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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
NBEV
3651
DELISTED
NewAge, Inc. Common Stock (Delaware)
NBEV
– –
-104,814
Closed -$227K
EPZM
3652
DELISTED
Epizyme, Inc
EPZM
– –
-155,276
Closed -$1.95M
MIC
3653
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
– –
-822,800
Closed -$52.8M
JP
3654
DELISTED
Jupai Holdings Limited American depositary shares, each representing six ordinary shares
JP
– –
-35,200
Closed -$651K
ATRS
3655
DELISTED
Antares Pharma, Inc.
ATRS
– –
-599,769
Closed -$1.19M
FOE
3656
DELISTED
Ferro Corporation
FOE
– –
-237,700
Closed -$5.61M
PVG
3657
DELISTED
PRETIUM RESOURCES INC.
PVG
– –
-70,900
Closed -$812K
GWB
3658
DELISTED
Great Western Bancorp, Inc.
GWB
– –
-31,544
Closed -$1.25M
TGP
3659
DELISTED
Teekay LNG Partners L.P.
TGP
– –
-44,400
Closed -$895K
LMRK
3660
DELISTED
Landmark Infrastructure Partners LP Common Units
LMRK
– –
-11,400
Closed -$206K
CXP
3661
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
– –
-61,900
Closed -$1.42M
MDP
3662
DELISTED
Meredith Corporation
MDP
– –
-382,900
Closed -$25.3M
ALXN
3663
DELISTED
Alexion Pharmaceuticals
ALXN
– –
-178,800
Closed -$21.4M
CATM
3664
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
– –
-267,200
Closed -$4.95M
AT
3665
DELISTED
Atlantic Power Corporation
AT
– –
-565,828
Closed -$1.33M
NBLX
3666
DELISTED
Noble Midstream Partners LP
NBLX
– –
-30,800
Closed -$1.54M
GWPH
3667
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
– –
-16,820
Closed -$2.22M
QEP
3668
DELISTED
QEP RESOURCES, INC.
QEP
– –
-873,100
Closed -$8.36M
EV
3669
DELISTED
Eaton Vance Corp.
EV
– –
-148,600
Closed -$8.38M
PE
3670
DELISTED
PARSLEY ENERGY INC
PE
– –
-940,500
Closed -$27.7M
CCR
3671
DELISTED
CONSOL Coal Resources LP
CCR
– –
-45,900
Closed -$718K
GPOR
3672
DELISTED
Gulfport Energy Corp.
GPOR
– –
-1,139,641
Closed -$14.5M
JCAP
3673
DELISTED
Jernigan Capital, Inc.
JCAP
– –
-79,500
Closed -$1.51M
IMMU
3674
DELISTED
Immunomedics Inc
IMMU
– –
-230,474
Closed -$3.72M
TRQ
3675
DELISTED
Turquoise Hill Resources Ltd
TRQ
– –
-102,584
Closed -$3.52M
145 146
147
148 149

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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.