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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
BLFS icon
3226
BioLife Solutions
BLFS
$1.72B
$143K ﹤0.01%
27,800
-9,799
-26% -$53K
OXFD
3227
DELISTED
Oxford Immunotec Global PLC Ordinary Shares
OXFD
$142K ﹤0.01%
11,400
-91,600
-89% -$1.11M
TCCO
3228
DELISTED
Technical Communications Corporation
TCCO
$141K ﹤0.01%
26,900
+8,700
+48% +$70.3K
ARMP icon
3229
Armata Pharmaceuticals
ARMP
$177M
$137K ﹤0.01%
8,954
-929
-9% -$16.5K
OTTW
3230
DELISTED
Ottawa Bancorp, Inc. Common Stock
OTTW
$137K ﹤0.01%
+10,000
New +$140K
SELF
3231
Global Self Storage
SELF
$58.9M
$136K ﹤0.01%
30,700
-15,996
-34% -$71.2K
CPAC
3232
Cementos Pacasmayo
CPAC
$1.03B
$133K ﹤0.01%
11,109
-1,824
-14% -$22.5K
SACH
3233
Sachem Capital Corp
SACH
$37.6M
$132K ﹤0.01%
38,000
+21,000
+124% +$77K
ANTH
3234
DELISTED
Anthera Pharmaceuticals, Inc.
ANTH
$132K ﹤0.01%
+414,425
New +$619K
MBAI
3235
Check-Cap
MBAI
$9.75M
$130K ﹤0.01%
150
+89
+146% +$114K
SSKN
3236
DELISTED
Strata Skin Sciences
SSKN
$130K ﹤0.01%
11,092
+1,530
+16% +$20.4K
TRNX
3237
DELISTED
Taronis Technologies, Inc. Common Stock
TRNX
$129K ﹤0.01%
1,403
+1,166
+492% +$250K
ZAIS
3238
DELISTED
ZAIS Group Holdings, Inc.
ZAIS
$129K ﹤0.01%
+31,900
New +$128K
PLXP
3239
DELISTED
PLx Pharma Inc. Common Stock
PLXP
$128K ﹤0.01%
38,212
+5,700
+18% +$36.1K
FELP
3240
DELISTED
Foresight Energy LP
FELP
$128K ﹤0.01%
36,300
-14,638
-29% -$57.9K
JTPY
3241
DELISTED
JetPay Corporation
JTPY
$128K ﹤0.01%
52,100
+37,700
+262% +$85.9K
UNAM
3242
DELISTED
Unico American Corp
UNAM
$127K ﹤0.01%
16,000
+200
+1% +$1.68K
ASV
3243
DELISTED
ASV Holdings, Inc. Common Stock
ASV
$126K ﹤0.01%
17,400
-2,100
-11% -$17.8K
ELTK icon
3244
Eltek
ELTK
$57.1M
$125K ﹤0.01%
34,401
+2,800
+9% +$11.4K
LPCN icon
3245
Lipocine
LPCN
$17M
$125K ﹤0.01%
+4,818
New +$134K
WYY icon
3246
WidePoint Corp
WYY
$115M
$124K ﹤0.01%
21,350
+9,010
+73% +$50.3K
TRAW icon
3247
Traws Pharma
TRAW
$9.14M
$123K ﹤0.01%
26
+7
+37% +$50K
TAIT
3248
DELISTED
Taitron Components
TAIT
$122K ﹤0.01%
80,200
-5,200
-6% -$8.18K
DXLG icon
3249
Destination XL Group
DXLG
$33.2M
$121K ﹤0.01%
69,300
-22,100
-24% -$52.7K
BDSI
3250
DELISTED
BioDelivery Sciences International, Inc.
BDSI
$119K ﹤0.01%
53,000
-404,900
-88% -$948K
128 129
130
131 132

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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.