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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
EMAN
2926
DELISTED
eMagin Corporation
EMAN
$276K ﹤0.01%
122,500
-41,300
-25% -$94.8K
IMUX icon
2927
Immunic
IMUX
$226M
$275K ﹤0.01%
+136
New +$177K
MNDO icon
2928
Mind CTI
MNDO
$20.6M
$275K ﹤0.01%
106,000
-23,183
-18% -$57.4K
MMAC
2929
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
$275K ﹤0.01%
10,962
-5,100
-32% -$123K
ORKA
2930
Oruka Therapeutics
ORKA
$7.16B
$272K ﹤0.01%
1,096
+844
+335% +$300K
RBNC
2931
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
$271K ﹤0.01%
11,700
-2,000
-15% -$48.5K
TMQ
2932
Trilogy Metals
TMQ
$653M
$269K ﹤0.01%
284,501
+172,600
+154% +$171K
MTL.PR
2933
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$268K ﹤0.01%
285,500
-800
-0.3% -$775
ERNA icon
2934
Eterna Therapeutics
ERNA
$5.02M
$265K ﹤0.01%
3
– –
VALU icon
2935
Value Line
VALU
$341M
$264K ﹤0.01%
15,000
+400
+3% +$6.78K
SXCP
2936
DELISTED
SunCoke Energy Partners, L.P.
SXCP
$263K ﹤0.01%
+15,300
New +$268K
CASC
2937
DELISTED
Cascadian Therapeutics, Inc.
CASC
$261K ﹤0.01%
63,788
-5,800
-8% -$22.2K
CASM
2938
DELISTED
CAS Medical Systems, Inc.
CASM
$259K ﹤0.01%
281,800
-500
-0.2% -$512
ABAC
2939
DELISTED
Renmin Tianli Group, Inc. Common Shares
ABAC
$259K ﹤0.01%
109,475
+7,000
+7% +$15.6K
OCIP
2940
DELISTED
OCI Partners LP
OCIP
$257K ﹤0.01%
32,133
-13,405
-29% -$114K
RTC
2941
DELISTED
Baijiayun Group
RTC
$256K ﹤0.01%
19,580
+980
+5% +$13.5K
GPX
2942
DELISTED
GP Strategies Corp.
GPX
$255K ﹤0.01%
8,260
-15,739
-66% -$444K
IMUC
2943
DELISTED
ImmunoCellular Therapeutics, Ltd.
IMUC
$254K ﹤0.01%
680,404
+548,800
+417% +$267K
ELSE
2944
DELISTED
Electro-Sensors
ELSE
$253K ﹤0.01%
72,000
+3,800
+6% +$13.3K
SMIT
2945
DELISTED
Schmitt Industries Inc
SMIT
$252K ﹤0.01%
136,400
+4,000
+3% +$7.06K
BIO.B icon
2946
Bio-Rad Laboratories Class B
BIO.B
$251K ﹤0.01%
1,100
– –
CIZN
2947
DELISTED
Citizens Holding Co.
CIZN
$251K ﹤0.01%
10,100
– –
OIG
2948
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$246K ﹤0.01%
1,668
+733
+78% +$105K
IIPR icon
2949
Innovative Industrial Properties
IIPR
$1.67B
$245K ﹤0.01%
+13,100
New +$226K
BNSO
2950
DELISTED
Bonso Electronic International
BNSO
$245K ﹤0.01%
110,000
+5,000
+5% +$12.1K
116 117
118
119 120

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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.