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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
ALB icon
3176
Albemarle
ALB
$15.4B
– –
-32,008
Closed -$3.38M
ALEX
3177
DELISTED
Alexander & Baldwin
ALEX
– –
-58,013
Closed -$2.4M
AMBA icon
3178
Ambarella
AMBA
$3.6B
– –
-23,200
Closed -$1.13M
AMC icon
3179
AMC Entertainment Holdings
AMC
$2.35B
– –
-7,370
Closed -$1.68M
AMED
3180
DELISTED
Amedisys
AMED
– –
-28,618
Closed -$1.8M
AMG icon
3181
Affiliated Managers Group
AMG
$9.7B
– –
-76,969
Closed -$12.8M
AMN icon
3182
AMN Healthcare
AMN
$1.34B
– –
-86,200
Closed -$3.37M
AMP icon
3183
Ameriprise Financial
AMP
$50.4B
– –
-42,000
Closed -$5.35M
AMZN icon
3184
Amazon
AMZN
$2.86T
– –
-5,991,100
Closed -$290M
ANGI icon
3185
Angi Inc
ANGI
$196M
– –
-15,030
Closed -$1.92M
ANSS
3186
DELISTED
Ansys
ANSS
– –
-138,729
Closed -$16.9M
APTV icon
3187
Aptiv
APTV
$10.2B
– –
-308,500
Closed -$27M
ARWR icon
3188
Arrowhead Research
ARWR
$12.1B
– –
-374,164
Closed -$606K
ASIX icon
3189
AdvanSix
ASIX
$446M
– –
-30,000
Closed -$937K
ASML icon
3190
ASML
ASML
$710B
– –
-531,050
Closed -$69.2M
ASTE icon
3191
Astec Industries
ASTE
$975M
– –
-61,645
Closed -$3.42M
ATKR icon
3192
Atkore
ATKR
$3.17B
– –
-9,300
Closed -$210K
ATNM icon
3193
Actinium Pharmaceuticals
ATNM
$30.2M
– –
-382
Closed -$14K
AVNS
3194
DELISTED
Avanos Medical
AVNS
– –
-46,300
Closed -$1.82M
AXDX
3195
DELISTED
Accelerate Diagnostics
AXDX
– –
-989
Closed -$270K
AXP icon
3196
American Express
AXP
$232B
– –
-1,205,200
Closed -$102M
AZN icon
3197
AstraZeneca
AZN
$244B
– –
-65,350
Closed -$4.46M
BAH icon
3198
Booz Allen Hamilton
BAH
$9.43B
– –
-317,794
Closed -$10.3M
BANR icon
3199
Banner Corp
BANR
$2.5B
– –
-17,999
Closed -$1.02M
BBWI icon
3200
Bath & Body Works
BBWI
$3.76B
– –
-1,666,527
Closed -$72.6M
126 127
128
129 130

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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.