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Jim Simons Renaissance Technologies
AUM
$72.6B
Turnover
31.08%
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
+887.92%
AUM
$71.6B
AUM Growth
+$8.36B
(+13%)
Cap. Flow
+$5.19B
Cap. Flow % of AUM
Cap. Flow %
7.25%
Top 10 Holdings %
Top 10 Hldgs %
7.9%
Holding
3,652
New
433
Increased
1,584
Reduced
1,146
Closed
462
Avg Time Held
1.9
years
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
1
year
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Merck
MRK
|
+$468M |
| 2 |
Johnson & Johnson
JNJ
|
+$440M |
| 3 |
IBM
IBM
|
+$355M |
| 4 |
Booking.com
BKNG
|
+$332M |
| 5 |
RAI
Reynolds American Inc
RAI
|
+$331M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
LLTC
Linear Technology Corp
LLTC
|
+$482M |
| 2 |
Walt Disney
DIS
|
+$247M |
| 3 |
Visa
V
|
+$219M |
| 4 |
Deere & Co
DE
|
+$200M |
| 5 |
Johnson Controls International
JCI
|
+$179M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 15.75% |
| 2 | Technology | 13.82% |
| 3 | Financials | 12.86% |
| 4 | Industrials | 9.93% |
| 5 | Consumer Staples | 9.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Johnson & Johnson
JNJ
$644B
| $885M | 1.24% |
7,102,700
+3,679,600
| +107% | +$440M |
2015 Q3
6 quarters
|
|
2
NetEase
NTES
$76B
| $645M | 0.9% |
11,348,500
+1,279,000
| +13% | +$68.9M |
2013 Q2
15 quarters
|
|
3
Mastercard
MA
$555B
| $591M | 0.83% |
5,252,700
-388,700
| -7% | -$42.6M |
2013 Q2
15 quarters
|
|
4
Novo Nordisk
NVO
$174B
| $563M | 0.79% |
32,818,400
+4,926,600
| +18% | +$85.8M |
2013 Q2
15 quarters
|
|
5
Humana
HUM
$50.6B
| $555M | 0.78% |
2,691,700
+1,231,400
| +84% | +$255M |
2015 Q2
7 quarters
|
|
6
Gilead Sciences
GILD
$195B
| $523M | 0.73% |
7,707,248
+2,432,300
| +46% | +$171M |
2014 Q4
9 quarters
|
|
7
Colgate-Palmolive
CL
$77.6B
| $501M | 0.7% |
6,849,600
-1,604,000
| -19% | -$112M |
2013 Q2
15 quarters
|
|
8
PepsiCo
PEP
$189B
| $486M | 0.68% |
4,343,800
+2,067,338
| +91% | +$222M |
2013 Q2
15 quarters
|
|
|
9
Merck
MRK
$363B
| $468M | 0.65% |
+7,716,460
| New | +$468M |
2017 Q1
0 quarters
|
|
10
NVIDIA
NVDA
$5.12T
| $435M | 0.61% |
159,623,720
+35,835,720
| +29% | +$95.4M |
2013 Q4
13 quarters
|
|
|
AET
11
DELISTED
Aetna Inc
AET
| $397M | 0.55% |
3,111,482
+268,700
| +9% | +$33.7M |
2015 Q3
6 quarters
|
|
12
Amgen
AMGN
$242B
| $396M | 0.55% |
2,413,445
+634,800
| +36% | +$105M |
2013 Q2
15 quarters
|
|
13
Domino's
DPZ
$10.5B
| $393M | 0.55% |
2,130,700
+517,200
| +32% | +$92.6M |
2013 Q2
15 quarters
|
|
14
Crown Castle
CCI
$33.5B
| $378M | 0.53% |
3,998,603
+1,043,700
| +35% | +$93.4M |
2015 Q1
8 quarters
|
|
15
Walmart Inc
WMT
$961B
| $364M | 0.51% |
15,130,200
+3,252,900
| +27% | +$74.9M |
2016 Q1
4 quarters
|
|
16
Cboe Global Markets
CBOE
$34.2B
| $362M | 0.51% |
4,467,300
+81,200
| +2% | +$6.35M |
2013 Q2
15 quarters
|
|
|
17
Booking.com
BKNG
$121B
| $358M | 0.5% |
+5,029,975
| New | +$332M |
2017 Q1
0 quarters
|
|
18
VeriSign
VRSN
$27.5B
| $358M | 0.5% |
4,104,376
-159,000
| -4% | -$13.2M |
2013 Q2
15 quarters
|
|
|
19
IBM
IBM
$238B
| $352M | 0.49% |
+2,116,790
| New | +$355M |
2017 Q1
0 quarters
|
|
20
Bristol-Myers Squibb
BMY
$129B
| $352M | 0.49% |
6,468,000
+5,871,000
| +983% | +$322M |
2016 Q2
3 quarters
|
|
|
RAI
21
DELISTED
Reynolds American Inc
RAI
| $348M | 0.49% |
5,514,535
+5,503,235
| +48,701% | +$331M |
2015 Q3
6 quarters
|
|
22
Costco
COST
$451B
| $317M | 0.44% |
1,891,800
-927,913
| -33% | -$156M |
2013 Q2
15 quarters
|
|
23
Meta Platforms (Facebook)
META
$1.65T
| $313M | 0.44% |
2,201,800
+2,141,800
| +3,570% | +$286M |
2015 Q4
5 quarters
|
|
24
Sherwin-Williams
SHW
$83.9B
| $298M | 0.42% |
2,885,700
+1,907,700
| +195% | +$192M |
2013 Q2
15 quarters
|
|
25
American Electric Power
AEP
$71.1B
| $294M | 0.41% |
4,383,800
+496,200
| +13% | +$32.1M |
2014 Q3
10 quarters
|
|
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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 1,584 existing holdings. Its largest new stake was Merck: 7,716,460 shares worth $468M.
By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 13% 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.