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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
+5%
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
$90.7B
AUM Growth
+$5.73B
Cap. Flow
+$2.5B
Cap. Flow %
2.75%
Top 10 Hldgs %
8.4%
Holding
3,692
New
521
Increased
1,724
Reduced
1,031
Closed
386

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$521M
2
BDX icon
Becton Dickinson
BDX
+$411M
3
GE icon
GE Aerospace
GE
+$361M
4
IBM icon
IBM
IBM
+$305M
5
PM icon
Philip Morris
PM
+$296M

Top Sells

Rank Stock Value
1
BCR
CR Bard Inc.
BCR
+$455M
2
NTES icon
NetEase
NTES
+$451M
3
MDT icon
Medtronic
MDT
+$398M
4
NVDA icon
NVIDIA
NVDA
+$348M
5
NFLX icon
Netflix
NFLX
+$332M

Sector Composition

Rank Sector Weight
1 Healthcare 16.95%
2 Technology 14.39%
3 Financials 10.63%
4 Industrials 9.92%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
2501
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.49B
$1.46M ﹤0.01%
+13,800
New +$1.47M
HYLS icon
2502
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
$1.46M ﹤0.01%
+30,100
New +$1.47M
SBR
2503
Sabine Royalty Trust
SBR
$1.07B
$1.46M ﹤0.01%
32,778
-9,863
-23% -$420K
INFI
2504
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
$1.46M ﹤0.01%
717,900
-892,100
-55% -$1.85M
STRR
2505
Star Equity Holdings
STRR
$39.4M
$1.46M ﹤0.01%
64,726
+17,324
+37% +$270K
PTN
2506
Palatin Technologies
PTN
$17.8M
$1.46M ﹤0.01%
+1,356
New +$1.4M
FC icon
2507
Franklin Covey
FC
$226M
$1.44M ﹤0.01%
69,600
-21,973
-24% -$431K
HRTX icon
2508
Heron Therapeutics
HRTX
$63.2M
$1.44M ﹤0.01%
+79,800
New +$1.3M
NSTG
2509
DELISTED
NanoString Technologies, Inc.
NSTG
$1.44M ﹤0.01%
193,300
-85,100
-31% -$807K
CTRN icon
2510
Citi Trends
CTRN
$612M
$1.44M ﹤0.01%
54,400
-95,000
-64% -$2.21M
OXFD
2511
DELISTED
Oxford Immunotec Global PLC Ordinary Shares
OXFD
$1.44M ﹤0.01%
103,000
-62,300
-38% -$913K
BN icon
2512
Brookfield
BN
$107B
$1.43M ﹤0.01%
+91,649
New +$1.38M
ATAXZ
2513
DELISTED
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
$1.42M ﹤0.01%
235,312
+15,019
+7% +$90.9K
CXP
2514
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$1.42M ﹤0.01%
+61,900
New +$1.37M
LWAY icon
2515
Lifeway Foods
LWAY
$377M
$1.41M ﹤0.01%
175,800
+8,900
+5% +$84.8K
FUSB icon
2516
First US Bancshares
FUSB
$90.8M
$1.4M ﹤0.01%
109,700
+5,000
+5% +$61.3K
SHLO
2517
DELISTED
Shiloh Industries Inc
SHLO
$1.4M ﹤0.01%
171,076
-51,924
-23% -$472K
MOV icon
2518
Movado Group
MOV
$799M
$1.4M ﹤0.01%
43,500
-24,600
-36% -$713K
ADXS
2519
DELISTED
Advaxis Inc
ADXS
$1.4M ﹤0.01%
+32,826
New +$1.66M
CRAY
2520
DELISTED
Cray, Inc.
CRAY
$1.39M ﹤0.01%
57,551
-97,873
-63% -$2.07M
KONA
2521
DELISTED
Kona Grill, Inc.
KONA
$1.39M ﹤0.01%
795,759
+15,500
+2% +$41.1K
PHLT
2522
DELISTED
Performant Healthcare Inc
PHLT
$1.39M ﹤0.01%
843,800
+35,900
+4% +$64.7K
DFE icon
2523
WisdomTree Europe SmallCap Dividend Fund
DFE
$171M
$1.39M ﹤0.01%
+19,700
New +$1.36M
STZ.B
2524
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
$1.39M ﹤0.01%
6,100
– –
VSI
2525
DELISTED
Vitamin Shoppe Inc.
VSI
$1.39M ﹤0.01%
315,400
-100,000
-24% -$440K
99 100
101
102 103

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Jim Simons's Q4 2017 Portfolio in Review

As of Q4 2017, Jim Simons held 3,692 positions worth $90.7B, up 6.7% from $85B the previous quarter. Its ten largest holdings account for 8.4% of the portfolio.

Jim Simons's Q4 2017 filing shows 521 new, 1,724 increased, 1,031 reduced and 386 closed positions. Its largest new stake was Alphabet (Google) Class C: 3,773,700 shares worth $197M. The largest sale was CR Bard Inc., an estimated $455M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, down from 17% a quarter earlier, followed by Technology and Financials.

  • Jim Simons's largest Q4 2017 buy was Alphabet (Google) Class C: 3,773,700 shares worth $197M.
  • Jim Simons added most to ExxonMobil in Q4 2017, an estimated $521M increase.
  • Jim Simons's biggest Q4 2017 reduction was NetEase, cutting an estimated $451M.
  • Jim Simons fully exited CR Bard Inc. in Q4 2017, selling an estimated $455M.
  • Jim Simons's ten largest holdings make up 8.4% of its $90.7B portfolio in Q4 2017.
  • Jim Simons opened 521 new positions and closed 386 in Q4 2017.
  • Jim Simons's portfolio value rose 6.7% quarter-over-quarter to $90.7B.

Based on Renaissance Technologies's 13F filing for Q4 2017, filed 13 Feb 2018.