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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
SUM
3626
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
– –
-772,617
Closed -$23.9M
SRCL
3627
DELISTED
Stericycle Inc
SRCL
– –
-303,820
Closed -$20.7M
VBIV
3628
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
– –
-3,050
Closed -$391K
SBOW
3629
DELISTED
SilverBow Resources, Inc.
SBOW
– –
-29,800
Closed -$886K
TPHS
3630
DELISTED
Trinity Place Holdings Inc.com
TPHS
– –
-12,982
Closed -$90K
HOLI
3631
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
– –
-57,418
Closed -$1.28M
EVBG
3632
DELISTED
Everbridge, Inc. Common Stock
EVBG
– –
-88,300
Closed -$2.62M
ICD
3633
DELISTED
Independence Contract Drilling, Inc.
ICD
– –
-1,245
Closed -$99K
STAF
3634
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
– –
-30
Closed -$56K
NS
3635
DELISTED
NuStar Energy L.P.
NS
– –
-73,770
Closed -$2.21M
CPE
3636
DELISTED
Callon Petroleum Company
CPE
– –
-84,699
Closed -$10.3M
NEPT
3637
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
– –
-17
Closed -$57K
NVTA
3638
DELISTED
Invitae Corporation
NVTA
– –
-59,490
Closed -$540K
RPT
3639
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
– –
-74,600
Closed -$1.1M
AENZ
3640
DELISTED
Aenza S.A.A.
AENZ
– –
-41,700
Closed -$357K
NXGN
3641
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
– –
-55,803
Closed -$758K
AVID
3642
DELISTED
Avid Technology Inc
AVID
– –
-189,504
Closed -$1.02M
FRGI
3643
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
– –
-50,966
Closed -$968K
UNVR
3644
DELISTED
Univar Solutions Inc.
UNVR
– –
-350,300
Closed -$10.8M
APTO
3645
DELISTED
Aptose Biosciences, Inc.
APTO
– –
-60
Closed -$59K
SIRE
3646
DELISTED
Sisecam Resources LP
SIRE
– –
-11,500
Closed -$289K
MAXR
3647
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
– –
-20,133
Closed -$1.3M
FRC
3648
DELISTED
First Republic Bank
FRC
– –
-734,700
Closed -$63.7M
HZN
3649
DELISTED
Horizon Global Corporation
HZN
– –
-177,100
Closed -$2.48M
DRE
3650
DELISTED
Duke Realty Corp.
DRE
– –
-921,900
Closed -$25.1M
144 145
146
147 148

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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.