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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
ITP icon
3226
IT Tech Packaging
ITP
$2.88M
$95K ﹤0.01%
7,330
-900
-11% -$9.8K
CPHI icon
3227
China Pharma Holdings
CPHI
$44.2M
$94K ﹤0.01%
1,070
+185
+21% +$16.1K
EGC
3228
DELISTED
Energy XXI Gulf Coast, Inc. Common Stock
EGC
$94K ﹤0.01%
+16,300
New +$115K
XELA
3229
DELISTED
Exela Technologies, Inc. Common Stock
XELA
$92K ﹤0.01%
+1
New +$62.8K
TPHS
3230
DELISTED
Trinity Place Holdings Inc.com
TPHS
$90K ﹤0.01%
12,982
-5,800
-31% -$40.9K
MBAI
3231
Check-Cap
MBAI
$9.75M
$89K ﹤0.01%
61
+55
+917% +$118K
UUU icon
3232
Universal Safety Products Inc
UUU
$10.3M
$88K ﹤0.01%
51,563
+6,263
+14% +$9.91K
RMGN
3233
DELISTED
RMG Networks Holding Corporation
RMGN
$88K ﹤0.01%
106,775
+39,300
+58% +$51.5K
EMX
3234
DELISTED
EMX Royalty
EMX
$87K ﹤0.01%
105,111
+23,218
+28% +$18.1K
AQB icon
3235
AquaBounty Technologies
AQB
$7.72M
$83K ﹤0.01%
+1,181
New +$118K
FCSC
3236
DELISTED
Fibrocell Science Inc.
FCSC
$82K ﹤0.01%
25,759
+2,006
+8% +$17.5K
AFMD
3237
DELISTED
Affimed
AFMD
$81K ﹤0.01%
6,210
-10,550
-63% -$200K
CALI
3238
DELISTED
China Auto Logistics Inc
CALI
$81K ﹤0.01%
25,400
+10,800
+74% +$31.6K
ASTC icon
3239
Astrotech Corp
ASTC
$17.9M
$80K ﹤0.01%
799
+562
+237% +$58.8K
WYY icon
3240
WidePoint Corp
WYY
$115M
$80K ﹤0.01%
12,340
-1,840
-13% -$11.3K
ARTW icon
3241
Arts-Way Manufacturing Co
ARTW
$14.9M
$78K ﹤0.01%
26,110
+15,210
+140% +$40.4K
CSCI
3242
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$78K ﹤0.01%
331
– –
ICON
3243
DELISTED
Iconix Brand Group, Inc.
ICON
$71K ﹤0.01%
+5,490
New +$156K
SPCB icon
3244
SuperCom
SPCB
$70.3M
$70K ﹤0.01%
+89
New +$66K
SACH
3245
Sachem Capital Corp
SACH
$37.6M
$67K ﹤0.01%
+17,000
New +$70.3K
MXWL
3246
DELISTED
Maxwell Technologies Inc
MXWL
$67K ﹤0.01%
11,600
-150,800
-93% -$785K
CBAT icon
3247
CBAK Energy Technology Ltd
CBAT
$65.5M
$65K ﹤0.01%
+44,200
New +$75.8K
TNDM icon
3248
Tandem Diabetes Care
TNDM
$1.61B
$63K ﹤0.01%
26,850
+2,320
+9% +$7.29K
ARLZ
3249
DELISTED
Aralez Pharmaceuticals Inc.
ARLZ
$63K ﹤0.01%
+44,100
New +$72.4K
ASM
3250
Avino Silver & Gold Mines
ASM
$1.21B
$61K ﹤0.01%
45,281
+17,781
+65% +$24.2K
128 129
130
131 132

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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.