Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Medtronic
MDT
|
+$495M |
| 2 |
ExxonMobil
XOM
|
+$290M |
| 3 |
FedEx
FDX
|
+$273M |
| 4 |
Netflix
NFLX
|
+$262M |
| 5 |
RTX Corp
RTX
|
+$234M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$290M |
| 2 |
EA
Electronic Arts
EA
|
+$280M |
| 3 |
Mastercard
MA
|
+$252M |
| 4 |
RAI
Reynolds American Inc
RAI
|
+$245M |
| 5 |
Johnson & Johnson
JNJ
|
+$242M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.15% |
| 2 | Technology | 16.1% |
| 3 | Financials | 11.82% |
| 4 | Industrials | 9.72% |
| 5 | Consumer Discretionary | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GWB
2626
DELISTED
Great Western Bancorp, Inc.
GWB
| $846K | ﹤0.01% |
+20,500
| New | +$782K |
|
2627
HealthStream
HSTM
$849M
| $844K | ﹤0.01% |
+36,100
| New | +$858K |
|
|
GENE
2628
DELISTED
Genetic Technologies Ltd.
GENE
| $841K | ﹤0.01% |
49,464
+2,355
| +5% | +$39.2K |
|
|
XPLR
2629
DELISTED
Xplore Technologies Corp.
XPLR
| $841K | ﹤0.01% |
238,900
+119,400
| +100% | +$340K |
|
|
ATTO
2630
DELISTED
Atento S.A.
ATTO
| $840K | ﹤0.01% |
14,402
+4,894
| +51% | +$288K |
|
2631
Intrepid Potash
IPI
$490M
| $838K | ﹤0.01% |
19,210
-126,210
| -87% | -$4.26M |
|
|
IRD
2632
Opus Genetics
IRD
$313M
| $833K | ﹤0.01% |
7,173
-3,354
| -32% | -$362K |
|
|
MXWL
2633
DELISTED
Maxwell Technologies Inc
MXWL
| $833K | ﹤0.01% |
+162,400
| New | +$926K |
|
2634
Vanguard FTSE Emerging Markets ETF
VWO
$126B
| $832K | ﹤0.01% |
19,100
+8,500
| +80% | +$368K |
|
|
NAK
2635
Northern Dynasty Minerals
NAK
$930M
| $831K | ﹤0.01% |
462,300
-57,800
| -11% | -$91.5K |
|
|
LION
2636
DELISTED
Fidelity Southern Corporation
LION
| $830K | ﹤0.01% |
35,119
-51,000
| -59% | -$1.13M |
|
|
AAV
2637
DELISTED
Advantage Oil & Gas Ltd
AAV
| $829K | ﹤0.01% |
131,600
+64,800
| +97% | +$427K |
|
|
FLOW
2638
DELISTED
SPX FLOW, Inc.
FLOW
| $825K | ﹤0.01% |
+21,400
| New | +$756K |
|
2639
Oramed Pharmaceuticals
ORMP
$178M
| $824K | ﹤0.01% |
83,000
+57,900
| +231% | +$499K |
|
2640
Innodata
INOD
$2.03B
| $820K | ﹤0.01% |
546,900
+13,700
| +3% | +$20.9K |
|
2641
FreightCar America
RAIL
$243M
| $818K | ﹤0.01% |
41,799
+6,799
| +19% | +$120K |
|
|
VXRT
2642
DELISTED
Vaxart
VXRT
| $818K | ﹤0.01% |
108,499
+12,308
| +13% | +$83.7K |
|
|
FSAM
2643
DELISTED
Fifth Street Asset Management Inc. Class A
FSAM
| $816K | ﹤0.01% |
209,200
-45,600
| -18% | -$187K |
|
|
TVTY
2644
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $811K | ﹤0.01% |
19,889
-143,700
| -88% | -$5.57M |
|
2645
UroGen Pharma
URGN
$2.34B
| $807K | ﹤0.01% |
+25,600
| New | +$565K |
|
|
UBP
2646
DELISTED
Urstadt Biddle Properties Inc.
UBP
| $805K | ﹤0.01% |
44,600
+500
| +1% | +$8.72K |
|
|
HTM
2647
DELISTED
U.S. Geothermal Inc.
HTM
| $804K | ﹤0.01% |
201,549
+62,900
| +45% | +$264K |
|
|
ZOES
2648
DELISTED
Zoe's Kitchen, Inc.
ZOES
| $801K | ﹤0.01% |
+63,400
| New | +$773K |
|
2649
Navios Maritime Partners
NMM
$2.26B
| $799K | ﹤0.01% |
+25,987
| New | +$737K |
|
|
OBE
2650
Obsidian Energy
OBE
$695M
| $798K | ﹤0.01% |
+108,543
| New | +$804K |
|
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Jim Simons's Q3 2017 Portfolio in Review
As of Q3 2017, Jim Simons held 3,587 positions worth $85B, up 8.4% from $78.4B the previous quarter. Its ten largest holdings account for 8.5% of the portfolio.
Jim Simons deployed $2.91B of net new capital in Q3 2017, opening 418 new positions and adding to 1,684 existing holdings. Its largest new stake was ExxonMobil: 3,652,454 shares worth $299M.
By sector, the portfolio is most concentrated in Healthcare at 17% of assets, down from 17% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Electronic Arts, an estimated $280M trimmed.
- Jim Simons's largest Q3 2017 buy was ExxonMobil: 3,652,454 shares worth $299M.
- Jim Simons added most to Medtronic in Q3 2017, an estimated $495M increase.
- Jim Simons's biggest Q3 2017 reduction was Electronic Arts, cutting an estimated $280M.
- Jim Simons fully exited Amazon in Q3 2017, selling an estimated $290M.
- Jim Simons's ten largest holdings make up 8.5% of its $85B portfolio in Q3 2017.
- Jim Simons opened 418 new positions and closed 418 in Q3 2017.
- Jim Simons's portfolio value rose 8.4% quarter-over-quarter to $85B.
Based on Renaissance Technologies's 13F filing for Q3 2017, filed 13 Nov 2017.