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
+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
ATRC icon
2526
AtriCure
ATRC
$2.22B
$1.39M ﹤0.01%
76,029
+51,429
+209% +$1.02M
JCTC
2527
Jewett-Cameron Trading
JCTC
$10.2M
$1.39M ﹤0.01%
184,800
+8,800
+5% +$65.7K
GLOB icon
2528
Globant
GLOB
$1.63B
$1.39M ﹤0.01%
+29,800
New +$1.2M
PCEF icon
2529
Invesco CEF Income Composite ETF
PCEF
$823M
$1.38M ﹤0.01%
+57,700
New +$1.38M
LINC icon
2530
Lincoln Educational Services
LINC
$953M
$1.37M ﹤0.01%
679,800
-29,487
-4% -$65.5K
XIV
2531
DELISTED
VelocityShares Daily Inverse VIX Short Term ETN
XIV
$1.37M ﹤0.01%
+10,200
New +$1.18M
FPE icon
2532
First Trust Preferred Securities and Income ETF
FPE
$6.34B
$1.37M ﹤0.01%
+68,400
New +$1.37M
KURA icon
2533
Kura Oncology
KURA
$905M
$1.37M ﹤0.01%
89,294
-177,106
-66% -$2.61M
ESXB
2534
DELISTED
Community Bankers Trust Corporation
ESXB
$1.36M ﹤0.01%
167,484
-14,363
-8% -$124K
NTWK icon
2535
NetSol Technologies
NTWK
$49.3M
$1.36M ﹤0.01%
288,500
-10,500
-4% -$41.1K
VOXX
2536
DELISTED
VOXX International Corporation Class A
VOXX
$1.36M ﹤0.01%
242,500
-59,900
-20% -$391K
RCM
2537
DELISTED
R1 RCM Inc. Common Stock
RCM
$1.35M ﹤0.01%
307,300
-50,600
-14% -$198K
WTI icon
2538
W&T Offshore
WTI
$557M
$1.35M ﹤0.01%
408,900
-483,298
-54% -$1.5M
EIGR
2539
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$1.35M ﹤0.01%
3,234
+600
+23% +$214K
LKSD
2540
DELISTED
LSC Communications, Inc.
LKSD
$1.35M ﹤0.01%
+89,200
New +$1.42M
BDSI
2541
DELISTED
BioDelivery Sciences International, Inc.
BDSI
$1.35M ﹤0.01%
457,900
-127,300
-22% -$352K
PPIH
2542
Perma-Pipe International
PPIH
$220M
$1.35M ﹤0.01%
150,000
+11,700
+8% +$101K
RPT
2543
Rithm Property Trust
RPT
$104M
$1.35M ﹤0.01%
16,819
+7,469
+80% +$617K
RAS
2544
DELISTED
RAIT Financial Trust
RAS
$1.34M ﹤0.01%
3,579,200
-497,800
-12% -$225K
EGY icon
2545
Vaalco Energy
EGY
$606M
$1.34M ﹤0.01%
1,920,231
+474,831
+33% +$371K
AT
2546
DELISTED
Atlantic Power Corporation
AT
$1.33M ﹤0.01%
565,828
+314,592
+125% +$772K
MSBF
2547
DELISTED
MSB Financial Corp.
MSBF
$1.33M ﹤0.01%
74,600
+4,000
+6% +$70.7K
OSG
2548
DELISTED
Overseas Shipholding Group Inc.
OSG
$1.32M ﹤0.01%
482,300
+150,400
+45% +$391K
IEC
2549
DELISTED
IEC Electronics Corp.
IEC
$1.32M ﹤0.01%
320,800
+56,674
+21% +$246K
RESI
2550
DELISTED
Front Yard Residential Corporation Common Stock
RESI
$1.32M ﹤0.01%
111,500
-230,500
-67% -$2.55M
100 101
102
103 104

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.