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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
MRTN icon
3301
Marten Transport
MRTN
$1.21B
– –
-49,293
Closed -$540K
NCMI icon
3302
National CineMedia
NCMI
$219M
– –
-30,370
Closed -$2.25M
NDSN icon
3303
Nordson
NDSN
$17.2B
– –
-11,914
Closed -$1.45M
NGL icon
3304
NGL Energy Partners
NGL
$2.15B
– –
-250,700
Closed -$3.51M
NNN icon
3305
NNN REIT
NNN
$8.74B
– –
-101,700
Closed -$3.98M
NTLA icon
3306
Intellia Therapeutics
NTLA
$1.7B
– –
-19,200
Closed -$307K
NTZ
3307
Natuzzi
NTZ
$14.5M
– –
-8,260
Closed -$109K
NVGS icon
3308
Navigator Holdings
NVGS
$1.25B
– –
-182,800
Closed -$1.52M
NXST icon
3309
Nexstar Media Group
NXST
$5.66B
– –
-67,705
Closed -$4.05M
OGS icon
3310
ONE Gas
OGS
$5.02B
– –
-32,900
Closed -$2.3M
OKE icon
3311
Oneok
OKE
$57.6B
– –
-788,200
Closed -$41.1M
ORLY icon
3312
O'Reilly Automotive
ORLY
$74.4B
– –
-12,929,910
Closed -$189M
OZK icon
3313
Bank OZK
OZK
$5.65B
– –
-400,697
Closed -$18.8M
PAA icon
3314
Plains All American Pipeline
PAA
$16.3B
– –
-1,921,614
Closed -$50.5M
PAGP icon
3315
Plains GP Holdings
PAGP
$4.96B
– –
-430,461
Closed -$11.3M
PAYC icon
3316
Paycom
PAYC
$9.25B
– –
-92,650
Closed -$6.34M
PBR.A icon
3317
Petrobras Class A
PBR.A
$104B
– –
-833,400
Closed -$6.22M
PFSI icon
3318
PennyMac Financial
PFSI
$3.96B
– –
-78,700
Closed -$1.31M
PHM icon
3319
Pultegroup
PHM
$24.5B
– –
-995,665
Closed -$24.4M
PLNT icon
3320
Planet Fitness
PLNT
$3.67B
– –
-799,306
Closed -$18.7M
PLOW icon
3321
Douglas Dynamics
PLOW
$965M
– –
-74,000
Closed -$2.44M
PPSI
3322
Pioneer Power Solutions
PPSI
$33.5M
– –
-21,400
Closed -$140K
PRSO icon
3323
Peraso
PRSO
$10.2M
– –
-37
Closed -$51K
PSHG icon
3324
Performance Shipping
PSHG
$21.6M
– –
0
– -$38K
PTEN icon
3325
Patterson-UTI
PTEN
$4.2B
– –
-1,395,238
Closed -$28.2M
131 132
133
134 135

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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.