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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
ESE icon
3101
ESCO Technologies
ESE
$7.79B
$281K ﹤0.01%
+4,800
New +$295K
VOC icon
3102
VOC Energy
VOC
$55.8M
$279K ﹤0.01%
68,530
+49,530
+261% +$258K
BIO.B icon
3103
Bio-Rad Laboratories Class B
BIO.B
$276K ﹤0.01%
1,100
– –
IOO icon
3104
iShares Global 100 ETF
IOO
$9.46B
$274K ﹤0.01%
+6,000
New +$282K
SSBI icon
3105
Summit State Bank
SSBI
$87.4M
$274K ﹤0.01%
22,385
+3,960
+21% +$47.6K
BPTH
3106
DELISTED
Bio-Path Holdings Inc
BPTH
$273K ﹤0.01%
342
+171
+100% +$133K
MTR
3107
Mesa Royalty Trust
MTR
$5.27M
$271K ﹤0.01%
18,058
+1,630
+10% +$26.6K
AHPI
3108
DELISTED
Allied Healthcare Products
AHPI
$271K ﹤0.01%
95,238
+7,288
+8% +$19.1K
DIV icon
3109
Global X SuperDividend US ETF
DIV
$780M
$270K ﹤0.01%
11,229
-1,466
-12% -$36.1K
SIEN
3110
DELISTED
Sientra, Inc.
SIEN
$270K ﹤0.01%
2,790
-10,970
-80% -$1.21M
SCHC icon
3111
Schwab International Small-Cap Equity ETF
SCHC
$5.69B
$268K ﹤0.01%
7,334
-8,283
-53% -$308K
IVOO icon
3112
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.95B
$266K ﹤0.01%
+4,200
New +$271K
TAYD icon
3113
Taylor Devices
TAYD
$170M
$266K ﹤0.01%
24,400
-1,100
-4% -$13K
ORKA
3114
Oruka Therapeutics
ORKA
$7.16B
$266K ﹤0.01%
2,470
+1,870
+312% +$502K
SYBX
3115
DELISTED
Synlogic
SYBX
$265K ﹤0.01%
1,885
+574
+44% +$88.9K
SDPI
3116
DELISTED
Superior Drilling Products Inc.
SDPI
$265K ﹤0.01%
159,405
+131,505
+471% +$201K
CASY icon
3117
Casey's General Stores
CASY
$31.6B
$263K ﹤0.01%
+2,400
New +$278K
WF icon
3118
Woori Financial
WF
$17.2B
$263K ﹤0.01%
6,369
-13,623
-68% -$620K
FTC icon
3119
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.4B
$262K ﹤0.01%
+4,100
New +$264K
VHT icon
3120
Vanguard Health Care ETF
VHT
$19B
$261K ﹤0.01%
+1,700
New +$271K
STDY
3121
DELISTED
SteadyMed Ltd
STDY
$259K ﹤0.01%
79,600
-10,497
-12% -$34.7K
DLN icon
3122
WisdomTree US LargeCap Dividend Fund
DLN
$6.45B
$257K ﹤0.01%
+5,800
New +$267K
BNFT
3123
DELISTED
Benefitfocus, Inc.
BNFT
$257K ﹤0.01%
+10,550
New +$264K
IMUC
3124
DELISTED
ImmunoCellular Therapeutics, Ltd.
IMUC
$256K ﹤0.01%
1,022,104
+431,500
+73% +$119K
GRUB
3125
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
$254K ﹤0.01%
+1,250
New +$221K
123 124
125
126 127

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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.