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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
DRRX
3026
DELISTED
DURECT Corp
DRRX
$175K ﹤0.01%
9,870
+2,530
+34% +$42.4K
BYBK
3027
DELISTED
Bay Bancorp, Inc.
BYBK
$175K ﹤0.01%
15,400
+2,900
+23% +$23K
LEU icon
3028
Centrus Energy
LEU
$3.83B
$173K ﹤0.01%
46,467
-39,500
-46% -$158K
FELP
3029
DELISTED
Foresight Energy LP
FELP
$171K ﹤0.01%
40,500
+16,528
+69% +$71.1K
TORM
3030
DELISTED
TOR Minerals International Inc
TORM
$170K ﹤0.01%
23,000
+3,000
+15% +$23.2K
IMH
3031
DELISTED
Impac Mortgage Holdings Inc.
IMH
$170K ﹤0.01%
12,999
-42,101
-76% -$586K
ASV
3032
DELISTED
ASV Holdings, Inc. Common Stock
ASV
$169K ﹤0.01%
+20,800
New +$167K
DGSE
3033
DELISTED
DGSE Companies, Inc.
DGSE
$169K ﹤0.01%
126,000
+2,400
+2% +$3.52K
CFMS
3034
DELISTED
Conformis, Inc. Common Stock
CFMS
$168K ﹤0.01%
+1,908
New +$189K
DXLG icon
3035
Destination XL Group
DXLG
$33.2M
$167K ﹤0.01%
88,100
-31,900
-27% -$61K
UONE icon
3036
Urban One Class A
UONE
$23.5M
$166K ﹤0.01%
10,030
-10
-0.1% -$183
TRNX
3037
DELISTED
Taronis Technologies, Inc. Common Stock
TRNX
$166K ﹤0.01%
+194
New +$211K
BRN icon
3038
Barnwell Industries
BRN
$13.9M
$165K ﹤0.01%
91,700
+8,200
+10% +$14.9K
QRHC icon
3039
Quest Resource Holding
QRHC
$30.8M
$164K ﹤0.01%
140,951
+41,100
+41% +$65.3K
MVO
3040
DELISTED
MV Oil Trust
MVO
$162K ﹤0.01%
+28,100
New +$149K
PW
3041
Power REIT
PW
$2.93M
$161K ﹤0.01%
2,540
+150
+6% +$11K
AHPI
3042
DELISTED
Allied Healthcare Products
AHPI
$161K ﹤0.01%
76,150
+7,500
+11% +$16.7K
UNAM
3043
DELISTED
Unico American Corp
UNAM
$160K ﹤0.01%
15,800
+900
+6% +$8.84K
AAME icon
3044
Atlantic American Corp
AAME
$29M
$157K ﹤0.01%
48,400
+300
+0.6% +$1.03K
CDOR
3045
DELISTED
Condor Hospitality Trust, Inc. Common Stock
CDOR
$156K ﹤0.01%
+14,891
New +$157K
EMITF
3046
DELISTED
Elbit Imaging Ltd
EMITF
$155K ﹤0.01%
54,313
-100
-0.2% -$292
IRMD icon
3047
iRadimed
IRMD
$1.11B
$153K ﹤0.01%
+15,900
New +$151K
KTCC icon
3048
Key Tronic
KTCC
$42.8M
$153K ﹤0.01%
21,240
-10,060
-32% -$70.6K
NURO
3049
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$150K ﹤0.01%
920
+459
+100% +$75.6K
GDS icon
3050
GDS Holdings
GDS
$6.97B
$149K ﹤0.01%
+13,200
New +$129K
120 121
122
123 124

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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.