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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
DFS
3076
DELISTED
Discover Financial Services
DFS
$302K ﹤0.01%
+4,200
New +$324K
SCHM icon
3077
Schwab US Mid-Cap ETF
SCHM
$15.3B
$301K ﹤0.01%
+17,100
New +$307K
SEI
3078
Solaris Energy Infrastructure
SEI
$3.94B
$301K ﹤0.01%
18,200
-177,600
-91% -$3.34M
BLV icon
3079
Vanguard Long-Term Bond ETF
BLV
$5.73B
$300K ﹤0.01%
+3,300
New +$301K
TRIL
3080
DELISTED
Trillium Therapeutics Inc.
TRIL
$300K ﹤0.01%
41,700
-115,322
-73% -$874K
TVIX
3081
DELISTED
VelocityShares Daily 2x VIX Short Term ETN
TVIX
$296K ﹤0.01%
+314
New +$235K
AEY
3082
DELISTED
ADDvantage Technologies Group
AEY
$295K ﹤0.01%
23,010
+810
+4% +$11.3K
TIG
3083
DELISTED
TiGenix American Depositary Shares
TIG
$294K ﹤0.01%
+6,800
New +$279K
SCKT icon
3084
Socket Mobile
SCKT
$11.2M
$292K ﹤0.01%
90,500
+3,093
+4% +$11.5K
VIS icon
3085
Vanguard Industrials ETF
VIS
$8.5B
$292K ﹤0.01%
2,100
-5,000
-70% -$720K
XAR icon
3086
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
$290K ﹤0.01%
+3,340
New +$290K
ALTO icon
3087
Alto Ingredients
ALTO
$326M
$289K ﹤0.01%
+96,200
New +$385K
MOAT icon
3088
VanEck Morningstar Wide Moat ETF
MOAT
$12.5B
$289K ﹤0.01%
+6,970
New +$303K
OCC icon
3089
Optical Cable Corp
OCC
$147M
$289K ﹤0.01%
96,500
+1,000
+1% +$2.55K
HSTO
3090
DELISTED
Histogen Inc. Common Stock
HSTO
$289K ﹤0.01%
247
+103
+72% +$114K
HACK icon
3091
Amplify Cybersecurity ETF
HACK
$3.08B
$288K ﹤0.01%
+8,390
New +$283K
PDSB icon
3092
PDS Biotechnology
PDSB
$13M
$287K ﹤0.01%
12,170
+3,430
+39% +$923K
RNDB
3093
DELISTED
Randolph Bancorp, Inc. Common Stock
RNDB
$287K ﹤0.01%
17,698
-102
-0.6% -$1.61K
VALU icon
3094
Value Line
VALU
$341M
$284K ﹤0.01%
15,500
+100
+0.6% +$1.9K
ABAC
3095
DELISTED
Renmin Tianli Group, Inc. Common Shares
ABAC
$284K ﹤0.01%
124,475
+6,400
+5% +$16.8K
IMO icon
3096
Imperial Oil
IMO
$64B
$283K ﹤0.01%
10,695
-47,200
-82% -$1.36M
PSV
3097
DELISTED
Hermitage Offshore Services Ltd.
PSV
$283K ﹤0.01%
25,771
-1,967
-7% -$23.8K
SPLV icon
3098
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$282K ﹤0.01%
+6,000
New +$284K
FWP
3099
DELISTED
Forward Pharma A/S American Depositary Shares
FWP
$282K ﹤0.01%
18,586
-9,000
-33% -$219K
BCLI
3100
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
$281K ﹤0.01%
5,940
-1,697
-22% -$85.4K
122 123
124
125 126

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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.