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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
ONEQ icon
3051
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$271K ﹤0.01%
+10,000
New +$266K
TMQ
3052
Trilogy Metals
TMQ
$653M
$271K ﹤0.01%
249,001
-35,500
-12% -$34.1K
BAB icon
3053
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$270K ﹤0.01%
+8,800
New +$269K
STPZ icon
3054
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$525M
$270K ﹤0.01%
+5,200
New +$271K
GTN.A icon
3055
Gray Media Inc
GTN.A
$612M
$268K ﹤0.01%
18,700
– –
RWR icon
3056
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
$268K ﹤0.01%
+2,865
New +$268K
AXIA
3057
DELISTED
AXIA Energia
AXIA
$267K ﹤0.01%
+59,227
New +$290K
MHH icon
3058
Mastech Digital
MHH
$95.3M
$265K ﹤0.01%
52,600
+23,518
+81% +$130K
NAGE
3059
Niagen Bioscience
NAGE
$241M
$265K ﹤0.01%
+45,100
New +$244K
PLM
3060
DELISTED
PolyMet Mining Corp.
PLM
$265K ﹤0.01%
30,860
+20,040
+185% +$130K
BIO.B icon
3061
Bio-Rad Laboratories Class B
BIO.B
$262K ﹤0.01%
1,100
– –
EWI icon
3062
iShares MSCI Italy ETF
EWI
$1.08B
$262K ﹤0.01%
+8,600
New +$265K
KRP icon
3063
Kimbell Royalty Partners
KRP
$1.52B
$261K ﹤0.01%
+16,051
New +$267K
SPDW icon
3064
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$260K ﹤0.01%
+8,200
New +$256K
AZTA icon
3065
Azenta
AZTA
$1.49B
$258K ﹤0.01%
10,800
-571,257
-98% -$16.2M
TNXP icon
3066
Tonix Pharmaceuticals
TNXP
$214M
– –
0
– –
DGRW icon
3067
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.4B
$257K ﹤0.01%
+6,200
New +$247K
FXO icon
3068
First Trust Financials AlphaDEX Fund
FXO
$1.15B
$257K ﹤0.01%
+8,200
New +$251K
PVBC
3069
DELISTED
Provident Bancorp
PVBC
$257K ﹤0.01%
19,604
+113
+0.6% +$1.34K
DAN icon
3070
Dana Inc
DAN
$3.26B
$256K ﹤0.01%
8,000
-29,035
-78% -$893K
DXR icon
3071
Daxor
DXR
$60.7M
$255K ﹤0.01%
55,800
+300
+0.5% +$1.43K
SCJ icon
3072
iShares MSCI Japan Small-Cap ETF
SCJ
$265M
$255K ﹤0.01%
+3,200
New +$247K
SINT icon
3073
SiNtx Technologies
SINT
$10.9M
– –
0
– –
SDIV icon
3074
Global X SuperDividend ETF
SDIV
$1.21B
$250K ﹤0.01%
+3,833
New +$249K
SXE
3075
DELISTED
Southcross Energy Partners, L.P.
SXE
$250K ﹤0.01%
147,872
+92,972
+169% +$175K
121 122
123
124 125

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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.