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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
PRSS
2551
DELISTED
CafePress Inc.
PRSS
$1.32M ﹤0.01%
716,000
+13,675
+2% +$26.5K
HLX icon
2552
Helix Energy Solutions
HLX
$1.52B
$1.32M ﹤0.01%
174,827
+67,127
+62% +$475K
PLX icon
2553
Protalix BioTherapeutics
PLX
$182M
$1.32M ﹤0.01%
199,350
-10,780
-5% -$72.7K
FFBC icon
2554
First Financial Bancorp
FFBC
$3.61B
$1.31M ﹤0.01%
49,900
-200,943
-80% -$5.44M
IRS
2555
IRSA Inversiones y Representaciones
IRS
$1.23B
$1.31M ﹤0.01%
45,994
+24,503
+114% +$664K
IMI
2556
DELISTED
Intermolecular, Inc.
IMI
$1.31M ﹤0.01%
956,224
+104,624
+12% +$126K
PFIE
2557
DELISTED
Profire Energy, Inc
PFIE
$1.31M ﹤0.01%
681,800
+118,465
+21% +$222K
FCCY
2558
DELISTED
1st Constitution Bancorp
FCCY
$1.31M ﹤0.01%
71,399
+6,399
+10% +$116K
HESM icon
2559
Hess Midstream
HESM
$5.18B
$1.3M ﹤0.01%
+65,700
New +$1.36M
MAXR
2560
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
$1.3M ﹤0.01%
+20,133
New +$1.27M
MLNT
2561
DELISTED
Melinta Therapeutics, Inc. Common Stock
MLNT
$1.3M ﹤0.01%
+16,464
New +$1.22M
MTSI icon
2562
MACOM Technology Solutions
MTSI
$24B
$1.3M ﹤0.01%
+39,915
New +$1.44M
MATR
2563
DELISTED
Mattersight Corp.
MATR
$1.3M ﹤0.01%
509,500
+12,300
+2% +$32.6K
LTS
2564
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
$1.3M ﹤0.01%
410,000
-800
-0.2% -$2.48K
ONIT
2565
Onity Group
ONIT
$327M
$1.29M ﹤0.01%
27,560
-18,981
-41% -$953K
SMMT icon
2566
Summit Therapeutics
SMMT
$10.6B
$1.29M ﹤0.01%
116,600
+15,600
+15% +$174K
CLRO icon
2567
ClearOne Inc
CLRO
$14.8M
$1.29M ﹤0.01%
9,607
-720
-7% -$83K
KREF
2568
KKR Real Estate Finance Trust
KREF
$507M
$1.28M ﹤0.01%
+64,000
New +$1.32M
MSN icon
2569
Emerson Radio
MSN
$7.91M
$1.28M ﹤0.01%
876,900
+26,300
+3% +$38K
HOLI
2570
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
$1.28M ﹤0.01%
+57,418
New +$1.32M
ATHX
2571
DELISTED
Athersys, Inc. Common Stock
ATHX
$1.28M ﹤0.01%
28,252
-11,972
-30% -$579K
ALR
2572
DELISTED
AlerisLife Inc
ALR
$1.28M ﹤0.01%
85,054
+12,340
+17% +$191K
SALM
2573
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$1.27M ﹤0.01%
283,400
+27,300
+11% +$146K
CTLP
2574
DELISTED
Cantaloupe
CTLP
$1.27M ﹤0.01%
130,100
-173,400
-57% -$1.33M
LNCE
2575
DELISTED
Snyders-Lance, Inc.
LNCE
$1.26M ﹤0.01%
+25,198
New +$1,000K
101 102
103
104 105

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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.