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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
CCP
3526
DELISTED
Care Capital Properties, Inc.
CCP
– –
-193,080
Closed -$5.16M
NCIT
3527
DELISTED
NCI, Inc.
NCIT
– –
-485,855
Closed -$10.3M
PPP
3528
DELISTED
Primero Mining Corp
PPP
– –
-4,806,824
Closed -$1.66M
ENOC
3529
DELISTED
EnerNOC, Inc.
ENOC
– –
-1,558,588
Closed -$12.1M
UCP
3530
DELISTED
UCP, Inc.
UCP
– –
-373,700
Closed -$4.09M
EGAS
3531
DELISTED
Gas Natural Inc.
EGAS
– –
-158,900
Closed -$2.05M
GLA
3532
DELISTED
GlassBridge Enterprises, Inc.
GLA
– –
-203,600
Closed -$806K
SNOW
3533
DELISTED
Intrawest Resorts Holdings, Inc.
SNOW
– –
-794,169
Closed -$18.9M
COVS
3534
DELISTED
Covisint Corporation
COVS
– –
-1,015,000
Closed -$2.49M
RAI
3535
DELISTED
Reynolds American Inc
RAI
– –
-3,762,835
Closed -$245M
KCG
3536
DELISTED
KCG Holdings, Inc.
KCG
– –
-293,071
Closed -$5.84M
PNRA
3537
DELISTED
Panera Bread Co
PNRA
– –
-115,300
Closed -$36.3M
ELOS
3538
DELISTED
Syneron Medical Ltd
ELOS
– –
-580,780
Closed -$6.36M
WPT
3539
DELISTED
World Point Terminals, LP
WPT
– –
-116,330
Closed -$2.01M
CCN
3540
DELISTED
CardConnect Corp.
CCN
– –
-597,640
Closed -$8.99M
BHI
3541
DELISTED
Baker Hughes
BHI
– –
-16,200
Closed -$883K
ALJ
3542
DELISTED
Alon USA Energy Inc
ALJ
– –
-923,600
Closed -$12.3M
PTXP
3543
DELISTED
PennTex Midstream Partners, LP Common Units Reresenting Limited Partnership Interests
PTXP
– –
-37,000
Closed -$740K
OKS
3544
DELISTED
Oneok Partners LP
OKS
– –
-259,000
Closed -$13.2M
DRYS
3545
DELISTED
DryShips Inc. Common Stock
DRYS
– –
-2,914
Closed -$26K
OSN
3546
DELISTED
Ossen Innovation Co., Ltd.
OSN
– –
-14,633
Closed -$32K
DRWI
3547
DELISTED
DragonWave Inc
DRWI
– –
-98,068
Closed -$86K
NLSN
3548
DELISTED
Nielsen Holdings plc
NLSN
– –
-2,009,413
Closed -$77.7M
FMSA
3549
DELISTED
Fairmount Santrol Holdings Inc.
FMSA
– –
-51,469
Closed -$201K
DCTH
3550
DELISTED
Delcath Systems Inc
DCTH
– –
-10,141,607
Closed -$2M
140 141
142
143 144

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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.