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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
MTL.PR
3026
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$300K ﹤0.01%
285,400
-100
-0% -$94
BNSO
3027
DELISTED
Bonso Electronic International
BNSO
$299K ﹤0.01%
122,200
+12,200
+11% +$30.4K
VALU icon
3028
Value Line
VALU
$341M
$298K ﹤0.01%
15,400
+400
+3% +$7.26K
ENFC
3029
DELISTED
Entegra Financial Corp.
ENFC
$298K ﹤0.01%
+10,200
New +$284K
IVV icon
3030
iShares Core S&P 500 ETF
IVV
$910B
$296K ﹤0.01%
+1,100
New +$288K
MOG.A icon
3031
Moog Inc Class A
MOG.A
$13.5B
$295K ﹤0.01%
+3,400
New +$292K
AIZ icon
3032
Assurant
AIZ
$13.9B
$292K ﹤0.01%
2,900
-6,500
-69% -$642K
CBRL icon
3033
Cracker Barrel
CBRL
$1.31B
$291K ﹤0.01%
1,832
-98,100
-98% -$15.4M
EOCC
3034
DELISTED
Enel Generacion Chile S.A.
EOCC
$291K ﹤0.01%
10,800
-129,500
-92% -$3.38M
SIRE
3035
DELISTED
Sisecam Resources LP
SIRE
$289K ﹤0.01%
11,500
+2,500
+28% +$63.2K
BVSN
3036
DELISTED
Broadvision Inc Com
BVSN
$289K ﹤0.01%
80,300
-400
-0.5% -$1.57K
IMVP
3037
Invesco India ETF
IMVP
$108M
$288K ﹤0.01%
+10,900
New +$275K
EPU icon
3038
iShares MSCI Peru and Global Exposure ETF
EPU
$542M
$287K ﹤0.01%
+7,000
New +$286K
SPSM icon
3039
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.6B
$286K ﹤0.01%
+9,500
New +$281K
ATRO icon
3040
Astronics
ATRO
$4.57B
$278K ﹤0.01%
9,239
-69,375
-88% -$1.88M
SIF icon
3041
SIFCO Industries
SIF
$121M
$275K ﹤0.01%
41,300
+1,100
+3% +$7.44K
VERU icon
3042
Veru
VERU
$46M
$274K ﹤0.01%
24,040
-3,360
-12% -$47.6K
MUSA icon
3043
Murphy USA
MUSA
$10.4B
$273K ﹤0.01%
+3,400
New +$257K
VTOL icon
3044
Bristow Group
VTOL
$1.38B
$273K ﹤0.01%
+12,700
New +$267K
GRCE
3045
Grace Therapeutics
GRCE
$43.5M
$273K ﹤0.01%
6,031
+5,585
+1,252% +$375K
RNDB
3046
DELISTED
Randolph Bancorp, Inc. Common Stock
RNDB
$273K ﹤0.01%
17,800
+4,200
+31% +$63K
BOJA
3047
DELISTED
Bojangles', Inc. Common Stock
BOJA
$273K ﹤0.01%
+23,100
New +$292K
ONCS
3048
DELISTED
OncoSec Medical Incorporated
ONCS
$272K ﹤0.01%
+760
New +$266K
AXSM icon
3049
Axsome Therapeutics
AXSM
$11.2B
$271K ﹤0.01%
+48,400
New +$244K
INFU icon
3050
InfuSystem Holdings
INFU
$249M
$271K ﹤0.01%
117,800
+27,500
+30% +$59.6K
120 121
122
123 124

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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.