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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
BLRX
2901
BioLineRX
BLRX
$11.7M
$474K ﹤0.01%
725
+275
+61% +$181K
AINC
2902
DELISTED
Ashford Inc.
AINC
$472K ﹤0.01%
5,080
+400
+9% +$33.7K
PLBC icon
2903
Plumas Bancorp
PLBC
$439M
$462K ﹤0.01%
19,900
-1,700
-8% -$37.1K
BELFA icon
2904
Bel Fuse Inc Class A
BELFA
$3.43B
$460K ﹤0.01%
21,100
+900
+4% +$22.2K
CRT
2905
Cross Timbers Royalty Trust
CRT
$60.6M
$460K ﹤0.01%
31,302
+608
+2% +$9K
RBNC
2906
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
$459K ﹤0.01%
17,900
+6,200
+53% +$150K
YTRA icon
2907
Yatra Online
YTRA
$56M
$454K ﹤0.01%
60,700
-178,100
-75% -$1.59M
MTEM
2908
DELISTED
Molecular Templates, Inc.
MTEM
$454K ﹤0.01%
3,022
-287
-9% -$36K
AVNS
2909
DELISTED
Avanos Medical
AVNS
$453K ﹤0.01%
+9,805
New +$451K
ROK icon
2910
Rockwell Automation
ROK
$50.1B
$452K ﹤0.01%
+2,300
New +$438K
TECD
2911
DELISTED
Tech Data Corp
TECD
$451K ﹤0.01%
4,600
-35,842
-89% -$3.36M
BCLI
2912
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
$449K ﹤0.01%
7,637
+6,100
+397% +$365K
MDWD icon
2913
MediWound
MDWD
$179M
$448K ﹤0.01%
14,371
+2,214
+18% +$74.5K
SBFG icon
2914
SB Financial Group
SBFG
$174M
$446K ﹤0.01%
25,305
+13,335
+111% +$222K
BSCK
2915
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
$445K ﹤0.01%
+20,900
New +$447K
MOG.B icon
2916
Moog Inc Class B
MOG.B
$13B
$444K ﹤0.01%
5,000
– –
CYAN
2917
DELISTED
Cyanotech Corp
CYAN
$438K ﹤0.01%
112,000
+3,000
+3% +$13K
VAW icon
2918
Vanguard Materials ETF
VAW
$3.05B
$437K ﹤0.01%
+3,200
New +$426K
RELV
2919
DELISTED
Reliv International Inc
RELV
$436K ﹤0.01%
91,380
+4,600
+5% +$24.8K
NNVC icon
2920
NanoViricides
NNVC
$34.9M
$432K ﹤0.01%
24,530
+280
+1% +$5.73K
LONE
2921
DELISTED
Lonestar Resources US Inc. Class A Common Stock
LONE
$427K ﹤0.01%
107,500
+57,171
+114% +$206K
ALDX icon
2922
Aldeyra Therapeutics
ALDX
$91.7M
$422K ﹤0.01%
62,100
-23,100
-27% -$152K
IYM icon
2923
iShares US Basic Materials ETF
IYM
$1.01B
$419K ﹤0.01%
+4,100
New +$407K
PXH icon
2924
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.96B
$418K ﹤0.01%
+18,726
New +$407K
GLDD
2925
DELISTED
Great Lakes Dredge & Dock
GLDD
$417K ﹤0.01%
+77,200
New +$393K
115 116
117
118 119

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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.