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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
+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
RDUS
2601
DELISTED
Radius Recycling
RDUS
$921K ﹤0.01%
32,700
-125,100
-79% -$3.28M
OFG icon
2602
OFG Bancorp
OFG
$2.26B
$920K ﹤0.01%
100,570
-52,600
-34% -$501K
ONVI
2603
DELISTED
Onvia, Inc.
ONVI
$912K ﹤0.01%
195,900
+1,900
+1% +$8.33K
EBTC
2604
DELISTED
Enterprise Bancorp
EBTC
$911K ﹤0.01%
25,100
+300
+1% +$10.2K
LPCN icon
2605
Lipocine
LPCN
$17M
$908K ﹤0.01%
+13,447
New +$972K
EEX
2606
DELISTED
Emerald Holding
EEX
$899K ﹤0.01%
+38,697
New +$856K
AIZ icon
2607
Assurant
AIZ
$13.9B
$898K ﹤0.01%
9,400
+400
+4% +$40K
WOR icon
2608
Worthington Enterprises
WOR
$2.78B
$897K ﹤0.01%
+31,629
New +$984K
SYPR icon
2609
Sypris Solutions
SYPR
$46.8M
$894K ﹤0.01%
620,841
+63,153
+11% +$102K
SCTL
2610
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
$888K ﹤0.01%
110,274
-1,672
-1% -$11.4K
PQ
2611
DELISTED
Petroquest Energy Inc Wd
PQ
$888K ﹤0.01%
387,725
+30,400
+9% +$60.1K
TCFC
2612
DELISTED
The Community Financial Corporation Common Stock
TCFC
$881K ﹤0.01%
24,900
+13,000
+109% +$470K
WPX
2613
DELISTED
WPX Energy, Inc.
WPX
$881K ﹤0.01%
76,600
-1,206,200
-94% -$12.3M
TREE icon
2614
LendingTree
TREE
$461M
$880K ﹤0.01%
+3,600
New +$777K
CORV
2615
DELISTED
Correvio Pharma Corp. Ordinary Shares (Canada)
CORV
$876K ﹤0.01%
411,413
+60,700
+17% +$207K
OSG
2616
DELISTED
Overseas Shipholding Group Inc.
OSG
$873K ﹤0.01%
331,900
+65,400
+25% +$166K
BGG
2617
DELISTED
Briggs & Stratton Corp.
BGG
$872K ﹤0.01%
37,100
+1,800
+5% +$40.9K
FATE icon
2618
Fate Therapeutics
FATE
$294M
$871K ﹤0.01%
219,900
-88,900
-29% -$302K
EIGR
2619
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$869K ﹤0.01%
2,634
+1,853
+237% +$505K
IMI
2620
DELISTED
Intermolecular, Inc.
IMI
$869K ﹤0.01%
851,600
+18,000
+2% +$17K
NEWS
2621
DELISTED
NewStar Financial, Inc.
NEWS
$869K ﹤0.01%
74,000
+12,000
+19% +$131K
MIND icon
2622
MIND Technology
MIND
$42.6M
$868K ﹤0.01%
24,860
+970
+4% +$34.5K
MTBL
2623
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
$861K ﹤0.01%
+320,467
New +$700K
GZT
2624
DELISTED
Gazit-globe Ltd
GZT
$861K ﹤0.01%
88,490
+490
+0.6% +$4.75K
IHC
2625
DELISTED
Independence Holding Company
IHC
$856K ﹤0.01%
33,900
-12,100
-26% -$268K
103 104
105
106 107

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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.