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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
DG icon
3226
Dollar General
DG
$27B
– –
-844,300
Closed -$60.9M
DLNG icon
3227
Dynagas LNG Partners
DLNG
$138M
– –
-95,000
Closed -$1.45M
DLTR icon
3228
Dollar Tree
DLTR
$24.8B
– –
-1,801,303
Closed -$126M
DNN icon
3229
Denison Mines
DNN
$2.96B
– –
-313,200
Closed -$135K
DOC icon
3230
Healthpeak Properties
DOC
$14.4B
– –
-598,800
Closed -$19.1M
DOV icon
3231
Dover
DOV
$27.8B
– –
-526,026
Closed -$34.1M
DVA icon
3232
DaVita
DVA
$11.5B
– –
-533,300
Closed -$34.5M
EBAY icon
3233
eBay
EBAY
$46.5B
– –
-1,601,940
Closed -$55.9M
EFX icon
3234
Equifax
EFX
$21.9B
– –
-120,550
Closed -$16.6M
ELP
3235
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-190,750
Closed -$560K
ENPH icon
3236
Enphase Energy
ENPH
$5.37B
– –
-276,133
Closed -$239K
ENR icon
3237
Energizer
ENR
$1.55B
– –
-611,800
Closed -$29.4M
EOG icon
3238
EOG Resources
EOG
$74.2B
– –
-817,600
Closed -$74M
EPC icon
3239
Edgewell Personal Care
EPC
$1.31B
– –
-7,700
Closed -$585K
FANG icon
3240
Diamondback Energy
FANG
$55.8B
– –
-34,100
Closed -$3.03M
FFIN icon
3241
First Financial Bankshares
FFIN
$5.03B
– –
-18,308
Closed -$405K
FITB
3242
Fifth Third Bancorp
FITB
$52.6B
– –
-430,026
Closed -$11.2M
FLS icon
3243
Flowserve
FLS
$10.3B
– –
-180,000
Closed -$8.36M
FLWS icon
3244
1-800-Flowers.com
FLWS
$263M
– –
-113,591
Closed -$1.11M
FOSL icon
3245
Fossil Group
FOSL
$333M
– –
-85,900
Closed -$889K
FULT icon
3246
Fulton Financial
FULT
$4.69B
– –
-45,739
Closed -$869K
FUN icon
3247
Cedar Fair
FUN
$1.71B
– –
-109,550
Closed -$7.9M
FXI icon
3248
iShares China Large-Cap ETF
FXI
$4.16B
– –
-30,100
Closed -$1.2M
GIB icon
3249
CGI
GIB
$15.5B
– –
-96,100
Closed -$4.91M
GIII icon
3250
G-III Apparel Group
GIII
$1.43B
– –
-32,800
Closed -$818K
128 129
130
131 132

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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.