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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
AGNC icon
3351
AGNC Investment
AGNC
$13B
– –
-1,025,329
Closed -$20.7M
ANGL icon
3352
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
– –
-121,000
Closed -$3.62M
AOM icon
3353
iShares Core Moderate Allocation ETF
AOM
$1.78B
– –
-14,073
Closed -$535K
AQB icon
3354
AquaBounty Technologies
AQB
$7.77M
– –
-1,181
Closed -$83K
AQMS icon
3355
Aqua Metals
AQMS
$9.74M
– –
-2,333
Closed -$994K
AR icon
3356
Antero Resources
AR
$11.4B
– –
-1,010,300
Closed -$19.2M
ASM
3357
Avino Silver & Gold Mines
ASM
$1.21B
– –
-45,281
Closed -$61K
ASML icon
3358
ASML
ASML
$709B
– –
-2,356
Closed -$411K
ATOS icon
3359
Atossa Therapeutics
ATOS
$25.1M
– –
-60
Closed -$3K
AUPH icon
3360
Aurinia Pharmaceuticals
AUPH
$2.01B
– –
-53,001
Closed -$242K
AVGO icon
3361
Broadcom
AVGO
$1.99T
– –
-1,183,190
Closed -$30.4M
AVT icon
3362
Avnet
AVT
$7.89B
– –
-722,200
Closed -$28.6M
AXSM icon
3363
Axsome Therapeutics
AXSM
$11.2B
– –
-48,400
Closed -$271K
AYI icon
3364
Acuity Brands
AYI
$10.7B
– –
-238,600
Closed -$42M
AZTA icon
3365
Azenta
AZTA
$1.48B
– –
-10,800
Closed -$258K
BALL icon
3366
Ball Corp
BALL
$16.4B
– –
-618,422
Closed -$23.4M
BCC icon
3367
Boise Cascade
BCC
$2.94B
– –
-58,882
Closed -$2.35M
BEN icon
3368
Franklin Resources
BEN
$17.2B
– –
-1,710,000
Closed -$74.1M
BH icon
3369
Biglari Holdings Class B
BH
$1.22B
– –
-1,215
Closed -$336K
BHP icon
3370
BHP
BHP
$221B
– –
-290,115
Closed -$11.9M
BKH icon
3371
Black Hills Corp
BKH
$5.63B
– –
-585,700
Closed -$35.2M
BKR icon
3372
Baker Hughes
BKR
$62.9B
– –
-2,124,540
Closed -$67.2M
BKYI
3373
BIO-key International
BKYI
$3.9M
– –
-9
Closed -$22K
BNED icon
3374
Barnes & Noble Education
BNED
$422M
– –
-944
Closed -$778K
BOND icon
3375
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.5B
– –
-13,800
Closed -$1.46M
133 134
135
136 137

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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.