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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
PLAY icon
3526
Dave & Buster's
PLAY
$349M
– –
-42,100
Closed -$2.32M
PPG icon
3527
PPG Industries
PPG
$25.8B
– –
-429,300
Closed -$50.2M
PRTA icon
3528
Prothena Corp
PRTA
$473M
– –
-42,700
Closed -$1.6M
PWV icon
3529
Invesco Large Cap Value ETF
PWV
$1.78B
– –
-9,500
Closed -$369K
PZA icon
3530
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.26B
– –
-35,600
Closed -$919K
PZG icon
3531
Paramount Gold Nevada
PZG
$132M
– –
-35,999
Closed -$47K
PZZA icon
3532
Papa John's
PZZA
$801M
– –
-275,005
Closed -$15.4M
REVG
3533
DELISTED
REV Group
REVG
– –
-116,900
Closed -$3.8M
RF icon
3534
Regions Financial
RF
$26.9B
– –
-64,521
Closed -$1.11M
RGEN icon
3535
Repligen
RGEN
$9.3B
– –
-47,200
Closed -$1.71M
RILY icon
3536
BRC Group Holdings
RILY
$292M
– –
-35,826
Closed -$648K
RIO icon
3537
Rio Tinto
RIO
$164B
– –
-145,200
Closed -$7.68M
RIOT icon
3538
Riot Platforms
RIOT
$7.6B
– –
-247,973
Closed -$7.04M
RLGT icon
3539
Radiant Logistics
RLGT
$391M
– –
-139,800
Closed -$643K
ROST icon
3540
Ross Stores
ROST
$80.8B
– –
-955,028
Closed -$76.6M
RPM icon
3541
RPM International
RPM
$14.9B
– –
-619,900
Closed -$32.5M
RVTY icon
3542
Revvity
RVTY
$12.9B
– –
-166,600
Closed -$12.2M
RYZ
3543
Ryerson Holding Corp
RYZ
$1.44B
– –
-15,700
Closed -$163K
SANM icon
3544
Sanmina
SANM
$10.9B
– –
-412,533
Closed -$13.6M
SBRA icon
3545
Sabra Healthcare REIT
SBRA
$5.07B
– –
-284,379
Closed -$5.34M
SCHE icon
3546
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
– –
-24,500
Closed -$685K
SCHL icon
3547
Scholastic
SCHL
$780M
– –
-132,431
Closed -$5.31M
SCHZ icon
3548
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
– –
-47,624
Closed -$1.24M
SCJ icon
3549
iShares MSCI Japan Small-Cap ETF
SCJ
$261M
– –
-3,200
Closed -$255K
SDIV icon
3550
Global X SuperDividend ETF
SDIV
$1.21B
– –
-3,833
Closed -$250K
140 141
142
143 144

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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.