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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
DLA
2926
DELISTED
Delta Apparel Inc.
DLA
$416K ﹤0.01%
20,600
+1,189
+6% +$24.8K
HYEM icon
2927
VanEck Emerging Markets High Yield Bond ETF
HYEM
$527M
$414K ﹤0.01%
+16,908
New +$417K
IMUX icon
2928
Immunic
IMUX
$226M
$412K ﹤0.01%
173
+37
+27% +$81.8K
ASML icon
2929
ASML
ASML
$710B
$411K ﹤0.01%
+2,356
New +$416K
UNB icon
2930
Union Bankshares
UNB
$122M
$408K ﹤0.01%
7,700
+800
+12% +$40.2K
GTT
2931
DELISTED
GTT Communications, Inc.
GTT
$408K ﹤0.01%
8,700
-101,300
-92% -$3.86M
NERV icon
2932
Minerva Neurosciences
NERV
$187M
$406K ﹤0.01%
8,388
-17,312
-67% -$858K
AEHR icon
2933
Aehr Test Systems
AEHR
$4.02B
$405K ﹤0.01%
+149,500
New +$474K
USIG icon
2934
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$403K ﹤0.01%
+7,200
New +$403K
RUSL
2935
DELISTED
Direxion Daily Russia Bull 2X Shares
RUSL
$399K ﹤0.01%
+7,900
New +$400K
TRCB
2936
DELISTED
Two River Bancorp
TRCB
$398K ﹤0.01%
+21,957
New +$413K
TAOP icon
2937
Taoping
TAOP
$8.83M
$397K ﹤0.01%
149
+38
+34% +$96.8K
CDOR
2938
DELISTED
Condor Hospitality Trust, Inc. Common Stock
CDOR
$396K ﹤0.01%
39,791
+24,900
+167% +$251K
ENG
2939
DELISTED
ENGlobal Corp
ENG
$395K ﹤0.01%
56,713
+832
+1% +$6.47K
VBIV
2940
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$391K ﹤0.01%
+3,050
New +$375K
NRT
2941
North European Oil Royalty Trust
NRT
$83.6M
$390K ﹤0.01%
56,028
+27,728
+98% +$186K
SGMO
2942
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$390K ﹤0.01%
+23,800
New +$354K
DVYE icon
2943
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
$389K ﹤0.01%
+9,300
New +$386K
TSRI
2944
DELISTED
TSR Inc. New
TSRI
$389K ﹤0.01%
74,850
+4,800
+7% +$25K
AZRE
2945
DELISTED
Azure Power Global Limited
AZRE
$388K ﹤0.01%
+27,300
New +$395K
DNBF
2946
DELISTED
DNB Financial Corp
DNBF
$388K ﹤0.01%
11,500
+3,440
+43% +$116K
ARCW
2947
DELISTED
ARC Group Worldwide, Inc
ARCW
$388K ﹤0.01%
184,800
-1,800
-1% -$4.2K
FAC
2948
DELISTED
First Acceptance Corp.
FAC
$387K ﹤0.01%
325,500
+3,600
+1% +$4.24K
ACCS
2949
ACCESS Newswire
ACCS
$18.7M
$385K ﹤0.01%
21,000
-1,400
-6% -$23.3K
TARA icon
2950
Protara Therapeutics
TARA
$233M
$383K ﹤0.01%
5,038
+740
+17% +$59.3K
116 117
118
119 120

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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.