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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
TAHO
3101
DELISTED
Tahoe Resources Inc
TAHO
$226K ﹤0.01%
46,900
+19,023
+68% +$89.5K
SNDX icon
3102
Syndax Pharmaceuticals
SNDX
$1.7B
$225K ﹤0.01%
+25,700
New +$254K
PLXP
3103
DELISTED
PLx Pharma Inc. Common Stock
PLXP
$224K ﹤0.01%
32,512
+10,000
+44% +$69.4K
FELP
3104
DELISTED
Foresight Energy LP
FELP
$223K ﹤0.01%
50,938
+10,438
+26% +$43.5K
ING icon
3105
ING
ING
$102B
$222K ﹤0.01%
+12,010
New +$220K
ACHV icon
3106
Achieve Life Sciences
ACHV
$744M
$219K ﹤0.01%
814
+323
+66% +$103K
CETX icon
3107
Cemtrex
CETX
$5.2M
– –
0
– –
EMLP icon
3108
First Trust North American Energy Infrastructure Fund
EMLP
$4.16B
$219K ﹤0.01%
+8,900
New +$219K
OCIP
3109
DELISTED
OCI Partners LP
OCIP
$219K ﹤0.01%
27,178
-4,955
-15% -$36.5K
ABEV icon
3110
Ambev
ABEV
$43.8B
$218K ﹤0.01%
+33,800
New +$216K
HGT
3111
DELISTED
Hugoton Royalty Trust
HGT
$217K ﹤0.01%
+154,911
New +$244K
SELF
3112
Global Self Storage
SELF
$58.9M
$215K ﹤0.01%
46,696
-14,604
-24% -$69.3K
SLYV icon
3113
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.12B
$214K ﹤0.01%
+3,400
New +$217K
NURO
3114
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$214K ﹤0.01%
1,547
+627
+68% +$90.1K
TTMI icon
3115
TTM Technologies
TTMI
$14.6B
$213K ﹤0.01%
+13,600
New +$219K
ELMD icon
3116
Electromed
ELMD
$352M
$212K ﹤0.01%
35,000
+6,900
+25% +$44.6K
TISA
3117
DELISTED
TOP Image Systems Ltd
TISA
$212K ﹤0.01%
185,700
+9,000
+5% +$10.9K
SSBI icon
3118
Summit State Bank
SSBI
$87.4M
$211K ﹤0.01%
18,425
-770
-4% -$8.81K
STOR
3119
DELISTED
STORE Capital Corporation
STOR
$211K ﹤0.01%
+8,100
New +$207K
ADYX
3120
DELISTED
Adynxx Inc
ADYX
$211K ﹤0.01%
19,447
+3,104
+19% +$48.3K
VRML
3121
DELISTED
Vermillion, Inc.
VRML
$210K ﹤0.01%
108,700
-51,100
-32% -$85.9K
TCCO
3122
DELISTED
Technical Communications Corporation
TCCO
$208K ﹤0.01%
18,200
-500
-3% -$2.65K
CASM
3123
DELISTED
CAS Medical Systems, Inc.
CASM
$208K ﹤0.01%
270,000
-11,800
-4% -$8.64K
MESO
3124
Mesoblast
MESO
$2.14B
$207K ﹤0.01%
17,700
-7,657
-30% -$86.5K
SSD icon
3125
Simpson Manufacturing
SSD
$8B
$207K ﹤0.01%
+3,600
New +$199K
123 124
125
126 127

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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.