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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
AXE
3576
DELISTED
Anixter International Inc
AXE
– –
-7,000
Closed -$595K
EQM
3577
DELISTED
EQM Midstream Partners, LP
EQM
– –
-117,900
Closed -$8.84M
TUES
3578
DELISTED
Tuesday Morning Corp
TUES
– –
-20,300
Closed -$65K
WAAS
3579
DELISTED
AquaVenture Holdings Limited
WAAS
– –
-32,500
Closed -$439K
AVX
3580
DELISTED
AVX Corporation
AVX
– –
-22,900
Closed -$417K
INXN
3581
DELISTED
Interxion Holding N.V.
INXN
– –
-27,700
Closed -$1.41M
MDCO
3582
DELISTED
Medicines Co
MDCO
– –
-129,029
Closed -$4.78M
BPL
3583
DELISTED
Buckeye Partners, L.P.
BPL
– –
-411,263
Closed -$23.4M
CHSP
3584
DELISTED
Chesapeake Lodging Trust
CHSP
– –
-81,100
Closed -$2.19M
PCMI
3585
DELISTED
PCM, Inc
PCMI
– –
-13,800
Closed -$193K
BKS
3586
DELISTED
Barnes & Noble
BKS
– –
-330,100
Closed -$2.51M
UPL
3587
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
– –
-1,053,000
Closed -$9.13M
TCF
3588
DELISTED
TCF Financial Corporation Common Stock
TCF
– –
-43,047
Closed -$2.25M
CZFC
3589
DELISTED
Citizens First Corporation
CZFC
– –
-10,103
Closed -$241K
LABL
3590
DELISTED
Multi-Color Corp
LABL
– –
-55,400
Closed -$4.54M
LION
3591
DELISTED
Fidelity Southern Corporation
LION
– –
-35,119
Closed -$830K
KEYW
3592
DELISTED
The KEYW Holding Corporation
KEYW
– –
-296,500
Closed -$2.26M
ULTI
3593
DELISTED
Ultimate Software Group Inc
ULTI
– –
-27,714
Closed -$5.25M
MBFI
3594
DELISTED
MB Financial Corp
MBFI
– –
-25,600
Closed -$1.15M
LOXO
3595
DELISTED
Loxo Oncology, Inc
LOXO
– –
-207,100
Closed -$19.1M
GNBC
3596
DELISTED
Green Bancorp, Inc
GNBC
– –
-156,300
Closed -$3.7M
STBZ
3597
DELISTED
State Bank Financial Corporation. Common Stock
STBZ
– –
-8,500
Closed -$244K
SCG
3598
DELISTED
Scana
SCG
– –
-617,600
Closed -$29.9M
EEP
3599
DELISTED
Enbridge Energy Partners
EEP
– –
-155,600
Closed -$2.49M
AET
3600
DELISTED
Aetna Inc
AET
– –
-605,490
Closed -$96.3M
142 143
144
145 146

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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.