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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
LEJU
2626
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
$1.1M ﹤0.01%
76,740
+9,700
+14% +$153K
HWCC
2627
DELISTED
Houston Wire & Cable Company
HWCC
$1.1M ﹤0.01%
153,500
+33,700
+28% +$203K
INVE icon
2628
Identive
INVE
$64.1M
$1.1M ﹤0.01%
330,639
-56,600
-15% -$198K
ABTX
2629
DELISTED
Allegiance Bancshares
ABTX
$1.1M ﹤0.01%
29,300
-6,300
-18% -$243K
CAW
2630
DELISTED
CCA Industries, Inc.
CAW
$1.1M ﹤0.01%
349,100
+1,100
+0.3% +$3.35K
RPT
2631
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$1.1M ﹤0.01%
74,600
+41,228
+124% +$570K
TPST icon
2632
Tempest Therapeutics
TPST
$18.7M
$1.09M ﹤0.01%
267
+263
+6,575% +$1.1M
PNFP icon
2633
Pinnacle Financial Partners Inc
PNFP
$16.2B
$1.09M ﹤0.01%
+16,496
New +$1.1M
INUV icon
2634
Inuvo
INUV
$14.2M
$1.09M ﹤0.01%
134,732
+5,360
+4% +$46.1K
NBRV
2635
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
$1.09M ﹤0.01%
+730
New +$1.15M
TAX
2636
DELISTED
Liberty Tax, Inc. Class A
TAX
$1.09M ﹤0.01%
99,000
-49,401
-33% -$619K
EGLE
2637
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$1.09M ﹤0.01%
34,629
+30,100
+665% +$949K
PKBK icon
2638
Parke Bancorp
PKBK
$409M
$1.08M ﹤0.01%
63,714
-2,327
-4% -$40.8K
LILAK icon
2639
Liberty Latin America Class C
LILAK
$1.67B
$1.07M ﹤0.01%
63,112
-444,266
-88% -$8.36M
RADA
2640
DELISTED
Rada Electronic Industries Ltd
RADA
$1.07M ﹤0.01%
348,100
-183,800
-35% -$600K
CSS
2641
DELISTED
CSS Industries, Inc.
CSS
$1.06M ﹤0.01%
+38,100
New +$1.08M
DRI icon
2642
Darden Restaurants
DRI
$25.9B
$1.06M ﹤0.01%
11,000
-800,900
-99% -$67.6M
DIN icon
2643
Dine Brands
DIN
$462M
$1.05M ﹤0.01%
+20,800
New +$970K
DIT icon
2644
AMCON Distributing
DIT
$66.4M
$1.05M ﹤0.01%
16,050
– –
IBRX icon
2645
ImmunityBio
IBRX
$8.11B
$1.05M ﹤0.01%
232,900
+43,800
+23% +$207K
CNVS icon
2646
Cineverse
CNVS
$68.2M
$1.04M ﹤0.01%
34,777
+2,800
+9% +$79.1K
SUPN icon
2647
Supernus Pharmaceuticals
SUPN
$2.74B
$1.04M ﹤0.01%
+26,100
New +$1.03M
SMBK icon
2648
SmartFinancial
SMBK
$898M
$1.04M ﹤0.01%
47,800
+14,710
+44% +$339K
LKM
2649
DELISTED
Link Motion Inc.
LKM
$1.04M ﹤0.01%
257,900
+63,840
+33% +$249K
LTRX icon
2650
Lantronix
LTRX
$272M
$1.04M ﹤0.01%
512,766
-1,100
-0.2% -$2.23K
104 105
106
107 108

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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.