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 | |
|---|---|---|---|---|---|---|
3501
Travelers Companies
TRV
$78.3B
| – | – |
-8,600
| Closed | -$1.05M |
|
3502
Toro Company
TTC
$9.41B
| – | – |
-165,500
| Closed | -$10.3M |
|
3503
Mammoth Energy Services
TUSK
$158M
| – | – |
-20,600
| Closed | -$347K |
|
3504
Televisa
TV
$1.48B
| – | – |
-620,800
| Closed | -$15.3M |
|
3505
United Airlines
UAL
$41B
| – | – |
-831,163
| Closed | -$50.6M |
|
|
UCTT
3506
Ultra Clean Holdings
UCTT
$3.9B
| – | – |
-215,900
| Closed | -$6.61M |
|
3507
Ulta Beauty
ULTA
$23.3B
| – | – |
-336,600
| Closed | -$76.1M |
|
3508
United Natural Foods
UNFI
$2.86B
| – | – |
-232,750
| Closed | -$9.68M |
|
3509
Union Pacific
UNP
$174B
| – | – |
-20,300
| Closed | -$2.35M |
|
3510
Upbound Group
UPBD
$1.11B
| – | – |
-106,310
| Closed | -$1.22M |
|
3511
Marriott Vacations Worldwide
VAC
$3.95B
| – | – |
-60,482
| Closed | -$7.53M |
|
3512
Virtu Financial
VIRT
$4.86B
| – | – |
-307,800
| Closed | -$4.99M |
|
3513
Viasat
VSAT
$11.6B
| – | – |
-156,670
| Closed | -$10.1M |
|
3514
Voyager Therapeutics
VYGR
$197M
| – | – |
-33,300
| Closed | -$686K |
|
3515
Westamerica Bancorp
WABC
$1.36B
| – | – |
-8,100
| Closed | -$482K |
|
3516
Warner Bros
WBD
$67.9B
| – | – |
-288,150
| Closed | -$6.13M |
|
3517
Workday
WDAY
$44.8B
| – | – |
-886,200
| Closed | -$93.4M |
|
3518
Western Midstream Partners
WES
$19.9B
| – | – |
-34,152
| Closed | -$1.41M |
|
3519
Wells Fargo
WFC
$264B
| – | – |
-3,091,011
| Closed | -$170M |
|
3520
Williams Companies
WMB
$88.4B
| – | – |
-2,228,500
| Closed | -$66.9M |
|
3521
WisdomTree
WT
$3.33B
| – | – |
-120,200
| Closed | -$1.22M |
|
|
YRD
3522
Yiren Digital
YRD
$108M
| – | – |
-105,900
| Closed | -$4.44M |
|
3523
Zumiez
ZUMZ
$322M
| – | – |
-328,600
| Closed | -$5.95M |
|
3524
Arq
ARQ
$99.1M
| – | – |
-164,800
| Closed | -$1.81M |
|
|
TBRG
3525
DELISTED
TruBridge
TBRG
| – | – |
-12,781
| Closed | -$378K |
|
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.