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 | |
|---|---|---|---|---|---|---|
401
Brixmor Property Group
BRX
$9.13B
| $55.6M | 0.06% |
2,977,500
+696,500
| +31% | +$12.7M |
|
|
OPLN
402
Openlane
OPLN
$4.26B
| $55.5M | 0.06% |
2,901,709
+421,664
| +17% | +$7.81M |
|
403
US Foods
USFD
$23.9B
| $55.3M | 0.06% |
1,732,900
+578,000
| +50% | +$16.4M |
|
404
Madison Square Garden
MSGS
$9.94B
| $55.3M | 0.06% |
367,745
-104,028
| -22% | -$16.1M |
|
405
WSFS Financial
WSFS
$4.16B
| $55.3M | 0.06% |
1,155,714
-23,000
| -2% | -$1.13M |
|
406
Parker-Hannifin
PH
$135B
| $55.1M | 0.06% |
275,950
-630,544
| -70% | -$117M |
|
407
MGIC Investment
MTG
$6.31B
| $55.1M | 0.06% |
3,902,100
-878,700
| -18% | -$12.4M |
|
|
COL
408
DELISTED
Rockwell Collins
COL
| $55M | 0.06% |
+405,891
| New | +$54.4M |
|
|
FCE.A
409
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $54.7M | 0.06% |
2,271,463
+852,300
| +60% | +$21.1M |
|
|
DNB
410
DELISTED
Dun & Bradstreet
DNB
| $54.5M | 0.06% |
460,600
+128,300
| +39% | +$15.2M |
|
411
Loews
L
$23.3B
| $54.2M | 0.06% |
1,082,400
+456,600
| +73% | +$22.6M |
|
412
Morningstar
MORN
$7.31B
| $54.1M | 0.06% |
557,900
-10,900
| -2% | -$981K |
|
413
Trane Technologies
TT
$106B
| $54M | 0.06% |
+605,968
| New | +$53.4M |
|
414
Advanced Energy
AEIS
$13.6B
| $53.9M | 0.06% |
798,422
+225,700
| +39% | +$18.2M |
|
415
Agnico Eagle Mines
AEM
$94.3B
| $53.8M | 0.06% |
1,165,896
+357,436
| +44% | +$15.9M |
|
|
WBC
416
DELISTED
WABCO HOLDINGS INC.
WBC
| $53.8M | 0.06% |
374,604
+290,804
| +347% | +$42.7M |
|
417
Charter Communications
CHTR
$18B
| $53.7M | 0.06% |
159,900
-122,400
| -43% | -$41.6M |
|
418
Halliburton
HAL
$27.9B
| $53.7M | 0.06% |
+1,098,995
| New | +$48.4M |
|
419
Entegris
ENTG
$24B
| $53.6M | 0.06% |
1,759,455
+41,365
| +2% | +$1.27M |
|
|
HA
420
DELISTED
Hawaiian Holdings, Inc.
HA
| $53.5M | 0.06% |
1,342,700
-281,700
| -17% | -$10.8M |
|
|
BDN
421
Brandywine Realty Trust
BDN
$537M
| $53.2M | 0.06% |
2,925,098
+749,500
| +34% | +$13.3M |
|
422
Fortune Brands Innovations
FBIN
$5.78B
| $53.2M | 0.06% |
+909,558
| New | +$51.7M |
|
423
MGM Resorts International
MGM
$11.1B
| $53.2M | 0.06% |
+1,593,340
| New | +$51.3M |
|
424
Spire
SR
$4.87B
| $53.2M | 0.06% |
707,700
+117,700
| +20% | +$9.13M |
|
425
Stellantis
STLA
$20.1B
| $53M | 0.06% |
2,972,918
-1,634,482
| -35% | -$28.7M |
|
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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.