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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
YHGJ icon
3126
Yunhong Green CTI Ltd
YHGJ
$8.87M
$53K ﹤0.01%
1,250
+80
+7% +$4.07K
JRJR
3127
DELISTED
JRjr33, Inc.
JRJR
$50K ﹤0.01%
154,300
+13,300
+9% +$7.69K
CHCI icon
3128
Comstock Holding Companies
CHCI
$173M
$49K ﹤0.01%
29,084
+900
+3% +$1.76K
BDR
3129
DELISTED
Blonder Tongue Laboratories Inc
BDR
$47K ﹤0.01%
98,900
-1,000
-1% -$521
APTO
3130
DELISTED
Aptose Biosciences, Inc.
APTO
$46K ﹤0.01%
69
– –
ATLC icon
3131
Atlanticus Holdings
ATLC
$1.47B
$45K ﹤0.01%
19,000
+4,300
+29% +$10.6K
CETX icon
3132
Cemtrex
CETX
$5.2M
– –
0
– –
MUX icon
3133
McEwen Inc
MUX
$1.14B
$44K ﹤0.01%
2,250
– –
ASM
3134
Avino Silver & Gold Mines
ASM
$1.21B
$43K ﹤0.01%
+27,500
New +$45.2K
CNSY
3135
Cerenome, Inc. Common Stock
CNSY
$25.5M
$43K ﹤0.01%
1
– –
WRN
3136
Western Copper and Gold
WRN
$541M
$43K ﹤0.01%
37,100
+8,100
+28% +$9.57K
CFBK icon
3137
CF Bankshares
CFBK
$235M
$42K ﹤0.01%
+3,127
New +$39.4K
GTIM icon
3138
Good Times Restaurants
GTIM
$17.2M
$38K ﹤0.01%
+13,900
New +$42.8K
ZNB
3139
Zeta Network Group
ZNB
$2.27M
– –
0
– –
TEAR
3140
DELISTED
TearLab Corporation
TEAR
$36K ﹤0.01%
27,583
+1,300
+5% +$2.3K
ASTC icon
3141
Astrotech Corp
ASTC
$17.9M
$35K ﹤0.01%
237
+102
+76% +$12.6K
YVR
3142
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
$34K ﹤0.01%
2,050
-220
-10% -$5.32K
CALI
3143
DELISTED
China Auto Logistics Inc
CALI
$33K ﹤0.01%
14,600
-17,300
-54% -$35.3K
DYNT
3144
DELISTED
Dynatronics Corp
DYNT
$32K ﹤0.01%
2,820
-100
-3% -$1.28K
DSS icon
3145
DSS Inc
DSS
$5.18M
$30K ﹤0.01%
64
+30
+88% +$12.1K
GRCE
3146
Grace Therapeutics
GRCE
$43.5M
$30K ﹤0.01%
446
-119
-21% -$7.48K
ESEA icon
3147
Euroseas
ESEA
$519M
$29K ﹤0.01%
2,657
+46
+2% +$431
CHKR
3148
DELISTED
CHESAPEAKE GRANITE WASH TRUST
CHKR
$28K ﹤0.01%
+13,421
New +$30.5K
ARTW icon
3149
Arts-Way Manufacturing Co
ARTW
$14.9M
$25K ﹤0.01%
10,900
-100
-0.9% -$250
KOSS icon
3150
Koss Corp
KOSS
$34.7M
$24K ﹤0.01%
15,800
-600
-4% -$995
124 125
126
127 128

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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.