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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
NTIC icon
2801
Northern Technologies International Corp
NTIC
$76.8M
$697K ﹤0.01%
61,400
+7,800
+15% +$90.8K
SKYY icon
2802
First Trust Cloud Computing ETF
SKYY
$3.38B
$697K ﹤0.01%
+14,400
New +$702K
VEU icon
2803
Vanguard FTSE All-World ex-US ETF
VEU
$70.6B
$696K ﹤0.01%
+12,800
New +$713K
LITB
2804
LightInTheBox
LITB
$56.7M
$692K ﹤0.01%
51,683
-20,917
-29% -$302K
BLCM
2805
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
$690K ﹤0.01%
+10,520
New +$794K
CCEP icon
2806
Coca-Cola Europacific Partners
CCEP
$47.3B
$687K ﹤0.01%
16,500
-391,000
-96% -$15.4M
ZDGE icon
2807
Zedge
ZDGE
$38.6M
$681K ﹤0.01%
212,794
+4,900
+2% +$15.5K
NVGS icon
2808
Navigator Holdings
NVGS
$1.26B
$676K ﹤0.01%
+57,500
New +$662K
EGLT
2809
DELISTED
Egalet Corporation
EGLT
$676K ﹤0.01%
1,072,400
+350,600
+49% +$303K
PEBK icon
2810
Peoples Bancorp of North Carolina
PEBK
$239M
$671K ﹤0.01%
21,856
+3,638
+20% +$110K
VIV icon
2811
Telefônica Brasil
VIV
$18.5B
$670K ﹤0.01%
43,593
-269,360
-86% -$4.26M
CRHM
2812
DELISTED
CRH Medical Corporation
CRHM
$670K ﹤0.01%
262,800
-35,400
-12% -$99.3K
MNOV icon
2813
MediciNova
MNOV
$65.5M
$666K ﹤0.01%
65,200
-14,300
-18% -$142K
PXH icon
2814
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.96B
$666K ﹤0.01%
28,326
+9,600
+51% +$229K
CCM
2815
Concord Medical Services
CCM
$20.8M
$665K ﹤0.01%
23,250
-610
-3% -$17.9K
CVU icon
2816
CPI Aerostructures
CVU
$75M
$665K ﹤0.01%
68,200
+10,300
+18% +$89K
PFG icon
2817
Principal Financial Group
PFG
$24.4B
$664K ﹤0.01%
10,900
-161,200
-94% -$10.6M
ATHX
2818
DELISTED
Athersys, Inc. Common Stock
ATHX
$664K ﹤0.01%
14,512
-13,740
-49% -$593K
INSG icon
2819
Inseego
INSG
$82.6M
$661K ﹤0.01%
37,150
+4,450
+14% +$83.7K
VNCE icon
2820
Vince Holding Corp
VNCE
$77.6M
$661K ﹤0.01%
73,900
+13,100
+22% +$101K
YTEN
2821
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$661K ﹤0.01%
353
+270
+325% +$457K
EWL icon
2822
iShares MSCI Switzerland ETF
EWL
$2.22B
$653K ﹤0.01%
19,000
-28,600
-60% -$1.02M
RSPT icon
2823
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$6.05B
$651K ﹤0.01%
+43,000
New +$659K
ICCC icon
2824
ImmuCell
ICCC
$99.3M
$645K ﹤0.01%
92,100
-1,800
-2% -$13.2K
DCOY
2825
Decoy Therapeutics
DCOY
$1.92M
– –
0
– –
111 112
113
114 115

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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.