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
+6.57%
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
$85B
AUM Growth
+$6.62B
Cap. Flow
+$2.91B
Cap. Flow %
3.43%
Top 10 Hldgs %
8.5%
Holding
3,587
New
418
Increased
1,684
Reduced
1,038
Closed
418

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$495M
2
XOM icon
ExxonMobil
XOM
+$290M
3
FDX icon
FedEx
FDX
+$273M
4
NFLX icon
Netflix
NFLX
+$262M
5
RTX icon
RTX Corp
RTX
+$234M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$290M
2
EA
Electronic Arts
EA
+$280M
3
MA icon
Mastercard
MA
+$252M
4
RAI
Reynolds American Inc
RAI
+$245M
5
JNJ icon
Johnson & Johnson
JNJ
+$242M

Sector Composition

Rank Sector Weight
1 Healthcare 17.15%
2 Technology 16.1%
3 Financials 11.82%
4 Industrials 9.72%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCR
2576
DELISTED
CONSOL Coal Resources LP
CCR
$993K ﹤0.01%
67,110
+55,216
+464% +$861K
ESL
2577
DELISTED
Esterline Technologies
ESL
$992K ﹤0.01%
+11,000
New +$992K
CIVI
2578
DELISTED
Civitas Solutions, Inc.
CIVI
$989K ﹤0.01%
53,600
+19,200
+56% +$350K
DIT icon
2579
AMCON Distributing
DIT
$66.4M
$987K ﹤0.01%
16,050
– –
GEN
2580
DELISTED
Genesis Healthcare, Inc.
GEN
$983K ﹤0.01%
847,700
-19,000
-2% -$23.9K
RBCN
2581
DELISTED
Rubicon Technology, Inc.
RBCN
$982K ﹤0.01%
118,840
-1,400
-1% -$11.5K
ESE icon
2582
ESCO Technologies
ESE
$7.78B
$977K ﹤0.01%
16,300
+9,000
+123% +$520K
SLS icon
2583
SELLAS Life Sciences
SLS
$2.5B
$977K ﹤0.01%
1,847
+366
+25% +$242K
LUNA
2584
DELISTED
Luna Innovations Incorporated
LUNA
$976K ﹤0.01%
577,305
+111,400
+24% +$163K
OTIV
2585
DELISTED
OTI On Track Innovations Ltd
OTIV
$972K ﹤0.01%
709,481
-7,809
-1% -$10.3K
SRL icon
2586
Scully Royalty
SRL
$90.9M
$969K ﹤0.01%
103,206
+3,683
+4% +$32.8K
MXPT
2587
DELISTED
MaxPoint Interactive, Inc.
MXPT
$965K ﹤0.01%
69,500
+30,290
+77% +$282K
DLHC icon
2588
DLH Holdings
DLHC
$67.8M
$960K ﹤0.01%
148,090
+31,800
+27% +$188K
MLVF
2589
DELISTED
Malvern Bancorp, Inc.
MLVF
$960K ﹤0.01%
35,900
-7,399
-17% -$181K
FSNN
2590
DELISTED
Fusion Connect, Inc. Common Stock
FSNN
$953K ﹤0.01%
+233,667
New +$660K
GWRS icon
2591
Global Water Resources
GWRS
$219M
$950K ﹤0.01%
100,900
+44,489
+79% +$427K
TG icon
2592
Tredegar Corp
TG
$281M
$949K ﹤0.01%
52,735
-96,810
-65% -$1.57M
EEI
2593
DELISTED
Ecology and Environment
EEI
$945K ﹤0.01%
79,106
+9,732
+14% +$118K
OESX icon
2594
Orion Energy Systems
OESX
$78.9M
$944K ﹤0.01%
84,270
+3,770
+5% +$40.3K
SHOS
2595
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
$943K ﹤0.01%
369,700
+54,800
+17% +$119K
CORI
2596
DELISTED
Corium International, Inc.
CORI
$942K ﹤0.01%
85,000
-96,400
-53% -$853K
AEL
2597
DELISTED
American Equity Investment Life Holding Company
AEL
$936K ﹤0.01%
+32,200
New +$889K
DLTH icon
2598
Duluth Holdings
DLTH
$151M
$933K ﹤0.01%
46,000
-6,516
-12% -$126K
CNVS icon
2599
Cineverse
CNVS
$68.2M
$927K ﹤0.01%
31,977
+4,260
+15% +$130K
UMPQ
2600
DELISTED
Umpqua Holdings Corp
UMPQ
$924K ﹤0.01%
47,378
-132,318
-74% -$2.41M
102 103
104
105 106

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 Q3 2017 Portfolio in Review

As of Q3 2017, Jim Simons held 3,587 positions worth $85B, up 8.4% from $78.4B the previous quarter. Its ten largest holdings account for 8.5% of the portfolio.

Jim Simons deployed $2.91B of net new capital in Q3 2017, opening 418 new positions and adding to 1,684 existing holdings. Its largest new stake was ExxonMobil: 3,652,454 shares worth $299M.

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

On the sell side, the largest reduction was Electronic Arts, an estimated $280M trimmed.

  • Jim Simons's largest Q3 2017 buy was ExxonMobil: 3,652,454 shares worth $299M.
  • Jim Simons added most to Medtronic in Q3 2017, an estimated $495M increase.
  • Jim Simons's biggest Q3 2017 reduction was Electronic Arts, cutting an estimated $280M.
  • Jim Simons fully exited Amazon in Q3 2017, selling an estimated $290M.
  • Jim Simons's ten largest holdings make up 8.5% of its $85B portfolio in Q3 2017.
  • Jim Simons opened 418 new positions and closed 418 in Q3 2017.
  • Jim Simons's portfolio value rose 8.4% quarter-over-quarter to $85B.

Based on Renaissance Technologies's 13F filing for Q3 2017, filed 13 Nov 2017.