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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
CHKP icon
3076
Check Point Software Technologies
CHKP
$13.7B
$249K ﹤0.01%
2,400
-122,300
-98% -$13.3M
FLNA
3077
Filana Therapeutics
FLNA
$45.7M
$248K ﹤0.01%
61,921
-16,600
-21% -$67K
IXN icon
3078
iShares Global Tech ETF
IXN
$9.47B
$246K ﹤0.01%
+9,600
New +$243K
BSM icon
3079
Black Stone Minerals
BSM
$3.06B
$245K ﹤0.01%
+13,684
New +$241K
NUWE icon
3080
Nuwellis
NUWE
$474K
– –
0
– –
WLB
3081
DELISTED
Westmoreland Coal Company
WLB
$244K ﹤0.01%
201,900
-538,800
-73% -$926K
AFAM
3082
DELISTED
Almost Family Inc
AFAM
$244K ﹤0.01%
+4,400
New +$234K
NCSM icon
3083
NCS Multistage Holdings
NCSM
$132M
$243K ﹤0.01%
+825
New +$305K
AUPH icon
3084
Aurinia Pharmaceuticals
AUPH
$2.02B
$242K ﹤0.01%
53,001
-5,300
-9% -$29.4K
CSBR icon
3085
Champions Oncology
CSBR
$70.6M
$241K ﹤0.01%
62,095
+14,095
+29% +$50.2K
CIZN
3086
DELISTED
Citizens Holding Co.
CIZN
$240K ﹤0.01%
10,400
+300
+3% +$7.1K
CAMP
3087
DELISTED
CalAmp Corp.
CAMP
$238K ﹤0.01%
483
-78
-14% -$40.3K
AOA icon
3088
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.3B
$237K ﹤0.01%
+4,400
New +$240K
MGV icon
3089
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
$237K ﹤0.01%
+3,099
New +$230K
HYGS
3090
DELISTED
Hydrogenics Corp
HYGS
$237K ﹤0.01%
+21,300
New +$212K
DSS icon
3091
DSS Inc
DSS
$5.18M
$234K ﹤0.01%
233
+169
+264% +$96.6K
MRCY icon
3092
Mercury Systems
MRCY
$6.59B
$233K ﹤0.01%
4,535
-115,800
-96% -$5.94M
OCC icon
3093
Optical Cable Corp
OCC
$147M
$230K ﹤0.01%
95,500
-700
-0.7% -$1.73K
VEON icon
3094
VEON
VEON
$3.93B
$230K ﹤0.01%
2,397
-68,655
-97% -$6.71M
RIBT
3095
DELISTED
RiceBran Technologies
RIBT
$229K ﹤0.01%
15,480
+7,590
+96% +$99.5K
AMPH icon
3096
Amphastar Pharmaceuticals
AMPH
$858M
$227K ﹤0.01%
+11,800
New +$220K
CYAD
3097
DELISTED
Celyad Oncology SA American Depositary Shares
CYAD
$227K ﹤0.01%
+5,260
New +$263K
NBEV
3098
DELISTED
NewAge, Inc. Common Stock (Delaware)
NBEV
$227K ﹤0.01%
+104,814
New +$247K
BLFS icon
3099
BioLife Solutions
BLFS
$1.72B
$226K ﹤0.01%
37,599
-49,301
-57% -$284K
SDT
3100
DELISTED
SANDRIDGE MISSISSIPPIAN TRUST I
SDT
$226K ﹤0.01%
274,181
+257,163
+1,511% +$299K
122 123
124
125 126

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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.