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 |
ExxonMobil
XOM
|
+$521M |
| 2 |
Becton Dickinson
BDX
|
+$411M |
| 3 |
GE Aerospace
GE
|
+$361M |
| 4 |
IBM
IBM
|
+$305M |
| 5 |
Philip Morris
PM
|
+$296M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BCR
CR Bard Inc.
BCR
|
+$455M |
| 2 |
NetEase
NTES
|
+$451M |
| 3 |
Medtronic
MDT
|
+$398M |
| 4 |
NVIDIA
NVDA
|
+$348M |
| 5 |
Netflix
NFLX
|
+$332M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 16.06% |
| 2 | Technology | 13.71% |
| 3 | Financials | 10.21% |
| 4 | Industrials | 9.72% |
| 5 | Consumer Discretionary | 9.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Rayonier Advanced Materials
RYAM
$590M
| $81.3M | 0.09% |
3,975,038
+270,238
| +7% | +$4.54M |
|
252
Delta Air Lines
DAL
$59.5B
| $81.3M | 0.09% |
1,451,000
-157,800
| -10% | -$8.24M |
|
253
Telephone and Data Systems
TDS
$3.84B
| $80.5M | 0.09% |
2,897,408
+130,300
| +5% | +$3.58M |
|
254
Nasdaq
NDAQ
$53.1B
| $80.5M | 0.09% |
3,142,800
+1,335,900
| +74% | +$33.7M |
|
255
Sun Communities
SUI
$14.5B
| $79.5M | 0.09% |
857,200
+293,600
| +52% | +$26.9M |
|
256
Masco
MAS
$15B
| $79.5M | 0.09% |
1,808,800
+238,600
| +15% | +$9.69M |
|
257
Lamar Advertising Co
LAMR
$15.6B
| $79.3M | 0.09% |
1,068,212
+420,412
| +65% | +$30.7M |
|
258
Intercontinental Exchange
ICE
$84.9B
| $79.2M | 0.09% |
1,121,790
+533,100
| +91% | +$36.6M |
|
|
STI
259
DELISTED
SunTrust Banks, Inc.
STI
| $79.1M | 0.09% |
1,224,917
+1,161,700
| +1,838% | +$70.9M |
|
260
American Homes 4 Rent
AMH
$12.2B
| $78.9M | 0.09% |
3,613,541
-104,600
| -3% | -$2.27M |
|
|
FLG
261
Flagstar Bank National Association
FLG
$5.89B
| $78.9M | 0.09% |
2,020,375
-955,158
| -32% | -$37M |
|
262
Toronto Dominion Bank
TD
$201B
| $78.5M | 0.09% |
1,340,400
-665,775
| -33% | -$38M |
|
|
DATA
263
DELISTED
Tableau Software, Inc.
DATA
| $78.4M | 0.09% |
1,133,600
+61,900
| +6% | +$4.55M |
|
264
DXC Technology
DXC
$1.73B
| $78.3M | 0.09% |
954,047
-620,425
| -39% | -$50.1M |
|
|
MOMO
265
Hello Group
MOMO
$861M
| $78.3M | 0.09% |
3,197,200
+77,100
| +2% | +$2.22M |
|
266
CorVel
CRVL
$3.09B
| $77.9M | 0.09% |
4,420,200
-9,600
| -0.2% | -$181K |
|
267
Commault Systems
CVLT
$5.78B
| $77.8M | 0.09% |
1,481,100
-139,900
| -9% | -$7.74M |
|
268
Qualys
QLYS
$6.51B
| $77.2M | 0.09% |
1,300,700
+185,200
| +17% | +$10.4M |
|
|
269
Netflix
NFLX
$311B
| $77.1M | 0.09% |
4,018,000
-17,218,000
| -81% | -$332M |
|
270
Sysco
SYY
$40.3B
| $77.1M | 0.09% |
1,269,900
-188,500
| -13% | -$10.7M |
|
|
APC
271
DELISTED
Anadarko Petroleum
APC
| $76.8M | 0.08% |
1,432,000
-564,500
| -28% | -$27.8M |
|
272
Ross Stores
ROST
$80.8B
| $76.6M | 0.08% |
955,028
-1,441,500
| -60% | -$101M |
|
273
Owens Corning
OC
$12.6B
| $76.5M | 0.08% |
831,900
-209,700
| -20% | -$17.7M |
|
274
United Parcel Service
UPS
$88.8B
| $76.4M | 0.08% |
+640,800
| New | +$75.3M |
|
275
HEICO Corp Class A
HEI.A
$37B
| $76.1M | 0.08% |
1,881,270
+259,961
| +16% | +$10.2M |
|
Similar funds
Jim Simons's Q4 2017 Portfolio in Review
As of Q4 2017, Jim Simons held 3,692 positions worth $90.7B, up 6.7% from $85B the previous quarter. Its ten largest holdings account for 8.4% of the portfolio.
Jim Simons's Q4 2017 filing shows 521 new, 1,724 increased, 1,031 reduced and 386 closed positions. Its largest new stake was Alphabet (Google) Class C: 3,773,700 shares worth $197M. The largest sale was CR Bard Inc., an estimated $455M.
By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 16% a quarter earlier, followed by Technology and Financials.
- Jim Simons's largest Q4 2017 buy was Alphabet (Google) Class C: 3,773,700 shares worth $197M.
- Jim Simons added most to ExxonMobil in Q4 2017, an estimated $521M increase.
- Jim Simons's biggest Q4 2017 reduction was NetEase, cutting an estimated $451M.
- Jim Simons fully exited CR Bard Inc. in Q4 2017, selling an estimated $455M.
- Jim Simons's ten largest holdings make up 8.4% of its $90.7B portfolio in Q4 2017.
- Jim Simons opened 521 new positions and closed 386 in Q4 2017.
- Jim Simons's portfolio value rose 6.7% quarter-over-quarter to $90.7B.
Based on Renaissance Technologies's 13F filing for Q4 2017, filed 13 Feb 2018.