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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 16.06%
2 Technology 13.71%
3 Financials 10.21%
4 Industrials 9.72%
5 Consumer Discretionary 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DEM icon
2776
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$747K ﹤0.01%
+16,470
New +$720K
IHC
2777
DELISTED
Independence Holding Company
IHC
$747K ﹤0.01%
27,200
-6,700
-20% -$186K
GDP
2778
DELISTED
Goodrich Petroleum Corporation Common Stock
GDP
$743K ﹤0.01%
68,100
+30,747
+82% +$317K
PLOW icon
2779
Douglas Dynamics
PLOW
$981M
$741K ﹤0.01%
+19,600
New +$783K
LGL icon
2780
LGL Group
LGL
$93.3M
$740K ﹤0.01%
349,268
+84,864
+32% +$185K
RGP icon
2781
Resources Connection
RGP
$144M
$740K ﹤0.01%
47,900
-38,500
-45% -$595K
STRS
2782
DELISTED
STRATUS PPTYS INC
STRS
$734K ﹤0.01%
24,700
+7,100
+40% +$213K
TTNP
2783
DELISTED
Titan Pharmaceuticals
TTNP
$732K ﹤0.01%
153
+31
+25% +$193K
BKEP
2784
DELISTED
Blueknight Energy Partners L.P.
BKEP
$730K ﹤0.01%
143,108
+22,208
+18% +$121K
INDY icon
2785
iShares S&P India Nifty 50 Index Fund
INDY
$562M
$728K ﹤0.01%
+19,613
New +$702K
IRMD icon
2786
iRadimed
IRMD
$1.11B
$724K ﹤0.01%
47,770
+31,870
+200% +$405K
ERUS
2787
DELISTED
iShares MSCI Russia ETF
ERUS
$724K ﹤0.01%
+21,600
New +$731K
EGLT
2788
DELISTED
Egalet Corporation
EGLT
$722K ﹤0.01%
721,800
+677,800
+1,540% +$730K
AXR icon
2789
AMREP Corp
AXR
$118M
$720K ﹤0.01%
102,580
+3,200
+3% +$22.3K
VNM icon
2790
VanEck Vietnam ETF
VNM
$506M
$719K ﹤0.01%
+40,200
New +$653K
CCR
2791
DELISTED
CONSOL Coal Resources LP
CCR
$718K ﹤0.01%
45,900
-21,210
-32% -$308K
AAXJ icon
2792
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.85B
$717K ﹤0.01%
+9,400
New +$709K
VCR icon
2793
Vanguard Consumer Discretionary ETF
VCR
$6.11B
$717K ﹤0.01%
+4,600
New +$685K
DVD
2794
DELISTED
Dover Motorsports
DVD
$717K ﹤0.01%
367,800
-3,700
-1% -$7.42K
BORN
2795
DELISTED
China New Borun Corporation
BORN
$717K ﹤0.01%
570,900
+22,500
+4% +$29.2K
HTM
2796
DELISTED
U.S. Geothermal Inc.
HTM
$715K ﹤0.01%
207,172
+5,623
+3% +$21.1K
PER
2797
DELISTED
SANDRIDGE PERMIAN TRUST
PER
$713K ﹤0.01%
+347,900
New +$915K
FWP
2798
DELISTED
Forward Pharma A/S American Depositary Shares
FWP
$711K ﹤0.01%
27,586
+1,600
+6% +$56K
SHOE
2799
Shoe Station Group
SHOE
$420M
$706K ﹤0.01%
+52,800
New +$612K
NAK
2800
Northern Dynasty Minerals
NAK
$930M
$703K ﹤0.01%
393,000
-69,300
-15% -$137K
110 111
112
113 114

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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 16% of assets, up from 16% 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.