We are live on ! Find out more
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
COKE icon
2976
Coca-Cola Consolidated
COKE
$12.7B
$350K ﹤0.01%
16,270
-34,000
-68% -$740K
DWX icon
2977
State Street SPDR S&P International Dividend ETF
DWX
$529M
$350K ﹤0.01%
+8,500
New +$345K
RTC
2978
DELISTED
Baijiayun Group
RTC
$350K ﹤0.01%
23,780
+4,200
+21% +$56.4K
FCCO icon
2979
First Community Corp
FCCO
$325M
$348K ﹤0.01%
+15,400
New +$351K
ABAC
2980
DELISTED
Renmin Tianli Group, Inc. Common Shares
ABAC
$348K ﹤0.01%
118,075
+8,600
+8% +$27.3K
DJCO icon
2981
Daily Journal
DJCO
$828M
$345K ﹤0.01%
1,500
-100
-6% -$23.5K
GLMD icon
2982
Galmed Pharmaceuticals
GLMD
$4.39M
$345K ﹤0.01%
+209
New +$309K
CTHR
2983
DELISTED
Charles & Colvard Ltd
CTHR
$344K ﹤0.01%
25,505
+9,385
+58% +$104K
TTOO
2984
DELISTED
T2 Biosystems, Inc
TTOO
$344K ﹤0.01%
17
+7
+70% +$145K
DBEF icon
2985
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.46B
$343K ﹤0.01%
+10,800
New +$343K
TAYD icon
2986
Taylor Devices
TAYD
$170M
$342K ﹤0.01%
25,500
+1,300
+5% +$16.6K
ELSE
2987
DELISTED
Electro-Sensors
ELSE
$339K ﹤0.01%
83,700
+11,700
+16% +$45.1K
FUNC icon
2988
First United
FUNC
$298M
$339K ﹤0.01%
19,500
-105
-0.5% -$1.81K
GLIN icon
2989
VanEck India Growth Leaders ETF
GLIN
$93.5M
$339K ﹤0.01%
+5,000
New +$312K
BH icon
2990
Biglari Holdings Class B
BH
$1.22B
$336K ﹤0.01%
1,215
-5,625
-82% -$1.35M
CHKR
2991
DELISTED
CHESAPEAKE GRANITE WASH TRUST
CHKR
$335K ﹤0.01%
180,989
+167,568
+1,249% +$353K
DTRM
2992
DELISTED
Determine, Inc. Common Stock
DTRM
$335K ﹤0.01%
186,114
-9,805
-5% -$19K
BXE
2993
DELISTED
Bellatrix Exploration Ltd.
BXE
$335K ﹤0.01%
+194,600
New +$418K
MNDO icon
2994
Mind CTI
MNDO
$20.6M
$333K ﹤0.01%
120,400
+14,400
+14% +$38.9K
ESBK
2995
DELISTED
Elmira Savings Bank Elmira NY
ESBK
$333K ﹤0.01%
17,115
+6,405
+60% +$126K
PSV
2996
DELISTED
Hermitage Offshore Services Ltd.
PSV
$333K ﹤0.01%
27,738
+14,985
+118% +$194K
STDY
2997
DELISTED
SteadyMed Ltd
STDY
$333K ﹤0.01%
90,097
+4,997
+6% +$16.1K
VTVT icon
2998
vTv Therapeutics
VTVT
$122M
$331K ﹤0.01%
1,375
+125
+10% +$28K
SCHH icon
2999
Schwab US REIT ETF
SCHH
$11.4B
$329K ﹤0.01%
+15,800
New +$328K
SPAB icon
3000
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.95B
$329K ﹤0.01%
+11,464
New +$330K
118 119
120
121 122

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.