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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
PCYO icon
3076
Pure Cycle
PCYO
$273M
$104K ﹤0.01%
13,900
-41,060
-75% -$299K
KZIA
3077
Kazia Therapeutics
KZIA
$151M
$103K ﹤0.01%
687
– –
RIBT
3078
DELISTED
RiceBran Technologies
RIBT
$103K ﹤0.01%
7,890
+3,350
+74% +$36K
ARMP icon
3079
Armata Pharmaceuticals
ARMP
$177M
$102K ﹤0.01%
8,040
-1,179
-13% -$15.1K
PZG icon
3080
Paramount Gold Nevada
PZG
$127M
$101K ﹤0.01%
64,100
+13,400
+26% +$20.7K
TCCO
3081
DELISTED
Technical Communications Corporation
TCCO
$100K ﹤0.01%
+18,700
New +$102K
SVRA icon
3082
Savara
SVRA
$1.08B
$97K ﹤0.01%
10,407
-11,100
-52% -$72.1K
BCLI
3083
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
$95K ﹤0.01%
+1,537
New +$99.5K
ICD
3084
DELISTED
Independence Contract Drilling, Inc.
ICD
$95K ﹤0.01%
1,245
-3,265
-72% -$231K
RVP icon
3085
Retractable Technologies
RVP
$20.3M
$94K ﹤0.01%
140,400
+31,100
+28% +$29.8K
SSKN
3086
DELISTED
Strata Skin Sciences
SSKN
$94K ﹤0.01%
5,312
+600
+13% +$11.1K
TGLS icon
3087
Tecnoglass Holdings Inc.
TGLS
$1.87B
$94K ﹤0.01%
14,000
-21,700
-61% -$170K
WYY icon
3088
WidePoint Corp
WYY
$115M
$92K ﹤0.01%
14,180
-1,060
-7% -$5.33K
AXIA.PR
3089
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$89K ﹤0.01%
15,659
+2,778
+22% +$13.9K
GIGM icon
3090
GigaMedia
GIGM
$16.7M
$89K ﹤0.01%
+27,675
New +$83.6K
SNES icon
3091
SenesTech
SNES
$6.78M
$88K ﹤0.01%
+1
New +$144K
OXBR icon
3092
Oxbridge Re Holdings
OXBR
$10.5M
$87K ﹤0.01%
+22,392
New +$121K
GMO
3093
DELISTED
General Moly, Inc.
GMO
$87K ﹤0.01%
233,000
+107,014
+85% +$45.2K
XTNT icon
3094
Xtant Medical Holdings
XTNT
$43.8M
$86K ﹤0.01%
+9,899
New +$88.5K
GAU
3095
Galiano Gold
GAU
$547M
$85K ﹤0.01%
+89,600
New +$105K
CFRX
3096
DELISTED
ContraFect Corporation
CFRX
$84K ﹤0.01%
+95
New +$89.8K
STAF
3097
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
$82K ﹤0.01%
31
+6
+24% +$11.8K
CRIS icon
3098
Curis
CRIS
$3.91M
$80K ﹤0.01%
27
-104
-79% -$384K
UUU icon
3099
Universal Safety Products Inc
UUU
$10.3M
$79K ﹤0.01%
45,300
-800
-2% -$1.69K
CPHI icon
3100
China Pharma Holdings
CPHI
$44.2M
$77K ﹤0.01%
885
+209
+31% +$20.7K
122 123
124
125 126

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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.