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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
ZEUS
3401
DELISTED
Olympic Steel
ZEUS
– –
-61,900
Closed -$1.21M
PRKS icon
3402
United Parks & Resorts
PRKS
$2B
– –
-125,260
Closed -$2.04M
CPAY icon
3403
Corpay
CPAY
$26.7B
– –
-298,900
Closed -$43.1M
GPUS
3404
Hyperscale Data Inc
GPUS
$55.2M
– –
0
– -$66K
PRSU
3405
Pursuit Attractions and Hospitality Inc
PRSU
$1.26B
– –
-77,700
Closed -$3.67M
JBTM
3406
JBT Marel
JBTM
$6.32B
– –
-5,500
Closed -$539K
QVCGA
3407
DELISTED
QVC Group Inc Series A
QVCGA
– –
-2,180
Closed -$2.6M
SUM
3408
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
– –
-217,404
Closed -$6.09M
LUMO
3409
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
– –
-23,878
Closed -$1.58M
TCS
3410
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
– –
-4,173
Closed -$371K
PRFT
3411
DELISTED
Perficient Inc
PRFT
– –
-23,193
Closed -$432K
TUP
3412
DELISTED
Tupperware Brands Corporation
TUP
– –
-147,600
Closed -$10.4M
SIX
3413
DELISTED
Six Flags Entertainment Corp.
SIX
– –
-773,100
Closed -$46.1M
KAMN
3414
DELISTED
Kaman Corp
KAMN
– –
-56,022
Closed -$2.79M
CCLP
3415
DELISTED
CSI Compressco LP
CCLP
– –
-60,588
Closed -$294K
MDRX
3416
DELISTED
Veradigm Inc. Common Stock
MDRX
– –
-504,567
Closed -$6.44M
AAIC
3417
DELISTED
Arlington Asset Investment Corp.
AAIC
– –
-210,875
Closed -$2.88M
HEP
3418
DELISTED
Holly Energy Partners, L.P.
HEP
– –
-65,900
Closed -$2.14M
UFAB
3419
DELISTED
Unique Fabricating, Inc.
UFAB
– –
-23,990
Closed -$228K
ICPT
3420
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
– –
-5,100
Closed -$617K
AVID
3421
DELISTED
Avid Technology Inc
AVID
– –
-165,907
Closed -$873K
RETA
3422
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
– –
-35,200
Closed -$1.11M
NUVA
3423
DELISTED
NuVasive, Inc.
NUVA
– –
-314,888
Closed -$24.2M
NYMX
3424
DELISTED
Nymox Pharmaceutical Corp
NYMX
– –
-54,500
Closed -$240K
DCP
3425
DELISTED
DCP Midstream, LP
DCP
– –
-47,810
Closed -$1.62M
135 136
137
138 139

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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.