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
+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
AF
3651
DELISTED
Astoria Financial Corporation
AF
– –
-1,903,150
Closed -$40.9M
ZPIN
3652
DELISTED
Zhaopin Limited
ZPIN
– –
-876,000
Closed -$15.9M
SFR
3653
DELISTED
Starwood Waypoint Homes
SFR
– –
-2,048,874
Closed -$74.5M
CIE
3654
DELISTED
Cobalt International Energy, Inc
CIE
– –
-47,400
Closed -$68K
XCO
3655
DELISTED
Exco Resources
XCO
– –
-368,832
Closed -$494K
BAA
3656
DELISTED
Banro Corporation Common Stock
BAA
– –
-295,383
Closed -$107K
TEAR
3657
DELISTED
TearLab Corporation
TEAR
– –
-27,583
Closed -$36K
BEBE
3658
DELISTED
Bebe Stores Inc
BEBE
– –
-263,230
Closed -$1.35M
ROKA
3659
DELISTED
Sorrento Tech, Inc. Common Stock
ROKA
– –
-83,790
Closed -$61K
PCO
3660
DELISTED
Pendrell Corporation - Class A
PCO
– –
-4,887
Closed -$3.34M
CBMX
3661
DELISTED
CombiMatrix Corporation
CBMX
– –
-99,100
Closed -$743K
PSTB
3662
DELISTED
Park Sterling Corp.
PSTB
– –
-1,381,923
Closed -$17.2M
ESV
3663
DELISTED
Ensco Rowan plc
ESV
– –
-17,775
Closed -$424K
HIBB
3664
DELISTED
Hibbett, Inc. Common Stock
HIBB
– –
-537,489
Closed -$7.66M
IIP
3665
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
– –
-3,092,820
Closed -$13.5M
WLL
3666
DELISTED
Whiting Petroleum Corporation
WLL
– –
-3,636
Closed -$5.96M
IMDZ
3667
DELISTED
Immune Design Corp.
IMDZ
– –
-123,591
Closed -$1.28M
LPNT
3668
DELISTED
LifePoint Health, Inc.
LPNT
– –
-81,104
Closed -$4.7M
BOBE
3669
DELISTED
Bob Evans Farms, Inc.
BOBE
– –
-55,600
Closed -$4.31M
BCR
3670
DELISTED
CR Bard Inc.
BCR
– –
-1,418,500
Closed -$455M
NEWS
3671
DELISTED
NewStar Financial, Inc.
NEWS
– –
-74,000
Closed -$869K
NMRX
3672
DELISTED
Numerex Corp
NMRX
– –
-296,600
Closed -$1.13M
SNC
3673
DELISTED
State National Companies, Inc.
SNC
– –
-84,200
Closed -$1.77M
SSN
3674
DELISTED
Samson Oil & Gas Limited
SSN
– –
-49,660
Closed -$17K
DMTX
3675
DELISTED
Dimension Therapeutics, Inc
DMTX
– –
-121,000
Closed -$726K
144 145 146
147
148

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 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.