We are live on ! Find out more
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
MYRG icon
3501
MYR Group
MYRG
$5.3B
– –
-47,800
Closed -$1.71M
NCSM icon
3502
NCS Multistage Holdings
NCSM
$134M
– –
-825
Closed -$243K
NGNE icon
3503
Neurogene
NGNE
$733M
– –
-1,508
Closed -$355K
NKTR icon
3504
Nektar Therapeutics
NKTR
$2.57B
– –
-6,123
Closed -$5.49M
NMR icon
3505
Nomura Holdings
NMR
$29.1B
– –
-20,600
Closed -$120K
NNBR icon
3506
NN Inc
NNBR
$301M
– –
-36,000
Closed -$994K
NNN icon
3507
NNN REIT
NNN
$8.73B
– –
-46,100
Closed -$1.99M
NSPR icon
3508
InspireMD
NSPR
$39.3M
– –
-2
Closed -$8K
NUWE icon
3509
Nuwellis
NUWE
$546K
– –
0
– -$244K
ADAM
3510
Adamas Trust
ADAM
$923M
– –
-142,075
Closed -$3.51M
OGEN icon
3511
Oragenics
OGEN
$2.46M
– –
-1
Closed -$3K
OIH icon
3512
VanEck Oil Services ETF
OIH
$1.97B
– –
-3,795
Closed -$1.98M
OMC icon
3513
Omnicom Group
OMC
$23.2B
– –
-670,800
Closed -$48.9M
ACH
3514
Accendra Health
ACH
$102M
– –
-93,850
Closed -$1.77M
OTEX icon
3515
Open Text
OTEX
$5.62B
– –
-229,816
Closed -$8.2M
OXBR icon
3516
Oxbridge Re Holdings
OXBR
$10.5M
– –
-20,100
Closed -$43K
PAA icon
3517
Plains All American Pipeline
PAA
$16.3B
– –
-657,214
Closed -$13.6M
PACB icon
3518
Pacific Biosciences
PACB
$348M
– –
-113,900
Closed -$301K
PANL icon
3519
Pangaea Logistics
PANL
$458M
– –
-34,000
Closed -$125K
PCG icon
3520
PG&E
PCG
$38.1B
– –
-2,280,600
Closed -$102M
PCRX icon
3521
Pacira BioSciences
PCRX
$964M
– –
-509,900
Closed -$23.3M
PFE icon
3522
Pfizer
PFE
$150B
– –
-1,050,460
Closed -$36.1M
PH icon
3523
Parker-Hannifin
PH
$135B
– –
-275,950
Closed -$55.1M
IFLN
3524
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
– –
-145,500
Closed -$2.76M
PINC
3525
DELISTED
Premier
PINC
– –
-582,500
Closed -$17M
139 140
141
142 143

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.