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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
AIXC
3326
AIxCrypto Holdings Inc
AIXC
$14.7M
$27K ﹤0.01%
+1
New +$38.2K
REFR icon
3327
Research Frontiers
REFR
$15.7M
$26K ﹤0.01%
26,500
-6,600
-20% -$6.42K
IRD
3328
Opus Genetics
IRD
$310M
$26K ﹤0.01%
364
-106
-23% -$9.63K
BSIN
3329
Big Sky Industrial
BSIN
$71.4M
$22K ﹤0.01%
1,795
-1,315
-42% -$18.4K
BGMS
3330
Bio Green Med Solution Inc
BGMS
$4.97M
– –
0
– –
AXU
3331
DELISTED
Alexco Resource Corp
AXU
$16K ﹤0.01%
+11,600
New +$16.8K
CD
3332
Chaince Digital Holdings
CD
$360M
$15K ﹤0.01%
805
+225
+39% +$4.87K
OTIV
3333
DELISTED
OTI On Track Innovations Ltd
OTIV
$14K ﹤0.01%
14,200
-577,800
-98% -$663K
DARE icon
3334
Dare Bioscience
DARE
$20.1M
$13K ﹤0.01%
+1,329
New +$26.9K
SUNW
3335
DELISTED
Sunworks, Inc.
SUNW
$11K ﹤0.01%
+1,586
New +$11.8K
ATNM icon
3336
Actinium Pharmaceuticals
ATNM
$30.1M
$10K ﹤0.01%
+943
New +$16K
REPX icon
3337
Riley Exploration Permian
REPX
$786M
$10K ﹤0.01%
1,133
-56
-5% -$486
FCRE
3338
DELISTED
FC Global Realty Incorporated Common Stock
FCRE
$9K ﹤0.01%
+11,500
New +$10.3K
UAMY icon
3339
United States Antimony
UAMY
$798M
$6K ﹤0.01%
22,000
-38,000
-63% -$11.3K
JAGX icon
3340
Jaguar Health
JAGX
$3.86M
– –
0
– –
AAL icon
3341
American Airlines Group
AAL
$9.92B
– –
-423,632
Closed -$22M
AAP icon
3342
Advance Auto Parts
AAP
$3.49B
– –
-500,850
Closed -$49.9M
AAXJ icon
3343
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.85B
– –
-9,400
Closed -$717K
ABCB icon
3344
Ameris Bancorp
ABCB
$5.99B
– –
-37,166
Closed -$1.79M
ACM icon
3345
Aecom
ACM
$8.17B
– –
-245,477
Closed -$9.12M
ZNB
3346
Zeta Network Group
ZNB
$2.18M
– –
0
– -$188K
ADI icon
3347
Analog Devices
ADI
$186B
– –
-662,496
Closed -$59M
ADNT icon
3348
Adient
ADNT
$1.53B
– –
-228,700
Closed -$18M
ADP icon
3349
Automatic Data Processing
ADP
$110B
– –
-701,100
Closed -$82.2M
AES icon
3350
AES
AES
$10.5B
– –
-3,394,400
Closed -$36.8M
132 133
134
135 136

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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.