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 | |
|---|---|---|---|---|---|---|
3401
Houlihan Lokey
HLI
$8.77B
| – | – |
-108,700
| Closed | -$4.25M |
|
3402
Harley-Davidson
HOG
$2.69B
| – | – |
-320,600
| Closed | -$15.5M |
|
|
HOLX
3403
DELISTED
Hologic
HOLX
| – | – |
-501,838
| Closed | -$18.4M |
|
3404
Home BancShares
HOMB
$6.17B
| – | – |
-1,599,697
| Closed | -$40.3M |
|
3405
Honeywell
HON
$73.3B
| – | – |
-91,770
| Closed | -$11.8M |
|
3406
Hope Bancorp
HOPE
$1.82B
| – | – |
-181,555
| Closed | -$3.21M |
|
3407
HealthEquity
HQY
$8.75B
| – | – |
-324,500
| Closed | -$16.4M |
|
3408
Hancock Whitney
HWC
$6.27B
| – | – |
-4,900
| Closed | -$237K |
|
3409
Ichor Holdings
ICHR
$2.65B
| – | – |
-267,700
| Closed | -$7.17M |
|
3410
Intellicheck
IDN
$75.5M
| – | – |
-19,600
| Closed | -$56K |
|
3411
Ingles Markets
IMKTA
$1.67B
| – | – |
-196,474
| Closed | -$5.05M |
|
3412
Imunon
IMNN
$6.81M
| – | – |
-1,613
| Closed | -$473K |
|
3413
Infosys
INFY
$49.4B
| – | – |
-3,041,600
| Closed | -$22.2M |
|
3414
Innospec
IOSP
$2.29B
| – | – |
-73,000
| Closed | -$4.5M |
|
3415
Intrepid Potash
IPI
$491M
| – | – |
-19,210
| Closed | -$838K |
|
|
IRBT
3416
DELISTED
iRobot
IRBT
| – | – |
-342,100
| Closed | -$26.4M |
|
3417
JD.com
JD
$42.1B
| – | – |
-2,423,900
| Closed | -$92.6M |
|
3418
JPMorgan Chase
JPM
$968B
| – | – |
-1,418,338
| Closed | -$135M |
|
|
K
3419
DELISTED
Kellanova
K
| – | – |
-253,790
| Closed | -$14.9M |
|
3420
KBR
KBR
$4.74B
| – | – |
-224,402
| Closed | -$4.01M |
|
3421
Kirby Corp
KEX
$7.16B
| – | – |
-94,767
| Closed | -$6.25M |
|
3422
Kforce
KFRC
$1.02B
| – | – |
-49,349
| Closed | -$997K |
|
3423
Kraft Heinz
KHC
$28.9B
| – | – |
-933,149
| Closed | -$72.4M |
|
3424
Kimberly-Clark
KMB
$36.1B
| – | – |
-1,033,100
| Closed | -$122M |
|
3425
KT
KT
$8.84B
| – | – |
-801,000
| Closed | -$11.1M |
|
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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.