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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
XENE icon
2801
Xenon Pharmaceuticals
XENE
$6.31B
$703K ﹤0.01%
249,000
+92,600
+59% +$252K
ATXS
2802
DELISTED
Astria Therapeutics
ATXS
$698K ﹤0.01%
7,812
+4,889
+167% +$575K
SMIT
2803
DELISTED
Schmitt Industries Inc
SMIT
$698K ﹤0.01%
254,800
+118,400
+87% +$258K
ELP
2804
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$693K ﹤0.01%
+227,000
New +$704K
EIDO icon
2805
iShares MSCI Indonesia ETF
EIDO
$484M
$691K ﹤0.01%
+24,306
New +$656K
SPLP
2806
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
$690K ﹤0.01%
35,300
+1,800
+5% +$34.1K
MNTX
2807
DELISTED
Manitex International, Inc.
MNTX
$689K ﹤0.01%
71,800
+12,200
+20% +$106K
INDP icon
2808
Indaptus Therapeutics
INDP
$136M
$688K ﹤0.01%
60
+24
+67% +$372K
SCHE icon
2809
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$685K ﹤0.01%
+24,500
New +$676K
GNR icon
2810
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.9B
$681K ﹤0.01%
+13,869
New +$653K
IIIN icon
2811
Insteel Industries
IIIN
$635M
$681K ﹤0.01%
24,040
-37,200
-61% -$997K
BCOM
2812
DELISTED
B Communications Ltd
BCOM
$679K ﹤0.01%
36,900
+100
+0.3% +$1.56K
DDM icon
2813
ProShares Ultra Dow30
DDM
$544M
$674K ﹤0.01%
+30,600
New +$618K
SIFY
2814
Sify Technologies
SIFY
$1.14B
$669K ﹤0.01%
62,350
+22,400
+56% +$214K
NTIC icon
2815
Northern Technologies International Corp
NTIC
$76.8M
$663K ﹤0.01%
53,600
+5,400
+11% +$50.6K
OPOF
2816
DELISTED
Old Point Financial
OPOF
$660K ﹤0.01%
22,200
+200
+0.9% +$6.1K
PETX
2817
DELISTED
Aratana Therapeutics, Inc.
PETX
$656K ﹤0.01%
124,800
+44,600
+56% +$273K
XLP icon
2818
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$654K ﹤0.01%
+11,500
New +$632K
TFI icon
2819
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.18B
$651K ﹤0.01%
+13,295
New +$650K
VZ icon
2820
Verizon
VZ
$200B
$651K ﹤0.01%
+12,302
New +$605K
JP
2821
DELISTED
Jupai Holdings Limited American depositary shares, each representing six ordinary shares
JP
$651K ﹤0.01%
35,200
-235,400
-87% -$4.8M
RILY icon
2822
BRC Group Holdings
RILY
$304M
$648K ﹤0.01%
35,826
-75,496
-68% -$1.32M
VTLE
2823
DELISTED
Vital Energy
VTLE
$648K ﹤0.01%
+3,055
New +$670K
MPU icon
2824
Mega Matrix
MPU
$14.4M
$646K ﹤0.01%
212,000
+66,000
+45% +$188K
RLGT icon
2825
Radiant Logistics
RLGT
$400M
$643K ﹤0.01%
139,800
-153,800
-52% -$745K
111 112
113
114 115

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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.