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 | |
|---|---|---|---|---|---|---|
3451
MaxLinear
MXL
$6.73B
| – | – |
-226,613
| Closed | -$5.38M |
|
3452
NBT Bancorp
NBTB
$2.76B
| – | – |
-13,300
| Closed | -$488K |
|
3453
Norwegian Cruise Line
NCLH
$8.59B
| – | – |
-205,000
| Closed | -$11.1M |
|
3454
Nice
NICE
$5.77B
| – | – |
-25,844
| Closed | -$2.1M |
|
3455
Nike
NKE
$60.5B
| – | – |
-5,266,900
| Closed | -$273M |
|
|
NOAH
3456
Noah Holdings
NOAH
$580M
| – | – |
-22,600
| Closed | -$726K |
|
3457
Nomad Foods
NOMD
$1.6B
| – | – |
-72,918
| Closed | -$1.06M |
|
3458
NETSCOUT
NTCT
$2.88B
| – | – |
-342,485
| Closed | -$11.1M |
|
3459
Nucor
NUE
$61.5B
| – | – |
-182,200
| Closed | -$10.2M |
|
3460
Newell Brands
NWL
$2.58B
| – | – |
-842,827
| Closed | -$36M |
|
3461
Old Dominion Freight Line
ODFL
$44B
| – | – |
-392,181
| Closed | -$14.4M |
|
3462
OFG Bancorp
OFG
$2.24B
| – | – |
-100,570
| Closed | -$920K |
|
3463
O-I Glass
OI
$1.07B
| – | – |
-9,700
| Closed | -$244K |
|
3464
Oil States International
OIS
$530M
| – | – |
-136,849
| Closed | -$3.47M |
|
3465
Ollie's Bargain Outlet
OLLI
$4.66B
| – | – |
-100,600
| Closed | -$4.67M |
|
3466
OneMain Financial
OMF
$7.29B
| – | – |
-123,600
| Closed | -$3.48M |
|
|
ORC
3467
Orchid Island Capital
ORC
$1.32B
| – | – |
-20,080
| Closed | -$1.02M |
|
3468
Oxford Industries
OXM
$536M
| – | – |
-50,600
| Closed | -$3.21M |
|
3469
Patrick Industries
PATK
$2.76B
| – | – |
-9,452
| Closed | -$353K |
|
3470
Prosperity Bancshares
PB
$8.85B
| – | – |
-50,188
| Closed | -$3.3M |
|
3471
Pitney Bowes
PBI
$2.29B
| – | – |
-614,200
| Closed | -$8.61M |
|
3472
Puma Biotechnology
PBYI
$468M
| – | – |
-134,600
| Closed | -$16.1M |
|
3473
Pure Cycle
PCYO
$274M
| – | – |
-13,900
| Closed | -$104K |
|
3474
PDF Solutions
PDFS
$2.17B
| – | – |
-245,366
| Closed | -$3.8M |
|
|
PMT
3475
PennyMac Mortgage Investment
PMT
$834M
| – | – |
-314,700
| Closed | -$5.47M |
|
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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.