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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
DLNG icon
3401
Dynagas LNG Partners
DLNG
$136M
– –
-82,000
Closed -$891K
DORM icon
3402
Dorman Products
DORM
$3.99B
– –
-75,100
Closed -$4.59M
DY icon
3403
Dycom Industries
DY
$12.3B
– –
-113,900
Closed -$12.7M
E icon
3404
ENI
E
$79.8B
– –
-53,550
Closed -$1.78M
ECPG icon
3405
Encore Capital Group
ECPG
$2.09B
– –
-8,500
Closed -$358K
EDN
3406
Edenor
EDN
$994M
– –
-45,000
Closed -$2.24M
EDSA icon
3407
Edesa Biotech
EDSA
$51.8M
– –
-169
Closed -$40K
EDU icon
3408
New Oriental
EDU
$8.51B
– –
-325,500
Closed -$30.6M
EFC
3409
Ellington Financial
EFC
$1.76B
– –
-218,564
Closed -$3.17M
EMN icon
3410
Eastman Chemical
EMN
$8.34B
– –
-114,840
Closed -$10.6M
ENS icon
3411
EnerSys
ENS
$6.86B
– –
-98,685
Closed -$6.87M
EPAC icon
3412
Enerpac Tool Group
EPAC
$1.9B
– –
-508,900
Closed -$12.9M
EPI icon
3413
WisdomTree India Earnings Fund ETF
EPI
$2.04B
– –
-114,100
Closed -$3.18M
EPOL icon
3414
iShares MSCI Poland ETF
EPOL
$824M
– –
-18,800
Closed -$509K
EPR icon
3415
EPR Properties
EPR
$4.64B
– –
-192,778
Closed -$12.6M
EUFN icon
3416
iShares MSCI Europe Financials ETF
EUFN
$4.28B
– –
-21,400
Closed -$499K
EWH icon
3417
iShares MSCI Hong Kong ETF
EWH
$1.21B
– –
-24,300
Closed -$618K
EWI icon
3418
iShares MSCI Italy ETF
EWI
$1.08B
– –
-8,600
Closed -$262K
EWT icon
3419
iShares MSCI Taiwan ETF
EWT
$11.4B
– –
-51,200
Closed -$1.85M
EWW icon
3420
iShares MSCI Mexico ETF
EWW
$1.89B
– –
-18,000
Closed -$887K
EXP icon
3421
Eagle Materials
EXP
$6.46B
– –
-176,400
Closed -$20M
EXPE icon
3422
Expedia Group
EXPE
$38.6B
– –
-132,159
Closed -$15.8M
FDX icon
3423
FedEx
FDX
$77B
– –
-349,800
Closed -$87.3M
FFBC icon
3424
First Financial Bancorp
FFBC
$3.59B
– –
-49,900
Closed -$1.31M
FICO icon
3425
Fair Isaac
FICO
$22.3B
– –
-13,250
Closed -$2.03M
135 136
137
138 139

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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.