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 |
Medtronic
MDT
|
+$495M |
| 2 |
ExxonMobil
XOM
|
+$290M |
| 3 |
FedEx
FDX
|
+$273M |
| 4 |
Netflix
NFLX
|
+$262M |
| 5 |
RTX Corp
RTX
|
+$234M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$290M |
| 2 |
EA
Electronic Arts
EA
|
+$280M |
| 3 |
Mastercard
MA
|
+$252M |
| 4 |
RAI
Reynolds American Inc
RAI
|
+$245M |
| 5 |
Johnson & Johnson
JNJ
|
+$242M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 15.71% |
| 2 | Technology | 15.33% |
| 3 | Financials | 11.4% |
| 4 | Industrials | 9.58% |
| 5 | Consumer Staples | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Global Payments
GPN
$22.5B
| $63.2M | 0.07% |
665,345
-238,700
| -26% | -$22.5M |
|
327
Portland General Electric
POR
$5.73B
| $63.1M | 0.07% |
1,383,170
+181,870
| +15% | +$8.38M |
|
328
BHP
BHP
$229B
| $63M | 0.07% |
+1,742,049
| New | +$63.7M |
|
329
Xerox
XRX
$410M
| $62.8M | 0.07% |
1,886,924
-620,842
| -25% | -$19.5M |
|
330
Wayfair
W
$14.3B
| $62.7M | 0.07% |
930,400
+592,400
| +175% | +$44M |
|
331
UGI
UGI
$7.49B
| $62.4M | 0.07% |
1,331,450
+325,500
| +32% | +$15.9M |
|
332
Itron
ITRI
$4.48B
| $62.4M | 0.07% |
805,261
+85,600
| +12% | +$6.21M |
|
333
Ultrapar
UGP
$6.3B
| $62.2M | 0.07% |
5,223,200
-32,200
| -0.6% | -$379K |
|
|
ALXN
334
DELISTED
Alexion Pharmaceuticals
ALXN
| $62M | 0.07% |
442,200
+229,900
| +108% | +$31.2M |
|
335
PetMed Express
PETS
$42.7M
| $61.9M | 0.07% |
1,868,615
+221,215
| +13% | +$9.01M |
|
336
Leidos
LDOS
$17.5B
| $61.9M | 0.07% |
1,044,947
+179,897
| +21% | +$10M |
|
337
Kearny Financial
KRNY
$600M
| $61.8M | 0.07% |
4,028,219
+324,698
| +9% | +$4.73M |
|
|
CCMP
338
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $61.5M | 0.07% |
769,209
+196,100
| +34% | +$14.4M |
|
|
P
339
Everpure Inc
P
$36.5B
| $61.5M | 0.07% |
3,844,815
+1,383,815
| +56% | +$19M |
|
340
Masco
MAS
$14.7B
| $61.3M | 0.07% |
1,570,200
+1,057,200
| +206% | +$39.8M |
|
|
HA
341
DELISTED
Hawaiian Holdings, Inc.
HA
| $61M | 0.07% |
1,624,400
-360,700
| -18% | -$15.3M |
|
|
VVC
342
DELISTED
Vectren Corporation
VVC
| $60.8M | 0.07% |
924,700
+70,300
| +8% | +$4.4M |
|
343
UnitedHealth
UNH
$364B
| $60.8M | 0.07% |
310,500
+92,700
| +43% | +$17.9M |
|
|
BBBY
344
DELISTED
Bed Bath & Beyond Inc
BBBY
| $60.8M | 0.07% |
2,590,160
+335,300
| +15% | +$9.39M |
|
345
KLA
KLAC
$272B
| $60.5M | 0.07% |
5,707,840
+5,363,840
| +1,559% | +$51.2M |
|
346
COPT Defense Properties
CDP
$4.19B
| $60.5M | 0.07% |
1,842,300
+238,400
| +15% | +$7.96M |
|
347
J&J Snack Foods
JJSF
$1.66B
| $60.3M | 0.07% |
459,550
+77,750
| +20% | +$10M |
|
348
MGIC Investment
MTG
$6.31B
| $59.9M | 0.07% |
4,780,800
+1,173,900
| +33% | +$13.6M |
|
|
ELME
349
Elme Communities
ELME
$145M
| $59.9M | 0.07% |
1,827,900
+419,400
| +30% | +$13.7M |
|
|
CELG
350
DELISTED
Celgene Corp
CELG
| $59.8M | 0.07% |
410,238
-760,400
| -65% | -$104M |
|
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Jim Simons's Q3 2017 Portfolio in Review
As of Q3 2017, Jim Simons held 3,587 positions worth $85B, up 8.4% from $78.4B the previous quarter. Its ten largest holdings account for 8.5% of the portfolio.
Jim Simons deployed $2.91B of net new capital in Q3 2017, opening 418 new positions and adding to 1,684 existing holdings. Its largest new stake was ExxonMobil: 3,652,454 shares worth $299M.
By sector, the portfolio is most concentrated in Healthcare at 16% of assets, down from 16% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Electronic Arts, an estimated $280M trimmed.
- Jim Simons's largest Q3 2017 buy was ExxonMobil: 3,652,454 shares worth $299M.
- Jim Simons added most to Medtronic in Q3 2017, an estimated $495M increase.
- Jim Simons's biggest Q3 2017 reduction was Electronic Arts, cutting an estimated $280M.
- Jim Simons fully exited Amazon in Q3 2017, selling an estimated $290M.
- Jim Simons's ten largest holdings make up 8.5% of its $85B portfolio in Q3 2017.
- Jim Simons opened 418 new positions and closed 418 in Q3 2017.
- Jim Simons's portfolio value rose 8.4% quarter-over-quarter to $85B.
Based on Renaissance Technologies's 13F filing for Q3 2017, filed 13 Nov 2017.