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
TI
2601
DELISTED
Telecom Italia
TI
$1.16M ﹤0.01%
134,900
+25,394
+23% +$220K
PRAH
2602
DELISTED
PRA Health Sciences, Inc.
PRAH
$1.16M ﹤0.01%
12,700
-123,800
-91% -$10.3M
ISSC icon
2603
Innovative Solutions & Support
ISSC
$407M
$1.16M ﹤0.01%
393,200
+33,300
+9% +$105K
KSPN
2604
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
$1.16M ﹤0.01%
31,645
+340
+1% +$11.9K
CCLP
2605
DELISTED
CSI Compressco LP
CCLP
$1.15M ﹤0.01%
+210,252
New +$1.09M
SPIB icon
2606
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$1.15M ﹤0.01%
+33,508
New +$1.15M
LUV icon
2607
Southwest Airlines
LUV
$22B
$1.15M ﹤0.01%
17,500
-1,266,180
-99% -$74.5M
SHOS
2608
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
$1.14M ﹤0.01%
440,000
+70,300
+19% +$134K
GENE
2609
DELISTED
Genetic Technologies Ltd.
GENE
$1.14M ﹤0.01%
49,229
-235
-0.5% -$4.42K
AYR
2610
DELISTED
Aircastle Ltd
AYR
$1.14M ﹤0.01%
48,800
-23,600
-33% -$554K
DVCR
2611
DELISTED
Diversicare Healthcare Services Inc
DVCR
$1.14M ﹤0.01%
114,000
+4,700
+4% +$51.3K
INSM icon
2612
Insmed
INSM
$28.9B
$1.14M ﹤0.01%
36,487
-19,400
-35% -$573K
TRIL
2613
DELISTED
Trillium Therapeutics Inc.
TRIL
$1.14M ﹤0.01%
+157,022
New +$1.3M
GLP icon
2614
Global Partners
GLP
$1.72B
$1.14M ﹤0.01%
68,025
+54,825
+415% +$955K
BEP icon
2615
Brookfield Renewable
BEP
$10.6B
$1.13M ﹤0.01%
60,682
-133,536
-69% -$2.41M
SCTL
2616
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
$1.13M ﹤0.01%
136,030
+25,756
+23% +$211K
VATE icon
2617
INNOVATE Corp
VATE
$102M
$1.13M ﹤0.01%
18,950
-9,325
-33% -$502K
FRBK
2618
DELISTED
Republic First Bancorp Inc
FRBK
$1.12M ﹤0.01%
133,000
+8,700
+7% +$79.7K
ATSG
2619
DELISTED
Air Transport Services Group
ATSG
$1.12M ﹤0.01%
48,400
-120,900
-71% -$2.89M
SIOX
2620
DELISTED
Sio Gene Therapies Inc. Common Stock
SIOX
$1.12M ﹤0.01%
26,550
+2,237
+9% +$100K
BDL icon
2621
Flanigan's Enterprises
BDL
$80.7M
$1.12M ﹤0.01%
47,400
+200
+0.4% +$4.52K
VIRC icon
2622
Virco
VIRC
$95.5M
$1.12M ﹤0.01%
221,200
+5,500
+3% +$29.7K
RF icon
2623
Regions Financial
RF
$27B
$1.11M ﹤0.01%
+64,521
New +$1.03M
WAIR
2624
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
$1.11M ﹤0.01%
+149,900
New +$1.24M
VSTO
2625
DELISTED
Vista Outdoor Inc.
VSTO
$1.11M ﹤0.01%
+76,100
New +$1.33M
103 104
105
106 107

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.