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 | |
|---|---|---|---|---|---|---|
276
Banco Santander Chile
BSAC
$16.5B
| $76M | 0.08% |
2,429,727
+285,000
| +13% | +$8.55M |
|
277
OraSure Technologies
OSUR
$268M
| $75.5M | 0.08% |
4,003,100
-679,603
| -15% | -$12.3M |
|
278
PLDT
PHI
$4.23B
| $75.4M | 0.08% |
2,506,200
-19,200
| -0.8% | -$605K |
|
|
COHR
279
DELISTED
Coherent Inc
COHR
| $75M | 0.08% |
265,800
+158,100
| +147% | +$44M |
|
280
Fidelity National Financial
FNF
$12.8B
| $74.7M | 0.08% |
1,980,888
+360,582
| +22% | +$13.2M |
|
281
Citizens Financial Group
CFG
$30.7B
| $74.6M | 0.08% |
1,778,000
-144,600
| -8% | -$5.65M |
|
282
PetMed Express
PETS
$42.3M
| $74.4M | 0.08% |
1,634,900
-233,715
| -13% | -$9.21M |
|
|
CPLA
283
DELISTED
Capella Education Company
CPLA
| $74.3M | 0.08% |
960,425
+14,400
| +2% | +$1.12M |
|
284
Franklin Resources
BEN
$16.9B
| $74.1M | 0.08% |
1,710,000
+1,143,900
| +202% | +$49.5M |
|
285
Lamb Weston
LW
$7.23B
| $74.1M | 0.08% |
1,312,100
+443,700
| +51% | +$23.4M |
|
286
Casella Waste Systems
CWST
$5.89B
| $73.9M | 0.08% |
3,211,600
+333,900
| +12% | +$6.57M |
|
287
Vail Resorts
MTN
$5.26B
| $73.7M | 0.08% |
347,100
-1,900
| -0.5% | -$425K |
|
288
Emergent Biosolutions
EBS
$228M
| $73.7M | 0.08% |
1,584,911
+432,300
| +38% | +$18.2M |
|
289
Blackstone
BX
$110B
| $73.6M | 0.08% |
2,299,500
-400
| -0% | -$13K |
|
290
Motorola Solutions
MSI
$77.3B
| $73.3M | 0.08% |
811,415
+334,300
| +70% | +$30.4M |
|
291
Bank of Montreal
BMO
$127B
| $73M | 0.08% |
911,095
+263,900
| +41% | +$20.6M |
|
292
Bio-Rad Laboratories Class A
BIO
$9.53B
| $72.9M | 0.08% |
305,300
+214,700
| +237% | +$52M |
|
293
Douglas Emmett
DEI
$1.92B
| $72.8M | 0.08% |
1,773,400
+474,400
| +37% | +$19.1M |
|
294
WD-40
WDFC
$3.13B
| $72.5M | 0.08% |
614,585
+25,800
| +4% | +$2.96M |
|
|
CEO
295
DELISTED
CNOOC Limited
CEO
| $72.5M | 0.08% |
505,000
+87,600
| +21% | +$11.9M |
|
296
Sociedad Química y Minera de Chile
SQM
$20.6B
| $72.1M | 0.08% |
1,214,300
+313,000
| +35% | +$17.9M |
|
297
OGE Energy
OGE
$9.57B
| $72.1M | 0.08% |
2,189,800
+1,279,200
| +140% | +$45.2M |
|
298
ICU Medical
ICUI
$4.55B
| $71.9M | 0.08% |
332,700
-110,300
| -25% | -$22.3M |
|
299
Incyte
INCY
$24.5B
| $71.6M | 0.08% |
+756,400
| New | +$79.1M |
|
300
Highwoods Properties
HIW
$3.4B
| $71.6M | 0.08% |
1,405,618
+866,218
| +161% | +$44.6M |
|
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.