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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
DBD
3426
DELISTED
Diebold Nixdorf Incorporated
DBD
– –
-49,700
Closed -$1.39M
BNFT
3427
DELISTED
Benefitfocus, Inc.
BNFT
– –
-149,800
Closed -$5.45M
CLVS
3428
DELISTED
Clovis Oncology, Inc.
CLVS
– –
-326,200
Closed -$30.5M
CLR
3429
DELISTED
CONTINENTAL RESOURCES INC.
CLR
– –
-2,892,600
Closed -$93.5M
TWTR
3430
DELISTED
Twitter, Inc.
TWTR
– –
-2,445,100
Closed -$43.7M
ALJJ
3431
DELISTED
ALJ Regional Holdings Inc
ALJJ
– –
-42,300
Closed -$135K
AXU
3432
DELISTED
Alexco Resource Corp
AXU
– –
-12,100
Closed -$16K
NTUS
3433
DELISTED
Natus Medical Inc
NTUS
– –
-126,962
Closed -$4.74M
HNP
3434
DELISTED
Huaneng Power Intl, Inc.
HNP
– –
-104,900
Closed -$2.92M
AFI
3435
DELISTED
Armstrong Flooring, Inc.
AFI
– –
-21,600
Closed -$388K
PTE
3436
DELISTED
PolarityTE, Inc. Common Stock
PTE
– –
-531
Closed -$307K
EVFM
3437
DELISTED
Evofem Biosciences, Inc. Common Stock
EVFM
– –
-623
Closed -$30K
FMBI
3438
DELISTED
First Midwest Bancorp Inc/IL
FMBI
– –
-271,471
Closed -$6.33M
TGP
3439
DELISTED
Teekay LNG Partners L.P.
TGP
– –
-12,600
Closed -$193K
CXP
3440
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
– –
-138,900
Closed -$3.11M
ENBL
3441
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
– –
-11,700
Closed -$186K
ECHO
3442
DELISTED
Echo Global Logistics, Inc.
ECHO
– –
-41,374
Closed -$823K
LORL
3443
DELISTED
Loral Space and Communications, Inc.
LORL
– –
-10,100
Closed -$420K
CORE
3444
DELISTED
Core Mark Holding Co., Inc.
CORE
– –
-68,900
Closed -$2.28M
USCR
3445
DELISTED
U S Concrete, Inc.
USCR
– –
-67,615
Closed -$5.31M
AMRB
3446
DELISTED
American River Bankshares
AMRB
– –
-11,500
Closed -$167K
CTB
3447
DELISTED
Cooper Tire & Rubber Co.
CTB
– –
-33,200
Closed -$1.2M
GWPH
3448
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
– –
-84,000
Closed -$8.42M
MIK
3449
DELISTED
Michaels Stores, Inc
MIK
– –
-79,700
Closed -$1.48M
BMCH
3450
DELISTED
BMC Stock Holdings, Inc
BMCH
– –
-121,500
Closed -$2.65M
136 137
138
139 140

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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.