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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
ABCO
3501
DELISTED
Advisory Board Co
ABCO
– –
-87,801
Closed -$4.52M
LMOS
3502
DELISTED
Lumos Networks Corp
LMOS
– –
-258,800
Closed -$4.63M
AXN
3503
DELISTED
Aoxing Pharmaceutical Company Inc.
AXN
– –
-114,920
Closed -$36K
SCLN
3504
DELISTED
Sciclone Pharmaceuticals Inc
SCLN
– –
-2,540,200
Closed -$27.9M
WSTC
3505
DELISTED
West Corporation
WSTC
– –
-250,100
Closed -$5.83M
STS
3506
DELISTED
Supreme Industries Inc Class A
STS
– –
-549,378
Closed -$9.04M
SGBK
3507
DELISTED
Stonegate Bank
SGBK
– –
-468,522
Closed -$21.6M
CAB
3508
DELISTED
Cabela's Inc
CAB
– –
-115,700
Closed -$6.88M
SHOR
3509
DELISTED
ShoreTel, Inc.
SHOR
– –
-3,694,584
Closed -$21.4M
DGAS
3510
DELISTED
Delta Natural Gas Co Inc
DGAS
– –
-99,300
Closed -$3.03M
MORE
3511
DELISTED
Monogram Residential Trust, Inc.
MORE
– –
-1,901,200
Closed -$18.5M
MYCC
3512
DELISTED
ClubCorp Holdings, Inc.
MYCC
– –
-402,700
Closed -$5.28M
VTTI
3513
DELISTED
VTTI Energy Partners LP
VTTI
– –
-160,513
Closed -$3.15M
WBMD
3514
DELISTED
WebMD Health Corp.
WBMD
– –
-422,913
Closed -$24.8M
WMAR
3515
DELISTED
West Marine Inc
WMAR
– –
-198,400
Closed -$2.55M
GUID
3516
DELISTED
Guidance Software, Inc.
GUID
– –
-518,407
Closed -$3.43M
DFT
3517
DELISTED
DuPont Fabros Technology Inc.
DFT
– –
-21,600
Closed -$1.32M
CDI
3518
DELISTED
CDI Corp.
CDI
– –
-776,100
Closed -$4.54M
FUEL
3519
DELISTED
Rocket Fuel Inc.
FUEL
– –
-3,712,700
Closed -$10.2M
PTHN
3520
DELISTED
Patheon N.V.
PTHN
– –
-368,300
Closed -$12.8M
DD
3521
DELISTED
Du Pont De Nemours E I
DD
– –
-867,900
Closed -$70M
AMRI
3522
DELISTED
Albany Molecular Research Inc
AMRI
– –
-295,542
Closed -$6.41M
ARIS
3523
DELISTED
ARI Network Services, Inc.
ARIS
– –
-206,300
Closed -$1.45M
WFM
3524
DELISTED
Whole Foods Market Inc
WFM
– –
-2,461,148
Closed -$104M
NUTR
3525
DELISTED
Nutraceutical International Co
NUTR
– –
-381,600
Closed -$15.9M
139 140
141
142 143

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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.