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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 16.7%
2 Technology 14.02%
3 Consumer Discretionary 11.09%
4 Financials 10.92%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCEF icon
2776
Invesco CEF Income Composite ETF
PCEF
$823M
$748K ﹤0.01%
32,590
-25,110
-44% -$588K
ARR
2777
Armour Residential REIT
ARR
$2.37B
$747K ﹤0.01%
6,419
-42,245
-87% -$4.93M
SNDX icon
2778
Syndax Pharmaceuticals
SNDX
$1.77B
$747K ﹤0.01%
52,500
+26,800
+104% +$284K
OIL
2779
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
$747K ﹤0.01%
+102,200
New +$713K
SHLO
2780
DELISTED
Shiloh Industries Inc
SHLO
$742K ﹤0.01%
85,300
-85,776
-50% -$668K
SNMX
2781
DELISTED
Senomyx, Inc.
SNMX
$736K ﹤0.01%
827,600
+139,800
+20% +$167K
SMTX
2782
DELISTED
SMTC Corporation
SMTX
$730K ﹤0.01%
321,699
+48,100
+18% +$103K
IJJ icon
2783
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.08B
$726K ﹤0.01%
+9,400
New +$745K
QAI icon
2784
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.03B
$725K ﹤0.01%
+23,800
New +$731K
HMHC
2785
DELISTED
Houghton Mifflin Harcourt Company
HMHC
$725K ﹤0.01%
104,300
-320,100
-75% -$2.53M
PRSU
2786
Pursuit Attractions and Hospitality Inc
PRSU
$1.27B
$724K ﹤0.01%
+13,800
New +$753K
FGBI icon
2787
First Guaranty Bancshares
FGBI
$139M
$723K ﹤0.01%
33,638
-2,541
-7% -$54.5K
HOS
2788
DELISTED
Hornbeck Offshore Services, Inc.
HOS
$723K ﹤0.01%
248,540
+200,100
+413% +$703K
RPT
2789
Rithm Property Trust
RPT
$99.9M
$722K ﹤0.01%
9,194
-7,625
-45% -$591K
VTWO icon
2790
Vanguard Russell 2000 ETF
VTWO
$17.5B
$719K ﹤0.01%
+11,800
New +$731K
NTP
2791
DELISTED
Nam Tai Property Inc.
NTP
$716K ﹤0.01%
57,542
-148,600
-72% -$1.93M
DNOW icon
2792
DNOW Inc
DNOW
$3.04B
$715K ﹤0.01%
70,000
-100,700
-59% -$1.1M
ZVRA icon
2793
Zevra Therapeutics
ZVRA
$679M
$714K ﹤0.01%
+5,650
New +$546K
SPHD icon
2794
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.43B
$710K ﹤0.01%
+18,000
New +$734K
SMIT
2795
DELISTED
Schmitt Industries Inc
SMIT
$709K ﹤0.01%
262,500
+7,700
+3% +$21K
TRCB
2796
DELISTED
Two River Bancorp
TRCB
$709K ﹤0.01%
39,257
+17,300
+79% +$305K
MRUS
2797
DELISTED
Merus
MRUS
$704K ﹤0.01%
+38,000
New +$689K
PNQI icon
2798
Invesco NASDAQ Internet ETF
PNQI
$544M
$703K ﹤0.01%
+27,500
New +$710K
RHT
2799
DELISTED
Red Hat Inc
RHT
$703K ﹤0.01%
4,700
-99,500
-95% -$13.8M
FXL icon
2800
First Trust Technology AlphaDEX Fund
FXL
$2.89B
$699K ﹤0.01%
+12,700
New +$705K
110 111
112
113 114

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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 17% of assets, up from 16% 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.