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 | |
|---|---|---|---|---|---|---|
|
ATH
476
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $47M | 0.05% |
908,800
+303,900
| +50% | +$15.5M |
|
|
PNK
477
DELISTED
Pinnacle Entertainment Inc.
PNK
| $47M | 0.05% |
1,434,900
+326,500
| +29% | +$9.09M |
|
|
UCB
478
United Community Banks
UCB
$4.38B
| $46.9M | 0.05% |
1,666,503
-137,108
| -8% | -$3.83M |
|
|
MASI
479
DELISTED
Masimo
MASI
| $46.8M | 0.05% |
552,100
-131,300
| -19% | -$11.4M |
|
|
VEDL
480
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $46.6M | 0.05% |
2,237,960
+328,000
| +17% | +$6.42M |
|
|
AHL
481
DELISTED
ASPEN Insurance Holding Limited
AHL
| $46.4M | 0.05% |
1,143,300
-271,575
| -19% | -$11.2M |
|
482
Microsoft
MSFT
$3.66T
| $46.4M | 0.05% |
+542,384
| New | +$44.5M |
|
483
Bio-Techne
TECH
$11.3B
| $46.1M | 0.05% |
1,424,000
+445,200
| +45% | +$14.1M |
|
484
Toyota
TM
$223B
| $46.1M | 0.05% |
362,500
-78,100
| -18% | -$9.74M |
|
485
Spectrum Brands
SPB
$2.02B
| $46M | 0.05% |
409,700
-41,900
| -9% | -$4.58M |
|
486
Wendy's
WEN
$1.62B
| $45.9M | 0.05% |
2,794,882
+1,152,200
| +70% | +$17.5M |
|
487
FirstCash
FCFS
$9.22B
| $45.7M | 0.05% |
678,224
+337,700
| +99% | +$21.8M |
|
488
Rayonier
RYN
$6.42B
| $45.7M | 0.05% |
1,592,719
+106,556
| +7% | +$2.96M |
|
489
Kulicke & Soffa
KLIC
$5.02B
| $45.7M | 0.05% |
1,876,528
+92,900
| +5% | +$2.21M |
|
|
GRMN
490
Garmin
GRMN
$60B
| $45.6M | 0.05% |
765,942
-40,700
| -5% | -$2.39M |
|
491
Insulet
PODD
$10B
| $45.6M | 0.05% |
661,200
+506,800
| +328% | +$33.3M |
|
|
RPXC
492
DELISTED
RPX Corporation
RPXC
| $45.5M | 0.05% |
3,387,800
-83,444
| -2% | -$1.1M |
|
493
Five Below
FIVE
$13.2B
| $45.5M | 0.05% |
685,600
-404,300
| -37% | -$24.3M |
|
|
AVTA
494
DELISTED
Avantax, Inc. Common Stock
AVTA
| $45.4M | 0.05% |
2,055,700
+217,900
| +12% | +$4.86M |
|
495
Regency Centers
REG
$13.9B
| $45.4M | 0.05% |
656,445
-35,400
| -5% | -$2.34M |
|
496
Enanta Pharmaceuticals
ENTA
$391M
| $45.3M | 0.05% |
771,600
+90,500
| +13% | +$4.53M |
|
|
MNR
497
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $45M | 0.05% |
2,527,100
+319,400
| +14% | +$5.53M |
|
498
SSR Mining
SSRM
$6.62B
| $45M | 0.05% |
5,116,200
+388,617
| +8% | +$3.58M |
|
499
American States Water
AWR
$3.47B
| $45M | 0.05% |
776,400
-300
| -0% | -$16.4K |
|
500
First Solar
FSLR
$24.4B
| $44.3M | 0.05% |
656,700
+541,100
| +468% | +$31.7M |
|
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.