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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
TGLS icon
3001
Tecnoglass Holdings Inc.
TGLS
$1.87B
$328K ﹤0.01%
44,600
+30,600
+219% +$220K
AEY
3002
DELISTED
ADDvantage Technologies Group
AEY
$326K ﹤0.01%
22,200
+350
+2% +$5.11K
DIV icon
3003
Global X SuperDividend US ETF
DIV
$780M
$325K ﹤0.01%
+12,695
New +$322K
VDC icon
3004
Vanguard Consumer Staples ETF
VDC
$8.03B
$321K ﹤0.01%
+2,200
New +$310K
MDLY
3005
DELISTED
Medley Management Inc
MDLY
$321K ﹤0.01%
4,938
-3,132
-39% -$195K
GNTY
3006
DELISTED
Guaranty Bancshares
GNTY
$319K ﹤0.01%
11,440
-2,655
-19% -$72.3K
SNOA icon
3007
Sonoma Pharmaceuticals
SNOA
$6.41M
$319K ﹤0.01%
326
+121
+59% +$104K
KTCC icon
3008
Key Tronic
KTCC
$42.8M
$318K ﹤0.01%
46,600
+25,360
+119% +$183K
CZWI icon
3009
Citizens Community Bancorp
CZWI
$204M
$317K ﹤0.01%
23,500
+2,341
+11% +$32K
MDIV icon
3010
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$432M
$316K ﹤0.01%
+16,600
New +$315K
SLCT
3011
DELISTED
Select Bancorp, Inc.
SLCT
$316K ﹤0.01%
25,000
-2,090
-8% -$24.9K
CA
3012
DELISTED
CA, Inc.
CA
$316K ﹤0.01%
9,500
-74,200
-89% -$2.46M
MUR icon
3013
Murphy Oil
MUR
$4.99B
$314K ﹤0.01%
10,100
-356,200
-97% -$9.92M
DCOY
3014
Decoy Therapeutics
DCOY
$1.88M
– –
0
– –
SCKT icon
3015
Socket Mobile
SCKT
$11.2M
$313K ﹤0.01%
87,407
+2,607
+3% +$9.46K
FRPH icon
3016
FRP Holdings
FRPH
$425M
$310K ﹤0.01%
+14,000
New +$313K
NVTR
3017
DELISTED
Nuvectra Corporation Common Stock
NVTR
$308K ﹤0.01%
39,700
-42,200
-52% -$443K
IXC icon
3018
iShares Global Energy ETF
IXC
$2.74B
$307K ﹤0.01%
+8,633
New +$296K
MTR
3019
Mesa Royalty Trust
MTR
$5.27M
$303K ﹤0.01%
16,428
+1,932
+13% +$31K
OBCI
3020
DELISTED
Ocean Bio-Chem Inc
OBCI
$303K ﹤0.01%
69,800
+22,100
+46% +$99.9K
FABC
3021
Fabric.AI Inc
FABC
$18.3M
$302K ﹤0.01%
19
+4
+27% +$88.8K
ENPH icon
3022
Enphase Energy
ENPH
$5.39B
$302K ﹤0.01%
+125,400
New +$263K
CASC
3023
DELISTED
Cascadian Therapeutics, Inc.
CASC
$302K ﹤0.01%
81,688
+17,900
+28% +$73.3K
PACB icon
3024
Pacific Biosciences
PACB
$357M
$301K ﹤0.01%
+113,900
New +$399K
CXRX
3025
DELISTED
Concordia International Corp. Common Stock
CXRX
$300K ﹤0.01%
455,983
+302,284
+197% +$208K
119 120
121
122 123

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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.