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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
YHGJ icon
3301
Yunhong Green CTI Ltd
YHGJ
$8.87M
$49K ﹤0.01%
1,230
-10
-0.8% -$451
DYNT
3302
DELISTED
Dynatronics Corp
DYNT
$49K ﹤0.01%
3,260
+1,200
+58% +$17.4K
EGI
3303
DELISTED
Entre Resources Ltd. Common Shares
EGI
$48K ﹤0.01%
126,600
-85,300
-40% -$40.6K
WLB
3304
DELISTED
Westmoreland Coal Company
WLB
$48K ﹤0.01%
117,800
-84,100
-42% -$67.9K
ARTW icon
3305
Arts-Way Manufacturing Co
ARTW
$14.9M
$47K ﹤0.01%
19,700
-6,410
-25% -$17.7K
CRDF icon
3306
Cardiff Oncology
CRDF
$76.6M
$45K ﹤0.01%
+1,787
New +$44.1K
BNTC icon
3307
Benitec Biopharma
BNTC
$431M
$44K ﹤0.01%
54
– –
BOSC icon
3308
Better Online Solutions
BOSC
$31.8M
$44K ﹤0.01%
19,800
+3,900
+25% +$8.28K
CBAT icon
3309
CBAK Energy Technology Ltd
CBAT
$65.5M
$43K ﹤0.01%
32,100
-12,100
-27% -$17.7K
ATLC icon
3310
Atlanticus Holdings
ATLC
$1.47B
$42K ﹤0.01%
20,700
+200
+1% +$442
AIOS
3311
AIOS Tech
AIOS
$39.4M
$42K ﹤0.01%
119
-94
-44% -$37.3K
ALJJ
3312
DELISTED
ALJ Regional Holdings Inc
ALJJ
$42K ﹤0.01%
+19,800
New +$54.7K
DAC icon
3313
Danaos Corp
DAC
$2.56B
$41K ﹤0.01%
2,318
-4,191
-64% -$79.4K
SISI
3314
DELISTED
Shineco
SISI
– –
0
– –
JRJR
3315
DELISTED
JRjr33, Inc.
JRJR
$40K ﹤0.01%
308,559
+108,251
+54% +$17.5K
BIMI
3316
DELISTED
BIMI International Medical Inc. Common Stock
BIMI
$38K ﹤0.01%
540
+252
+88% +$13.9K
TAOP icon
3317
Taoping
TAOP
$8.83M
$36K ﹤0.01%
11
-138
-93% -$548K
MOC
3318
DELISTED
Command Security Corporation
MOC
$35K ﹤0.01%
+11,500
New +$35.1K
PLAG icon
3319
Planet Green Holdings
PLAG
$16.1M
$34K ﹤0.01%
682
-212
-24% -$11.2K
CHNR icon
3320
China Natural Resources
CHNR
$5.23M
$32K ﹤0.01%
+365
New +$37.1K
SGRP
3321
DELISTED
SPAR Group
SGRP
$32K ﹤0.01%
+22,600
New +$31.6K
GLOWE
3322
DELISTED
GLOWPOINT INC
GLOWE
$31K ﹤0.01%
140,000
-163,400
-54% -$36.2K
GGE
3323
DELISTED
Green Giant Inc. Common Stock
GGE
$30K ﹤0.01%
+11,450
New +$35.3K
DXYN
3324
DELISTED
Dixie Group Inc
DXYN
$29K ﹤0.01%
10,410
-24,990
-71% -$81.1K
EMAN
3325
DELISTED
eMagin Corporation
EMAN
$28K ﹤0.01%
19,200
-83,100
-81% -$128K
131 132
133
134 135

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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.