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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
BMS
3476
DELISTED
Bemis
BMS
– –
-260,600
Closed -$12.1M
ELLI
3477
DELISTED
Ellie Mae Inc
ELLI
– –
-59,900
Closed -$6.58M
BEL
3478
DELISTED
Belmond Ltd.
BEL
– –
-37,000
Closed -$492K
RDC
3479
DELISTED
Rowan Companies Plc
RDC
– –
-91,400
Closed -$936K
TIS
3480
DELISTED
Orchids Paper Products, Inc.
TIS
– –
-53,500
Closed -$693K
NXTM
3481
DELISTED
NxStage Medical Inc.
NXTM
– –
-14,783
Closed -$371K
ESND
3482
DELISTED
Essendant Inc.
ESND
– –
-28,422
Closed -$421K
BOJA
3483
DELISTED
Bojangles', Inc. Common Stock
BOJA
– –
-22,600
Closed -$367K
DM
3484
DELISTED
Dominion Energy Midstream Ptr LP
DM
– –
-81,900
Closed -$2.36M
KANG
3485
DELISTED
iKang Healthcare Group, Inc.
KANG
– –
-150,240
Closed -$1.84M
ARDM
3486
DELISTED
Aradigm Corp Common Stock
ARDM
– –
-11,202
Closed -$15K
FCB
3487
DELISTED
FCB Financial Holdings, Inc.
FCB
– –
-73,852
Closed -$3.53M
COL
3488
DELISTED
Rockwell Collins
COL
– –
-734,391
Closed -$77.2M
KTWO
3489
DELISTED
K2M Group Holdings, Inc
KTWO
– –
-130,772
Closed -$3.19M
ANW
3490
DELISTED
Aegean Marine Petroleum Network
ANW
– –
-73,500
Closed -$430K
NYRT
3491
DELISTED
New York REIT, Inc.
NYRT
– –
-114,270
Closed -$9.87M
IVTY
3492
DELISTED
Invuity, Inc
IVTY
– –
-28,900
Closed -$210K
COTV
3493
DELISTED
Cotiviti Holdings, Inc.
COTV
– –
-138,513
Closed -$5.14M
KND
3494
DELISTED
Kindred Healthcare
KND
– –
-207,490
Closed -$2.42M
FCRE
3495
DELISTED
FC Global Realty Incorporated Common Stock
FCRE
– –
-110,600
Closed -$131K
LQ
3496
DELISTED
La Quinta Holdings Inc.
LQ
– –
-307,300
Closed -$4.54M
CPN
3497
DELISTED
Calpine Corporation
CPN
– –
-302,545
Closed -$4.09M
CAA
3498
DELISTED
CalAtlantic Group, Inc.
CAA
– –
-113,664
Closed -$4.02M
RLOG
3499
DELISTED
Rand Logistics, Inc.
RLOG
– –
-135,900
Closed -$53K
VALE.P
3500
DELISTED
Vale S A
VALE.P
– –
-6,191,062
Closed -$50.5M
138 139
140
141 142

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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.