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
+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
BPTH
3051
DELISTED
Bio-Path Holdings Inc
BPTH
$149K ﹤0.01%
104
+77
+285% +$106K
ECT
3052
DELISTED
ECA Marcellus Trust 1 Interest
ECT
$148K ﹤0.01%
67,413
+33,750
+100% +$75K
TAHO
3053
DELISTED
Tahoe Resources Inc
TAHO
$147K ﹤0.01%
27,877
+3,677
+15% +$20K
MTL
3054
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$147K ﹤0.01%
28,400
+10,800
+61% +$55.4K
PLXP
3055
DELISTED
PLx Pharma Inc. Common Stock
PLXP
$145K ﹤0.01%
+22,512
New +$144K
VIRX
3056
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$144K ﹤0.01%
2,128
-463
-18% -$37.8K
RMGN
3057
DELISTED
RMG Networks Holding Corporation
RMGN
$144K ﹤0.01%
67,475
+175
+0.3% +$418
EGLE
3058
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$144K ﹤0.01%
4,529
-17,957
-80% -$572K
ASNA
3059
DELISTED
Ascena Retail Group, Inc.
ASNA
$142K ﹤0.01%
+2,895
New +$126K
CTHR
3060
DELISTED
Charles & Colvard Ltd
CTHR
$140K ﹤0.01%
16,120
-170
-1% -$1.5K
SOFO
3061
DELISTED
Sonic Foundry, Inc. Common Stock
SOFO
$140K ﹤0.01%
43,719
+200
+0.5% +$699
MCF
3062
DELISTED
Contango Oil & Gas Co.
MCF
$139K ﹤0.01%
+27,600
New +$145K
SRTS icon
3063
Sensus Healthcare
SRTS
$52M
$135K ﹤0.01%
+27,039
New +$133K
SLNG icon
3064
Stabilis Solutions
SLNG
$104M
$132K ﹤0.01%
10,363
+13
+0.1% +$176
TPHS
3065
DELISTED
Trinity Place Holdings Inc.com
TPHS
$132K ﹤0.01%
+18,782
New +$131K
TAIT
3066
DELISTED
Taitron Components
TAIT
$131K ﹤0.01%
83,500
+34,600
+71% +$57.4K
SXE
3067
DELISTED
Southcross Energy Partners, L.P.
SXE
$129K ﹤0.01%
54,900
-5,400
-9% -$13.8K
BNED icon
3068
Barnes & Noble Education
BNED
$424M
$126K ﹤0.01%
+193
New +$136K
DXYN
3069
DELISTED
Dixie Group Inc
DXYN
$121K ﹤0.01%
30,351
+10,031
+49% +$42.2K
VII
3070
DELISTED
Vicon Industries, Inc.
VII
$120K ﹤0.01%
315,400
+3,800
+1% +$1.73K
MTVA
3071
MetaVia Inc
MTVA
$7.54M
– –
-1
Closed -$797K
STLY
3072
DELISTED
Stanley Furniture Co Inc
STLY
$111K ﹤0.01%
93,900
-6,912
-7% -$8.2K
AACG
3073
ATA Creativity
AACG
$48M
$107K ﹤0.01%
22,000
-3,801
-15% -$17.8K
BAA
3074
DELISTED
Banro Corporation Common Stock
BAA
$107K ﹤0.01%
295,383
+91,873
+45% +$39.5K
ENLV icon
3075
Enlivex Ltd
ENLV
$28.4M
$106K ﹤0.01%
410
+64
+18% +$22.8K
121 122
123
124 125

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 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.