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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
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 17.65%
2 Technology 14.45%
3 Consumer Discretionary 11.36%
4 Financials 11.34%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GCI
2351
DELISTED
Gannett Co., Inc
GCI
$1.9M ﹤0.01%
+189,900
New +$2.06M
IMBI
2352
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
$1.89M ﹤0.01%
185,316
– –
DEST
2353
DELISTED
Destination Maternity Corporation
DEST
$1.89M ﹤0.01%
729,100
-46,000
-6% -$111K
IRS
2354
IRSA Inversiones y Representaciones
IRS
$1.23B
$1.89M ﹤0.01%
82,747
+36,753
+80% +$969K
BWX icon
2355
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$1.88M ﹤0.01%
+63,800
New +$1.85M
QHC
2356
DELISTED
Quorum Health Corporation
QHC
$1.88M ﹤0.01%
+229,300
New +$1.5M
MSON
2357
DELISTED
Misonix Inc
MSON
$1.87M ﹤0.01%
184,546
+7,146
+4% +$69.5K
MACK
2358
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$1.87M ﹤0.01%
+294,997
New +$2.44M
CASH icon
2359
Pathward Financial
CASH
$1.8B
$1.87M ﹤0.01%
51,300
-95,100
-65% -$3.4M
WAAS
2360
DELISTED
AquaVenture Holdings Limited
WAAS
$1.86M ﹤0.01%
+150,057
New +$2.1M
IGOV icon
2361
iShares International Treasury Bond ETF
IGOV
$1.53B
$1.86M ﹤0.01%
+36,017
New +$1.84M
PLUR icon
2362
Pluri
PLUR
$18.5M
$1.86M ﹤0.01%
16,961
-1,543
-8% -$178K
HTH icon
2363
Hilltop Holdings
HTH
$2.27B
$1.85M ﹤0.01%
78,784
+15,100
+24% +$383K
DBEF icon
2364
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.42B
$1.85M ﹤0.01%
60,100
+49,300
+456% +$1.55M
SCU
2365
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$1.85M ﹤0.01%
69,120
-81,575
-54% -$2.14M
GHL
2366
DELISTED
Greenhill & Co., Inc.
GHL
$1.84M ﹤0.01%
99,700
-40,400
-29% -$781K
GVP
2367
DELISTED
GSE Systems, Inc.
GVP
$1.84M ﹤0.01%
56,720
+502
+0.9% +$16.9K
SENEA icon
2368
Seneca Foods Class A
SENEA
$1.29B
$1.84M ﹤0.01%
66,500
-8,200
-11% -$247K
NWS icon
2369
News Corp Class B
NWS
$17.9B
$1.84M ﹤0.01%
114,282
-87,060
-43% -$1.46M
ASPN icon
2370
Aspen Aerogels
ASPN
$491M
$1.83M ﹤0.01%
429,700
+74,700
+21% +$353K
USIG icon
2371
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$1.83M ﹤0.01%
33,600
+26,400
+367% +$1.45M
AMSC icon
2372
American Superconductor
AMSC
$1.55B
$1.83M ﹤0.01%
313,688
-194,900
-38% -$999K
FBMS
2373
DELISTED
The First Bancshares, Inc.
FBMS
$1.82M ﹤0.01%
56,600
+3,500
+7% +$114K
ALEX
2374
DELISTED
Alexander & Baldwin
ALEX
$1.82M ﹤0.01%
+78,731
New +$1.97M
CAAS icon
2375
China Automotive Systems
CAAS
$142M
$1.82M ﹤0.01%
387,933
-73,100
-16% -$341K
93 94
95
96 97

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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 18% of assets, up from 17% 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.