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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
JCAP
3451
DELISTED
Jernigan Capital, Inc.
JCAP
– –
-108,200
Closed -$2.38M
FSB
3452
DELISTED
Franklin Financial Network, Inc.
FSB
– –
-50,399
Closed -$2.08M
MINI
3453
DELISTED
Mobile Mini Inc
MINI
– –
-11,870
Closed -$354K
PGNX
3454
DELISTED
Progenics Pharmaceuticals Inc
PGNX
– –
-291,489
Closed -$1.98M
PBBI
3455
DELISTED
PB Bancorp, Inc. Common Stock
PBBI
– –
-17,156
Closed -$181K
QHC
3456
DELISTED
Quorum Health Corporation
QHC
– –
-28,700
Closed -$119K
FOMX
3457
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
– –
-154,900
Closed -$719K
AVEO
3458
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
– –
-235,340
Closed -$5.22M
DPLO
3459
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
– –
-33,100
Closed -$490K
ENFC
3460
DELISTED
Entegra Financial Corp.
ENFC
– –
-15,400
Closed -$350K
BKJ
3461
DELISTED
Bancorp of New Jersey, Inc.
BKJ
– –
-18,963
Closed -$288K
CRZO
3462
DELISTED
Carrizo Oil & Gas Inc
CRZO
– –
-226,552
Closed -$3.95M
ARTX
3463
DELISTED
Arotech Corporation
ARTX
– –
-95,800
Closed -$340K
ANFI
3464
DELISTED
AMIRA NATURE FOODS LTD
ANFI
– –
-15,700
Closed -$87K
MDSO
3465
DELISTED
Medidata Solutions, Inc.
MDSO
– –
-160,694
Closed -$12.6M
NCI
3466
DELISTED
Navigant Consulting, Inc.
NCI
– –
-346,799
Closed -$6.85M
NVLN
3467
DELISTED
Novelion Therapeutics Inc. Common Shares
NVLN
– –
-146,839
Closed -$1.35M
TOWR
3468
DELISTED
Tower International, Inc.
TOWR
– –
-70,825
Closed -$1.59M
DFRG
3469
DELISTED
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
– –
-142,589
Closed -$2.3M
PES
3470
DELISTED
Pioneer Energy Services Corp.
PES
– –
-195,198
Closed -$400K
ARRY
3471
DELISTED
Array Biopharma Inc
ARRY
– –
-990,441
Closed -$8.29M
ANDX
3472
DELISTED
Andeavor Logistics LP
ANDX
– –
-14,882
Closed -$769K
HFBC
3473
DELISTED
HopFed Bancorp Inc
HFBC
– –
-27,400
Closed -$393K
INSY
3474
DELISTED
Insys Therapeutics, Inc.
INSY
– –
-35,000
Closed -$443K
LXFT
3475
DELISTED
Luxoft Holding, Inc.
LXFT
– –
-50,293
Closed -$3.06M
137 138
139
140 141

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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.