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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
OAKS
3726
DELISTED
Five Oaks Investment Corp.
OAKS
– –
-294,759
Closed -$1.18M
CSRA
3727
DELISTED
CSRA Inc.
CSRA
– –
-387,300
Closed -$11.6M
WG
3728
DELISTED
Willbros Group
WG
– –
-1,746,200
Closed -$2.48M
CCUR
3729
DELISTED
CCUR Holdings, Inc. Common Stock
CCUR
– –
-659,719
Closed -$3.8M
LNCE
3730
DELISTED
Snyders-Lance, Inc.
LNCE
– –
-25,198
Closed -$1.26M
KTEC
3731
DELISTED
Key Technology Inc
KTEC
– –
-175,900
Closed -$3.24M
BBG
3732
DELISTED
Bill Barrett Corp
BBG
– –
-6,266,600
Closed -$32.1M
STLY
3733
DELISTED
Stanley Furniture Co Inc
STLY
– –
-132,100
Closed -$115K
LVNTA
3734
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
– –
-269,756
Closed -$14.6M
CASC
3735
DELISTED
Cascadian Therapeutics, Inc.
CASC
– –
-81,688
Closed -$302K
BIVV
3736
DELISTED
Bioverativ Inc. Common Stock
BIVV
– –
-291,200
Closed -$15.7M
SNI
3737
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
– –
-236,400
Closed -$20.2M
STRP
3738
DELISTED
Straight Path Communications Inc.
STRP
– –
-33,300
Closed -$6.05M
GNCMA
3739
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
– –
-718,200
Closed -$28M
DEL
3740
DELISTED
Deltic Timber
DEL
– –
-138,523
Closed -$12.7M
EXAC
3741
DELISTED
Exactech Inc
EXAC
– –
-202,600
Closed -$10M
SCMP
3742
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
– –
-1,957,600
Closed -$35.1M
CUDA
3743
DELISTED
Barracuda Networks, Inc.
CUDA
– –
-1,914,600
Closed -$52.7M
CVO
3744
DELISTED
Cenevo, Inc.
CVO
– –
-153,047
Closed -$138K
TORM
3745
DELISTED
TOR Minerals International Inc
TORM
– –
-24,000
Closed -$136K
RXDX
3746
DELISTED
Ignyta, Inc.
RXDX
– –
-77,100
Closed -$2.06M
ACTA
3747
DELISTED
Actua Corp
ACTA
– –
-1,446,119
Closed -$22.6M
YUME
3748
DELISTED
YuMe, Inc.
YUME
– –
-916,300
Closed -$4.38M
BV
3749
DELISTED
Bazaarvoice, Inc.
BV
– –
-3,636,700
Closed -$19.8M
BKMU
3750
DELISTED
Bank Mutual Corp
BKMU
– –
-2,101,200
Closed -$22.4M
148 149
150
151 152

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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.