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 | 15.71% |
| 2 | Technology | 15.33% |
| 3 | Financials | 11.4% |
| 4 | Industrials | 9.58% |
| 5 | Consumer Staples | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Bausch Health
BHC
$2.3B
| $68.5M | 0.08% |
4,780,500
+2,377,911
| +99% | +$36M |
|
302
Brady Corp
BRC
$4.44B
| $68.4M | 0.08% |
1,803,100
+154,000
| +9% | +$5.25M |
|
|
SODA
303
DELISTED
SodaStream International Ltd
SODA
| $67.9M | 0.08% |
1,022,500
+204,000
| +25% | +$11.9M |
|
|
SRC
304
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $67.8M | 0.08% |
1,764,800
+1,003,946
| +132% | +$37.1M |
|
305
Keurig Dr Pepper
KDP
$39.7B
| $67.7M | 0.08% |
765,500
-251,400
| -25% | -$22.8M |
|
306
Ecopetrol
EC
$34.8B
| $67.6M | 0.08% |
7,120,700
+858,000
| +14% | +$7.93M |
|
307
Quest Diagnostics
DGX
$26.2B
| $67.3M | 0.08% |
719,100
+283,800
| +65% | +$30.1M |
|
308
Williams Companies
WMB
$90.1B
| $66.9M | 0.08% |
2,228,500
+1,242,300
| +126% | +$37.8M |
|
|
CPLA
309
DELISTED
Capella Education Company
CPLA
| $66.4M | 0.08% |
946,025
-400
| -0% | -$29K |
|
|
CUDA
310
DELISTED
Barracuda Networks, Inc.
CUDA
| $66.2M | 0.08% |
2,732,300
+1,194,000
| +78% | +$28.1M |
|
311
General Dynamics
GD
$106B
| $66M | 0.08% |
320,917
+90,017
| +39% | +$18M |
|
312
WD-40
WDFC
$3.12B
| $65.9M | 0.08% |
588,785
+21,600
| +4% | +$2.33M |
|
313
Euronet Worldwide
EEFT
$2.58B
| $65.8M | 0.08% |
693,945
-38,600
| -5% | -$3.66M |
|
|
ZNGA
314
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $65.7M | 0.08% |
17,387,500
-5,622,100
| -24% | -$20.7M |
|
|
MIC
315
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $64.4M | 0.08% |
892,600
+454,800
| +104% | +$33.9M |
|
316
RingCentral
RNG
$5.15B
| $64.3M | 0.08% |
1,541,300
+181,500
| +13% | +$6.96M |
|
317
Pan American Silver
PAAS
$22.2B
| $64.1M | 0.08% |
3,756,917
+1,020,117
| +37% | +$17.6M |
|
318
Darden Restaurants
DRI
$25B
| $64M | 0.08% |
+811,900
| New | +$68.4M |
|
319
Sony
SONY
$137B
| $63.9M | 0.08% |
8,552,005
-302,125
| -3% | -$2.37M |
|
320
Banco Santander Chile
BSAC
$16.4B
| $63.7M | 0.08% |
2,144,727
+496,300
| +30% | +$14.1M |
|
|
ETFC
321
DELISTED
E*Trade Financial Corporation
ETFC
| $63.6M | 0.07% |
1,459,340
-209,900
| -13% | -$8.52M |
|
322
Exelon
EXC
$46.3B
| $63.6M | 0.07% |
2,367,871
-237,359
| -9% | -$6.35M |
|
|
AMWD
323
DELISTED
American Woodmark
AMWD
| $63.4M | 0.07% |
658,300
+34,800
| +6% | +$3.22M |
|
324
HEICO Corp Class A
HEI.A
$37.3B
| $63.3M | 0.07% |
1,621,309
+150,782
| +10% | +$5.52M |
|
|
BNCL
325
DELISTED
Beneficial Bancorp, Inc.
BNCL
| $63.2M | 0.07% |
3,809,073
-11,797
| -0.3% | -$180K |
|
Similar funds
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 16% of assets, down from 16% 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.