We are live on ! Find out more
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
AIQ
3551
DELISTED
Alliance Healthcare Services
AIQ
– –
-857,760
Closed -$11.4M
XL
3552
DELISTED
XL Group Ltd.
XL
– –
-540,100
Closed -$23.7M
EBIX
3553
DELISTED
Ebix Inc
EBIX
– –
-25,580
Closed -$1.38M
REV
3554
DELISTED
Revlon, Inc.
REV
– –
-76,259
Closed -$1.81M
UFS
3555
DELISTED
DOMTAR CORPORATION (New)
UFS
– –
-322,642
Closed -$12.4M
SORL
3556
DELISTED
SORL Auto Parts, Inc.
SORL
– –
-245,500
Closed -$1.64M
TRCO
3557
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
– –
-92,900
Closed -$3.79M
SHPG
3558
DELISTED
Shire pic
SHPG
– –
-365,277
Closed -$60.4M
JMBA
3559
DELISTED
Jamba, Inc.
JMBA
– –
-250,060
Closed -$1.95M
DST
3560
DELISTED
DST Systems Inc.
DST
– –
-70,900
Closed -$4.38M
VSR
3561
DELISTED
Versar, Inc.
VSR
– –
-396,400
Closed -$591K
SPLS
3562
DELISTED
Staples Inc
SPLS
– –
-5,883,279
Closed -$59.2M
NADL
3563
DELISTED
North Atlantic Drilling Ltd
NADL
– –
-492,640
Closed -$655K
RBS.PRF.CL
3564
DELISTED
Royal Bk Of Scotland Gp
RBS.PRF.CL
– –
-35,961
Closed -$966K
RBS.PRH.CL
3565
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
– –
-99,000
Closed -$2.63M
NORD
3566
DELISTED
Nord Anglia Education, Inc.
NORD
– –
-974,585
Closed -$31.7M
FCH
3567
DELISTED
Felcor Lodging Trust
FCH
– –
-875,002
Closed -$6.31M
MRVC
3568
DELISTED
MRV Communications Inc
MRVC
– –
-115,900
Closed -$1.14M
SSRI
3569
DELISTED
Silver Standard Resources
SSRI
– –
-4,699,883
Closed -$45.6M
XTLY
3570
DELISTED
Xactly Corporation
XTLY
– –
-698,700
Closed -$10.9M
NAME
3571
DELISTED
Rightside Group, Ltd.
NAME
– –
-484,705
Closed -$5.15M
SAJA
3572
DELISTED
Sajan, Inc.
SAJA
– –
-38,700
Closed -$225K
NSAT
3573
DELISTED
Norsat International Inc.
NSAT
– –
-94,192
Closed -$1.07M
FRP
3574
DELISTED
Fairpoint Communications, Inc.
FRP
– –
-1,334,863
Closed -$20.9M
FCFP
3575
DELISTED
FIRST COMMUNITY FINANCIAL PARTNERS INC.
FCFP
– –
-32,100
Closed -$414K
140 141 142
143
144

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.