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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
BEL
3701
DELISTED
Belmond Ltd.
BEL
– –
-122,400
Closed -$1.5M
RDC
3702
DELISTED
Rowan Companies Plc
RDC
– –
-34,500
Closed -$540K
ESL
3703
DELISTED
Esterline Technologies
ESL
– –
-111,400
Closed -$8.32M
ICON
3704
DELISTED
Iconix Brand Group, Inc.
ICON
– –
-5,490
Closed -$71K
TAHO
3705
DELISTED
Tahoe Resources Inc
TAHO
– –
-46,900
Closed -$226K
NFX
3706
DELISTED
Newfield Exploration
NFX
– –
-130,700
Closed -$4.12M
CVRR
3707
DELISTED
CVR Refining, LP
CVRR
– –
-150,154
Closed -$2.48M
EQGP
3708
DELISTED
EQGP Holdings, LP
EQGP
– –
-59,900
Closed -$1.61M
EOCC
3709
DELISTED
Enel Generacion Chile S.A.
EOCC
– –
-10,800
Closed -$291K
LKM
3710
DELISTED
Link Motion Inc.
LKM
– –
-257,900
Closed -$1.04M
SEP
3711
DELISTED
Spectra Engy Parters Lp
SEP
– –
-31,700
Closed -$1.25M
SONC
3712
DELISTED
Sonic Corp
SONC
– –
-198,474
Closed -$5.45M
ARII
3713
DELISTED
American Railcar Industries, Inc.
ARII
– –
-43,100
Closed -$1.79M
LHO
3714
DELISTED
LaSalle Hotel Properties
LHO
– –
-105,800
Closed -$2.97M
KS
3715
DELISTED
KapStone Paper and Pack Corp.
KS
– –
-312,300
Closed -$7.09M
NYRT
3716
DELISTED
New York REIT, Inc.
NYRT
– –
-5,010
Closed -$197K
SVU
3717
DELISTED
SUPERVALU Inc.
SVU
– –
-370,555
Closed -$8M
EGC
3718
DELISTED
Energy XXI Gulf Coast, Inc. Common Stock
EGC
– –
-16,300
Closed -$94K
ANDV
3719
DELISTED
Andeavor
ANDV
– –
-942,685
Closed -$108M
ILG
3720
DELISTED
ILG, Inc Common Stock
ILG
– –
-671,322
Closed -$19.1M
HGT
3721
DELISTED
Hugoton Royalty Trust
HGT
– –
-154,911
Closed -$217K
NSH
3722
DELISTED
NuStar GP Holdings LLC
NSH
– –
-162,500
Closed -$2.55M
JASO
3723
DELISTED
JA Solar Holdings, Co., Ltd
JASO
– –
-770,071
Closed -$5.75M
YGE
3724
DELISTED
Yingli Green Energy Holding Comp
YGE
– –
-18,300
Closed -$31K
MSCC
3725
DELISTED
Microsemi Corp
MSCC
– –
-371,301
Closed -$19.2M
147 148
149
150 151

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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.