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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 15.71%
2 Technology 15.33%
3 Financials 11.4%
4 Industrials 9.58%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BHVN
2776
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$531K ﹤0.01%
+14,200
New +$431K
SNFCA icon
2777
Security National Financial
SNFCA
$242M
$530K ﹤0.01%
165,147
+4,477
+3% +$16.9K
SCU
2778
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$524K ﹤0.01%
16,280
-9,510
-37% -$281K
CVO
2779
DELISTED
Cenevo, Inc.
CVO
$517K ﹤0.01%
149,747
-500
-0.3% -$2.27K
WMS icon
2780
Advanced Drainage Systems
WMS
$11.3B
$512K ﹤0.01%
25,300
-190,700
-88% -$3.84M
FBIO icon
2781
Fortress Biotech
FBIO
$91.4M
$509K ﹤0.01%
7,673
+4,826
+170% +$325K
IRS
2782
IRSA Inversiones y Representaciones
IRS
$1.24B
$508K ﹤0.01%
21,491
-15,678
-42% -$361K
QUOT
2783
DELISTED
Quotient Technology Inc
QUOT
$504K ﹤0.01%
32,200
-3,200
-9% -$44.1K
SRRA
2784
DELISTED
Sierra Oncology, Inc. Common Stock
SRRA
$503K ﹤0.01%
8,110
+5,297
+188% +$311K
WLH
2785
DELISTED
WILLIAM LYON HOMES
WLH
$503K ﹤0.01%
21,900
-95,200
-81% -$2.21M
FGNX
2786
FG Nexus Inc
FGNX
$40.2M
$500K ﹤0.01%
519
-4
-0.8% -$3.85K
BLFS icon
2787
BioLife Solutions
BLFS
$1.72B
$496K ﹤0.01%
+86,900
New +$360K
MDLY
2788
DELISTED
Medley Management Inc
MDLY
$496K ﹤0.01%
8,070
-4,320
-35% -$270K
XCO
2789
DELISTED
Exco Resources
XCO
$494K ﹤0.01%
368,832
+76,001
+26% +$128K
PEBK icon
2790
Peoples Bancorp of North Carolina
PEBK
$239M
$492K ﹤0.01%
15,180
+4,071
+37% +$118K
MTUS icon
2791
Metallus
MTUS
$900M
$492K ﹤0.01%
+29,800
New +$457K
PETX
2792
DELISTED
Aratana Therapeutics, Inc.
PETX
$492K ﹤0.01%
+80,200
New +$508K
NBTB icon
2793
NBT Bancorp
NBTB
$2.78B
$488K ﹤0.01%
13,300
-9,400
-41% -$328K
RHI icon
2794
Robert Half
RHI
$4.25B
$488K ﹤0.01%
9,700
-169,000
-95% -$7.81M
EBMT icon
2795
Eagle Bancorp Montana
EBMT
$188M
$485K ﹤0.01%
26,200
+4,900
+23% +$88.9K
AATC
2796
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$485K ﹤0.01%
159,002
+15,902
+11% +$51.3K
HONE
2797
DELISTED
HarborOne Bancorp
HONE
$483K ﹤0.01%
46,132
+25,669
+125% +$266K
DNOW icon
2798
DNOW Inc
DNOW
$3.04B
$482K ﹤0.01%
34,900
-60,400
-63% -$823K
WABC icon
2799
Westamerica Bancorp
WABC
$1.38B
$482K ﹤0.01%
8,100
-36,731
-82% -$1.97M
TCON
2800
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$482K ﹤0.01%
765
+212
+38% +$110K
110 111
112
113 114

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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 16% of assets, down from 16% 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.