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 | |
|---|---|---|---|---|---|---|
|
PDM
326
Piedmont Realty Trust
PDM
$1.17B
| $66.9M | 0.07% |
3,411,200
+686,300
| +25% | +$13.7M |
|
327
Coca-Cola Femsa
KOF
$23B
| $66.9M | 0.07% |
960,600
+33,100
| +4% | +$2.31M |
|
328
Alexandria Real Estate Equities
ARE
$8.28B
| $66.9M | 0.07% |
512,100
+241,660
| +89% | +$30.4M |
|
329
Medifast
MED
$130M
| $66.8M | 0.07% |
956,400
-700
| -0.1% | -$46.4K |
|
|
EQC
330
DELISTED
Equity Commonwealth
EQC
| $66.5M | 0.07% |
2,178,175
-265,500
| -11% | -$8.04M |
|
331
PTC
PTC
$16.3B
| $66.2M | 0.07% |
1,088,600
+887,400
| +441% | +$55.1M |
|
332
Pinnacle West Capital
PNW
$12.1B
| $66.1M | 0.07% |
776,400
+690,500
| +804% | +$61M |
|
333
UnitedHealth
UNH
$361B
| $65.9M | 0.07% |
299,026
-11,474
| -4% | -$2.43M |
|
334
Clean Harbors
CLH
$16.4B
| $64.9M | 0.07% |
1,197,102
+217,102
| +22% | +$11.8M |
|
335
MKS Inc
MKSI
$19.9B
| $64.8M | 0.07% |
685,300
+92,048
| +16% | +$9.17M |
|
|
TMX
336
DELISTED
Terminix Global Holdings, Inc.
TMX
| $64.5M | 0.07% |
1,878,045
+333,686
| +22% | +$10.7M |
|
337
Equity Residential
EQR
$24.4B
| $63.9M | 0.07% |
1,001,600
+768,179
| +329% | +$51.3M |
|
|
AJRD
338
DELISTED
Aerojet Rocketdyne Holdings
AJRD
| $63.7M | 0.07% |
2,041,895
+2,601
| +0.1% | +$82.4K |
|
|
FRC
339
DELISTED
First Republic Bank
FRC
| $63.7M | 0.07% |
734,700
+686,600
| +1,427% | +$65.1M |
|
340
Canadian National Railway
CNI
$76.4B
| $63.4M | 0.07% |
767,900
+735,300
| +2,256% | +$59.2M |
|
341
Broadridge
BR
$19.5B
| $63.3M | 0.07% |
699,300
+260,236
| +59% | +$22.7M |
|
|
LLL
342
DELISTED
L3 Technologies, Inc.
LLL
| $63.2M | 0.07% |
319,500
+37,000
| +13% | +$7.04M |
|
343
Huazhu Hotels Group
HTHT
$12.8B
| $63.2M | 0.07% |
1,750,400
-1,151,200
| -40% | -$36.4M |
|
344
Cheniere Energy
LNG
$54.8B
| $63.2M | 0.07% |
1,173,500
+753,900
| +180% | +$36.4M |
|
|
CXO
345
DELISTED
CONCHO RESOURCES INC.
CXO
| $63.2M | 0.07% |
+420,400
| New | +$58.4M |
|
346
Fortive
FTV
$18.6B
| $62.9M | 0.07% |
1,378,030
+921,964
| +202% | +$42.2M |
|
347
Invesco
IVZ
$13.8B
| $62.6M | 0.07% |
1,713,900
+1,162,175
| +211% | +$42M |
|
|
EE
348
DELISTED
El Paso Electric Company
EE
| $62.1M | 0.07% |
1,121,700
+268,200
| +31% | +$15.6M |
|
349
Grand Canyon Education
LOPE
$3.76B
| $61.9M | 0.07% |
690,958
-250,963
| -27% | -$22.7M |
|
|
CNH
350
CNH Industrial
CNH
$17.1B
| $61.6M | 0.07% |
5,282,346
+1,061,154
| +25% | +$11.7M |
|
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.