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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
NRT
3001
North European Oil Royalty Trust
NRT
$83.6M
$197K ﹤0.01%
28,300
-18,232
-39% -$119K
SNMX
3002
DELISTED
Senomyx, Inc.
SNMX
$197K ﹤0.01%
325,000
+242,300
+293% +$168K
SBFG icon
3003
SB Financial Group
SBFG
$171M
$196K ﹤0.01%
+11,970
New +$191K
AMS icon
3004
American Shared Hospital Services
AMS
$10.6M
$193K ﹤0.01%
67,790
-4,210
-6% -$14K
LMB icon
3005
Limbach Holdings
LMB
$527M
$193K ﹤0.01%
+14,315
New +$182K
SNOA icon
3006
Sonoma Pharmaceuticals
SNOA
$6.41M
$193K ﹤0.01%
205
-13
-6% -$14.1K
PCMI
3007
DELISTED
PCM, Inc
PCMI
$193K ﹤0.01%
13,800
-269,100
-95% -$3.97M
APVO icon
3008
Aptevo Therapeutics
APVO
$5.16M
– –
0
– –
SCNI
3009
Scinai Immunotherapeutics
SCNI
$1.24M
$192K ﹤0.01%
+269
New +$221K
SCS
3010
DELISTED
Steelcase
SCS
$189K ﹤0.01%
12,300
-209,700
-94% -$2.87M
MHH icon
3011
Mastech Digital
MHH
$95.3M
$186K ﹤0.01%
29,082
-7,118
-20% -$32.8K
INFU icon
3012
InfuSystem Holdings
INFU
$249M
$185K ﹤0.01%
90,300
-2,700
-3% -$5.12K
DCOY
3013
Decoy Therapeutics
DCOY
$1.88M
– –
0
– –
ZX
3014
DELISTED
China Zenix Auto Internatl Ltd
ZX
$182K ﹤0.01%
133,000
-13,240
-9% -$21.2K
RIOT icon
3015
Riot Platforms
RIOT
$7.21B
$181K ﹤0.01%
35,086
+6,280
+22% +$24.6K
CXRX
3016
DELISTED
Concordia International Corp. Common Stock
CXRX
$181K ﹤0.01%
153,699
-11,535
-7% -$15.7K
PSV
3017
DELISTED
Hermitage Offshore Services Ltd.
PSV
$180K ﹤0.01%
12,753
+10,443
+452% +$134K
CRTN
3018
DELISTED
Cartesian, Inc.
CRTN
$180K ﹤0.01%
258,980
-1,100
-0.4% -$715
TNDM icon
3019
Tandem Diabetes Care
TNDM
$1.61B
$179K ﹤0.01%
24,530
+6,750
+38% +$42.7K
TNXP icon
3020
Tonix Pharmaceuticals
TNXP
$214M
– –
0
– –
ATOS icon
3021
Atossa Therapeutics
ATOS
$25.5M
$178K ﹤0.01%
1,864
-144
-7% -$11.4K
SSY
3022
DELISTED
SunLink Health Systems
SSY
$178K ﹤0.01%
118,400
+6,100
+5% +$9.61K
BOCH
3023
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$178K ﹤0.01%
15,500
-16,878
-52% -$179K
LONE
3024
DELISTED
Lonestar Resources US Inc. Class A Common Stock
LONE
$177K ﹤0.01%
+50,329
New +$171K
CSBR icon
3025
Champions Oncology
CSBR
$70.6M
$176K ﹤0.01%
48,000
+34,000
+243% +$104K
119 120
121
122 123

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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.