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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
EGI
3201
DELISTED
Entre Resources Ltd. Common Shares
EGI
$128K ﹤0.01%
211,900
+159,900
+308% +$76.6K
APEN
3202
DELISTED
Apollo Endosurgery, Inc.
APEN
$126K ﹤0.01%
+22,500
New +$102K
PANL icon
3203
Pangaea Logistics
PANL
$496M
$125K ﹤0.01%
+34,000
New +$116K
NMR icon
3204
Nomura Holdings
NMR
$29.2B
$120K ﹤0.01%
20,600
-19,900
-49% -$115K
MUX icon
3205
McEwen Inc
MUX
$1.14B
$119K ﹤0.01%
5,200
+2,950
+131% +$59.6K
NSYS icon
3206
Nortech Systems
NSYS
$35.6M
$118K ﹤0.01%
30,600
+9,000
+42% +$36K
SSKN
3207
DELISTED
Strata Skin Sciences
SSKN
$118K ﹤0.01%
9,562
+4,250
+80% +$59.3K
MPVD
3208
DELISTED
Mountain Province Diamonds Inc.
MPVD
$116K ﹤0.01%
+42,240
New +$121K
XPL icon
3209
Solitario Resources
XPL
$73.9M
$115K ﹤0.01%
190,700
-117,700
-38% -$73.7K
STLY
3210
DELISTED
Stanley Furniture Co Inc
STLY
$115K ﹤0.01%
132,100
+38,200
+41% +$38K
TRNX
3211
DELISTED
Taronis Technologies, Inc. Common Stock
TRNX
$114K ﹤0.01%
237
+43
+22% +$26.6K
AIOS
3212
AIOS Tech
AIOS
$39.4M
$112K ﹤0.01%
+213
New +$129K
VOC icon
3213
VOC Energy
VOC
$55.8M
$112K ﹤0.01%
19,000
-34,500
-64% -$148K
GNMX
3214
DELISTED
Aevi Genomic Medicine Inc
GNMX
$112K ﹤0.01%
93,600
+78,400
+516% +$107K
KZIA
3215
Kazia Therapeutics
KZIA
$151M
$109K ﹤0.01%
687
– –
GLOWE
3216
DELISTED
GLOWPOINT INC
GLOWE
$109K ﹤0.01%
+303,400
New +$109K
CHMA
3217
DELISTED
Chiasma, Inc. Common Stock
CHMA
$108K ﹤0.01%
+63,400
New +$133K
YRIV
3218
DELISTED
Yangtze River Port and Logistics Limited Common Stock
YRIV
$104K ﹤0.01%
11,800
-13,300
-53% -$201K
TAT
3219
DELISTED
TransAtlantic Petroleum LTD.
TAT
$104K ﹤0.01%
74,631
+8,900
+14% +$7.68K
DSWL icon
3220
Deswell Industries
DSWL
$49.6M
$102K ﹤0.01%
+37,635
New +$103K
RVLT
3221
DELISTED
Revolution Lighting Technologies, Inc. - Class A
RVLT
$101K ﹤0.01%
+30,740
New +$146K
ICD
3222
DELISTED
Independence Contract Drilling, Inc.
ICD
$99K ﹤0.01%
1,245
– –
NH
3223
DELISTED
NantHealth, Inc
NH
$99K ﹤0.01%
2,167
-1,366
-39% -$72.4K
CELP
3224
DELISTED
Cypress Environmental Partners, L.P.
CELP
$98K ﹤0.01%
+16,300
New +$112K
DGSE
3225
DELISTED
DGSE Companies, Inc.
DGSE
$98K ﹤0.01%
104,800
-21,200
-17% -$20.9K
127 128
129
130 131

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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.