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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
SNDA icon
2701
Sonida Senior Living
SNDA
$1.88B
$898K ﹤0.01%
4,440
+3,160
+247% +$677K
SYPR icon
2702
Sypris Solutions
SYPR
$46.8M
$896K ﹤0.01%
649,500
+28,659
+5% +$41.4K
TGP
2703
DELISTED
Teekay LNG Partners L.P.
TGP
$895K ﹤0.01%
+44,400
New +$807K
SNMX
2704
DELISTED
Senomyx, Inc.
SNMX
$894K ﹤0.01%
687,800
+362,800
+112% +$411K
WF icon
2705
Woori Financial
WF
$17.1B
$893K ﹤0.01%
19,992
+13,723
+219% +$614K
DLNG icon
2706
Dynagas LNG Partners
DLNG
$135M
$891K ﹤0.01%
+82,000
New +$1.05M
MLVF
2707
DELISTED
Malvern Bancorp, Inc.
MLVF
$891K ﹤0.01%
34,000
-1,900
-5% -$51K
EWW icon
2708
iShares MSCI Mexico ETF
EWW
$1.87B
$887K ﹤0.01%
+18,000
New +$914K
FATE icon
2709
Fate Therapeutics
FATE
$294M
$887K ﹤0.01%
145,200
-74,700
-34% -$333K
FCNCA icon
2710
First Citizens BancShares
FCNCA
$25.6B
$887K ﹤0.01%
2,200
-1,500
-41% -$602K
TCON
2711
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$887K ﹤0.01%
1,324
+559
+73% +$337K
SBOW
2712
DELISTED
SilverBow Resources, Inc.
SBOW
$886K ﹤0.01%
+29,800
New +$696K
SMP icon
2713
Standard Motor Products
SMP
$877M
$885K ﹤0.01%
19,700
-52,300
-73% -$2.35M
GPP
2714
DELISTED
Green Plains Partners LP
GPP
$878K ﹤0.01%
46,941
-17,853
-28% -$342K
GRC icon
2715
Gorman-Rupp
GRC
$2.15B
$877K ﹤0.01%
28,100
-17,100
-38% -$542K
APYX icon
2716
Apyx Medical
APYX
$126M
$874K ﹤0.01%
336,200
+2,900
+0.9% +$9.05K
EBMT icon
2717
Eagle Bancorp Montana
EBMT
$188M
$872K ﹤0.01%
41,600
+15,400
+59% +$310K
PCSB
2718
DELISTED
PCSB Financial Corporation
PCSB
$872K ﹤0.01%
45,800
-6,900
-13% -$133K
WMGI
2719
DELISTED
Wright Medical Group Inc
WMGI
$870K ﹤0.01%
39,207
-265,111
-87% -$6.54M
PDBC icon
2720
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.61B
$866K ﹤0.01%
+49,600
New +$860K
KALV
2721
DELISTED
KalVista Pharmaceuticals
KALV
$865K ﹤0.01%
+88,728
New +$923K
CBAN icon
2722
Colony Bankcorp
CBAN
$467M
$856K ﹤0.01%
58,627
+4,627
+9% +$64.8K
PQ
2723
DELISTED
Petroquest Energy Inc Wd
PQ
$856K ﹤0.01%
452,825
+65,100
+17% +$117K
UNTY icon
2724
Unity Bancorp
UNTY
$619M
$855K ﹤0.01%
43,301
+14,400
+50% +$289K
VRDN icon
2725
Viridian Therapeutics
VRDN
$2.49B
$855K ﹤0.01%
+5,467
New +$697K
107 108
109
110 111

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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.