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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
CMBT
3526
CMB.TECH NV
CMBT
$4.73B
– –
-57,600
Closed -$467K
AIFU
3527
AIFU Inc
AIFU
$219M
– –
-285
Closed -$1.43M
MTVA
3528
MetaVia Inc
MTVA
$7.39M
– –
0
– -$115K
XIFR
3529
XPLR Infrastructure LP
XIFR
$1.08B
– –
-144,500
Closed -$5.82M
SYRS
3530
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
– –
-7,220
Closed -$1.06M
VIRX
3531
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
– –
-2,128
Closed -$144K
SAVE
3532
DELISTED
Spirit Airlines, Inc.
SAVE
– –
-898,800
Closed -$30M
KA
3533
DELISTED
Kineta, Inc. Common Stock
KA
– –
-989
Closed -$291K
BIG
3534
DELISTED
Big Lots, Inc.
BIG
– –
-242,700
Closed -$13M
WRK
3535
DELISTED
WestRock Company
WRK
– –
-615,662
Closed -$34.9M
CMLS
3536
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
– –
-665,305
Closed -$213K
PXD
3537
DELISTED
Pioneer Natural Resource Co.
PXD
– –
-21,300
Closed -$3.14M
MTBL
3538
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
– –
-320,467
Closed -$861K
EXPR
3539
DELISTED
Express, Inc.
EXPR
– –
-110,313
Closed -$14.9M
ARAV
3540
DELISTED
Aravive, Inc. Common Stock
ARAV
– –
-20,067
Closed -$295K
VRTV
3541
DELISTED
VERITIV CORPORATION
VRTV
– –
-21,800
Closed -$709K
PACW
3542
DELISTED
PacWest Bancorp
PACW
– –
-34,053
Closed -$1.72M
USDP
3543
DELISTED
USD PARTNERS LP
USDP
– –
-20,311
Closed -$223K
SYNH
3544
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
– –
-611,629
Closed -$32M
MMP
3545
DELISTED
Magellan Midstream Partners, L.P.
MMP
– –
-324,016
Closed -$23M
LOV
3546
DELISTED
Spark Networks SE American Depositary Shares
LOV
– –
-343,500
Closed -$419K
YVR
3547
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
– –
-2,050
Closed -$34K
BBBY
3548
DELISTED
Bed Bath & Beyond Inc
BBBY
– –
-2,590,160
Closed -$60.8M
MYOV
3549
DELISTED
Myovant Sciences Ltd.
MYOV
– –
-24,759
Closed -$383K
FSTX
3550
DELISTED
F-star Therapeutics, Inc. Common Stock
FSTX
– –
-8,471
Closed -$571K
140 141
142
143 144

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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.