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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
+5%
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
$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
STKS icon
3251
The ONE Group
STKS
$56.5M
$61K ﹤0.01%
+25,500
New +$46.9K
VTNR
3252
DELISTED
Vertex Energy, Inc
VTNR
$61K ﹤0.01%
64,600
+53,600
+487% +$45.5K
MXC icon
3253
Mexco Energy
MXC
$19.3M
$60K ﹤0.01%
15,300
+3,000
+24% +$12.7K
APTO
3254
DELISTED
Aptose Biosciences, Inc.
APTO
$59K ﹤0.01%
60
-9
-13% -$6.96K
NEPT
3255
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
$57K ﹤0.01%
+17
New +$30.9K
STAF
3256
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
$56K ﹤0.01%
30
-1
-3% -$2.13K
BDR
3257
DELISTED
Blonder Tongue Laboratories Inc
BDR
$54K ﹤0.01%
89,200
-9,700
-10% -$4.65K
ROYT
3258
DELISTED
PACIFIC COAST OIL TRUST
ROYT
$54K ﹤0.01%
+28,004
New +$45.8K
SRTS icon
3259
Sensus Healthcare
SRTS
$51.9M
$53K ﹤0.01%
10,300
-16,739
-62% -$90.7K
TENX icon
3260
Tenax Therapeutics
TENX
$70.4M
$51K ﹤0.01%
+3
New +$40.8K
YHGJ icon
3261
Yunhong Green CTI Ltd
YHGJ
$8.87M
$50K ﹤0.01%
1,240
-10
-0.8% -$390
ATLC icon
3262
Atlanticus Holdings
ATLC
$1.48B
$49K ﹤0.01%
20,500
+1,500
+8% +$3.48K
CHCI icon
3263
Comstock Holding Companies
CHCI
$171M
$49K ﹤0.01%
28,984
-100
-0.3% -$158
KOSS icon
3264
Koss Corp
KOSS
$34.7M
$47K ﹤0.01%
15,100
-700
-4% -$1.13K
PZG icon
3265
Paramount Gold Nevada
PZG
$127M
$47K ﹤0.01%
35,999
-28,101
-44% -$35.8K
BSIN
3266
Big Sky Industrial
BSIN
$70.9M
$47K ﹤0.01%
+3,110
New +$36.1K
RHE
3267
DELISTED
Regional Health Properties, Inc.
RHE
$47K ﹤0.01%
23,050
+1,983
+9% +$10.4K
ESEA icon
3268
Euroseas
ESEA
$531M
$46K ﹤0.01%
4,178
+1,521
+57% +$18.2K
IRD
3269
Opus Genetics
IRD
$310M
$46K ﹤0.01%
470
-6,703
-93% -$681K
OXBR icon
3270
Oxbridge Re Holdings
OXBR
$10.5M
$43K ﹤0.01%
20,100
-2,292
-10% -$6.79K
BNTC icon
3271
Benitec Biopharma
BNTC
$432M
$41K ﹤0.01%
+54
New +$37.8K
SDPI
3272
DELISTED
Superior Drilling Products Inc.
SDPI
$41K ﹤0.01%
27,900
+9,500
+52% +$10.3K
EDSA icon
3273
Edesa Biotech
EDSA
$52.9M
$40K ﹤0.01%
+169
New +$53.8K
NEGG icon
3274
Newegg Commerce
NEGG
$403M
$40K ﹤0.01%
143
+72
+101% +$17.7K
PLAG icon
3275
Planet Green Holdings
PLAG
$15.5M
$39K ﹤0.01%
894
+90
+11% +$6.02K
129 130
131
132 133

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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.