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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
ELDN icon
2826
Eledon Pharmaceuticals
ELDN
$291M
$437K ﹤0.01%
4,660
+1,172
+34% +$97.3K
FRBA icon
2827
First Bank
FRBA
$471M
$435K ﹤0.01%
32,697
-11,503
-26% -$144K
RPT
2828
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$434K ﹤0.01%
33,372
-271,828
-89% -$3.64M
EPAM icon
2829
EPAM Systems
EPAM
$5.17B
$431K ﹤0.01%
4,900
-34,600
-88% -$2.89M
ESV
2830
DELISTED
Ensco Rowan plc
ESV
$424K ﹤0.01%
17,775
-218,750
-92% -$4.36M
DTRM
2831
DELISTED
Determine, Inc. Common Stock
DTRM
$420K ﹤0.01%
195,919
-5,695
-3% -$11.9K
LOV
2832
DELISTED
Spark Networks SE American Depositary Shares
LOV
$419K ﹤0.01%
343,500
+16,100
+5% +$17.2K
DLA
2833
DELISTED
Delta Apparel Inc.
DLA
$418K ﹤0.01%
+19,411
New +$400K
AVX
2834
DELISTED
AVX Corporation
AVX
$417K ﹤0.01%
22,900
-30,400
-57% -$527K
MOG.B icon
2835
Moog Inc Class B
MOG.B
$13B
$416K ﹤0.01%
5,000
+400
+9% +$30.2K
MPU icon
2836
Mega Matrix
MPU
$14.4M
$414K ﹤0.01%
146,000
+48,000
+49% +$121K
PRTY
2837
DELISTED
Party City Holdco Inc.
PRTY
$412K ﹤0.01%
30,400
-4,100
-12% -$58.5K
YRIV
2838
DELISTED
Yangtze River Port and Logistics Limited Common Stock
YRIV
$411K ﹤0.01%
+25,100
New +$325K
GNTY
2839
DELISTED
Guaranty Bancshares
GNTY
$410K ﹤0.01%
+14,095
New +$395K
GROW icon
2840
US Global Investors
GROW
$38.7M
$410K ﹤0.01%
192,500
-3,800
-2% -$5.65K
FABC
2841
Fabric.AI Inc
FABC
$18M
$401K ﹤0.01%
15
– –
NTIC icon
2842
Northern Technologies International Corp
NTIC
$76.8M
$400K ﹤0.01%
48,200
+5,000
+12% +$43K
TRVN
2843
DELISTED
Trevena, Inc.
TRVN
$399K ﹤0.01%
+250
New +$393K
SRNE
2844
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$397K ﹤0.01%
233,563
+171,800
+278% +$315K
AGRX
2845
DELISTED
Agile Therapeutics
AGRX
$395K ﹤0.01%
+44
New +$338K
ACCO icon
2846
Acco Brands
ACCO
$399M
$393K ﹤0.01%
33,047
-385,700
-92% -$4.39M
LFCR icon
2847
Lifecore Biomedical
LFCR
$181M
$389K ﹤0.01%
+30,000
New +$395K
LSTA icon
2848
Lisata Therapeutics
LSTA
$10.6M
$388K ﹤0.01%
7,230
+147
+2% +$8.92K
ZDGE icon
2849
Zedge
ZDGE
$38.6M
$385K ﹤0.01%
200,694
+8,900
+5% +$17.3K
MYOV
2850
DELISTED
Myovant Sciences Ltd.
MYOV
$383K ﹤0.01%
24,759
-1,952
-7% -$23.7K
112 113
114
115 116

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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.