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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
RWO icon
3001
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$366K ﹤0.01%
+7,900
New +$368K
RTC
3002
DELISTED
Baijiayun Group
RTC
$364K ﹤0.01%
24,980
+1,200
+5% +$20.7K
BSCI
3003
DELISTED
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
$364K ﹤0.01%
+17,232
New +$364K
CACC icon
3004
Credit Acceptance
CACC
$6.05B
$363K ﹤0.01%
+1,100
New +$364K
TUES
3005
DELISTED
Tuesday Morning Corp
TUES
$363K ﹤0.01%
+91,900
New +$298K
RIBT
3006
DELISTED
RiceBran Technologies
RIBT
$362K ﹤0.01%
23,020
+7,540
+49% +$110K
CLDX icon
3007
Celldex Therapeutics
CLDX
$3.35B
$360K ﹤0.01%
+10,294
New +$399K
INDY icon
3008
iShares S&P India Nifty 50 Index Fund
INDY
$562M
$360K ﹤0.01%
10,170
-9,443
-48% -$347K
BELFA icon
3009
Bel Fuse Inc Class A
BELFA
$3.4B
$359K ﹤0.01%
21,100
– –
ENG
3010
DELISTED
ENGlobal Corp
ENG
$359K ﹤0.01%
54,000
-2,713
-5% -$18.2K
GNR icon
3011
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.9B
$358K ﹤0.01%
7,400
-6,469
-47% -$322K
HR
3012
DELISTED
Healthcare Realty Trust Incorporated
HR
$355K ﹤0.01%
12,800
-195,000
-94% -$5.57M
MNI
3013
DELISTED
The McClatchy Company Class A Common Stock
MNI
$354K ﹤0.01%
38,230
-3,900
-9% -$35.1K
EPU icon
3014
iShares MSCI Peru and Global Exposure ETF
EPU
$542M
$353K ﹤0.01%
8,300
+1,300
+19% +$54.9K
TROX icon
3015
Tronox
TROX
$958M
$350K ﹤0.01%
19,000
-97,300
-84% -$1.94M
GPP
3016
DELISTED
Green Plains Partners LP
GPP
$350K ﹤0.01%
20,141
-26,800
-57% -$479K
NVCN
3017
DELISTED
Neovasc Inc.
NVCN
$350K ﹤0.01%
+229
New +$2M
CXRX
3018
DELISTED
Concordia International Corp. Common Stock
CXRX
$350K ﹤0.01%
719,079
+263,096
+58% +$173K
ARKW icon
3019
ARK Web x.0 ETF
ARKW
$1.82B
$349K ﹤0.01%
+7,000
New +$355K
ASH icon
3020
Ashland
ASH
$3.36B
$349K ﹤0.01%
5,000
-349,575
-99% -$25.2M
DES icon
3021
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
$348K ﹤0.01%
+12,700
New +$358K
VPU
3022
Vanguard Utilities ETF
VPU
$8.52B
$347K ﹤0.01%
+3,100
New +$342K
IYC icon
3023
iShares US Consumer Discretionary ETF
IYC
$1.22B
$346K ﹤0.01%
7,600
-800
-10% -$37.6K
COLL icon
3024
Collegium Pharmaceutical
COLL
$913M
$345K ﹤0.01%
13,500
-117,300
-90% -$2.79M
FEP icon
3025
First Trust Europe AlphaDEX Fund
FEP
$534M
$345K ﹤0.01%
8,700
-11,800
-58% -$475K
119 120
121
122 123

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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.