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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
+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
ABTX
2551
DELISTED
Allegiance Bancshares
ABTX
$1.28M ﹤0.01%
32,600
+3,300
+11% +$130K
DVY icon
2552
iShares Select Dividend ETF
DVY
$24.1B
$1.27M ﹤0.01%
+13,400
New +$1.31M
FCEL icon
2553
FuelCell Energy
FCEL
$1.85B
$1.27M ﹤0.01%
2,047
-370
-15% -$235K
FUSB icon
2554
First US Bancshares
FUSB
$90.8M
$1.27M ﹤0.01%
111,157
+1,457
+1% +$17.7K
HBB icon
2555
Hamilton Beach Brands
HBB
$451M
$1.27M ﹤0.01%
59,701
-59,300
-50% -$1.47M
COLB icon
2556
Columbia Banking Systems
COLB
$9.26B
$1.27M ﹤0.01%
30,178
-100,900
-77% -$4.38M
ESXB
2557
DELISTED
Community Bankers Trust Corporation
ESXB
$1.27M ﹤0.01%
140,700
-26,784
-16% -$226K
CAI
2558
DELISTED
CAI International, Inc.
CAI
$1.26M ﹤0.01%
59,495
-179,300
-75% -$4.46M
CHSP
2559
DELISTED
Chesapeake Lodging Trust
CHSP
$1.26M ﹤0.01%
+45,300
New +$1.22M
PBH icon
2560
Prestige Consumer Healthcare
PBH
$2.41B
$1.26M ﹤0.01%
37,300
-302,700
-89% -$11.6M
IPAS
2561
DELISTED
Ipass Inc Common Stock
IPAS
$1.25M ﹤0.01%
329,190
+2,420
+0.7% +$10.8K
CGEN icon
2562
Compugen
CGEN
$225M
$1.25M ﹤0.01%
280,300
-59,708
-18% -$201K
PDBC icon
2563
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.62B
$1.25M ﹤0.01%
70,200
+20,600
+42% +$363K
PLX icon
2564
Protalix BioTherapeutics
PLX
$183M
$1.25M ﹤0.01%
230,950
+31,600
+16% +$208K
MTX icon
2565
Minerals Technologies
MTX
$2.28B
$1.25M ﹤0.01%
18,600
-99,600
-84% -$7.14M
ALR
2566
DELISTED
AlerisLife Inc
ALR
$1.24M ﹤0.01%
95,552
+10,498
+12% +$152K
CWB icon
2567
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.76B
$1.24M ﹤0.01%
+24,000
New +$1.25M
SNEX icon
2568
StoneX
SNEX
$7.9B
$1.24M ﹤0.01%
146,797
-221,232
-60% -$1.86M
VXF icon
2569
Vanguard Extended Market ETF
VXF
$32.3B
$1.24M ﹤0.01%
+11,100
New +$1.26M
PKBK icon
2570
Parke Bancorp
PKBK
$411M
$1.24M ﹤0.01%
71,846
+8,132
+13% +$139K
DEM icon
2571
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$1.23M ﹤0.01%
25,800
+9,330
+57% +$446K
YELL
2572
DELISTED
Yellow Corporation Common Stock
YELL
$1.23M ﹤0.01%
139,500
-28,953
-17% -$343K
CORV
2573
DELISTED
Correvio Pharma Corp. Ordinary Shares (Canada)
CORV
$1.23M ﹤0.01%
528,913
+42,300
+9% +$66.9K
ABUS icon
2574
Arbutus Biopharma
ABUS
$900M
$1.22M ﹤0.01%
243,500
-159,073
-40% -$842K
LWAY icon
2575
Lifeway Foods
LWAY
$374M
$1.21M ﹤0.01%
202,200
+26,400
+15% +$192K
101 102
103
104 105

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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.