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 | |
|---|---|---|---|---|---|---|
351
Transocean
RIG
$6.49B
| $61.6M | 0.07% |
5,771,600
+1,278,900
| +28% | +$13.3M |
|
352
Ventas
VTR
$44.6B
| $61.2M | 0.07% |
1,020,002
+980,302
| +2,469% | +$62M |
|
353
CoStar Group
CSGP
$12.6B
| $61.2M | 0.07% |
2,059,980
+1,121,000
| +119% | +$32.8M |
|
354
STMicroelectronics
STM
$49.1B
| $60.9M | 0.07% |
2,788,440
+671,415
| +32% | +$14.9M |
|
|
BNCL
355
DELISTED
Beneficial Bancorp, Inc.
BNCL
| $60.9M | 0.07% |
3,702,282
-106,791
| -3% | -$1.77M |
|
|
GRA
356
DELISTED
W.R. Grace & Co.
GRA
| $60.8M | 0.07% |
867,300
+559,200
| +181% | +$40.5M |
|
357
Hyatt Hotels
H
$16.3B
| $60.8M | 0.07% |
826,500
+250,700
| +44% | +$17M |
|
358
Idacorp
IDA
$8.11B
| $60.7M | 0.07% |
664,400
+217,900
| +49% | +$20.4M |
|
359
Ingredion
INGR
$6.6B
| $60.7M | 0.07% |
434,100
+96,824
| +29% | +$12.8M |
|
360
Rambus
RMBS
$10.5B
| $60.2M | 0.07% |
4,231,286
+941,800
| +29% | +$13.5M |
|
361
Gerdau
GGB
$9.2B
| $60.1M | 0.07% |
20,345,219
-794,682
| -4% | -$2.16M |
|
362
Ultrapar
UGP
$6.34B
| $59.9M | 0.07% |
5,268,200
+45,000
| +0.9% | +$518K |
|
363
Pan American Silver
PAAS
$21.8B
| $59.6M | 0.07% |
3,832,800
+75,883
| +2% | +$1.2M |
|
364
Royal Bank of Canada
RY
$292B
| $59.5M | 0.07% |
729,077
-236,500
| -24% | -$18.8M |
|
|
MODV
365
DELISTED
ModivCare
MODV
| $59.5M | 0.07% |
1,002,700
+70,900
| +8% | +$4.02M |
|
366
FIVE9
FIVN
$2.44B
| $59.4M | 0.07% |
2,388,800
+77,800
| +3% | +$1.92M |
|
367
Banco de Chile
BCH
$20.7B
| $59.3M | 0.07% |
1,885,494
+28,794
| +2% | +$844K |
|
|
VRE
368
DELISTED
Veris Residential
VRE
| $59.3M | 0.07% |
2,751,800
+603,800
| +28% | +$13.6M |
|
|
DCT
369
DELISTED
DCT Industrial Trust Inc.
DCT
| $59.2M | 0.07% |
1,007,775
+442,600
| +78% | +$26.2M |
|
370
KLA
KLAC
$262B
| $59.2M | 0.07% |
5,630,840
-77,000
| -1% | -$812K |
|
371
NOV
NOV
$7.49B
| $59M | 0.07% |
1,639,210
+760,500
| +87% | +$25.7M |
|
372
Analog Devices
ADI
$188B
| $59M | 0.07% |
662,496
-1,173,797
| -64% | -$104M |
|
373
Yum! Brands
YUM
$39.5B
| $58.9M | 0.07% |
+722,100
| New | +$57.1M |
|
374
Gold Fields
GFI
$36B
| $58.9M | 0.06% |
13,698,200
+3,537,400
| +35% | +$14.3M |
|
375
Pricesmart
PSMT
$5.33B
| $58.9M | 0.06% |
683,900
+15,600
| +2% | +$1.33M |
|
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.