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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
SGMO
3551
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
– –
-23,800
Closed -$390K
SHY icon
3552
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
– –
-93,000
Closed -$7.8M
SITE icon
3553
SiteOne Landscape Supply
SITE
$4.32B
– –
-29,100
Closed -$2.23M
SLYV icon
3554
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
– –
-3,400
Closed -$214K
SM icon
3555
SM Energy
SM
$7.73B
– –
-473,200
Closed -$10.4M
SMCI icon
3556
Super Micro Computer
SMCI
$20.4B
– –
-2,155,000
Closed -$4.51M
SMG icon
3557
ScottsMiracle-Gro
SMG
$3.61B
– –
-119,800
Closed -$12.8M
SMP icon
3558
Standard Motor Products
SMP
$889M
– –
-19,700
Closed -$885K
SPB icon
3559
Spectrum Brands
SPB
$2.02B
– –
-409,700
Closed -$46M
SPCB icon
3560
SuperCom
SPCB
$67.8M
– –
-89
Closed -$70K
SPEM icon
3561
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
– –
-14,400
Closed -$549K
SPSB icon
3562
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
– –
-83,000
Closed -$2.52M
SSYS icon
3563
Stratasys
SSYS
$782M
– –
-246,132
Closed -$4.91M
STE icon
3564
Steris
STE
$23.2B
– –
-40,100
Closed -$3.51M
STGW icon
3565
Stagwell
STGW
$2.27B
– –
-78,600
Closed -$766K
STLD icon
3566
Steel Dynamics
STLD
$37.8B
– –
-97,300
Closed -$4.2M
STNG icon
3567
Scorpio Tankers
STNG
$3.72B
– –
-18,280
Closed -$558K
STPZ icon
3568
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
– –
-5,200
Closed -$270K
STX icon
3569
Seagate
STX
$186B
– –
-24,600
Closed -$1.03M
SYK icon
3570
Stryker
SYK
$134B
– –
-5,500
Closed -$852K
TAP icon
3571
Molson Coors Class B
TAP
$7.83B
– –
-826,100
Closed -$67.8M
TDTT icon
3572
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
– –
-31,913
Closed -$777K
TEF
3573
DELISTED
Telefonica
TEF
– –
-1,019,194
Closed -$7.97M
TEL icon
3574
TE Connectivity
TEL
$63.3B
– –
-296,400
Closed -$28.2M
TGI
3575
DELISTED
Triumph Group
TGI
– –
-193,000
Closed -$5.25M
141 142
143
144 145

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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.