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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
AFBI
3126
DELISTED
Affinity Bancshares
AFBI
$253K ﹤0.01%
+20,204
New +$256K
STBA icon
3127
S&T Bancorp
STBA
$1.82B
$252K ﹤0.01%
+6,300
New +$256K
HLX icon
3128
Helix Energy Solutions
HLX
$1.49B
$251K ﹤0.01%
43,427
-131,400
-75% -$921K
NBSE
3129
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
$251K ﹤0.01%
2,856
+231
+9% +$34.4K
SIF icon
3130
SIFCO Industries
SIF
$121M
$247K ﹤0.01%
44,800
+3,500
+8% +$20.9K
CQQQ icon
3131
Invesco China Technology ETF
CQQQ
$3.19B
$245K ﹤0.01%
+4,090
New +$259K
CIZN
3132
DELISTED
Citizens Holding Co.
CIZN
$245K ﹤0.01%
11,200
+800
+8% +$17.6K
SMSI icon
3133
Smith Micro Software
SMSI
$16.2M
$243K ﹤0.01%
3,478
-1,065
-23% -$93.9K
HFBC
3134
DELISTED
HopFed Bancorp Inc
HFBC
$242K ﹤0.01%
16,600
+6,600
+66% +$98.7K
RESN
3135
DELISTED
Resonant Inc.
RESN
$241K ﹤0.01%
+75,500
New +$387K
OBCI
3136
DELISTED
Ocean Bio-Chem Inc
OBCI
$240K ﹤0.01%
58,300
-11,500
-16% -$45.9K
DHS icon
3137
WisdomTree US High Dividend Fund
DHS
$1.6B
$238K ﹤0.01%
+3,500
New +$248K
ADYX
3138
DELISTED
Adynxx Inc
ADYX
$238K ﹤0.01%
20,430
+983
+5% +$11.3K
AFMD
3139
DELISTED
Affimed
AFMD
$237K ﹤0.01%
12,790
+6,580
+106% +$124K
DBJP icon
3140
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$726M
$237K ﹤0.01%
+5,600
New +$244K
DTRM
3141
DELISTED
Determine, Inc. Common Stock
DTRM
$237K ﹤0.01%
166,714
-19,400
-10% -$32.9K
GNBC
3142
DELISTED
Green Bancorp, Inc
GNBC
$236K ﹤0.01%
+10,600
New +$240K
ACHV icon
3143
Achieve Life Sciences
ACHV
$744M
$235K ﹤0.01%
924
+110
+14% +$31.5K
TRVN
3144
DELISTED
Trevena, Inc.
TRVN
$235K ﹤0.01%
229
+208
+990% +$229K
CFRX
3145
DELISTED
ContraFect Corporation
CFRX
$232K ﹤0.01%
178
-65
-27% -$80.2K
PVBC
3146
DELISTED
Provident Bancorp
PVBC
$231K ﹤0.01%
17,583
-2,021
-10% -$25.3K
ALDX icon
3147
Aldeyra Therapeutics
ALDX
$86.9M
$230K ﹤0.01%
30,600
-31,500
-51% -$239K
GIGM icon
3148
GigaMedia
GIGM
$16.7M
$230K ﹤0.01%
81,300
+34,514
+74% +$108K
CYAD
3149
DELISTED
Celyad Oncology SA American Depositary Shares
CYAD
$230K ﹤0.01%
6,560
+1,300
+25% +$54.1K
DTEA
3150
DELISTED
DAVIDsTEA Inc. Common Stock
DTEA
$227K ﹤0.01%
66,900
+18,000
+37% +$66K
124 125
126
127 128

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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.