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 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
IHC
2826
DELISTED
Independence Holding Company
IHC
$642K ﹤0.01%
18,000
-9,200
-34% -$270K
SALM
2827
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$641K ﹤0.01%
178,100
-105,300
-37% -$452K
SCHH icon
2828
Schwab US REIT ETF
SCHH
$11.4B
$635K ﹤0.01%
33,200
+17,400
+110% +$335K
VOT icon
2829
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.3B
$635K ﹤0.01%
+4,900
New +$644K
SCHF icon
2830
Schwab International Equity ETF
SCHF
$69.3B
$634K ﹤0.01%
+37,600
New +$648K
STRM
2831
DELISTED
Streamline Health Solutions
STRM
$634K ﹤0.01%
22,960
+1,793
+8% +$46.4K
GFED
2832
DELISTED
Guaranty Federal Bancshares In
GFED
$634K ﹤0.01%
27,000
+900
+3% +$20.4K
MHH icon
2833
Mastech Digital
MHH
$92.7M
$633K ﹤0.01%
102,600
+50,000
+95% +$282K
CYAN
2834
DELISTED
Cyanotech Corp
CYAN
$633K ﹤0.01%
124,200
+12,200
+11% +$57.1K
TTNP
2835
DELISTED
Titan Pharmaceuticals
TTNP
$632K ﹤0.01%
167
+14
+9% +$58.5K
ANSS
2836
DELISTED
Ansys
ANSS
$631K ﹤0.01%
4,029
-104,800
-96% -$16.8M
FCCO icon
2837
First Community Corp
FCCO
$321M
$630K ﹤0.01%
27,500
+12,100
+79% +$265K
VOLT
2838
DELISTED
Volt Information Sciences, Inc.
VOLT
$629K ﹤0.01%
206,300
+3,500
+2% +$13.7K
IUSV icon
2839
iShares Core S&P US Value ETF
IUSV
$28B
$627K ﹤0.01%
11,800
+2,000
+20% +$111K
OPOF
2840
DELISTED
Old Point Financial
OPOF
$623K ﹤0.01%
23,600
+1,400
+6% +$37.9K
IFGL icon
2841
iShares International Developed Real Estate ETF
IFGL
$82.3M
$621K ﹤0.01%
+20,900
New +$628K
SPLP
2842
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
$621K ﹤0.01%
34,700
-600
-2% -$11.7K
VSS icon
2843
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12B
$620K ﹤0.01%
5,200
-13,600
-72% -$1.64M
IWR icon
2844
iShares Russell Mid-Cap ETF
IWR
$58.3B
$619K ﹤0.01%
+12,000
New +$632K
MDWD icon
2845
MediWound
MDWD
$179M
$615K ﹤0.01%
16,886
+2,515
+18% +$79.2K
ESBK
2846
DELISTED
Elmira Savings Bank Elmira NY
ESBK
$615K ﹤0.01%
31,500
+14,385
+84% +$281K
RRTS
2847
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
$613K ﹤0.01%
+9,648
New +$1.25M
WLH
2848
DELISTED
WILLIAM LYON HOMES
WLH
$613K ﹤0.01%
22,300
-315,800
-93% -$8.79M
SEM
2849
DELISTED
Select Medical
SEM
$612K ﹤0.01%
+65,888
New +$627K
LONE
2850
DELISTED
Lonestar Resources US Inc. Class A Common Stock
LONE
$611K ﹤0.01%
140,700
+33,200
+31% +$140K
112 113
114
115 116

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 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.