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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
+5%
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
$90.7B
AUM Growth
+$5.73B
Cap. Flow
+$2.5B
Cap. Flow %
2.75%
Top 10 Hldgs %
8.4%
Holding
3,692
New
521
Increased
1,724
Reduced
1,031
Closed
386

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$521M
2
BDX icon
Becton Dickinson
BDX
+$411M
3
GE icon
GE Aerospace
GE
+$361M
4
IBM icon
IBM
IBM
+$305M
5
PM icon
Philip Morris
PM
+$296M

Top Sells

Rank Stock Value
1
BCR
CR Bard Inc.
BCR
+$455M
2
NTES icon
NetEase
NTES
+$451M
3
MDT icon
Medtronic
MDT
+$398M
4
NVDA icon
NVIDIA
NVDA
+$348M
5
NFLX icon
Netflix
NFLX
+$332M

Sector Composition

Rank Sector Weight
1 Healthcare 16.06%
2 Technology 13.71%
3 Financials 10.21%
4 Industrials 9.72%
5 Consumer Discretionary 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PMTS icon
3476
CPI Card Group
PMTS
$352M
– –
-40,240
Closed -$237K
PPBI
3477
DELISTED
Pacific Premier Bancorp
PPBI
– –
-17,408
Closed -$657K
PRO
3478
DELISTED
PROS Holdings
PRO
– –
-80,500
Closed -$1.94M
CNSY
3479
Cerenome, Inc. Common Stock
CNSY
$26.4M
– –
-1
Closed -$43K
QURE icon
3480
uniQure
QURE
$3.12B
– –
-306,700
Closed -$2.94M
RDY icon
3481
Dr. Reddy's Laboratories
RDY
$10.4B
– –
-509,000
Closed -$3.63M
RHI icon
3482
Robert Half
RHI
$4.31B
– –
-9,700
Closed -$488K
ROP icon
3483
Roper Technologies
ROP
$39.5B
– –
-14,507
Closed -$3.53M
RS icon
3484
Reliance Steel & Aluminium
RS
$21.6B
– –
-269,212
Closed -$20.5M
SA
3485
Seabridge Gold
SA
$3.45B
– –
-38,805
Closed -$475K
SABR icon
3486
Sabre
SABR
$803M
– –
-115,500
Closed -$2.09M
SCHW
3487
Charles Schwab
SCHW
$186B
– –
-53,500
Closed -$2.34M
SLNO
3488
DELISTED
Soleno Therapeutics
SLNO
– –
-354
Closed -$14K
SND icon
3489
Smart Sand
SND
$200M
– –
-114,000
Closed -$773K
SNES icon
3490
SenesTech
SNES
$6.83M
– –
-1
Closed -$88K
STKL
3491
DELISTED
SunOpta
STKL
– –
-169,930
Closed -$1.48M
SUP
3492
DELISTED
Superior Industries International
SUP
– –
-61,700
Closed -$1.03M
SUPV
3493
Grupo Supervielle
SUPV
$733M
– –
-404,400
Closed -$9.98M
TAL icon
3494
TAL Education Group
TAL
$6.75B
– –
-14,200
Closed -$479K
TBBK icon
3495
The Bancorp
TBBK
$2.83B
– –
-180,300
Closed -$1.49M
TCMD icon
3496
Tactile Systems Technology
TCMD
$547M
– –
-71,000
Closed -$2.2M
TG icon
3497
Tredegar Corp
TG
$275M
– –
-52,735
Closed -$949K
TRAK icon
3498
ReposiTrak
TRAK
$156M
– –
-38,600
Closed -$469K
TREE icon
3499
LendingTree
TREE
$443M
– –
-3,600
Closed -$880K
TROO icon
3500
TROOPS Inc
TROO
$239M
– –
-19,125
Closed -$21K
138 139
140
141 142

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Jim Simons's Q4 2017 Portfolio in Review

As of Q4 2017, Jim Simons held 3,692 positions worth $90.7B, up 6.7% from $85B the previous quarter. Its ten largest holdings account for 8.4% of the portfolio.

Jim Simons's Q4 2017 filing shows 521 new, 1,724 increased, 1,031 reduced and 386 closed positions. Its largest new stake was Alphabet (Google) Class C: 3,773,700 shares worth $197M. The largest sale was CR Bard Inc., an estimated $455M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

  • Jim Simons's largest Q4 2017 buy was Alphabet (Google) Class C: 3,773,700 shares worth $197M.
  • Jim Simons added most to ExxonMobil in Q4 2017, an estimated $521M increase.
  • Jim Simons's biggest Q4 2017 reduction was NetEase, cutting an estimated $451M.
  • Jim Simons fully exited CR Bard Inc. in Q4 2017, selling an estimated $455M.
  • Jim Simons's ten largest holdings make up 8.4% of its $90.7B portfolio in Q4 2017.
  • Jim Simons opened 521 new positions and closed 386 in Q4 2017.
  • Jim Simons's portfolio value rose 6.7% quarter-over-quarter to $90.7B.

Based on Renaissance Technologies's 13F filing for Q4 2017, filed 13 Feb 2018.