We are live on ! Find out more
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
+2.84%
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
$91.4B
AUM Growth
+$733M
Cap. Flow
+$421M
Cap. Flow %
0.46%
Top 10 Hldgs %
9%
Holding
3,782
New
474
Increased
1,645
Reduced
1,192
Closed
438

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$729M
2
BKNG icon
Booking.com
BKNG
+$309M
3
PEP icon
PepsiCo
PEP
+$294M
4
CMCSA icon
Comcast
CMCSA
+$285M
5
NFLX icon
Netflix
NFLX
+$242M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$778M
2
WMT icon
Walmart Inc
WMT
+$382M
3
GE icon
GE Aerospace
GE
+$361M
4
NTES icon
NetEase
NTES
+$344M
5
BDX icon
Becton Dickinson
BDX
+$343M

Sector Composition

Rank Sector Weight
1 Healthcare 17.65%
2 Technology 14.45%
3 Consumer Discretionary 11.36%
4 Financials 11.34%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MLR icon
2526
Miller Industries
MLR
$643M
$1.33M ﹤0.01%
53,300
-17,999
-25% -$455K
IMI
2527
DELISTED
Intermolecular, Inc.
IMI
$1.33M ﹤0.01%
1,017,600
+61,376
+6% +$87.4K
MTL
2528
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$1.33M ﹤0.01%
306,111
-54,755
-15% -$270K
HWC icon
2529
Hancock Whitney
HWC
$6.41B
$1.33M ﹤0.01%
+25,751
New +$1.38M
STRR
2530
Star Equity Holdings
STRR
$39.4M
$1.33M ﹤0.01%
68,520
+3,794
+6% +$79K
AAV
2531
DELISTED
Advantage Oil & Gas Ltd
AAV
$1.32M ﹤0.01%
448,200
+103,400
+30% +$334K
VBR icon
2532
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.4B
$1.32M ﹤0.01%
+10,201
New +$1.35M
ATRC icon
2533
AtriCure
ATRC
$2.22B
$1.31M ﹤0.01%
63,800
-12,229
-16% -$221K
STRR
2534
DELISTED
Star Equity Holdings
STRR
$1.31M ﹤0.01%
16,858
– –
SBB
2535
DELISTED
SUSSEX BANCORP
SBB
$1.31M ﹤0.01%
42,946
+14,846
+53% +$451K
SHOS
2536
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
$1.3M ﹤0.01%
434,800
-5,200
-1% -$12.1K
LUMO
2537
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$1.3M ﹤0.01%
+19,937
New +$1.41M
DLS icon
2538
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
$1.3M ﹤0.01%
17,000
+1,300
+8% +$101K
ONCT
2539
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
$1.3M ﹤0.01%
+523
New +$1.17M
GPIC
2540
DELISTED
Gaming Partners International Corporation
GPIC
$1.3M ﹤0.01%
131,800
+500
+0.4% +$5.03K
GLRE icon
2541
Greenlight Captial
GLRE
$513M
$1.29M ﹤0.01%
80,691
-63,009
-44% -$1.15M
TECD
2542
DELISTED
Tech Data Corp
TECD
$1.29M ﹤0.01%
15,200
+10,600
+230% +$1.03M
RDCM icon
2543
Radcom
RDCM
$171M
$1.29M ﹤0.01%
70,400
-14,890
-17% -$285K
INUV icon
2544
Inuvo
INUV
$13.1M
$1.29M ﹤0.01%
140,562
+5,830
+4% +$52K
MSN icon
2545
Emerson Radio
MSN
$7.95M
$1.29M ﹤0.01%
881,700
+4,800
+0.5% +$6.97K
DBD
2546
DELISTED
Diebold Nixdorf Incorporated
DBD
$1.29M ﹤0.01%
+83,600
New +$1.4M
NTWK icon
2547
NetSol Technologies
NTWK
$48.3M
$1.28M ﹤0.01%
278,700
-9,800
-3% -$46.7K
AC
2548
DELISTED
Associated Capital Group
AC
$1.28M ﹤0.01%
34,371
-36,984
-52% -$1.31M
CDXS icon
2549
Codexis
CDXS
$169M
$1.28M ﹤0.01%
116,400
-365,700
-76% -$3.5M
LFC
2550
DELISTED
China Life Insurance Company Ltd.
LFC
$1.28M ﹤0.01%
91,481
-18,202
-17% -$279K
100 101
102
103 104

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's Q1 2018 Portfolio in Review

As of Q1 2018, Jim Simons held 3,782 positions worth $91.4B, up 0.81% from $90.7B the previous quarter. Its ten largest holdings account for 9% of the portfolio.

Jim Simons's Q1 2018 filing shows 474 new, 1,645 increased, 1,192 reduced and 438 closed positions. Its largest new stake was Amazon: 10,199,100 shares worth $738M. The largest sale was ExxonMobil, an estimated $778M.

By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Jim Simons's largest Q1 2018 buy was Amazon: 10,199,100 shares worth $738M.
  • Jim Simons added most to Booking.com in Q1 2018, an estimated $309M increase.
  • Jim Simons's biggest Q1 2018 reduction was ExxonMobil, cutting an estimated $778M.
  • Jim Simons fully exited Marathon Petroleum in Q1 2018, selling an estimated $132M.
  • Jim Simons's ten largest holdings make up 9% of its $91.4B portfolio in Q1 2018.
  • Jim Simons opened 474 new positions and closed 438 in Q1 2018.
  • Jim Simons's portfolio value rose 0.81% quarter-over-quarter to $91.4B.

Based on Renaissance Technologies's 13F filing for Q1 2018, filed 14 May 2018.