We are live on !
Find out more
Jim Simons Renaissance Technologies
AUM
$72.6B
Turnover
31.08%
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
(+8.4%)
Cap. Flow
+$2.91B
Cap. Flow % of AUM
Cap. Flow %
3.43%
Top 10 Holdings %
Top 10 Hldgs %
8.5%
Holding
3,587
New
418
Increased
1,684
Reduced
1,038
Closed
417
Avg Time Held
2
years
Top 10 Avg Time Held
0.9
years
Top 20 Avg Time Held
1.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Medtronic
MDT
|
+$495M |
| 2 |
ExxonMobil
XOM
|
+$290M |
| 3 |
FedEx
FDX
|
+$273M |
| 4 |
Netflix
NFLX
|
+$262M |
| 5 |
RTX Corp
RTX
|
+$234M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$290M |
| 2 |
Electronic Arts
EA
|
+$280M |
| 3 |
Mastercard
MA
|
+$252M |
| 4 |
RAI
Reynolds American Inc
RAI
|
+$245M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
1
Humana
HUM
$51.1B
| $892M | 1.05% |
3,660,100
+929,000
| +34% | +$228M |
2015 Q2
9 quarters
|
|
2
Gilead Sciences
GILD
$190B
| $829M | 0.98% |
10,230,899
-176,949
| -2% | -$13.5M |
2014 Q4
11 quarters
|
|
3
Amgen
AMGN
$237B
| $730M | 0.86% |
3,917,700
+517,555
| +15% | +$91.7M |
2013 Q2
17 quarters
|
|
4
NVIDIA
NVDA
$5.36T
| $717M | 0.84% |
160,404,000
-29,947,720
| -16% | -$125M |
2013 Q4
15 quarters
|
|
5
NetEase
NTES
$78.7B
| $708M | 0.83% |
13,415,250
-214,750
| -2% | -$12.3M |
2013 Q2
17 quarters
|
|
6
Colgate-Palmolive
CL
$74.5B
| $700M | 0.82% |
9,604,100
-149,300
| -2% | -$10.8M |
2013 Q2
17 quarters
|
|
7
Novo Nordisk
NVO
$172B
| $691M | 0.81% |
28,722,600
+1,654,000
| +6% | +$37.4M |
2013 Q2
17 quarters
|
|
8
Bristol-Myers Squibb
BMY
$125B
| $691M | 0.81% |
10,846,600
-2,641,600
| -20% | -$154M |
2016 Q2
5 quarters
|
|
9
Domino's
DPZ
$10.2B
| $640M | 0.75% |
3,222,300
+161,400
| +5% | +$31.4M |
2013 Q2
17 quarters
|
|
10
VeriSign
VRSN
$27.8B
| $629M | 0.74% |
5,909,776
+864,300
| +17% | +$87M |
2013 Q2
17 quarters
|
|
11
PepsiCo
PEP
$184B
| $613M | 0.72% |
5,500,700
-142,000
| -3% | -$16.4M |
2013 Q2
17 quarters
|
|
|
12
Johnson & Johnson
JNJ
$621B
| $560M | 0.66% |
4,306,200
-1,826,000
| -30% | -$242M |
2015 Q3
8 quarters
|
|
13
Palo Alto Networks
PANW
$284B
| $533M | 0.63% |
22,187,400
+9,303,600
| +72% | +$212M |
2015 Q2
9 quarters
|
|
|
14
Medtronic
MDT
$119B
| $498M | 0.59% |
6,397,513
+5,963,513
| +1,374% | +$495M |
2017 Q2
1 quarter
|
|
15
Crown Castle
CCI
$33.5B
| $491M | 0.58% |
4,914,000
+38,497
| +0.8% | +$3.94M |
2015 Q1
10 quarters
|
|
16
Cboe Global Markets
CBOE
$33.3B
| $472M | 0.56% |
4,389,700
+19,704
| +0.5% | +$1.94M |
2013 Q2
17 quarters
|
|
17
Walmart Inc
WMT
$935B
| $472M | 0.56% |
18,129,000
+2,939,700
| +19% | +$77.1M |
2016 Q1
6 quarters
|
|
|
BCR
18
DELISTED
CR Bard Inc.
BCR
| $455M | 0.54% |
1,418,500
+122,900
| +9% | +$39.3M |
2013 Q2
17 quarters
|
|
19
Intuitive Surgical
ISRG
$151B
| $448M | 0.53% |
3,857,400
+1,093,500
| +40% | +$119M |
2013 Q2
17 quarters
|
|
20
Home Depot
HD
$313B
| $434M | 0.51% |
2,652,800
+773,400
| +41% | +$119M |
2016 Q2
5 quarters
|
|
|
21
Netflix
NFLX
$271B
| $385M | 0.45% |
21,236,000
+15,043,000
| +243% | +$262M |
2016 Q4
3 quarters
|
|
22
GSK
GSK
$100B
| $383M | 0.45% |
7,550,160
+79,760
| +1% | +$4.05M |
2013 Q2
17 quarters
|
|
23
Align Technology
ALGN
$10.8B
| $379M | 0.45% |
2,037,200
+449,519
| +28% | +$77M |
2013 Q2
17 quarters
|
|
24
Chubb
CB
$137B
| $371M | 0.44% |
2,600,761
+196,300
| +8% | +$28.4M |
2015 Q1
10 quarters
|
|
|
25
Mastercard
MA
$545B
| $353M | 0.42% |
2,500,100
-1,903,800
| -43% | -$252M |
2013 Q2
17 quarters
|
|
Similar funds
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 417 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.