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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
EGBN icon
2351
Eagle Bancorp
EGBN
$879M
$1.74M ﹤0.01%
+25,880
New +$1.62M
BDSI
2352
DELISTED
BioDelivery Sciences International, Inc.
BDSI
$1.73M ﹤0.01%
585,200
+94,500
+19% +$288K
JOBS
2353
DELISTED
51job Inc
JOBS
$1.73M ﹤0.01%
28,454
-62,403
-69% -$3.4M
MSON
2354
DELISTED
Misonix Inc
MSON
$1.72M ﹤0.01%
169,900
+2,100
+1% +$19.4K
QSR icon
2355
Restaurant Brands International
QSR
$26.9B
$1.72M ﹤0.01%
26,900
-156,300
-85% -$9.66M
PACW
2356
DELISTED
PacWest Bancorp
PACW
$1.72M ﹤0.01%
34,053
-364,900
-91% -$17.1M
CDMO
2357
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
$1.72M ﹤0.01%
547,190
+66,040
+14% +$248K
BPY
2358
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$1.72M ﹤0.01%
73,514
-63,700
-46% -$1.5M
SGMA
2359
DELISTED
Sigmatron International
SGMA
$1.7M ﹤0.01%
203,400
+34,100
+20% +$263K
FNJN
2360
DELISTED
Finjan Holdings, Inc.
FNJN
$1.7M ﹤0.01%
724,450
+336,350
+87% +$920K
ATRO icon
2361
Astronics
ATRO
$4.57B
$1.7M ﹤0.01%
78,614
-123,280
-61% -$2.52M
SALM
2362
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$1.69M ﹤0.01%
256,100
+10,300
+4% +$68.4K
GYRE icon
2363
Gyre Therapeutics
GYRE
$689M
$1.69M ﹤0.01%
44,503
-787
-2% -$23.6K
KL
2364
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
$1.69M ﹤0.01%
+130,668
New +$1.66M
MRIN
2365
DELISTED
Marin Software
MRIN
$1.68M ﹤0.01%
22,910
+1,458
+7% +$80.3K
SUNE
2366
SUNation Energy
SUNE
$10.3M
$1.68M ﹤0.01%
1
– –
GNK icon
2367
Genco Shipping & Trading
GNK
$1.14B
$1.68M ﹤0.01%
144,630
-36,200
-20% -$423K
ESXB
2368
DELISTED
Community Bankers Trust Corporation
ESXB
$1.67M ﹤0.01%
181,847
+18,322
+11% +$157K
CSOD
2369
DELISTED
Cornerstone OnDemand, Inc.
CSOD
$1.67M ﹤0.01%
41,200
-210,300
-84% -$7.77M
RUTH
2370
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
$1.67M ﹤0.01%
79,637
+67,037
+532% +$1.35M
COLB icon
2371
Columbia Banking Systems
COLB
$9.23B
$1.67M ﹤0.01%
39,587
-20,492
-34% -$792K
NGVC icon
2372
Vitamin Cottage Natural Grocers
NGVC
$640M
$1.66M ﹤0.01%
296,700
+6,300
+2% +$42.1K
SAM icon
2373
Boston Beer
SAM
$1.92B
$1.66M ﹤0.01%
10,600
+8,000
+308% +$1.17M
UBFO
2374
DELISTED
United Security Bancshares
UBFO
$1.66M ﹤0.01%
174,215
+13,614
+8% +$128K
KWY
2375
Kingsway Corp
KWY
$284M
$1.65M ﹤0.01%
269,800
+900
+0.3% +$5.37K
93 94
95
96 97

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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.