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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
NVTR
3051
DELISTED
Nuvectra Corporation Common Stock
NVTR
$324K ﹤0.01%
24,900
-14,800
-37% -$150K
GTIM icon
3052
Good Times Restaurants
GTIM
$17.2M
$323K ﹤0.01%
106,000
+31,300
+42% +$82.8K
NERV icon
3053
Minerva Neurosciences
NERV
$187M
$323K ﹤0.01%
6,450
-1,938
-23% -$93.1K
SIGI icon
3054
Selective Insurance
SIGI
$5.59B
$322K ﹤0.01%
+5,300
New +$312K
VIOO icon
3055
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.35B
$322K ﹤0.01%
+4,600
New +$325K
GEOS icon
3056
Geospace Technologies
GEOS
$66.5M
$321K ﹤0.01%
+32,507
New +$399K
VONG icon
3057
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$321K ﹤0.01%
+9,200
New +$331K
VTIP icon
3058
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$321K ﹤0.01%
+6,566
New +$320K
SUP
3059
DELISTED
Superior Industries International
SUP
$319K ﹤0.01%
+24,000
New +$376K
DWM icon
3060
WisdomTree International Equity Fund
DWM
$694M
$318K ﹤0.01%
+5,798
New +$327K
XTNT icon
3061
Xtant Medical Holdings
XTNT
$43.8M
$318K ﹤0.01%
40,248
+15,924
+65% +$105K
DVYE icon
3062
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
$317K ﹤0.01%
7,300
-2,000
-22% -$87.7K
EWS icon
3063
iShares MSCI Singapore ETF
EWS
$1.16B
$317K ﹤0.01%
+11,900
New +$321K
NBTB icon
3064
NBT Bancorp
NBTB
$2.79B
$316K ﹤0.01%
+8,900
New +$326K
TENX icon
3065
Tenax Therapeutics
TENX
$68.5M
$313K ﹤0.01%
36
+33
+1,100% +$380K
VFH icon
3066
Vanguard Financials ETF
VFH
$14B
$313K ﹤0.01%
4,500
-600
-12% -$43.3K
MNDO icon
3067
Mind CTI
MNDO
$20.6M
$311K ﹤0.01%
140,504
+20,104
+17% +$52.8K
VERU icon
3068
Veru
VERU
$46M
$310K ﹤0.01%
17,140
-6,900
-29% -$103K
SCHD icon
3069
Schwab US Dividend Equity ETF
SCHD
$108B
$309K ﹤0.01%
+18,900
New +$322K
DSS icon
3070
DSS Inc
DSS
$5.18M
$308K ﹤0.01%
412
+179
+77% +$148K
KTCC icon
3071
Key Tronic
KTCC
$42.8M
$308K ﹤0.01%
44,268
-2,332
-5% -$16.5K
PDEX icon
3072
Pro-Dex
PDEX
$217M
$308K ﹤0.01%
44,967
-7,033
-14% -$48.5K
ICBK
3073
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$308K ﹤0.01%
+10,552
New +$308K
HHH icon
3074
Howard Hughes
HHH
$4.04B
$306K ﹤0.01%
2,308
-31,020
-93% -$3.8M
OCIP
3075
DELISTED
OCI Partners LP
OCIP
$304K ﹤0.01%
33,256
+6,078
+22% +$54.9K
121 122
123
124 125

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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.