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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
AIFC
3126
AI Financial Corp
AIFC
$58.9M
$206K ﹤0.01%
39,660
-18,340
-32% -$89.1K
LMRK
3127
DELISTED
Landmark Infrastructure Partners LP Common Units
LMRK
$206K ﹤0.01%
11,400
-16,100
-59% -$280K
SLYG icon
3128
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.23B
$205K ﹤0.01%
+3,600
New +$208K
CHDN icon
3129
Churchill Downs
CHDN
$6.2B
$204K ﹤0.01%
+5,250
New +$190K
CREG
3130
DELISTED
Smart Powerr
CREG
$204K ﹤0.01%
73
+5
+7% +$11.6K
ECT
3131
DELISTED
ECA Marcellus Trust 1 Interest
ECT
$204K ﹤0.01%
95,099
+27,686
+41% +$62.9K
DXLG icon
3132
Destination XL Group
DXLG
$33.2M
$201K ﹤0.01%
91,400
+3,300
+4% +$6.71K
SSY
3133
DELISTED
SunLink Health Systems
SSY
$201K ﹤0.01%
126,300
+7,900
+7% +$12.2K
AAU
3134
DELISTED
Almaden Minerals Ltd
AAU
$201K ﹤0.01%
195,475
+174,575
+835% +$174K
SCNI
3135
Scinai Immunotherapeutics
SCNI
$1.24M
$200K ﹤0.01%
373
+104
+39% +$65.4K
BRN icon
3136
Barnwell Industries
BRN
$13.9M
$199K ﹤0.01%
95,900
+4,200
+5% +$8.49K
FBIO icon
3137
Fortress Biotech
FBIO
$99M
$199K ﹤0.01%
3,327
-4,346
-57% -$256K
GTIM icon
3138
Good Times Restaurants
GTIM
$17.2M
$198K ﹤0.01%
74,700
+60,800
+437% +$165K
ASV
3139
DELISTED
ASV Holdings, Inc. Common Stock
ASV
$198K ﹤0.01%
19,500
-1,300
-6% -$10.8K
NYRT
3140
DELISTED
New York REIT, Inc.
NYRT
$197K ﹤0.01%
+5,010
New +$322K
CFRX
3141
DELISTED
ContraFect Corporation
CFRX
$196K ﹤0.01%
243
+148
+156% +$122K
ERNA icon
3142
Eterna Therapeutics
ERNA
$5.02M
$194K ﹤0.01%
3
– –
MTRX icon
3143
Matrix Service
MTRX
$328M
$192K ﹤0.01%
10,759
-156,800
-94% -$2.47M
SYBX
3144
DELISTED
Synlogic
SYBX
$191K ﹤0.01%
+1,311
New +$249K
DTEA
3145
DELISTED
DAVIDsTEA Inc. Common Stock
DTEA
$191K ﹤0.01%
+48,900
New +$202K
LFCR icon
3146
Lifecore Biomedical
LFCR
$179M
$189K ﹤0.01%
15,000
-15,000
-50% -$190K
ZNB
3147
Zeta Network Group
ZNB
$2.27M
– –
0
– –
IMUC
3148
DELISTED
ImmunoCellular Therapeutics, Ltd.
IMUC
$187K ﹤0.01%
590,604
-89,800
-13% -$30.6K
UONE icon
3149
Urban One Class A
UONE
$23.5M
$186K ﹤0.01%
10,030
– –
SAN icon
3150
Banco Santander
SAN
$211B
$184K ﹤0.01%
29,294
-1,066,103
-97% -$6.74M
124 125
126
127 128

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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.