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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
PBNC
3751
DELISTED
PARAGON COMMERCIAL CORPORATION
PBNC
– –
-79,100
Closed -$4.21M
TIME
3752
DELISTED
Time Inc.
TIME
– –
-1,026,000
Closed -$18.9M
IXYS
3753
DELISTED
IXYS Corp
IXYS
– –
-952,151
Closed -$22.8M
ENZY
3754
DELISTED
Enzymotec Ltd
ENZY
– –
-642,700
Closed -$7.62M
SSNI
3755
DELISTED
Silver Spring Networks, Inc.
SSNI
– –
-747,600
Closed -$12.1M
SBCP
3756
DELISTED
Sunshine Bancorp, Inc
SBCP
– –
-165,700
Closed -$3.8M
HSNI
3757
DELISTED
HSN, Inc.
HSNI
– –
-19,600
Closed -$791K
POT
3758
DELISTED
Potash Corp Of Saskatchewan
POT
– –
-1,164,799
Closed -$24M
XBKS
3759
DELISTED
Xenith Bankshares, Inc. Common Stock
XBKS
– –
-107,126
Closed -$3.62M
WFBI
3760
DELISTED
WashingtonFirst Bankshares Inc
WFBI
– –
-207,235
Closed -$7.1M
AGU
3761
DELISTED
Agrium
AGU
– –
-236,300
Closed -$27.2M
RUSL
3762
DELISTED
Direxion Daily Russia Bull 2X Shares
RUSL
– –
-7,900
Closed -$399K
RVLT
3763
DELISTED
Revolution Lighting Technologies, Inc. - Class A
RVLT
– –
-30,740
Closed -$101K
GTT
3764
DELISTED
GTT Communications, Inc.
GTT
– –
-8,700
Closed -$408K
BEAT
3765
DELISTED
BioTelemetry, Inc.
BEAT
– –
-560,500
Closed -$16.8M
CAVM
3766
DELISTED
Cavium, Inc.
CAVM
– –
-23,233
Closed -$1.95M
HYGS
3767
DELISTED
Hydrogenics Corp
HYGS
– –
-21,300
Closed -$237K
CA
3768
DELISTED
CA, Inc.
CA
– –
-9,500
Closed -$316K
CELP
3769
DELISTED
Cypress Environmental Partners, L.P.
CELP
– –
-16,300
Closed -$98K
BBL
3770
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
– –
-515,300
Closed -$20.8M
MCF
3771
DELISTED
Contango Oil & Gas Co.
MCF
– –
-125,000
Closed -$589K
ABIL
3772
DELISTED
Ability Inc
ABIL
– –
-3,230
Closed -$14K
GFA
3773
DELISTED
Gafisa S.A.
GFA
– –
-14,500
Closed -$183K
AFAM
3774
DELISTED
Almost Family Inc
AFAM
– –
-4,400
Closed -$244K
XIV
3775
DELISTED
VelocityShares Daily Inverse VIX Short Term ETN
XIV
– –
-10,200
Closed -$1.37M
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.