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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+6.57%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$85B
AUM Growth
+$6.62B
Cap. Flow
+$2.91B
Cap. Flow %
3.43%
Top 10 Hldgs %
8.5%
Holding
3,587
New
418
Increased
1,684
Reduced
1,038
Closed
418

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$495M
2
XOM icon
ExxonMobil
XOM
+$290M
3
FDX icon
FedEx
FDX
+$273M
4
NFLX icon
Netflix
NFLX
+$262M
5
RTX icon
RTX Corp
RTX
+$234M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$290M
2
EA
Electronic Arts
EA
+$280M
3
MA icon
Mastercard
MA
+$252M
4
RAI
Reynolds American Inc
RAI
+$245M
5
JNJ icon
Johnson & Johnson
JNJ
+$242M

Sector Composition

Rank Sector Weight
1 Healthcare 15.71%
2 Technology 15.33%
3 Financials 11.4%
4 Industrials 9.58%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNI
451
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$46.4M 0.05%
540,100
-753,200
-58% -$62M
LSXMK
452
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$46.4M 0.05%
1,454,351
+341,760
+31% +$11.1M
SMTC icon
453
Semtech
SMTC
$12.4B
$46.3M 0.05%
1,234,216
+218,213
+21% +$8.14M
PX
454
DELISTED
Praxair Inc
PX
$46.3M 0.05%
331,100
-1,600
-0.5% -$213K
AEIS icon
455
Advanced Energy
AEIS
$13.2B
$46.3M 0.05%
572,722
+90,700
+19% +$6.58M
VCRA
456
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
$46.2M 0.05%
1,471,800
+107,800
+8% +$2.97M
RPXC
457
DELISTED
RPX Corporation
RPXC
$46.1M 0.05%
3,471,244
+227,434
+7% +$2.99M
WSBF icon
458
Waterstone Financial
WSBF
$385M
$46.1M 0.05%
2,363,474
+4,893
+0.2% +$90.1K
PRDO icon
459
Perdoceo Education
PRDO
$1.99B
$46.1M 0.05%
4,435,662
-244,400
-5% -$2.27M
BIVV
460
DELISTED
Bioverativ Inc. Common Stock
BIVV
$45.9M 0.05%
+804,800
New +$47.1M
CME icon
461
CME Group
CME
$96.1B
$45.7M 0.05%
336,495
-214,400
-39% -$27.1M
HES
462
DELISTED
Hess
HES
$45.6M 0.05%
+971,663
New +$41.1M
RP
463
DELISTED
RealPage, Inc.
RP
$45.4M 0.05%
1,137,494
-241,044
-17% -$9.61M
BNS icon
464
Scotiabank
BNS
$111B
$45.3M 0.05%
705,400
+141,500
+25% +$8.8M
PAC icon
465
Grupo Aeroportuario del Pacifico
PAC
$12.4B
$44.9M 0.05%
437,700
+38,500
+10% +$4.28M
OPLN
466
Openlane
OPLN
$4.33B
$44.8M 0.05%
2,480,045
+1,422,452
+134% +$23.5M
PINC
467
DELISTED
Premier
PINC
$44.7M 0.05%
1,372,800
+458,700
+50% +$15.6M
NI icon
468
NiSource
NI
$20.2B
$44.6M 0.05%
1,743,700
+577,700
+50% +$15.2M
MFA
469
MFA Financial
MFA
$931M
$44.5M 0.05%
1,268,900
+390,850
+45% +$13.6M
LAMR icon
470
Lamar Advertising Co
LAMR
$15.8B
$44.4M 0.05%
647,800
+256,000
+65% +$17.3M
PPLI
471
People Inc
PPLI
$3.01B
$44.4M 0.05%
2,111,858
-2,375,810
-53% -$46.1M
DOX icon
472
Amdocs
DOX
$6.23B
$44.3M 0.05%
688,400
+251,600
+58% +$16.2M
QGEN icon
473
Qiagen
QGEN
$8.93B
$44.2M 0.05%
1,324,246
-173,522
-12% -$5.98M
CNH
474
CNH Industrial
CNH
$16.7B
$44.1M 0.05%
4,221,192
+960,255
+29% +$9.68M
SR icon
475
Spire
SR
$4.9B
$44M 0.05%
590,000
+104,700
+22% +$7.77M
17 18
19
20 21

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Jim Simons's Q3 2017 Portfolio in Review

As of Q3 2017, Jim Simons held 3,587 positions worth $85B, up 8.4% from $78.4B the previous quarter. Its ten largest holdings account for 8.5% of the portfolio.

Jim Simons deployed $2.91B of net new capital in Q3 2017, opening 418 new positions and adding to 1,684 existing holdings. Its largest new stake was ExxonMobil: 3,652,454 shares worth $299M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, down from 16% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Electronic Arts, an estimated $280M trimmed.

  • Jim Simons's largest Q3 2017 buy was ExxonMobil: 3,652,454 shares worth $299M.
  • Jim Simons added most to Medtronic in Q3 2017, an estimated $495M increase.
  • Jim Simons's biggest Q3 2017 reduction was Electronic Arts, cutting an estimated $280M.
  • Jim Simons fully exited Amazon in Q3 2017, selling an estimated $290M.
  • Jim Simons's ten largest holdings make up 8.5% of its $85B portfolio in Q3 2017.
  • Jim Simons opened 418 new positions and closed 418 in Q3 2017.
  • Jim Simons's portfolio value rose 8.4% quarter-over-quarter to $85B.

Based on Renaissance Technologies's 13F filing for Q3 2017, filed 13 Nov 2017.