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 | |
|---|---|---|---|---|---|---|
3351
CME Group
CME
$94.5B
| – | – |
-336,495
| Closed | -$45.7M |
|
3352
Cinemark Holdings
CNK
$4.29B
| – | – |
-616,200
| Closed | -$22.3M |
|
3353
Coherent
COHR
$70B
| – | – |
-605,410
| Closed | -$24.9M |
|
3354
Columbia Sportswear
COLM
$2.89B
| – | – |
-11,600
| Closed | -$714K |
|
3355
ConocoPhillips
COP
$151B
| – | – |
-1,659,113
| Closed | -$83M |
|
3356
Cheniere Energy
CQP
$32.8B
| – | – |
-183,700
| Closed | -$5.29M |
|
3357
Salesforce
CRM
$158B
| – | – |
-516,100
| Closed | -$48.2M |
|
3358
Cisco
CSCO
$483B
| – | – |
-2,146,105
| Closed | -$72.2M |
|
3359
Darling Ingredients
DAR
$9.94B
| – | – |
-140,800
| Closed | -$2.47M |
|
3360
Designer Brands
DBI
$316M
| – | – |
-214,930
| Closed | -$4.62M |
|
3361
3D Systems Corp
DDD
$603M
| – | – |
-129,750
| Closed | -$1.74M |
|
|
DFS
3362
DELISTED
Discover Financial Services
DFS
| – | – |
-494,300
| Closed | -$31.9M |
|
3363
Delek Logistics
DKL
$3.15B
| – | – |
-11,680
| Closed | -$365K |
|
3364
Duluth Holdings
DLTH
$150M
| – | – |
-46,000
| Closed | -$933K |
|
3365
Deluxe
DLX
$1.09B
| – | – |
-83,600
| Closed | -$6.1M |
|
3366
Brinker International
EAT
$10.4B
| – | – |
-198,600
| Closed | -$6.33M |
|
|
EEX
3367
DELISTED
Emerald Holding
EEX
| – | – |
-38,697
| Closed | -$899K |
|
3368
Eagle Bancorp
EGBN
$877M
| – | – |
-25,880
| Closed | -$1.74M |
|
3369
Eldorado Gold
EGO
$10.4B
| – | – |
-260,440
| Closed | -$2.87M |
|
3370
Enbridge
ENB
$112B
| – | – |
-907,882
| Closed | -$38M |
|
3371
Enovis
ENOV
$1.39B
| – | – |
-194,577
| Closed | -$13.9M |
|
3372
Enterprise Products Partners
EPD
$81.8B
| – | – |
-2,178,349
| Closed | -$56.8M |
|
3373
EQT Corp
EQT
$33.7B
| – | – |
-2,087,751
| Closed | -$74.1M |
|
3374
Energy Recovery
ERII
$401M
| – | – |
-278,700
| Closed | -$2.2M |
|
|
EMBJ
3375
Embraer S.A. ADS
EMBJ
$13.2B
| – | – |
-466,200
| Closed | -$10.5M |
|
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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.