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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
SOFO
3176
DELISTED
Sonic Foundry, Inc. Common Stock
SOFO
$150K ﹤0.01%
49,719
+6,000
+14% +$18.6K
SDLP
3177
DELISTED
SEADRILL PARTNERS LLC
SDLP
$150K ﹤0.01%
+4,096
New +$151K
EMITF
3178
DELISTED
Elbit Imaging Ltd
EMITF
$148K ﹤0.01%
52,113
-2,200
-4% -$5.64K
AACG
3179
ATA Creativity
AACG
$48M
$146K ﹤0.01%
31,600
+9,600
+44% +$46.2K
WHLR
3180
Wheeler Real Estate Investment Trust
WHLR
$383K
– –
0
– –
ACIU icon
3181
AC Immune
ACIU
$262M
$143K ﹤0.01%
+11,200
New +$132K
RGLS
3182
DELISTED
Regulus Therapeutics
RGLS
$143K ﹤0.01%
1,147
+784
+216% +$99.2K
TAIT
3183
DELISTED
Taitron Components
TAIT
$143K ﹤0.01%
85,400
+1,900
+2% +$3.14K
GIGM icon
3184
GigaMedia
GIGM
$16.7M
$142K ﹤0.01%
46,786
+19,111
+69% +$59.8K
AMS icon
3185
American Shared Hospital Services
AMS
$10.6M
$141K ﹤0.01%
54,400
-13,390
-20% -$37.7K
YTEN
3186
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$141K ﹤0.01%
83
+62
+295% +$168K
HFBC
3187
DELISTED
HopFed Bancorp Inc
HFBC
$141K ﹤0.01%
+10,000
New +$143K
ARMP icon
3188
Armata Pharmaceuticals
ARMP
$177M
$140K ﹤0.01%
9,883
+1,843
+23% +$27.2K
BPTH
3189
DELISTED
Bio-Path Holdings Inc
BPTH
$138K ﹤0.01%
171
+67
+64% +$86.2K
CVO
3190
DELISTED
Cenevo, Inc.
CVO
$138K ﹤0.01%
153,047
+3,300
+2% +$4.63K
SLNG icon
3191
Stabilis Solutions
SLNG
$104M
$136K ﹤0.01%
11,313
+950
+9% +$11.8K
DXYN
3192
DELISTED
Dixie Group Inc
DXYN
$136K ﹤0.01%
35,400
+5,049
+17% +$19.7K
TORM
3193
DELISTED
TOR Minerals International Inc
TORM
$136K ﹤0.01%
24,000
+1,000
+4% +$6.03K
UNAM
3194
DELISTED
Unico American Corp
UNAM
$135K ﹤0.01%
15,800
– –
AXIA.PR
3195
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$134K ﹤0.01%
24,878
+9,219
+59% +$51.9K
HSTO
3196
DELISTED
Histogen Inc. Common Stock
HSTO
$133K ﹤0.01%
144
-146
-50% -$135K
DAC icon
3197
Danaos Corp
DAC
$2.56B
$132K ﹤0.01%
+6,509
New +$138K
GMO
3198
DELISTED
General Moly, Inc.
GMO
$130K ﹤0.01%
394,500
+161,500
+69% +$51.4K
ELTK icon
3199
Eltek
ELTK
$57.1M
$129K ﹤0.01%
31,601
+8,781
+38% +$30.9K
VII
3200
DELISTED
Vicon Industries, Inc.
VII
$129K ﹤0.01%
321,800
+6,400
+2% +$2.75K
126 127
128
129 130

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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.