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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 17.15%
2 Technology 16.1%
3 Financials 11.82%
4 Industrials 9.72%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPZM
1851
DELISTED
Epizyme, Inc
EPZM
$4.39M 0.01%
230,388
+29,600
+15% +$452K
ACBI
1852
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
$4.38M 0.01%
241,440
+23,280
+11% +$424K
ENIA
1853
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
$4.37M 0.01%
427,900
-118,900
-22% -$1.21M
IESC icon
1854
IES Holdings
IESC
$15.1B
$4.36M 0.01%
252,032
-63,600
-20% -$1.06M
FCN icon
1855
FTI Consulting
FCN
$4.19B
$4.35M 0.01%
122,600
+67,400
+122% +$2.27M
DECK icon
1856
Deckers Outdoor
DECK
$12.7B
$4.34M 0.01%
381,000
-211,800
-36% -$2.28M
XBKS
1857
DELISTED
Xenith Bankshares, Inc. Common Stock
XBKS
$4.34M 0.01%
133,526
-19,500
-13% -$576K
ENZY
1858
DELISTED
Enzymotec Ltd
ENZY
$4.33M 0.01%
378,500
+79,500
+27% +$784K
KVHI icon
1859
KVH Industries
KVHI
$145M
$4.33M 0.01%
362,400
-21,800
-6% -$238K
POT
1860
DELISTED
Potash Corp Of Saskatchewan
POT
$4.33M 0.01%
224,500
-3,288,763
-94% -$58.6M
BOBE
1861
DELISTED
Bob Evans Farms, Inc.
BOBE
$4.31M 0.01%
+55,600
New +$3.84M
CHUY
1862
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
$4.31M 0.01%
204,700
+90,488
+79% +$1.92M
CLMT icon
1863
Calumet Specialty Products
CLMT
$4.19B
$4.3M 0.01%
515,200
+420,100
+442% +$2.62M
ACHN
1864
DELISTED
Achillion Pharmaceuticals
ACHN
$4.28M 0.01%
953,975
+312,675
+49% +$1.39M
GIFI
1865
DELISTED
Gulf Island Fabrication
GIFI
$4.28M 0.01%
337,029
-31,300
-8% -$358K
SXI icon
1866
Standex International
SXI
$4.01B
$4.28M 0.01%
40,300
-4,700
-10% -$449K
WW
1867
DELISTED
WW International
WW
$4.28M 0.01%
+98,200
New +$4.08M
HLI icon
1868
Houlihan Lokey
HLI
$8.99B
$4.25M 0.01%
108,700
-80,000
-42% -$2.92M
HBP
1869
DELISTED
Huttig Building Products, Inc.
HBP
$4.24M 0.01%
600,900
-243,800
-29% -$1.54M
ITCL
1870
DELISTED
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
$4.24M 0.01%
305,000
+2,529
+0.8% +$35.7K
PIPR icon
1871
Piper Sandler
PIPR
$5.41B
$4.24M 0.01%
285,600
+400
+0.1% +$5.9K
HDNG
1872
DELISTED
Hardinge Inc
HDNG
$4.23M 0.01%
277,000
+20,200
+8% +$272K
DHX icon
1873
DHI Group
DHX
$171M
$4.23M 0.01%
1,626,600
+178,300
+12% +$407K
IVC
1874
DELISTED
Invacare Corporation
IVC
$4.23M 0.01%
268,400
+137,800
+106% +$1.97M
SYNT
1875
DELISTED
Syntel Inc
SYNT
$4.21M 0.01%
+214,190
New +$3.91M
73 74
75
76 77

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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 17% of assets, down from 17% 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.