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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
TOWR
2826
DELISTED
Tower International, Inc.
TOWR
$642K ﹤0.01%
+21,000
New +$635K
IGSB icon
2827
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$638K ﹤0.01%
+12,200
New +$640K
HNI icon
2828
HNI Corp
HNI
$3.55B
$633K ﹤0.01%
+16,400
New +$600K
IIPR icon
2829
Innovative Industrial Properties
IIPR
$1.67B
$630K ﹤0.01%
19,500
+6,400
+49% +$130K
DSGR icon
2830
Distribution Solutions Group
DSGR
$1.61B
$629K ﹤0.01%
50,800
+3,200
+7% +$40.3K
DRRX
2831
DELISTED
DURECT Corp
DRRX
$628K ﹤0.01%
68,140
+58,270
+590% +$693K
HYMB icon
2832
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.37B
$623K ﹤0.01%
+22,400
New +$624K
ASND icon
2833
Ascendis Pharma A/S
ASND
$16.8B
$621K ﹤0.01%
15,500
-18,000
-54% -$654K
HIHO icon
2834
Highway Holdings
HIHO
$5.27M
$619K ﹤0.01%
147,329
+6,529
+5% +$24.6K
EWH icon
2835
iShares MSCI Hong Kong ETF
EWH
$1.21B
$618K ﹤0.01%
+24,300
New +$614K
ENFY
2836
DELISTED
Enlightify Inc
ENFY
$615K ﹤0.01%
41,348
-2,801
-6% -$42.4K
CWAY
2837
DELISTED
Coastway Bancorp, Inc.
CWAY
$613K ﹤0.01%
28,898
-102
-0.4% -$2.09K
CCU icon
2838
Compañía de Cervecerías Unidas
CCU
$2.15B
$606K ﹤0.01%
20,500
-56,800
-73% -$1.55M
SNFCA icon
2839
Security National Financial
SNFCA
$242M
$603K ﹤0.01%
182,613
+17,466
+11% +$58K
ANCB
2840
DELISTED
Anchor Bancorp
ANCB
$603K ﹤0.01%
24,300
+400
+2% +$9.93K
GTLS
2841
DELISTED
Chart Industries
GTLS
$600K ﹤0.01%
12,800
-78,200
-86% -$3.49M
EWX icon
2842
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$701M
$598K ﹤0.01%
+11,500
New +$582K
NOTV
2843
DELISTED
Inotiv
NOTV
$598K ﹤0.01%
244,200
+109,000
+81% +$243K
TQQQ icon
2844
ProShares UltraPro QQQ
TQQQ
$38.7B
$596K ﹤0.01%
+103,200
New +$564K
HSTM icon
2845
HealthStream
HSTM
$829M
$593K ﹤0.01%
25,600
-10,500
-29% -$247K
MTSC
2846
DELISTED
MTS Systems Corp
MTSC
$591K ﹤0.01%
11,000
-75,618
-87% -$4.07M
MCF
2847
DELISTED
Contango Oil & Gas Co.
MCF
$589K ﹤0.01%
125,000
+97,400
+353% +$373K
GFED
2848
DELISTED
Guaranty Federal Bancshares In
GFED
$586K ﹤0.01%
26,100
+100
+0.4% +$2.17K
DDE
2849
DELISTED
Dover Downs Gaming & Entertain
DDE
$583K ﹤0.01%
571,100
+16,300
+3% +$16.4K
KMPR icon
2850
Kemper
KMPR
$1.56B
$579K ﹤0.01%
+8,400
New +$542K
112 113
114
115 116

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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.