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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
UHS icon
3376
Universal Health Services
UHS
$9.94B
– –
-517,200
Closed -$63.1M
UIS icon
3377
Unisys
UIS
$205M
– –
-281,790
Closed -$3.61M
UNIT
3378
Uniti Group
UNIT
$2.25B
– –
-1,072,200
Closed -$27M
UPS icon
3379
United Parcel Service
UPS
$88.8B
– –
-260,200
Closed -$28.8M
URBN icon
3380
Urban Outfitters
URBN
$6.8B
– –
-1,390,400
Closed -$25.8M
USB icon
3381
US Bancorp
USB
$100B
– –
-698,800
Closed -$36.3M
BSIN
3382
Big Sky Industrial
BSIN
$74.8M
– –
-4,268
Closed -$29K
V icon
3383
Visa
V
$677B
– –
-66,000
Closed -$6.19M
VLRS
3384
Controladora Vuela Compania de Aviacion
VLRS
$907M
– –
-150,400
Closed -$2.19M
VNO icon
3385
Vornado Realty Trust
VNO
$7.24B
– –
-701,501
Closed -$53.3M
VOYA icon
3386
Voya Financial
VOYA
$8.9B
– –
-306,300
Closed -$11.3M
VTOL icon
3387
Bristow Group
VTOL
$1.37B
– –
-11,950
Closed -$226K
VYX icon
3388
NCR Voyix
VYX
$1.11B
– –
-71,557
Closed -$1.79M
WD icon
3389
Walker & Dunlop
WD
$1.48B
– –
-47,600
Closed -$2.32M
WHR icon
3390
Whirlpool
WHR
$2.84B
– –
-44,157
Closed -$8.46M
WNC icon
3391
Wabash National
WNC
$505M
– –
-163,700
Closed -$3.6M
WWW icon
3392
Wolverine World Wide
WWW
$1.49B
– –
-80,200
Closed -$2.25M
XLP icon
3393
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
– –
-27,800
Closed -$1.53M
XLV icon
3394
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
– –
-203,700
Closed -$16.1M
XLY icon
3395
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
– –
-30,400
Closed -$1.36M
XME icon
3396
State Street SPDR S&P Metals & Mining ETF
XME
$4.56B
– –
-28,100
Closed -$842K
XYL icon
3397
Xylem
XYL
$28.8B
– –
-45,400
Closed -$2.52M
YUM icon
3398
Yum! Brands
YUM
$39.5B
– –
-2,624,500
Closed -$194M
Z icon
3399
Zillow
Z
$7.68B
– –
-161,814
Closed -$7.93M
ZD icon
3400
Ziff Davis
ZD
$1.83B
– –
-117,300
Closed -$8.68M
134 135
136
137 138

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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.