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 | |
|---|---|---|---|---|---|---|
526
CDW
CDW
$17.8B
| $40.3M | 0.05% |
611,100
+261,602
| +75% | +$16.4M |
|
|
DRE
527
DELISTED
Duke Realty Corp.
DRE
| $40.3M | 0.05% |
1,397,910
+859,710
| +160% | +$24.7M |
|
528
EXL Service
EXLS
$5.36B
| $40.1M | 0.05% |
3,442,175
-8,325
| -0.2% | -$93.3K |
|
529
Orion
OEC
$360M
| $40.1M | 0.05% |
1,787,700
+533,088
| +42% | +$11.4M |
|
|
CCF
530
DELISTED
Chase Corporation
CCF
| $40.1M | 0.05% |
360,000
+42,100
| +13% | +$4.27M |
|
531
Cognizant
CTSH
$26.7B
| $40M | 0.05% |
+551,752
| New | +$38.8M |
|
532
Expedia Group
EXPE
$39.4B
| $39.9M | 0.05% |
277,159
+187,200
| +208% | +$27.7M |
|
533
Allstate
ALL
$65.9B
| $39.8M | 0.05% |
433,300
-917,700
| -68% | -$83.4M |
|
534
BWX Technologies
BWXT
$15.6B
| $39.8M | 0.05% |
710,000
+85,200
| +14% | +$4.52M |
|
535
Western Union
WU
$2.34B
| $39.8M | 0.05% |
2,070,800
+1,011,200
| +95% | +$19.3M |
|
536
OceanFirst Financial
OCFC
$1.88B
| $39.3M | 0.05% |
1,431,364
+98,573
| +7% | +$2.57M |
|
537
Haemonetics
HAE
$4.11B
| $39.3M | 0.05% |
876,207
-43,593
| -5% | -$1.81M |
|
538
Shenandoah Telecom
SHEN
$744M
| $39.3M | 0.05% |
1,056,800
+4,000
| +0.4% | +$136K |
|
539
Idacorp
IDA
$8.16B
| $39.3M | 0.05% |
446,500
+161,400
| +57% | +$14.1M |
|
|
PHH
540
DELISTED
PHH Corporation
PHH
| $39.2M | 0.05% |
2,811,500
+149,100
| +6% | +$2.07M |
|
|
ATRI
541
DELISTED
Atrion Corp
ATRI
| $39.1M | 0.05% |
58,200
-634
| -1% | -$407K |
|
542
Rayonier
RYN
$6.54B
| $39M | 0.05% |
1,486,163
+56,574
| +4% | +$1.47M |
|
|
LMNX
543
DELISTED
Luminex Corp
LMNX
| $38.9M | 0.05% |
1,911,740
+70,200
| +4% | +$1.4M |
|
544
LivaNova
LIVN
$4.53B
| $38.8M | 0.05% |
553,194
-465,306
| -46% | -$29.5M |
|
|
DNB
545
DELISTED
Dun & Bradstreet
DNB
| $38.7M | 0.05% |
332,300
-101,658
| -23% | -$11.3M |
|
546
Centene
CNC
$32.6B
| $38.6M | 0.05% |
797,432
-975,200
| -55% | -$42M |
|
547
Sonoco
SON
$5.77B
| $38.6M | 0.05% |
764,600
-42,200
| -5% | -$2.08M |
|
548
Deutsche Bank
DB
$72.1B
| $38.5M | 0.05% |
2,230,182
+879,744
| +65% | +$15.2M |
|
549
Emerson Electric
EMR
$91.6B
| $38.5M | 0.05% |
+612,500
| New | +$36.9M |
|
550
Kulicke & Soffa
KLIC
$5.01B
| $38.5M | 0.05% |
1,783,628
+206,200
| +13% | +$4.14M |
|
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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.