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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
FOSL icon
3426
Fossil Group
FOSL
$308M
– –
-199,500
Closed -$1.55M
FTK icon
3427
Flotek Industries
FTK
$1.39B
– –
-56,798
Closed -$1.59M
FXI icon
3428
iShares China Large-Cap ETF
FXI
$4.2B
– –
-117,100
Closed -$5.41M
GATX icon
3429
GATX Corp
GATX
$6.31B
– –
-40,700
Closed -$2.53M
GDS icon
3430
GDS Holdings
GDS
$6.46B
– –
-68,700
Closed -$1.55M
GDX icon
3431
VanEck Gold Miners ETF
GDX
$27.9B
– –
-279,400
Closed -$6.49M
GEL icon
3432
Genesis Energy
GEL
$1.92B
– –
-189,400
Closed -$4.23M
GERN icon
3433
Geron
GERN
$1.03B
– –
-872,115
Closed -$1.57M
GLD icon
3434
SPDR Gold Trust
GLD
$144B
– –
-61,000
Closed -$7.54M
GLP icon
3435
Global Partners
GLP
$1.72B
– –
-68,025
Closed -$1.14M
CBIO
3436
Crescent Biopharma
CBIO
$614M
– –
-1,745
Closed -$2.93M
GNL icon
3437
Global Net Lease
GNL
$1.89B
– –
-528,698
Closed -$10.9M
GNW icon
3438
Genworth Financial
GNW
$3.76B
– –
-1,008,300
Closed -$3.14M
GOOGL icon
3439
Alphabet (Google) Class A
GOOGL
$4.18T
– –
-2,242,960
Closed -$118M
GOOS
3440
Canada Goose Holdings
GOOS
$845M
– –
-215,400
Closed -$6.8M
GROW icon
3441
US Global Investors
GROW
$38.6M
– –
-44,600
Closed -$174K
HL icon
3442
Hecla Mining
HL
$12.1B
– –
-201,300
Closed -$799K
HOUS
3443
DELISTED
Anywhere Real Estate
HOUS
– –
-1,106,400
Closed -$29.3M
HRI icon
3444
Herc Holdings
HRI
$5.61B
– –
-41,400
Closed -$2.59M
HRB icon
3445
H&R Block
HRB
$6.81B
– –
-213,800
Closed -$5.61M
HRTX icon
3446
Heron Therapeutics
HRTX
$65.4M
– –
-79,800
Closed -$1.44M
HSIC icon
3447
Henry Schein
HSIC
$9.99B
– –
-800,333
Closed -$43.9M
HYEM icon
3448
VanEck Emerging Markets High Yield Bond ETF
HYEM
$526M
– –
-16,908
Closed -$414K
HYLS icon
3449
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
– –
-30,100
Closed -$1.46M
HZO icon
3450
MarineMax
HZO
$1.15B
– –
-95,300
Closed -$1.8M
136 137
138
139 140

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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.