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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
WHLR
3601
Wheeler Real Estate Investment Trust
WHLR
$425K
– –
0
– -$145K
WLY icon
3602
John Wiley & Sons Class A
WLY
$2.52B
– –
-17,700
Closed -$1.16M
WMS icon
3603
Advanced Drainage Systems
WMS
$10.8B
– –
-108,100
Closed -$2.58M
WOLF icon
3604
Wolfspeed
WOLF
$1.57B
– –
-408,942
Closed -$15.2M
WOR icon
3605
Worthington Enterprises
WOR
$2.79B
– –
-31,016
Closed -$843K
WRN
3606
Western Copper and Gold
WRN
$553M
– –
-149,900
Closed -$151K
WWD icon
3607
Woodward
WWD
$21.1B
– –
-255,884
Closed -$19.6M
WYNN icon
3608
Wynn Resorts
WYNN
$10.8B
– –
-220,600
Closed -$37.2M
WY icon
3609
Weyerhaeuser
WY
$18B
– –
-122,981
Closed -$4.34M
X
3610
DELISTED
US Steel
X
– –
-44,500
Closed -$1.57M
XLY icon
3611
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
– –
-60,800
Closed -$3M
XME icon
3612
State Street SPDR S&P Metals & Mining ETF
XME
$4.56B
– –
-196,200
Closed -$7.14M
XNET
3613
Xunlei
XNET
$321M
– –
-54,100
Closed -$833K
XPO icon
3614
XPO
XPO
$23.8B
– –
-669,705
Closed -$21.2M
XPRO icon
3615
Expro Ltd
XPRO
$2.05B
– –
-50,117
Closed -$2M
YPF icon
3616
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
– –
-315,500
Closed -$7.23M
YTRA icon
3617
Yatra Online
YTRA
$54.1M
– –
-60,700
Closed -$454K
YUM icon
3618
Yum! Brands
YUM
$39.5B
– –
-722,100
Closed -$58.9M
ZWS icon
3619
Zurn Elkay Water Solutions
ZWS
$8.6B
– –
-845,748
Closed -$10.6M
LFWD icon
3620
ReWalk Robotics
LFWD
$21.3M
– –
-10
Closed -$22K
QCLS
3621
Q/C Technologies Inc
QCLS
$22.7M
– –
0
– -$33K
CCEC
3622
Capital Clean Energy Carriers
CCEC
$1.35B
– –
-79,193
Closed -$1.86M
GRCE
3623
Grace Therapeutics
GRCE
$44.6M
– –
-6,031
Closed -$273K
NAGE
3624
Niagen Bioscience
NAGE
$244M
– –
-45,100
Closed -$265K
ROIC
3625
DELISTED
Retail Opportunity Investments Corp.
ROIC
– –
-103,800
Closed -$2.07M
143 144
145
146 147

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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.