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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
SMH icon
3351
VanEck Semiconductor ETF
SMH
$70.6B
– –
-51,400
Closed -$2.1M
SMHI icon
3352
SEACOR Marine Holdings
SMHI
$264M
– –
-82,675
Closed -$1.68M
SNBR
3353
DELISTED
Sleep Number
SNBR
– –
-49,600
Closed -$1.76M
SPG icon
3354
Simon Property Group
SPG
$71B
– –
-866,005
Closed -$140M
SSD icon
3355
Simpson Manufacturing
SSD
$8.19B
– –
-36,800
Closed -$1.61M
SSP icon
3356
E.W. Scripps
SSP
$307M
– –
-235,003
Closed -$4.18M
SSTK icon
3357
Shutterstock
SSTK
$200M
– –
-22,600
Closed -$996K
ST icon
3358
Sensata Technologies
ST
$6.73B
– –
-9,100
Closed -$389K
STBA icon
3359
S&T Bancorp
STBA
$1.81B
– –
-11,800
Closed -$423K
SWK icon
3360
Stanley Black & Decker
SWK
$15.7B
– –
-325,062
Closed -$45.7M
SYF icon
3361
Synchrony
SYF
$25.5B
– –
-2,904,800
Closed -$86.6M
T icon
3362
AT&T
T
$168B
– –
-3,852,075
Closed -$110M
TANH icon
3363
Tantech Holdings
TANH
$6.04M
– –
-9
Closed -$207K
TDY icon
3364
Teledyne Technologies
TDY
$31.6B
– –
-23,600
Closed -$3.01M
TGNA
3365
DELISTED
TEGNA Inc
TGNA
– –
-522,800
Closed -$7.53M
THS
3366
DELISTED
Treehouse Foods
THS
– –
-4,300
Closed -$351K
TILE icon
3367
Interface
TILE
$2.24B
– –
-53,306
Closed -$1.05M
TK icon
3368
Teekay
TK
$991M
– –
-24,500
Closed -$163K
TMO icon
3369
Thermo Fisher Scientific
TMO
$224B
– –
-760,144
Closed -$133M
TPH
3370
DELISTED
Tri Pointe Homes
TPH
– –
-208,822
Closed -$2.75M
TRU icon
3371
TransUnion
TRU
$15.4B
– –
-400,900
Closed -$17.4M
TSCO icon
3372
Tractor Supply
TSCO
$18.4B
– –
-7,528,000
Closed -$81.6M
TTD icon
3373
Trade Desk
TTD
$6.37B
– –
-8,283,000
Closed -$41.5M
TTMI icon
3374
TTM Technologies
TTMI
$13.8B
– –
-404,569
Closed -$7.02M
UAMY icon
3375
United States Antimony
UAMY
$975M
– –
-27,000
Closed -$11K
133 134
135
136 137

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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.