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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
MICR
2851
DELISTED
Micron Solutions, Inc.
MICR
$382K ﹤0.01%
100,500
+300
+0.3% +$1.13K
BA icon
2852
Boeing
BA
$182B
$381K ﹤0.01%
+1,500
New +$350K
LTC
2853
LTC Properties
LTC
$2.1B
$381K ﹤0.01%
+8,100
New +$399K
TBRG
2854
DELISTED
TruBridge
TBRG
$378K ﹤0.01%
12,781
+5,647
+79% +$169K
AFMD
2855
DELISTED
Affimed
AFMD
$377K ﹤0.01%
+16,760
New +$363K
SLAB icon
2856
Silicon Laboratories
SLAB
$7.28B
$375K ﹤0.01%
+4,698
New +$350K
ARCH
2857
DELISTED
Arch Resources, Inc.
ARCH
$373K ﹤0.01%
+5,200
New +$389K
ATXS
2858
DELISTED
Astria Therapeutics
ATXS
$372K ﹤0.01%
2,923
+1,015
+53% +$84.7K
PDEX icon
2859
Pro-Dex
PDEX
$217M
$371K ﹤0.01%
+51,200
New +$340K
GFN
2860
DELISTED
General Finance Corporation
GFN
$369K ﹤0.01%
73,100
+27,093
+59% +$131K
UVE icon
2861
Universal Insurance Holdings
UVE
$1.18B
$368K ﹤0.01%
+16,000
New +$363K
AUPH icon
2862
Aurinia Pharmaceuticals
AUPH
$2.02B
$366K ﹤0.01%
58,301
-12,700
-18% -$80.1K
DKL icon
2863
Delek Logistics
DKL
$2.78B
$365K ﹤0.01%
11,680
-169
-1% -$5.31K
GDP
2864
DELISTED
Goodrich Petroleum Corporation Common Stock
GDP
$363K ﹤0.01%
+37,353
New +$398K
FCSC
2865
DELISTED
Fibrocell Science Inc.
FCSC
$363K ﹤0.01%
23,753
+2,100
+10% +$34K
MNI
2866
DELISTED
The McClatchy Company Class A Common Stock
MNI
$359K ﹤0.01%
48,630
-1,600
-3% -$12.3K
RPRX
2867
DELISTED
Repros Therapeutics Inc.
RPRX
$359K ﹤0.01%
1,122,013
+166,000
+17% +$58.2K
ADYX
2868
DELISTED
Adynxx Inc
ADYX
$358K ﹤0.01%
16,343
+2,201
+16% +$45.5K
PATK icon
2869
Patrick Industries
PATK
$2.78B
$353K ﹤0.01%
9,452
-27,675
-75% -$913K
PESI icon
2870
Perma-Fix Environmental Services
PESI
$381M
$353K ﹤0.01%
92,900
+5,694
+7% +$20.9K
CELH icon
2871
Celsius Holdings
CELH
$7.28B
$351K ﹤0.01%
+178,149
New +$278K
DJCO icon
2872
Daily Journal
DJCO
$828M
$350K ﹤0.01%
1,600
– –
TUSK icon
2873
Mammoth Energy Services
TUSK
$154M
$347K ﹤0.01%
+20,600
New +$301K
MTEM
2874
DELISTED
Molecular Templates, Inc.
MTEM
$346K ﹤0.01%
3,309
-141
-4% -$12.2K
TARA icon
2875
Protara Therapeutics
TARA
$233M
$344K ﹤0.01%
4,298
+1,193
+38% +$68.3K
113 114
115
116 117

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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.