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 | |
|---|---|---|---|---|---|---|
3326
Avery Dennison
AVY
$13.6B
| – | – |
-216,300
| Closed | -$21.3M |
|
|
AXON
3327
Axon Enterprise
AXON
$49.8B
| – | – |
-34,352
| Closed | -$779K |
|
3328
Bank of America
BAC
$448B
| – | – |
-5,522,866
| Closed | -$140M |
|
3329
Credicorp
BAP
$29.9B
| – | – |
-119,300
| Closed | -$24.5M |
|
3330
Brunswick
BC
$5.3B
| – | – |
-236,000
| Closed | -$13.2M |
|
3331
BGSF Inc
BGSF
$58.7M
| – | – |
-17,900
| Closed | -$296K |
|
3332
Biogen
BIIB
$31B
| – | – |
-120,161
| Closed | -$37.6M |
|
3333
Buckle
BKE
$2.3B
| – | – |
-297,950
| Closed | -$5.02M |
|
|
BLUE
3334
DELISTED
bluebird bio
BLUE
| – | – |
-6,083
| Closed | -$10.8M |
|
3335
Banco Macro
BMA
$5.13B
| – | – |
-47,100
| Closed | -$5.53M |
|
3336
Berkshire Hathaway Class B
BRK.B
$1.09T
| – | – |
-76,200
| Closed | -$14M |
|
3337
Burlington
BURL
$22.4B
| – | – |
-253,600
| Closed | -$24.2M |
|
3338
Compañía de Minas Buenaventura
BVN
$8.59B
| – | – |
-459,900
| Closed | -$5.88M |
|
3339
Boyd Gaming
BYD
$6.01B
| – | – |
-50,104
| Closed | -$1.3M |
|
|
BBBY
3340
Bed Bath & Beyond
BBBY
$425M
| – | – |
-990,496
| Closed | -$22.1M |
|
|
CADE
3341
DELISTED
Cadence Bank
CADE
| – | – |
-226,100
| Closed | -$7.25M |
|
3342
Cheesecake Factory
CAKE
$5.6B
| – | – |
-542,645
| Closed | -$22.9M |
|
3343
Commerce Bancshares
CBSH
$8.58B
| – | – |
-85,436
| Closed | -$3.18M |
|
3344
Celsius Holdings
CELH
$7.27B
| – | – |
-178,149
| Closed | -$351K |
|
3345
Cerus
CERS
$570M
| – | – |
-560,214
| Closed | -$1.53M |
|
3346
CEVA Inc
CEVA
$862M
| – | – |
-81,300
| Closed | -$3.48M |
|
3347
Chegg
CHGG
$87.7M
| – | – |
-151,362
| Closed | -$2.25M |
|
|
CIVI
3348
DELISTED
Civitas Resources
CIVI
| – | – |
-20,300
| Closed | -$670K |
|
3349
Celldex Therapeutics
CLDX
$3.41B
| – | – |
-13,414
| Closed | -$575K |
|
3350
Clearwater Paper
CLW
$356M
| – | – |
-23,000
| Closed | -$1.13M |
|
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.