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 | |
|---|---|---|---|---|---|---|
26
American Electric Power
AEP
$67.3B
| $350M | 0.41% |
4,981,700
+203,100
| +4% | +$14.5M |
|
27
Eli Lilly
LLY
$1.08T
| $346M | 0.41% |
4,049,205
-1,645,700
| -29% | -$135M |
|
28
Philip Morris
PM
$290B
| $330M | 0.39% |
2,973,800
-93,000
| -3% | -$10.8M |
|
29
Alphabet (Google) Class A
GOOGL
$4.2T
| $319M | 0.38% |
6,556,960
-82,000
| -1% | -$3.89M |
|
|
30
ExxonMobil
XOM
$657B
| $299M | 0.35% |
+3,652,454
| New | +$290M |
|
31
American Tower
AMT
$79B
| $297M | 0.35% |
2,173,700
+623,000
| +40% | +$86.7M |
|
32
F5
FFIV
$23.4B
| $294M | 0.35% |
2,436,974
+696,765
| +40% | +$84.1M |
|
33
Intuit
INTU
$92B
| $290M | 0.34% |
2,042,448
+352,400
| +21% | +$48.6M |
|
|
34
FedEx
FDX
$76.3B
| $289M | 0.34% |
+1,280,200
| New | +$273M |
|
35
Ryanair
RYAAY
$30.8B
| $285M | 0.34% |
6,753,798
+758,613
| +13% | +$34.3M |
|
36
AvalonBay Communities
AVB
$26B
| $283M | 0.33% |
1,586,214
+309,114
| +24% | +$57.9M |
|
37
Nike
NKE
$61.3B
| $273M | 0.32% |
5,266,900
+3,554,369
| +208% | +$200M |
|
38
NXP Semiconductors
NXPI
$59.6B
| $271M | 0.32% |
2,399,215
+185,327
| +8% | +$20.7M |
|
39
Clorox
CLX
$13.1B
| $270M | 0.32% |
2,050,600
+709,200
| +53% | +$95.3M |
|
40
Micron Technology
MU
$981B
| $265M | 0.31% |
+6,730,936
| New | +$213M |
|
|
MON
41
DELISTED
Monsanto Co
MON
| $264M | 0.31% |
2,205,600
+1,178,600
| +115% | +$139M |
|
42
Air Products & Chemicals
APD
$68.9B
| $262M | 0.31% |
1,733,600
+1,391,100
| +406% | +$204M |
|
43
Waste Management
WM
$90.7B
| $258M | 0.3% |
3,296,900
-478,600
| -13% | -$36.4M |
|
44
Merck
MRK
$322B
| $257M | 0.3% |
4,206,738
-605,818
| -13% | -$36.7M |
|
45
UDR
UDR
$12B
| $250M | 0.29% |
6,561,834
+1,448,034
| +28% | +$56.1M |
|
46
Idexx Laboratories
IDXX
$46.2B
| $247M | 0.29% |
1,589,800
+237,900
| +18% | +$37.6M |
|
47
Gaming and Leisure Properties
GLPI
$12.4B
| $246M | 0.29% |
6,666,493
+1,580,004
| +31% | +$59.7M |
|
|
VMW
48
DELISTED
VMware, Inc
VMW
| $242M | 0.28% |
2,214,600
+103,200
| +5% | +$10.2M |
|
49
Edison International
EIX
$26.9B
| $241M | 0.28% |
3,125,600
+465,605
| +18% | +$36.8M |
|
50
Edwards Lifesciences
EW
$54B
| $241M | 0.28% |
6,602,217
+4,043,517
| +158% | +$154M |
|
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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.