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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
ASPN icon
2451
Aspen Aerogels
ASPN
$499M
$1.41M ﹤0.01%
323,200
+20,500
+7% +$89.6K
WES icon
2452
Western Midstream Partners
WES
$20.1B
$1.41M ﹤0.01%
34,152
-37,100
-52% -$1.52M
AFH
2453
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
$1.4M ﹤0.01%
74,300
+11,200
+18% +$182K
TGE
2454
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
$1.4M ﹤0.01%
49,700
-23,212
-32% -$601K
MATR
2455
DELISTED
Mattersight Corp.
MATR
$1.39M ﹤0.01%
497,200
+12,800
+3% +$32.7K
FRTX
2456
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
$1.39M ﹤0.01%
1,834
+316
+21% +$250K
FCNCA icon
2457
First Citizens BancShares
FCNCA
$25.8B
$1.38M ﹤0.01%
3,700
-10,500
-74% -$3.76M
ELON
2458
DELISTED
Echelon Corp
ELON
$1.37M ﹤0.01%
292,800
+36,196
+14% +$175K
NXGN
2459
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
$1.36M ﹤0.01%
86,776
-160,200
-65% -$2.59M
BEBE
2460
DELISTED
Bebe Stores Inc
BEBE
$1.35M ﹤0.01%
263,230
-1,000
-0.4% -$5.59K
GPT
2461
DELISTED
Gramercy Property Trust
GPT
$1.35M ﹤0.01%
+44,513
New +$1.33M
TPB icon
2462
Turning Point Brands
TPB
$1.74B
$1.34M ﹤0.01%
78,800
+18,880
+32% +$304K
SIOX
2463
DELISTED
Sio Gene Therapies Inc. Common Stock
SIOX
$1.34M ﹤0.01%
+24,313
New +$4.1M
SFL icon
2464
SFL Corp
SFL
$1.64B
$1.34M ﹤0.01%
+92,132
New +$1.26M
ATAXZ
2465
DELISTED
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
$1.33M ﹤0.01%
220,293
+13,369
+6% +$80.9K
RCM
2466
DELISTED
R1 RCM Inc. Common Stock
RCM
$1.33M ﹤0.01%
357,900
-213,200
-37% -$721K
AGTC
2467
DELISTED
Applied Genetic Technologies Corporation
AGTC
$1.32M ﹤0.01%
335,300
-67,884
-17% -$312K
VHI icon
2468
Valhi
VHI
$457M
$1.31M ﹤0.01%
45,108
+708
+2% +$22.7K
CTIC
2469
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
$1.31M ﹤0.01%
411,149
+274,404
+201% +$916K
SVM
2470
Silvercorp Metals
SVM
$2.69B
$1.31M ﹤0.01%
485,600
+343,500
+242% +$995K
ISSC icon
2471
Innovative Solutions & Support
ISSC
$415M
$1.31M ﹤0.01%
359,900
+43,600
+14% +$164K
ABTX
2472
DELISTED
Allegiance Bancshares
ABTX
$1.31M ﹤0.01%
35,600
+10,900
+44% +$398K
BYD icon
2473
Boyd Gaming
BYD
$6.08B
$1.3M ﹤0.01%
50,104
-353,795
-88% -$9.15M
NWHM
2474
DELISTED
THE NEW HOME COMPANY INC.
NWHM
$1.3M ﹤0.01%
116,800
-96,800
-45% -$1.05M
GPP
2475
DELISTED
Green Plains Partners LP
GPP
$1.3M ﹤0.01%
64,794
-27,587
-30% -$528K
97 98
99
100 101

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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.