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 | |
|---|---|---|---|---|---|---|
|
AIM
3301
AIM ImmunoTech
AIM
$7.18M
| $9K | ﹤0.01% |
6
-6
| -50% | -$8.63K |
|
3302
InspireMD
NSPR
$39.3M
| $8K | ﹤0.01% |
+2
| New | +$16.6K |
|
3303
Atossa Therapeutics
ATOS
$24.7M
| $3K | ﹤0.01% |
60
-1,804
| -97% | -$131K |
|
3304
Oragenics
OGEN
$2.42M
| $3K | ﹤0.01% |
+1
| New | +$6.29K |
|
3305
AbbVie
ABBV
$441B
| – | – |
-1,407,856
| Closed | -$125M |
|
3306
Asbury Automotive
ABG
$3.77B
| – | – |
-20,904
| Closed | -$1.28M |
|
3307
ADMA Biologics
ADMA
$2.1B
| – | – |
-20,300
| Closed | -$63K |
|
3308
Autodesk
ADSK
$53.3B
| – | – |
-867,768
| Closed | -$97.4M |
|
3309
Aflac
AFL
$60.7B
| – | – |
-1,049,000
| Closed | -$42.7M |
|
3310
American International
AIG
$39.8B
| – | – |
-2,324,260
| Closed | -$143M |
|
3311
AAR Corp
AIR
$5.81B
| – | – |
-108,660
| Closed | -$4.11M |
|
|
AL
3312
DELISTED
Air Lease Corp
AL
| – | – |
-30,200
| Closed | -$1.29M |
|
3313
Alaska Air
ALK
$5.34B
| – | – |
-334,000
| Closed | -$25.5M |
|
3314
Alto Ingredients
ALTO
$330M
| – | – |
-135,300
| Closed | -$751K |
|
3315
AMC Global Media
AMCX
$499M
| – | – |
-163,300
| Closed | -$9.55M |
|
3316
Ametek
AME
$58.8B
| – | – |
-57,550
| Closed | -$3.8M |
|
|
GOLD
3317
Gold.com Inc
GOLD
$1.27B
| – | – |
-33,400
| Closed | -$276K |
|
3318
AMERISAFE
AMSF
$505M
| – | – |
-13,700
| Closed | -$797K |
|
3319
A.O. Smith
AOS
$8.49B
| – | – |
-145,100
| Closed | -$8.62M |
|
3320
Apogee Enterprises
APOG
$889M
| – | – |
-33,683
| Closed | -$1.63M |
|
3321
ArcBest
ARCB
$3.3B
| – | – |
-13,700
| Closed | -$458K |
|
3322
Asure Software
ASUR
$244M
| – | – |
-165,876
| Closed | -$2.06M |
|
|
CVSA
3323
Covista Inc
CVSA
$4.55B
| – | – |
-180,400
| Closed | -$6.47M |
|
3324
ATI
ATI
$31.1B
| – | – |
-183,792
| Closed | -$4.39M |
|
3325
Avista
AVA
$3.24B
| – | – |
-177,500
| Closed | -$9.19M |
|
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.