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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
SID icon
3276
Companhia Siderúrgica Nacional
SID
$1.19B
$39K ﹤0.01%
+15,900
New +$41K
CPSH icon
3277
CPS Technologies
CPSH
$84.1M
$37K ﹤0.01%
+22,000
New +$28.7K
JRJR
3278
DELISTED
JRjr33, Inc.
JRJR
$37K ﹤0.01%
200,308
+46,008
+30% +$9.89K
JTPY
3279
DELISTED
JetPay Corporation
JTPY
$37K ﹤0.01%
+14,400
New +$29.5K
BOSC icon
3280
Better Online Solutions
BOSC
$31.9M
$35K ﹤0.01%
+15,900
New +$32.3K
CNTF
3281
DELISTED
China TechFaith Wireless Communication Technology Ltd
CNTF
$35K ﹤0.01%
+13,620
New +$33.4K
REFR icon
3282
Research Frontiers
REFR
$15.7M
$34K ﹤0.01%
33,100
+22,700
+218% +$24.7K
GEVO icon
3283
Gevo
GEVO
$396M
$33K ﹤0.01%
+2,812
New +$35.9K
QCLS
3284
Q/C Technologies Inc
QCLS
$22.5M
– –
0
– –
YGE
3285
DELISTED
Yingli Green Energy Holding Comp
YGE
$31K ﹤0.01%
+18,300
New +$38.8K
DYNT
3286
DELISTED
Dynatronics Corp
DYNT
$30K ﹤0.01%
2,060
-760
-27% -$9.54K
DFBG
3287
DELISTED
Differential Brands Group Inc
DFBG
$24K ﹤0.01%
25,582
+15,100
+144% +$16.4K
DYSL
3288
DELISTED
Dynasil Corporation of America
DYSL
$23K ﹤0.01%
+19,800
New +$26K
BKYI
3289
BIO-key International
BKYI
$3.9M
$22K ﹤0.01%
+9
New +$25.2K
LFWD icon
3290
ReWalk Robotics
LFWD
$22.2M
$22K ﹤0.01%
10
-90
-90% -$243K
TRVN
3291
DELISTED
Trevena, Inc.
TRVN
$21K ﹤0.01%
21
-229
-92% -$249K
UAMY icon
3292
United States Antimony
UAMY
$798M
$19K ﹤0.01%
+60,000
New +$15.8K
AVGR
3293
DELISTED
Avinger, Inc. Common Stock
AVGR
$19K ﹤0.01%
+1
New +$33K
CRVO icon
3294
CervoMed
CRVO
$39.8M
$17K ﹤0.01%
+13
New +$21.1K
VIVS
3295
VivoSim Labs
VIVS
$1.15M
$16K ﹤0.01%
49
-1,409
-97% -$524K
BIMI
3296
DELISTED
BIMI International Medical Inc. Common Stock
BIMI
$14K ﹤0.01%
+288
New +$14.2K
ABIL
3297
DELISTED
Ability Inc
ABIL
$14K ﹤0.01%
+3,230
New +$18.9K
CNET icon
3298
ZW Data Action Technologies
CNET
$4.73M
$13K ﹤0.01%
+602
New +$13.7K
CD
3299
Chaince Digital Holdings
CD
$360M
$13K ﹤0.01%
+580
New +$14.4K
REPX icon
3300
Riley Exploration Permian
REPX
$786M
$11K ﹤0.01%
+1,189
New +$9.6K
130 131
132
133 134

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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.