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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
PLAG icon
3101
Planet Green Holdings
PLAG
$16.1M
$76K ﹤0.01%
804
+8
+1% +$838
ELTK icon
3102
Eltek
ELTK
$57.1M
$75K ﹤0.01%
22,820
+320
+1% +$1.06K
NSYS icon
3103
Nortech Systems
NSYS
$35.6M
$73K ﹤0.01%
21,600
– –
EMX
3104
DELISTED
EMX Royalty
EMX
$69K ﹤0.01%
+81,893
New +$76.9K
FPP
3105
DELISTED
FieldPoint Petroleum Corporation
FPP
$69K ﹤0.01%
214,600
-5,500
-2% -$1.81K
CREG
3106
DELISTED
Smart Powerr
CREG
$68K ﹤0.01%
68
+6
+10% +$7.29K
CIE
3107
DELISTED
Cobalt International Energy, Inc
CIE
$68K ﹤0.01%
+47,400
New +$98.4K
ITP icon
3108
IT Tech Packaging
ITP
$2.88M
$67K ﹤0.01%
8,230
-360
-4% -$3.25K
TTI icon
3109
TETRA Technologies
TTI
$1.25B
$67K ﹤0.01%
+23,600
New +$57.9K
CSCI
3110
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$67K ﹤0.01%
331
-983
-75% -$181K
PLM
3111
DELISTED
PolyMet Mining Corp.
PLM
$66K ﹤0.01%
+10,820
New +$68.8K
STNG icon
3112
Scorpio Tankers
STNG
$3.93B
$65K ﹤0.01%
+1,890
New +$68.7K
YTEN
3113
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$65K ﹤0.01%
+21
New +$59K
TUES
3114
DELISTED
Tuesday Morning Corp
TUES
$65K ﹤0.01%
20,300
-302,000
-94% -$616K
BSTG
3115
DELISTED
Biostage, Inc. Common Stock
BSTG
$65K ﹤0.01%
211,700
-491,900
-70% -$197K
ADMA icon
3116
ADMA Biologics
ADMA
$2.11B
$63K ﹤0.01%
20,300
+9,000
+80% +$30K
SYRE icon
3117
Spyre Therapeutics
SYRE
$8.98B
$63K ﹤0.01%
512
-496
-49% -$46.5K
ROKA
3118
DELISTED
Sorrento Tech, Inc. Common Stock
ROKA
$61K ﹤0.01%
83,790
+68,000
+431% +$123K
LEDS icon
3119
SemiLEDS
LEDS
$17.6M
$60K ﹤0.01%
28,870
-8,200
-22% -$16.9K
RKDA icon
3120
Arcadia Biosciences
RKDA
$1.24M
$59K ﹤0.01%
175
+104
+146% +$38.1K
TAT
3121
DELISTED
TransAtlantic Petroleum LTD.
TAT
$57K ﹤0.01%
65,731
+20,700
+46% +$19.4K
IDN icon
3122
Intellicheck
IDN
$75.9M
$56K ﹤0.01%
19,600
-44,800
-70% -$135K
EGLT
3123
DELISTED
Egalet Corporation
EGLT
$56K ﹤0.01%
44,000
-9,000
-17% -$12K
MXC icon
3124
Mexco Energy
MXC
$19.3M
$55K ﹤0.01%
+12,300
New +$60.1K
RGLS
3125
DELISTED
Regulus Therapeutics
RGLS
$54K ﹤0.01%
+363
New +$45.7K
123 124
125
126 127

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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.