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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
KEY icon
3276
KeyCorp
KEY
$24.5B
– –
-4,330,251
Closed -$81.1M
KIM icon
3277
Kimco Realty
KIM
$16.2B
– –
-81,300
Closed -$1.49M
KMPR icon
3278
Kemper
KMPR
$1.57B
– –
-46,600
Closed -$1.8M
KNSL icon
3279
Kinsale Capital Group
KNSL
$8.5B
– –
-24,500
Closed -$914K
KOPN icon
3280
Kopin
KOPN
$932M
– –
-13,900
Closed -$52K
KSS icon
3281
Kohl's
KSS
$2.15B
– –
-119,700
Closed -$4.63M
KTOS icon
3282
Kratos Defense & Security Solutions
KTOS
$11.8B
– –
-569,499
Closed -$6.76M
LADR
3283
Ladder Capital
LADR
$1.26B
– –
-114,930
Closed -$1.54M
LBTYK icon
3284
Liberty Global Class C
LBTYK
$3.44B
– –
-1,998,615
Closed -$62.3M
LGND icon
3285
Ligand Pharmaceuticals
LGND
$5.84B
– –
-125,185
Closed -$9.48M
LMT icon
3286
Lockheed Martin
LMT
$138B
– –
-115,500
Closed -$32.1M
CYPH
3287
Cypherpunk Technologies Inc
CYPH
$73.7M
– –
-2,795
Closed -$184K
LYB icon
3288
LyondellBasell Industries
LYB
$20.4B
– –
-374,000
Closed -$31.6M
LZB icon
3289
La-Z-Boy
LZB
$1.66B
– –
-201,676
Closed -$6.55M
MAR icon
3290
Marriott International
MAR
$92.8B
– –
-124,671
Closed -$12.5M
MELI icon
3291
Mercado Libre
MELI
$95.4B
– –
-311,800
Closed -$78.2M
MET icon
3292
MetLife
MET
$61.5B
– –
-2,515,360
Closed -$123M
MFC icon
3293
Manulife Financial
MFC
$73.1B
– –
-137,924
Closed -$2.59M
MGPI icon
3294
MGP Ingredients
MGPI
$386M
– –
-35,200
Closed -$1.8M
MIDD icon
3295
Middleby
MIDD
$5.35B
– –
-73,970
Closed -$8.99M
MLM icon
3296
Martin Marietta Materials
MLM
$32.6B
– –
-122,794
Closed -$27.3M
MRSH
3297
Marsh
MRSH
$90.2B
– –
-113,700
Closed -$8.86M
MMYT icon
3298
MakeMyTrip
MMYT
$5.69B
– –
-36,467
Closed -$1.22M
MNRO icon
3299
Monro
MNRO
$355M
– –
-43,206
Closed -$1.8M
MPWR icon
3300
Monolithic Power Systems
MPWR
$70.5B
– –
-4,000
Closed -$386K
130 131
132
133 134

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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.