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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
SRNE
3551
DELISTED
Sorrento Therapeutics, Inc.
SRNE
– –
-233,563
Closed -$397K
PRTY
3552
DELISTED
Party City Holdco Inc.
PRTY
– –
-30,400
Closed -$412K
TEN
3553
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
– –
-52,800
Closed -$3.2M
CYBE
3554
DELISTED
Cyberoptics Corp
CYBE
– –
-91,100
Closed -$1.48M
SRLP
3555
DELISTED
SPRAGUE RESOURCES LP
SRLP
– –
-29,000
Closed -$713K
GBT
3556
DELISTED
Global Blood Therapeutics, Inc.
GBT
– –
-186,400
Closed -$5.79M
GCP
3557
DELISTED
GCP Applied Technologies Inc.
GCP
– –
-101,600
Closed -$3.12M
NPTN
3558
DELISTED
NEOPHOTONICS CORP
NPTN
– –
-39,400
Closed -$219K
TVTY
3559
DELISTED
Tivity Health, Inc. Common Stock
TVTY
– –
-19,889
Closed -$811K
CERN
3560
DELISTED
Cerner Corp
CERN
– –
-64,704
Closed -$4.62M
JOBS
3561
DELISTED
51job Inc
JOBS
– –
-28,454
Closed -$1.73M
DISCK
3562
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
– –
-1,745,550
Closed -$35.4M
RDS.B
3563
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
– –
-16,327
Closed -$1.02M
TLGT
3564
DELISTED
Teligent, Inc
TLGT
– –
-15,527
Closed -$1.04M
QTS
3565
DELISTED
QTS REALTY TRUST, INC.
QTS
– –
-98,900
Closed -$5.18M
GRUB
3566
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
– –
-246,200
Closed -$25.9M
FFG
3567
DELISTED
FBL Financial Group
FFG
– –
-30,155
Closed -$2.25M
EGOV
3568
DELISTED
NIC Inc
EGOV
– –
-830,260
Closed -$14.2M
FPRX
3569
DELISTED
Five Prime Therapeutics, Inc.
FPRX
– –
-70,700
Closed -$2.89M
TCP
3570
DELISTED
TC Pipelines LP
TCP
– –
-94,300
Closed -$4.93M
WPX
3571
DELISTED
WPX Energy, Inc.
WPX
– –
-76,600
Closed -$881K
YIN
3572
DELISTED
Yintech Investment Holdings Limited American Depositary Shares
YIN
– –
-168,300
Closed -$1.86M
BITA
3573
DELISTED
Bitauto Holdings Limited
BITA
– –
-398,800
Closed -$17.8M
WINS
3574
DELISTED
Wins Finance Holdings Inc. Ordinary Shares (Cayman Islands)
WINS
– –
-1,100
Closed -$226K
BGG
3575
DELISTED
Briggs & Stratton Corp.
BGG
– –
-37,100
Closed -$872K
141 142
143
144 145

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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.