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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
SOFO
3251
DELISTED
Sonic Foundry, Inc. Common Stock
SOFO
$117K ﹤0.01%
52,519
+2,800
+6% +$6.87K
RLJE
3252
DELISTED
RLJ Entertainment, Inc.
RLJE
$114K ﹤0.01%
+25,600
New +$106K
FAC
3253
DELISTED
First Acceptance Corp.
FAC
$113K ﹤0.01%
133,000
-192,500
-59% -$207K
RHE
3254
DELISTED
Regional Health Properties, Inc.
RHE
$110K ﹤0.01%
24,683
+1,633
+7% +$5.17K
GNMX
3255
DELISTED
Aevi Genomic Medicine Inc
GNMX
$108K ﹤0.01%
53,700
-39,900
-43% -$74.9K
VII
3256
DELISTED
Vicon Industries, Inc.
VII
$106K ﹤0.01%
262,500
-59,300
-18% -$23.2K
SLNG icon
3257
Stabilis Solutions
SLNG
$104M
$102K ﹤0.01%
11,575
+262
+2% +$2.92K
ARAV
3258
DELISTED
Aravive, Inc. Common Stock
ARAV
$102K ﹤0.01%
+10,317
New +$116K
ECT
3259
DELISTED
ECA Marcellus Trust 1 Interest
ECT
$102K ﹤0.01%
58,914
-36,185
-38% -$76K
ITP icon
3260
IT Tech Packaging
ITP
$2.88M
$101K ﹤0.01%
8,520
+1,190
+16% +$15.7K
CHKR
3261
DELISTED
CHESAPEAKE GRANITE WASH TRUST
CHKR
$100K ﹤0.01%
80,100
-100,889
-56% -$175K
IMH
3262
DELISTED
Impac Mortgage Holdings Inc.
IMH
$99K ﹤0.01%
12,590
-23,817
-65% -$219K
AMS icon
3263
American Shared Hospital Services
AMS
$10.6M
$97K ﹤0.01%
37,950
-16,450
-30% -$43.6K
ESEA icon
3264
Euroseas
ESEA
$519M
$96K ﹤0.01%
6,851
+2,673
+64% +$33K
INDP icon
3265
Indaptus Therapeutics
INDP
$141M
$96K ﹤0.01%
7
-53
-88% -$751K
NOVN
3266
DELISTED
Novan, Inc. Common Stock
NOVN
$94K ﹤0.01%
+3,220
New +$108K
RGLS
3267
DELISTED
Regulus Therapeutics
RGLS
$93K ﹤0.01%
1,075
-72
-6% -$9.63K
AVGR
3268
DELISTED
Avinger, Inc. Common Stock
AVGR
$93K ﹤0.01%
23
+22
+2,200% +$266K
ASFI
3269
DELISTED
Asta Funding Inc
ASFI
$92K ﹤0.01%
+24,605
New +$173K
YRIV
3270
DELISTED
Yangtze River Port and Logistics Limited Common Stock
YRIV
$90K ﹤0.01%
21,961
+10,161
+86% +$51.1K
FABC
3271
Fabric.AI Inc
FABC
$18.3M
$88K ﹤0.01%
11
-8
-42% -$92.7K
LEU icon
3272
Centrus Energy
LEU
$3.83B
$86K ﹤0.01%
24,200
-14,100
-37% -$52.1K
NVIV
3273
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$86K ﹤0.01%
+9
New +$101K
VTNR
3274
DELISTED
Vertex Energy, Inc
VTNR
$85K ﹤0.01%
76,100
+11,500
+18% +$11.7K
AAU
3275
DELISTED
Almaden Minerals Ltd
AAU
$85K ﹤0.01%
101,817
-93,658
-48% -$84.4K
129 130
131
132 133

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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.