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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
BVSN
3151
DELISTED
Broadvision Inc Com
BVSN
$227K ﹤0.01%
81,400
+1,100
+1% +$3.34K
IYK icon
3152
iShares US Consumer Staples ETF
IYK
$1.43B
$226K ﹤0.01%
+5,700
New +$236K
STKS icon
3153
The ONE Group
STKS
$56.8M
$225K ﹤0.01%
81,900
+56,400
+221% +$138K
ATEX icon
3154
Anterix
ATEX
$1.79B
$224K ﹤0.01%
+7,500
New +$251K
CSBR icon
3155
Champions Oncology
CSBR
$70.6M
$224K ﹤0.01%
61,600
-495
-0.8% -$1.85K
TIO
3156
DELISTED
Tingo Group, Inc. Common Stock
TIO
$224K ﹤0.01%
+170,000
New +$209K
TVTY
3157
DELISTED
Tivity Health, Inc. Common Stock
TVTY
$222K ﹤0.01%
+5,600
New +$217K
MBCN
3158
DELISTED
Middlefield Banc Corp
MBCN
$221K ﹤0.01%
+9,000
New +$221K
PDP icon
3159
Invesco Dorsey Wright Momentum ETF
PDP
$1.53B
$221K ﹤0.01%
+4,200
New +$225K
ELP
3160
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$219K ﹤0.01%
69,750
-157,250
-69% -$483K
CATO icon
3161
Cato Corp
CATO
$66.7M
$217K ﹤0.01%
14,700
-99,050
-87% -$1.25M
GLIN icon
3162
VanEck India Growth Leaders ETF
GLIN
$93.5M
$217K ﹤0.01%
3,800
-1,200
-24% -$76.6K
SNOA icon
3163
Sonoma Pharmaceuticals
SNOA
$6.41M
$217K ﹤0.01%
327
+1
+0.3% +$822
APEN
3164
DELISTED
Apollo Endosurgery, Inc.
APEN
$217K ﹤0.01%
34,600
+12,100
+54% +$76.2K
TCI icon
3165
Transcontinental Realty Investors
TCI
$312M
$215K ﹤0.01%
+5,300
New +$183K
VRDN icon
3166
Viridian Therapeutics
VRDN
$2.49B
$215K ﹤0.01%
2,048
-3,419
-63% -$371K
RMGN
3167
DELISTED
RMG Networks Holding Corporation
RMGN
$214K ﹤0.01%
150,375
+43,600
+41% +$46.8K
GEVO icon
3168
Gevo
GEVO
$401M
$210K ﹤0.01%
22,782
+19,970
+710% +$208K
FNX icon
3169
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.41B
$209K ﹤0.01%
+3,200
New +$213K
FEM icon
3170
First Trust Emerging Markets AlphaDEX Fund
FEM
$788M
$208K ﹤0.01%
+7,100
New +$210K
GTN.A icon
3171
Gray Media Inc
GTN.A
$612M
$207K ﹤0.01%
19,300
+600
+3% +$7.79K
VCR icon
3172
Vanguard Consumer Discretionary ETF
VCR
$6.11B
$206K ﹤0.01%
1,300
-3,300
-72% -$540K
BKSC
3173
DELISTED
Bank of South Carolina
BKSC
$206K ﹤0.01%
+11,300
New +$202K
NAK
3174
Northern Dynasty Minerals
NAK
$930M
$205K ﹤0.01%
220,700
-172,300
-44% -$207K
SXE
3175
DELISTED
Southcross Energy Partners, L.P.
SXE
$205K ﹤0.01%
125,463
-22,409
-15% -$41.6K
125 126
127
128 129

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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.