlerisLife Inc
ALR
$1.51M ﹤0.01%
55,925
-202,490
-78% -$5.38M
OAKS
2360
DELISTED
Five Oaks Investment Corp.
OAKS
$1.51M ﹤0.01%
303,609
-19,391
-6% -$102K
GPIC
2361
DELISTED
Gaming Partners International Corporation
GPIC
$1.51M ﹤0.01%
127,500
+700
+0.6% +$7.9K
LUMO
2362
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$1.5M ﹤0.01%
16,200
-22,333
-58% -$2.52M
CCU icon
2363
Compañía de Cervecerías Unidas
CCU
$2.17B
$1.5M ﹤0.01%
71,300
-464,400
-87% -$9.56M
GPRK icon
2364
GeoPark
GPRK
$615M
$1.5M ﹤0.01%
348,477
+230,105
+194% +$990K
LOCO icon
2365
El Pollo Loco
LOCO
$471M
$1.5M ﹤0.01%
121,600
-316,400
-72% -$3.91M
PFBI
2366
DELISTED
Premier Financial Bancorp
PFBI
$1.5M ﹤0.01%
93,039
+3,114
+3% +$43.4K
ENTL
2367
DELISTED
Entellus Medical, Inc. Common Stock
ENTL
$1.5M ﹤0.01%
78,800
+14,800
+23% +$284K
FELE icon
2368
Franklin Electric
FELE
$4.66B
$1.49M ﹤0.01%
+38,399
New +$1.51M
KIN
2369
DELISTED
Kindred Biosciences, Inc.
KIN
$1.49M ﹤0.01%
351,600
+20,000
+6% +$96.8K
SDLP
2370
DELISTED
SEADRILL PARTNERS LLC
SDLP
$1.49M ﹤0.01%
+35,520
New +$1.3M
LEJU
2371
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
$1.49M ﹤0.01%
31,000
+2,630
+9% +$109K
FLEX icon
2372
Flex
FLEX
$46.2B
$1.49M ﹤0.01%
137,283
-1,909,023
-93% -$20.4M
AVEO
2373
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
$1.48M ﹤0.01%
274,390
+14,850
+6% +$99K
ASRV icon
2374
AmeriServ Financial
ASRV
$86M
$1.48M ﹤0.01%
399,201
+27,201
+7% +$94.2K
NBN icon
2375
Northeast Bank
NBN
$1.15B
$1.47M ﹤0.01%
+112,200
New +$1.3M
93 94
95
96 97

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Jim Simons's Q4 2016 Portfolio in Review

As of Q4 2016, Jim Simons held 3,715 positions worth $63.2B, up 12% from $56.6B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.

Jim Simons deployed $5.07B of net new capital in Q4 2016, opening 418 new positions and adding to 1,792 existing holdings. Its largest new stake was Broadcom: 10,144,960 shares worth $179M.

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

On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $227M trimmed.

  • Jim Simons's largest Q4 2016 buy was Broadcom: 10,144,960 shares worth $179M.
  • Jim Simons added most to Gilead Sciences in Q4 2016, an estimated $247M increase.
  • Jim Simons's biggest Q4 2016 reduction was Bristol-Myers Squibb, cutting an estimated $227M.
  • Jim Simons fully exited Alphabet (Google) Class C in Q4 2016, selling an estimated $205M.
  • Jim Simons's ten largest holdings make up 7.2% of its $63.2B portfolio in Q4 2016.
  • Jim Simons opened 418 new positions and closed 494 in Q4 2016.
  • Jim Simons's portfolio value rose 12% quarter-over-quarter to $63.2B.

Based on Renaissance Technologies's 13F filing for Q4 2016, filed 13 Feb 2017.