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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
FPP
3626
DELISTED
FieldPoint Petroleum Corporation
FPP
– –
-214,600
Closed -$69K
RIC
3627
DELISTED
Richmont Mines Inc.
RIC
– –
-3,270,800
Closed -$30.6M
VWR
3628
DELISTED
VWR Corporation
VWR
– –
-829,200
Closed -$27.5M
FNFV
3629
DELISTED
Fidelity Natl Financial, Inc.
FNFV
– –
-294,000
Closed -$5.04M
EXA
3630
DELISTED
EXA Corporation
EXA
– –
-248,700
Closed -$6.01M
ONVI
3631
DELISTED
Onvia, Inc.
ONVI
– –
-195,900
Closed -$912K
BRCD
3632
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
– –
-17,117,949
Closed -$205M
CRTN
3633
DELISTED
Cartesian, Inc.
CRTN
– –
-258,980
Closed -$180K
RATE
3634
DELISTED
Bankrate Inc
RATE
– –
-1,031,212
Closed -$14.4M
FSAM
3635
DELISTED
Fifth Street Asset Management Inc. Class A
FSAM
– –
-209,200
Closed -$816K
CEMP
3636
DELISTED
Cempra, Inc.
CEMP
– –
-1,052,100
Closed -$3.42M
PCBK
3637
DELISTED
Pacific Continental Corp
PCBK
– –
-496,600
Closed -$13.4M
FSBK
3638
DELISTED
First South Bancorp Inc/VA
FSBK
– –
-267,300
Closed -$4.95M
WNRL
3639
DELISTED
Western Refining Logistics, LP
WNRL
– –
-91,700
Closed -$2.37M
CUNB
3640
DELISTED
CU Bancorp
CUNB
– –
-583,900
Closed -$22.6M
LDR
3641
DELISTED
Landauer Inc
LDR
– –
-458,100
Closed -$30.8M
WBKC
3642
DELISTED
Wolverine Bancorp, Inc.
WBKC
– –
-7,300
Closed -$314K
PKY
3643
DELISTED
Parkway, Inc.
PKY
– –
-410,200
Closed -$9.45M
MXPT
3644
DELISTED
MaxPoint Interactive, Inc.
MXPT
– –
-69,500
Closed -$965K
CACQ
3645
DELISTED
Caesars Acquisition Company
CACQ
– –
-159,266
Closed -$3.42M
BSTG
3646
DELISTED
Biostage, Inc. Common Stock
BSTG
– –
-211,700
Closed -$65K
KITE
3647
DELISTED
Kite Pharma, Inc.
KITE
– –
-778,300
Closed -$140M
ALR
3648
DELISTED
Alere Inc
ALR
– –
-2,253,341
Closed -$115M
NEFF
3649
DELISTED
Neff Corporation
NEFF
– –
-822,700
Closed -$20.6M
ASBB
3650
DELISTED
ASB Bancorp Inc
ASBB
– –
-16,100
Closed -$726K
144 145
146
147 148

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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.