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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
ACCS
3176
ACCESS Newswire
ACCS
$18.7M
$204K ﹤0.01%
11,991
-9,009
-43% -$155K
AXIA.PR
3177
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$203K ﹤0.01%
35,865
+10,987
+44% +$65.3K
RDGT
3178
Ridgetech Inc
RDGT
$3.19M
$203K ﹤0.01%
4
– –
IMVP
3179
Invesco India ETF
IMVP
$108M
$201K ﹤0.01%
8,000
-2,900
-27% -$76K
UONE icon
3180
Urban One Class A
UONE
$23.5M
$201K ﹤0.01%
10,030
– –
PEGI
3181
DELISTED
Pattern Energy Group Inc. Class A
PEGI
$199K ﹤0.01%
11,500
-580,200
-98% -$11.3M
BLRX
3182
BioLineRX
BLRX
$11.8M
$195K ﹤0.01%
374
-351
-48% -$215K
GLDD
3183
DELISTED
Great Lakes Dredge & Dock
GLDD
$194K ﹤0.01%
42,100
-35,100
-45% -$167K
KZIA
3184
Kazia Therapeutics
KZIA
$151M
$193K ﹤0.01%
687
– –
LMST
3185
DELISTED
Limestone Bancorp, Inc. Common Stock
LMST
$193K ﹤0.01%
+14,100
New +$198K
BRN icon
3186
Barnwell Industries
BRN
$13.9M
$192K ﹤0.01%
102,500
+6,600
+7% +$14.1K
ENLV icon
3187
Enlivex Ltd
ENLV
$28.4M
$191K ﹤0.01%
806
+155
+24% +$50.1K
ESI icon
3188
Element Solutions
ESI
$9.51B
$190K ﹤0.01%
19,700
-1,655,600
-99% -$17.7M
NRT
3189
North European Oil Royalty Trust
NRT
$83.6M
$190K ﹤0.01%
22,983
-33,045
-59% -$278K
SVBI
3190
DELISTED
Severn Bancorp Inc/MD
SVBI
$190K ﹤0.01%
+26,400
New +$200K
AGFS
3191
DELISTED
AgroFresh Solutions Inc
AGFS
$187K ﹤0.01%
+25,500
New +$193K
BXE
3192
DELISTED
Bellatrix Exploration Ltd.
BXE
$186K ﹤0.01%
172,383
-22,217
-11% -$28.9K
CPHI icon
3193
China Pharma Holdings
CPHI
$44.2M
$185K ﹤0.01%
1,165
+95
+9% +$17K
SINT icon
3194
SiNtx Technologies
SINT
$10.9M
– –
0
– –
SSY
3195
DELISTED
SunLink Health Systems
SSY
$182K ﹤0.01%
132,900
+6,600
+5% +$9.84K
TI
3196
DELISTED
Telecom Italia
TI
$182K ﹤0.01%
18,993
-115,907
-86% -$1.07M
FLNA
3197
Filana Therapeutics
FLNA
$45.7M
$181K ﹤0.01%
25,562
-36,359
-59% -$245K
UFAB
3198
DELISTED
Unique Fabricating, Inc.
UFAB
$180K ﹤0.01%
+21,300
New +$170K
PCYO icon
3199
Pure Cycle
PCYO
$273M
$175K ﹤0.01%
+18,571
New +$160K
SNDA icon
3200
Sonida Senior Living
SNDA
$1.88B
$175K ﹤0.01%
1,087
-3,353
-76% -$596K
126 127
128
129 130

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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.