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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
IBP icon
3451
Installed Building Products
IBP
$6.51B
– –
-36,500
Closed -$2.77M
IEI icon
3452
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-22,285
Closed -$2.72M
IGSB icon
3453
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
-12,200
Closed -$638K
IIIN icon
3454
Insteel Industries
IIIN
$626M
– –
-24,040
Closed -$681K
INSE icon
3455
Inspired Entertainment
INSE
$163M
– –
-15,900
Closed -$156K
INSM icon
3456
Insmed
INSM
$29.4B
– –
-36,487
Closed -$1.14M
INSW icon
3457
International Seaways
INSW
$4.49B
– –
-27,000
Closed -$498K
INTU icon
3458
Intuit
INTU
$90.4B
– –
-520,248
Closed -$82.1M
INVH icon
3459
Invitation Homes
INVH
$17.7B
– –
-1,686,378
Closed -$39.7M
IRM icon
3460
Iron Mountain
IRM
$37B
– –
-54,062
Closed -$2.04M
IT icon
3461
Gartner
IT
$11.4B
– –
-67,209
Closed -$8.28M
IVV icon
3462
iShares Core S&P 500 ETF
IVV
$903B
– –
-1,100
Closed -$296K
IVZ icon
3463
Invesco
IVZ
$13.9B
– –
-1,713,900
Closed -$62.6M
IXC icon
3464
iShares Global Energy ETF
IXC
$2.73B
– –
-8,633
Closed -$307K
JOE icon
3465
St. Joe Company
JOE
$3.86B
– –
-109,000
Closed -$1.97M
KELYA icon
3466
Kelly Services Class A
KELYA
$526M
– –
-33,208
Closed -$906K
KEYS icon
3467
Keysight
KEYS
$60.3B
– –
-572,800
Closed -$23.8M
KMI icon
3468
Kinder Morgan
KMI
$70.6B
– –
-3,173,831
Closed -$57.4M
KMT icon
3469
Kennametal
KMT
$2.33B
– –
-573,200
Closed -$27.7M
KMX icon
3470
CarMax
KMX
$8.19B
– –
-1,350,400
Closed -$86.6M
KOS icon
3471
Kosmos Energy
KOS
$1.48B
– –
-233,638
Closed -$1.6M
KREF
3472
KKR Real Estate Finance Trust
KREF
$487M
– –
-64,000
Closed -$1.28M
KRP icon
3473
Kimbell Royalty Partners
KRP
$1.5B
– –
-16,051
Closed -$261K
KURA icon
3474
Kura Oncology
KURA
$890M
– –
-89,294
Closed -$1.37M
LBTYA icon
3475
Liberty Global Class A
LBTYA
$3.52B
– –
-159,687
Closed -$5.72M
137 138
139
140 141

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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.