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 | |
|---|---|---|---|---|---|---|
351
Five Below
FIVE
$13.1B
| $59.8M | 0.07% |
1,089,900
+871,200
| +398% | +$42.6M |
|
352
Pricesmart
PSMT
$5.5B
| $59.6M | 0.07% |
668,300
+54,200
| +9% | +$4.54M |
|
|
TSS
353
DELISTED
Total System Services, Inc.
TSS
| $59.2M | 0.07% |
904,465
-399,500
| -31% | -$25.8M |
|
|
MASI
354
DELISTED
Masimo
MASI
| $59.2M | 0.07% |
683,400
+62,900
| +10% | +$5.56M |
|
355
Monster Beverage
MNST
$89.5B
| $58.9M | 0.07% |
4,266,400
-3,206,400
| -43% | -$43.2M |
|
|
CTRA
356
DELISTED
Coterra Energy
CTRA
| $58.8M | 0.07% |
+2,199,600
| New | +$55.9M |
|
357
Valero Energy
VLO
$94.1B
| $58.8M | 0.07% |
+763,788
| New | +$52.6M |
|
358
Boston Scientific
BSX
$74.5B
| $58.7M | 0.07% |
2,012,405
-3,293,200
| -62% | -$90.9M |
|
359
Southern Company
SO
$106B
| $58.2M | 0.07% |
1,184,100
-1,353,300
| -53% | -$65.6M |
|
360
Qualys
QLYS
$6.45B
| $57.8M | 0.07% |
1,115,500
+92,500
| +9% | +$4.24M |
|
361
Zoetis
ZTS
$29.9B
| $57.5M | 0.07% |
902,600
-808,500
| -47% | -$50.6M |
|
362
Gerdau
GGB
$9.42B
| $57.5M | 0.07% |
21,139,901
+5,411,574
| +34% | +$15.2M |
|
363
WSFS Financial
WSFS
$4.17B
| $57.5M | 0.07% |
1,178,714
+4,300
| +0.4% | +$194K |
|
|
AHL
364
DELISTED
ASPEN Insurance Holding Limited
AHL
| $57.2M | 0.07% |
1,414,875
+121,075
| +9% | +$5.6M |
|
365
Etsy
ETSY
$7.26B
| $57M | 0.07% |
3,376,409
+206,109
| +7% | +$3.25M |
|
366
TC Energy
TRP
$66.6B
| $56.9M | 0.07% |
1,150,900
+143,600
| +14% | +$7.21M |
|
367
Medifast
MED
$131M
| $56.8M | 0.07% |
957,100
+1,000
| +0.1% | +$49.8K |
|
368
Enterprise Products Partners
EPD
$81.9B
| $56.8M | 0.07% |
2,178,349
-561,400
| -20% | -$14.8M |
|
369
Black Hills Corp
BKH
$5.6B
| $56.5M | 0.07% |
819,900
+99,100
| +14% | +$6.88M |
|
370
PG&E
PCG
$38.2B
| $56.4M | 0.07% |
827,600
-887,800
| -52% | -$60.8M |
|
371
Honda
HMC
$40.6B
| $56.2M | 0.07% |
1,902,800
-973,903
| -34% | -$27.5M |
|
372
MKS Inc
MKSI
$20.9B
| $56M | 0.07% |
593,252
+120,400
| +25% | +$9.84M |
|
373
AGNC Investment
AGNC
$13B
| $55.9M | 0.07% |
2,578,209
+1,019,280
| +65% | +$21.8M |
|
374
NVR
NVR
$16.8B
| $55.9M | 0.07% |
19,570
+8,160
| +72% | +$21.9M |
|
|
WIFI
375
DELISTED
Boingo Wireless, Inc.
WIFI
| $55.7M | 0.07% |
2,605,800
+275,600
| +12% | +$5.06M |
|
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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.