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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
ELDN icon
2876
Eledon Pharmaceuticals
ELDN
$291M
$554K ﹤0.01%
6,104
+922
+18% +$67.9K
PKW icon
2877
Invesco BuyBack Achievers ETF
PKW
$1.8B
$552K ﹤0.01%
+9,700
New +$581K
TK icon
2878
Teekay
TK
$1.03B
$552K ﹤0.01%
+68,200
New +$589K
LGIH icon
2879
LGI Homes
LGIH
$1.32B
$550K ﹤0.01%
7,800
-39,700
-84% -$2.69M
RESI
2880
DELISTED
Front Yard Residential Corporation Common Stock
RESI
$550K ﹤0.01%
54,692
-56,808
-51% -$605K
SLS icon
2881
SELLAS Life Sciences
SLS
$2.5B
$549K ﹤0.01%
3,181
+1,074
+51% +$307K
SDLP
2882
DELISTED
SEADRILL PARTNERS LLC
SDLP
$547K ﹤0.01%
19,889
+15,793
+386% +$537K
DXR icon
2883
Daxor
DXR
$59.5M
$543K ﹤0.01%
56,700
+900
+2% +$5.2K
PRFZ icon
2884
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.92B
$541K ﹤0.01%
+21,000
New +$550K
HTM
2885
DELISTED
U.S. Geothermal Inc.
HTM
$541K ﹤0.01%
100,949
-106,223
-51% -$530K
VRN
2886
DELISTED
Veren
VRN
$539K ﹤0.01%
79,200
-389,617
-83% -$2.95M
HYMB icon
2887
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.37B
$538K ﹤0.01%
19,308
-3,092
-14% -$85.8K
TV icon
2888
Televisa
TV
$1.49B
$538K ﹤0.01%
+33,700
New +$616K
DNBF
2889
DELISTED
DNB Financial Corp
DNBF
$538K ﹤0.01%
15,098
+3,598
+31% +$124K
CZWI icon
2890
Citizens Community Bancorp
CZWI
$200M
$537K ﹤0.01%
38,300
+14,800
+63% +$204K
RDY icon
2891
Dr. Reddy's Laboratories
RDY
$10.3B
$536K ﹤0.01%
+82,000
New +$575K
AINC
2892
DELISTED
Ashford Inc.
AINC
$534K ﹤0.01%
5,580
+500
+10% +$47.2K
RVP icon
2893
Retractable Technologies
RVP
$20.2M
$533K ﹤0.01%
517,100
+277,300
+116% +$235K
TPST icon
2894
Tempest Therapeutics
TPST
$18.7M
$533K ﹤0.01%
225
-42
-16% -$126K
APEX
2895
DELISTED
Apex Global Brands Inc. Common Stock
APEX
$533K ﹤0.01%
13,657
+54
+0.4% +$2.51K
OIG
2896
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$532K ﹤0.01%
5,118
+733
+17% +$81K
TBT icon
2897
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$306M
$530K ﹤0.01%
+14,600
New +$542K
MOD icon
2898
Modine Manufacturing
MOD
$10.6B
$529K ﹤0.01%
25,000
-269,309
-92% -$6.13M
SUB icon
2899
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$524K ﹤0.01%
+5,000
New +$524K
MMAC
2900
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
$523K ﹤0.01%
19,238
+3,687
+24% +$101K
114 115
116
117 118

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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.