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 | |
|---|---|---|---|---|---|---|
426
Diageo
DEO
$52.8B
| $49M | 0.06% |
370,480
+304,480
| +461% | +$39.3M |
|
427
First Industrial Realty Trust
FR
$8.4B
| $48.9M | 0.06% |
1,624,400
+1,035,600
| +176% | +$31.3M |
|
428
Royal Gold
RGLD
$19.1B
| $48.6M | 0.06% |
565,109
+539,909
| +2,142% | +$46.7M |
|
|
GOLD
429
DELISTED
Randgold Resources Ltd
GOLD
| $48.6M | 0.06% |
497,400
+170,800
| +52% | +$16.4M |
|
|
RPAI
430
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $48.6M | 0.06% |
3,698,100
-475,000
| -11% | -$6.22M |
|
|
TFCFA
431
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $48.5M | 0.06% |
1,840,302
+1,411,802
| +329% | +$38.9M |
|
432
Morningstar
MORN
$7.76B
| $48.3M | 0.06% |
568,800
-22,300
| -4% | -$1.82M |
|
433
Transocean
RIG
$6.39B
| $48.3M | 0.06% |
4,492,700
+2,741,972
| +157% | +$23.6M |
|
|
TMX
434
DELISTED
Terminix Global Holdings, Inc.
TMX
| $48.3M | 0.06% |
+1,544,359
| New | +$45.6M |
|
435
Carlisle Companies
CSL
$14.9B
| $48.3M | 0.06% |
481,700
+42,200
| +10% | +$4.09M |
|
436
ArcelorMittal
MT
$55.2B
| $48.3M | 0.06% |
+1,874,971
| New | +$48.5M |
|
437
Sun Communities
SUI
$14.6B
| $48.3M | 0.06% |
563,600
-113,100
| -17% | -$10M |
|
438
Salesforce
CRM
$165B
| $48.2M | 0.06% |
+516,100
| New | +$47.5M |
|
439
Spectrum Brands
SPB
$2.09B
| $47.8M | 0.06% |
+451,600
| New | +$50.8M |
|
440
Adeia
ADEA
$3.16B
| $47.8M | 0.06% |
7,145,765
-2,055,564
| -22% | -$15.1M |
|
|
DENN
441
DELISTED
Denny's
DENN
| $47.8M | 0.06% |
3,839,011
-107,900
| -3% | -$1.28M |
|
442
RE/MAX Holdings
RMAX
$265M
| $47.8M | 0.06% |
752,100
+70,200
| +10% | +$4.2M |
|
443
AXIS Capital
AXS
$7.3B
| $47.7M | 0.06% |
832,600
+352,500
| +73% | +$21.8M |
|
|
TMHC
444
DELISTED
Taylor Morrison
TMHC
| $47.4M | 0.06% |
2,147,516
+582,416
| +37% | +$12.9M |
|
|
EE
445
DELISTED
El Paso Electric Company
EE
| $47.2M | 0.06% |
853,500
+144,163
| +20% | +$7.73M |
|
|
CSRA
446
DELISTED
CSRA Inc.
CSRA
| $47M | 0.06% |
1,455,530
+745,179
| +105% | +$24M |
|
447
Nasdaq
NDAQ
$54.6B
| $46.7M | 0.06% |
1,806,900
-106,524
| -6% | -$2.65M |
|
448
Emergent Biosolutions
EBS
$230M
| $46.6M | 0.05% |
1,152,611
+332,200
| +40% | +$12M |
|
449
Omnicom Group
OMC
$24.2B
| $46.5M | 0.05% |
627,900
+343,100
| +120% | +$26.4M |
|
|
AVTA
450
DELISTED
Avantax, Inc. Common Stock
AVTA
| $46.5M | 0.05% |
1,837,800
+222,600
| +14% | +$5.04M |
|
Similar funds
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.