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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
KLXI
3601
DELISTED
KLX Inc.
KLXI
– –
-12,809
Closed -$572K
CVG
3602
DELISTED
Convergys
CVG
– –
-169,700
Closed -$4.39M
XCRA
3603
DELISTED
Xcerra Corporation
XCRA
– –
-180,000
Closed -$1.77M
GST
3604
DELISTED
Gastar Exploration Inc.
GST
– –
-796,574
Closed -$701K
FMI
3605
DELISTED
Foundation Medicine, Inc.
FMI
– –
-19,000
Closed -$764K
FNGN
3606
DELISTED
Financial Engines, Inc.
FNGN
– –
-223,600
Closed -$7.77M
TEP
3607
DELISTED
Tallgrass Energy Partners, LP
TEP
– –
-115,100
Closed -$5.51M
FINL
3608
DELISTED
Finish Line
FINL
– –
-941,651
Closed -$11.3M
VDTH
3609
DELISTED
Videocon d2h Limited
VDTH
– –
-301,400
Closed -$2.68M
CCC
3610
DELISTED
Calgon Carbon Corp
CCC
– –
-102,800
Closed -$2.2M
RGC
3611
DELISTED
Regal Entertainment Group
RGC
– –
-1,031,000
Closed -$16.5M
MGCD
3612
DELISTED
MGC Diagnostics Corporation
MGCD
– –
-288,540
Closed -$2.59M
GLBR
3613
DELISTED
Global Brokerage, Inc. Class A Common Stock
GLBR
– –
-281,730
Closed -$465K
GLBL
3614
DELISTED
TerraForm Global, Inc. Class A Common Stock
GLBL
– –
-1,765,157
Closed -$8.38M
FIG
3615
DELISTED
Fortress Investment Group Llc
FIG
– –
-1,958,500
Closed -$15.6M
ARCX
3616
DELISTED
Arc Logistics Partners LP
ARCX
– –
-156,100
Closed -$2.61M
RT
3617
DELISTED
Ruby Tuesday Georgia
RT
– –
-931,569
Closed -$1.99M
PLPM
3618
DELISTED
Planet Payment, Inc
PLPM
– –
-1,026,500
Closed -$4.4M
OME
3619
DELISTED
Omega Protein
OME
– –
-417,055
Closed -$6.94M
PFBX
3620
DELISTED
Peoples Financial Corp/MS
PFBX
– –
-31,300
Closed -$460K
NTL
3621
DELISTED
Nortel Invesora 1/20 Ser B Shr
NTL
– –
-369,000
Closed -$14.4M
RBPAA
3622
DELISTED
Royal Bancshares Of Pennsylvania Inc
RBPAA
– –
-574,192
Closed -$2.56M
TESO
3623
DELISTED
Tesco Corp
TESO
– –
-1,033,949
Closed -$5.63M
PMC
3624
DELISTED
PharMerica Corporation
PMC
– –
-186,969
Closed -$5.48M
CBF
3625
DELISTED
Capital Bank Financial Corp. Class A Common Stock
CBF
– –
-285,305
Closed -$11.7M
143 144
145
146 147

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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.