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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
CRT
2901
Cross Timbers Royalty Trust
CRT
$60.6M
$520K ﹤0.01%
35,595
+4,293
+14% +$64.2K
WSCI
2902
DELISTED
WSI Industries Inc
WSCI
$520K ﹤0.01%
106,100
+17,200
+19% +$91.8K
LZB icon
2903
La-Z-Boy
LZB
$1.64B
$518K ﹤0.01%
+17,300
New +$531K
RAS
2904
DELISTED
RAIT Financial Trust
RAS
$518K ﹤0.01%
3,209,100
-370,100
-10% -$136K
FM
2905
DELISTED
iShares Frontier and Select EM ETF
FM
$516K ﹤0.01%
14,700
-13,400
-48% -$466K
RWR icon
2906
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
$514K ﹤0.01%
5,965
+3,100
+108% +$269K
SRL icon
2907
Scully Royalty
SRL
$90.9M
$512K ﹤0.01%
82,355
-33,015
-29% -$219K
FXR icon
2908
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$771M
$511K ﹤0.01%
+12,900
New +$526K
BKEP
2909
DELISTED
Blueknight Energy Partners L.P.
BKEP
$509K ﹤0.01%
119,648
-23,460
-16% -$117K
IJT icon
2910
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.43B
$504K ﹤0.01%
+5,800
New +$505K
AOA icon
2911
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.3B
$503K ﹤0.01%
9,400
+5,000
+114% +$273K
ALT icon
2912
Altimmune
ALT
$570M
$502K ﹤0.01%
14,419
-6,535
-31% -$328K
IGM icon
2913
iShares Expanded Tech Sector ETF
IGM
$10.9B
$502K ﹤0.01%
+16,800
New +$510K
IXJ icon
2914
iShares Global Healthcare ETF
IXJ
$4.23B
$501K ﹤0.01%
9,000
+2,600
+41% +$150K
GLMD icon
2915
Galmed Pharmaceuticals
GLMD
$4.63M
$500K ﹤0.01%
498
+289
+138% +$421K
TSRI
2916
DELISTED
TSR Inc. New
TSRI
$496K ﹤0.01%
79,950
+5,100
+7% +$31.9K
SAH icon
2917
Sonic Automotive
SAH
$2.56B
$495K ﹤0.01%
+26,100
New +$527K
FGNX
2918
FG Nexus Inc
FGNX
$40.2M
$493K ﹤0.01%
551
+4
+0.7% +$3.5K
FBT icon
2919
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
$492K ﹤0.01%
+3,700
New +$505K
AZRE
2920
DELISTED
Azure Power Global Limited
AZRE
$490K ﹤0.01%
37,000
+9,700
+36% +$153K
DFE icon
2921
WisdomTree Europe SmallCap Dividend Fund
DFE
$169M
$489K ﹤0.01%
7,000
-12,700
-64% -$912K
ALIM
2922
DELISTED
Alimera Sciences
ALIM
$489K ﹤0.01%
31,667
+3,907
+14% +$69.3K
AGN
2923
DELISTED
Allergan plc
AGN
$488K ﹤0.01%
2,900
-723,369
-100% -$121M
MTDR icon
2924
Matador Resources
MTDR
$6.5B
$485K ﹤0.01%
+16,200
New +$492K
GBL
2925
DELISTED
GAMCO Investors, Inc.
GBL
$484K ﹤0.01%
19,500
-74,500
-79% -$2.06M
115 116
117
118 119

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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.