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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
QRHC icon
2951
Quest Resource Holding
QRHC
$30.8M
$381K ﹤0.01%
165,851
+24,900
+18% +$41.4K
ELDN icon
2952
Eledon Pharmaceuticals
ELDN
$286M
$379K ﹤0.01%
5,182
+522
+11% +$39.4K
JYNT icon
2953
The Joint Corp
JYNT
$119M
$379K ﹤0.01%
+76,400
New +$380K
MMAC
2954
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
$378K ﹤0.01%
15,551
+4,589
+42% +$117K
PSDO
2955
DELISTED
Presidio, Inc. Common Stock
PSDO
$377K ﹤0.01%
+19,646
New +$309K
KANG
2956
DELISTED
iKang Healthcare Group, Inc.
KANG
$377K ﹤0.01%
+23,860
New +$345K
IYC icon
2957
iShares US Consumer Discretionary ETF
IYC
$1.22B
$376K ﹤0.01%
+8,400
New +$358K
VNCE icon
2958
Vince Holding Corp
VNCE
$78.9M
$376K ﹤0.01%
60,800
+12,210
+25% +$56.6K
MNI
2959
DELISTED
The McClatchy Company Class A Common Stock
MNI
$376K ﹤0.01%
42,130
-6,500
-13% -$59.1K
LSTA icon
2960
Lisata Therapeutics
LSTA
$10.2M
$374K ﹤0.01%
7,097
-133
-2% -$6.68K
IEX icon
2961
IDEX
IEX
$17.6B
$370K ﹤0.01%
2,800
-74,225
-96% -$9.55M
IMH
2962
DELISTED
Impac Mortgage Holdings Inc.
IMH
$370K ﹤0.01%
36,407
+23,408
+180% +$283K
PWV icon
2963
Invesco Large Cap Value ETF
PWV
$1.79B
$369K ﹤0.01%
+9,500
New +$365K
AOR icon
2964
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
$362K ﹤0.01%
+8,062
New +$366K
IXJ icon
2965
iShares Global Healthcare ETF
IXJ
$4.23B
$360K ﹤0.01%
+6,400
New +$360K
PRPH
2966
DELISTED
ProPhase Labs
PRPH
$359K ﹤0.01%
16,542
+976
+6% +$21.3K
ECPG icon
2967
Encore Capital Group
ECPG
$2.15B
$358K ﹤0.01%
+8,500
New +$388K
MICR
2968
DELISTED
Micron Solutions, Inc.
MICR
$358K ﹤0.01%
102,400
+1,900
+2% +$6.79K
VFH icon
2969
Vanguard Financials ETF
VFH
$14B
$357K ﹤0.01%
+5,100
New +$346K
AENZ
2970
DELISTED
Aenza S.A.A.
AENZ
$357K ﹤0.01%
+41,700
New +$473K
ARL icon
2971
American Realty Investors
ARL
$246M
$355K ﹤0.01%
27,600
+1,700
+7% +$18.5K
BTE icon
2972
Baytex Energy
BTE
$3B
$355K ﹤0.01%
118,000
-425,397
-78% -$1.25M
NGNE icon
2973
Neurogene
NGNE
$713M
$355K ﹤0.01%
+1,508
New +$353K
PDEX icon
2974
Pro-Dex
PDEX
$217M
$354K ﹤0.01%
52,000
+800
+2% +$5.78K
PESI icon
2975
Perma-Fix Environmental Services
PESI
$381M
$354K ﹤0.01%
96,930
+4,030
+4% +$15.3K
117 118
119
120 121

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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.