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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
AAU
3151
DELISTED
Almaden Minerals Ltd
AAU
$24K ﹤0.01%
20,900
-2,900
-12% -$3.39K
EGI
3152
DELISTED
Entre Resources Ltd. Common Shares
EGI
$23K ﹤0.01%
+52,000
New +$23.3K
SDT
3153
DELISTED
SANDRIDGE MISSISSIPPIAN TRUST I
SDT
$22K ﹤0.01%
+17,018
New +$23.3K
TROO icon
3154
TROOPS Inc
TROO
$227M
$21K ﹤0.01%
19,125
-1,400
-7% -$1.53K
MBAI
3155
Check-Cap
MBAI
$9.75M
$19K ﹤0.01%
+6
New +$18.2K
GNMX
3156
DELISTED
Aevi Genomic Medicine Inc
GNMX
$19K ﹤0.01%
+15,200
New +$19.4K
TPST icon
3157
Tempest Therapeutics
TPST
$18.7M
$17K ﹤0.01%
+4
New +$17.1K
SSN
3158
DELISTED
Samson Oil & Gas Limited
SSN
$17K ﹤0.01%
49,660
-17,900
-26% -$7.47K
AIM
3159
AIM ImmunoTech
AIM
$7.17M
$17K ﹤0.01%
12
-4
-25% -$7.02K
NEGG icon
3160
Newegg Commerce
NEGG
$397M
$16K ﹤0.01%
71
+2
+3% +$432
SDPI
3161
DELISTED
Superior Drilling Products Inc.
SDPI
$15K ﹤0.01%
+18,400
New +$13.1K
SLNO
3162
DELISTED
Soleno Therapeutics
SLNO
$14K ﹤0.01%
+354
New +$14K
DFBG
3163
DELISTED
Differential Brands Group Inc
DFBG
$14K ﹤0.01%
+10,482
New +$18.7K
REFR icon
3164
Research Frontiers
REFR
$15.2M
$12K ﹤0.01%
+10,400
New +$12.5K
BINI
3165
DELISTED
Bollinger Innovations
BINI
– –
0
– –
VTNR
3166
DELISTED
Vertex Energy, Inc
VTNR
$8K ﹤0.01%
11,000
-2,500
-19% -$2.29K
AAPL icon
3167
Apple
AAPL
$4.46T
– –
-2,337,732
Closed -$84.2M
ABEV icon
3168
Ambev
ABEV
$43.8B
– –
-5,532,700
Closed -$30.4M
ABT icon
3169
Abbott
ABT
$193B
– –
-1,065,566
Closed -$51.8M
ACIU icon
3170
AC Immune
ACIU
$262M
– –
-20,100
Closed -$177K
ACLS icon
3171
Axcelis
ACLS
$4.42B
– –
-63,099
Closed -$1.32M
ACRS icon
3172
Aclaris Therapeutics
ACRS
$863M
– –
-28,900
Closed -$784K
AEO icon
3173
American Eagle Outfitters
AEO
$2.73B
– –
-51,700
Closed -$623K
AG icon
3174
First Majestic Silver
AG
$9.26B
– –
-66,400
Closed -$551K
AGEN
3175
Agenus
AGEN
$315M
– –
-24,447
Closed -$1.88M
125 126
127
128 129

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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.