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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
PSK icon
3026
State Street SPDR ICE Preferred Securities ETF
PSK
$685M
$345K ﹤0.01%
+7,939
New +$342K
IUSG icon
3027
iShares Core S&P US Growth ETF
IUSG
$34B
$344K ﹤0.01%
+6,300
New +$353K
MBFI
3028
DELISTED
MB Financial Corp
MBFI
$344K ﹤0.01%
+8,493
New +$368K
DJCO icon
3029
Daily Journal
DJCO
$828M
$343K ﹤0.01%
1,500
– –
YANG icon
3030
Direxion Daily FTSE China Bear 3X ETF
YANG
$99.3M
$342K ﹤0.01%
+349
New +$327K
INFY icon
3031
Infosys
INFY
$50.3B
$339K ﹤0.01%
+38,000
New +$337K
JPIN icon
3032
JPMorgan Diversified Return International Equity ETF
JPIN
$374M
$339K ﹤0.01%
+5,700
New +$343K
MRTN icon
3033
Marten Transport
MRTN
$1.24B
$337K ﹤0.01%
+22,200
New +$330K
FRPH icon
3034
FRP Holdings
FRPH
$425M
$336K ﹤0.01%
12,000
-2,000
-14% -$50.8K
FXD icon
3035
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$273M
$336K ﹤0.01%
+8,200
New +$350K
MSB
3036
Mesabi Trust
MSB
$305M
$335K ﹤0.01%
13,000
-57,100
-81% -$1.53M
EFA icon
3037
iShares MSCI EAFE ETF
EFA
$80.3B
$334K ﹤0.01%
+4,800
New +$342K
BSM icon
3038
Black Stone Minerals
BSM
$3.06B
$333K ﹤0.01%
20,127
+6,443
+47% +$115K
BTE icon
3039
Baytex Energy
BTE
$3B
$333K ﹤0.01%
121,600
+3,600
+3% +$10.5K
JMP
3040
DELISTED
JMP Group LLC
JMP
$333K ﹤0.01%
65,980
-18,853
-22% -$101K
ERNA icon
3041
Eterna Therapeutics
ERNA
$5.02M
$332K ﹤0.01%
3
– –
CASM
3042
DELISTED
CAS Medical Systems, Inc.
CASM
$331K ﹤0.01%
262,600
-7,400
-3% -$8.35K
PXF icon
3043
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.98B
$330K ﹤0.01%
+7,400
New +$340K
FDT icon
3044
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.33B
$327K ﹤0.01%
+5,200
New +$332K
NEO icon
3045
NeoGenomics
NEO
$2.11B
$327K ﹤0.01%
+40,100
New +$325K
ARLZ
3046
DELISTED
Aralez Pharmaceuticals Inc.
ARLZ
$327K ﹤0.01%
217,700
+173,600
+394% +$303K
SLYG icon
3047
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.23B
$326K ﹤0.01%
5,600
+2,000
+56% +$116K
DLA
3048
DELISTED
Delta Apparel Inc.
DLA
$326K ﹤0.01%
18,100
-2,500
-12% -$48.3K
NEGG icon
3049
Newegg Commerce
NEGG
$397M
$325K ﹤0.01%
1,106
+963
+673% +$351K
TNXP icon
3050
Tonix Pharmaceuticals
TNXP
$214M
– –
0
– –
120 121
122
123 124

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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.