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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
ARL icon
2976
American Realty Investors
ARL
$246M
$224K ﹤0.01%
25,900
+700
+3% +$5.91K
MTR
2977
Mesa Royalty Trust
MTR
$5.27M
$224K ﹤0.01%
14,496
+141
+1% +$1.82K
TISA
2978
DELISTED
TOP Image Systems Ltd
TISA
$224K ﹤0.01%
176,700
+9,400
+6% +$11.7K
PVBC
2979
DELISTED
Provident Bancorp
PVBC
$223K ﹤0.01%
19,491
+213
+1% +$2.25K
USDP
2980
DELISTED
USD PARTNERS LP
USDP
$223K ﹤0.01%
20,311
-20,609
-50% -$228K
KW
2981
DELISTED
Kennedy-Wilson Holdings
KW
$219K ﹤0.01%
+11,800
New +$227K
NPTN
2982
DELISTED
NEOPHOTONICS CORP
NPTN
$219K ﹤0.01%
39,400
-269,300
-87% -$1.82M
SMSI icon
2983
Smith Micro Software
SMSI
$16.2M
$218K ﹤0.01%
4,866
-440
-8% -$20.3K
NH
2984
DELISTED
NantHealth, Inc
NH
$218K ﹤0.01%
3,533
-1,914
-35% -$112K
SSBI icon
2985
Summit State Bank
SSBI
$87.4M
$217K ﹤0.01%
19,195
+220
+1% +$2.55K
VSM
2986
DELISTED
Versum Materials, Inc.
VSM
$217K ﹤0.01%
5,600
-198,300
-97% -$7.09M
XPL icon
2987
Solitario Resources
XPL
$73.9M
$213K ﹤0.01%
308,400
+84,580
+38% +$62K
RDGT
2988
Ridgetech Inc
RDGT
$3.19M
$213K ﹤0.01%
4
+1
+33% +$59.6K
CMLS
2989
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$213K ﹤0.01%
665,305
+108,600
+20% +$44.3K
FMX icon
2990
Fomento Económico Mexicano
FMX
$39.7B
$210K ﹤0.01%
+2,200
New +$219K
RNDB
2991
DELISTED
Randolph Bancorp, Inc. Common Stock
RNDB
$208K ﹤0.01%
+13,600
New +$200K
OCC icon
2992
Optical Cable Corp
OCC
$147M
$207K ﹤0.01%
96,200
-1,500
-2% -$3.58K
TRAW icon
2993
Traws Pharma
TRAW
$9.14M
$206K ﹤0.01%
21
+1
+5% +$10.3K
ELMD icon
2994
Electromed
ELMD
$352M
$205K ﹤0.01%
+28,100
New +$184K
ESBK
2995
DELISTED
Elmira Savings Bank Elmira NY
ESBK
$205K ﹤0.01%
+10,710
New +$206K
TTOO
2996
DELISTED
T2 Biosystems, Inc
TTOO
$204K ﹤0.01%
+10
New +$186K
ZION icon
2997
Zions Bancorporation
ZION
$10.5B
$203K ﹤0.01%
+4,300
New +$191K
CASI
2998
DELISTED
CASI Pharmaceuticals
CASI
$200K ﹤0.01%
11,290
+670
+6% +$7.82K
VOC icon
2999
VOC Energy
VOC
$55.8M
$200K ﹤0.01%
+53,500
New +$204K
ACHV icon
3000
Achieve Life Sciences
ACHV
$744M
$199K ﹤0.01%
491
+34
+7% +$24.4K
118 119
120
121 122

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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.