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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
BF.B icon
3201
Brown-Forman Class B
BF.B
$12.8B
– –
-700,234
Closed -$21.8M
BGFV
3202
DELISTED
Big 5 Sporting Goods
BGFV
– –
-16,493
Closed -$215K
BKD icon
3203
Brookdale Senior Living
BKD
$3.01B
– –
-294,004
Closed -$4.33M
BL icon
3204
BlackLine
BL
$1.84B
– –
-248,400
Closed -$8.88M
BMI icon
3205
Badger Meter
BMI
$3.8B
– –
-15,700
Closed -$626K
BPMC
3206
DELISTED
Blueprint Medicines
BPMC
– –
-13,000
Closed -$659K
CDZI icon
3207
Cadiz
CDZI
$296M
– –
-90,036
Closed -$1.22M
CF icon
3208
CF Industries
CF
$17.6B
– –
-1,255,650
Closed -$35.1M
CHRS icon
3209
Coherus Oncology
CHRS
$176M
– –
-21,900
Closed -$314K
CHRW icon
3210
C.H. Robinson
CHRW
$17.6B
– –
-515,308
Closed -$35.4M
CI icon
3211
Cigna
CI
$73.4B
– –
-555,100
Closed -$92.9M
CIEN icon
3212
Ciena
CIEN
$62.4B
– –
-688,474
Closed -$17.2M
CLB icon
3213
Core Laboratories
CLB
$572M
– –
-116,200
Closed -$11.8M
CLSD
3214
DELISTED
Clearside Biomedical
CLSD
– –
-5,347
Closed -$731K
CMCSA icon
3215
Comcast
CMCSA
$92.8B
– –
-220,576
Closed -$8.59M
CMI icon
3216
Cummins
CMI
$86.8B
– –
-310,900
Closed -$50.4M
CMP icon
3217
Compass Minerals
CMP
$1.1B
– –
-151,300
Closed -$9.88M
VISN
3218
Vistance Networks Inc
VISN
$2.61B
– –
-332,400
Closed -$12.6M
CPRI icon
3219
Capri Holdings
CPRI
$1.79B
– –
-621,000
Closed -$22.5M
CRESY
3220
Cresud
CRESY
$752M
– –
-91,399
Closed -$1.59M
CW icon
3221
Curtiss-Wright
CW
$25.4B
– –
-272,000
Closed -$25M
CXT icon
3222
Crane NXT
CXT
$2.98B
– –
-628,774
Closed -$17.3M
CYH icon
3223
Community Health Systems
CYH
$417M
– –
-487,493
Closed -$4.86M
BGMS
3224
Bio Green Med Solution Inc
BGMS
$4.97M
– –
-1
Closed -$184K
DE icon
3225
Deere & Co
DE
$165B
– –
-152,400
Closed -$18.8M
127 128
129
130 131

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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.