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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
RPRX
2876
DELISTED
Repros Therapeutics Inc.
RPRX
$525K ﹤0.01%
794,913
-327,100
-29% -$165K
CHS
2877
DELISTED
Chicos FAS, Inc.
CHS
$523K ﹤0.01%
59,300
-689,300
-92% -$5.73M
CVU icon
2878
CPI Aerostructures
CVU
$72.6M
$518K ﹤0.01%
57,900
-19,725
-25% -$177K
SMTX
2879
DELISTED
SMTC Corporation
SMTX
$517K ﹤0.01%
273,599
+34,900
+15% +$55.4K
SMSI icon
2880
Smith Micro Software
SMSI
$17M
$516K ﹤0.01%
4,543
-323
-7% -$26.2K
SNMP
2881
DELISTED
Evolve Transition Infrastructure LP
SNMP
$516K ﹤0.01%
1,548
-125
-7% -$42.2K
BSCJ
2882
DELISTED
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
$515K ﹤0.01%
+24,400
New +$517K
FSI icon
2883
Flexible Solutions
FSI
$63.1M
$514K ﹤0.01%
282,600
-49,600
-15% -$89.7K
MNOV icon
2884
MediciNova
MNOV
$65.5M
$514K ﹤0.01%
79,500
+43,900
+123% +$291K
AATC
2885
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$513K ﹤0.01%
173,900
+14,898
+9% +$48.8K
SUMR
2886
DELISTED
Summer Infant, Inc.
SUMR
$511K ﹤0.01%
37,867
+5,000
+15% +$71.4K
EPOL icon
2887
iShares MSCI Poland ETF
EPOL
$813M
$509K ﹤0.01%
+18,800
New +$503K
GNSS icon
2888
Genasys
GNSS
$77.4M
$504K ﹤0.01%
202,600
-20,600
-9% -$44.1K
EUFN icon
2889
iShares MSCI Europe Financials ETF
EUFN
$4.3B
$499K ﹤0.01%
+21,400
New +$495K
BOCH
2890
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$499K ﹤0.01%
43,388
+27,888
+180% +$324K
INSW icon
2891
International Seaways
INSW
$4.58B
$498K ﹤0.01%
27,000
-7,000
-21% -$131K
SPH icon
2892
Suburban Propane Partners
SPH
$1.18B
$498K ﹤0.01%
+20,567
New +$512K
OCGN icon
2893
Ocugen
OCGN
$458M
$497K ﹤0.01%
4,042
+1,430
+55% +$175K
FGNX
2894
FG Nexus Inc
FGNX
$40.2M
$496K ﹤0.01%
547
+28
+5% +$25.6K
DGS icon
2895
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
$495K ﹤0.01%
+9,500
New +$472K
CALY
2896
Callaway Golf Company
CALY
$2.95B
$490K ﹤0.01%
35,200
-678,900
-95% -$9.73M
CASI
2897
DELISTED
CASI Pharmaceuticals
CASI
$489K ﹤0.01%
15,060
+3,770
+33% +$102K
OIG
2898
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$482K ﹤0.01%
4,385
+2,717
+163% +$318K
BYBK
2899
DELISTED
Bay Bancorp, Inc.
BYBK
$477K ﹤0.01%
39,000
+23,600
+153% +$281K
JMP
2900
DELISTED
JMP Group LLC
JMP
$475K ﹤0.01%
84,833
+6,100
+8% +$33.5K
114 115
116
117 118

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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.