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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
OKSB
3676
DELISTED
Southwest Bancorp Inc/OK
OKSB
– –
-395,133
Closed -$10.9M
NDRM
3677
DELISTED
NeuroDerm Ltd. Ordinary Shares
NDRM
– –
-106,500
Closed -$4.14M
NW.PRC.CL
3678
DELISTED
Natwest Bank Ads Series C
NW.PRC.CL
– –
-94,500
Closed -$2.41M
RTK
3679
DELISTED
Rentech, Inc.
RTK
– –
-525,680
Closed -$242K
HNH
3680
DELISTED
Handy & Harman Holdings Ltd.
HNH
– –
-100,280
Closed -$3.26M
AMFW
3681
DELISTED
AMEC Foster Wheeler plc
AMFW
– –
-237,757
Closed -$1.61M
DGI
3682
DELISTED
DigitalGlobe Inc.
DGI
– –
-93,075
Closed -$3.28M
FPO
3683
DELISTED
First Potomac Realty Trust
FPO
– –
-2,441,500
Closed -$27.2M
DGLT
3684
DELISTED
Digiliti Money Group, Inc. Common Stock
DGLT
– –
-227,300
Closed -$238K
DOC
3685
DELISTED
PHYSICIANS REALTY TRUST
DOC
– –
-112,797
Closed -$2M
STL
3686
DELISTED
Sterling Bancorp
STL
– –
-512,036
Closed -$12.6M
BHVN
3687
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
– –
-14,200
Closed -$531K
DDC
3688
DELISTED
Dominion Diamond Corporation
DDC
– –
-3,742,098
Closed -$53.1M
FGL
3689
DELISTED
Fidelity & Guaranty Life
FGL
– –
-645,100
Closed -$20M
TCF
3690
DELISTED
TCF Financial Corporation
TCF
– –
-128,054
Closed -$2.18M
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.