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 | |
|---|---|---|---|---|---|---|
526
Acuity Brands
AYI
$10.8B
| $42M | 0.05% |
238,600
+177,900
| +293% | +$29.6M |
|
|
DEA
527
Easterly Government Properties
DEA
$1.16B
| $41.9M | 0.05% |
786,272
+349,792
| +80% | +$18.3M |
|
528
Southern Company
SO
$106B
| $41.9M | 0.05% |
871,500
-312,600
| -26% | -$15.9M |
|
529
iShares MSCI Emerging Markets ETF
EEM
$30.4B
| $41.9M | 0.05% |
889,200
+773,000
| +665% | +$35.8M |
|
530
Autohome
ATHM
$2.65B
| $41.8M | 0.05% |
646,200
+224,400
| +53% | +$13.5M |
|
|
ZNGA
531
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $41.7M | 0.05% |
10,425,900
-6,961,600
| -40% | -$27.1M |
|
532
Public Storage
PSA
$60.4B
| $41.7M | 0.05% |
199,500
+101,100
| +103% | +$21.4M |
|
|
MFA
533
MFA Financial
MFA
$925M
| $41.7M | 0.05% |
1,315,747
+46,847
| +4% | +$1.54M |
|
534
Liberty Broadband Class C
LBRDK
$5.07B
| $41.4M | 0.05% |
486,300
+350,384
| +258% | +$31.2M |
|
535
WPP
WPP
$5.8B
| $41.3M | 0.05% |
455,500
+174,000
| +62% | +$15.4M |
|
536
Ituran Location and Control
ITRN
$1.07B
| $41.2M | 0.05% |
1,205,175
+61,826
| +5% | +$2.21M |
|
537
Philips
PHG
$26.2B
| $41M | 0.05% |
1,429,635
+1,056,703
| +283% | +$31.9M |
|
538
Waterstone Financial
WSBF
$378M
| $40.9M | 0.05% |
2,400,174
+36,700
| +2% | +$688K |
|
|
LPT
539
DELISTED
Liberty Property Trust
LPT
| $40.9M | 0.05% |
950,100
+338,200
| +55% | +$14.7M |
|
540
Delek US
DK
$4.12B
| $40.7M | 0.04% |
+1,164,942
| New | +$34.4M |
|
541
Albany International
AIN
$1.81B
| $40.7M | 0.04% |
661,600
-72,900
| -10% | -$4.39M |
|
542
Skyworks Solutions
SWKS
$10.5B
| $40.6M | 0.04% |
+427,383
| New | +$44.6M |
|
543
Banco Bradesco
BBD
$34.9B
| $40.4M | 0.04% |
6,929,756
+6,300,076
| +1,001% | +$37.7M |
|
544
Empire State Realty Trust
ESRT
$817M
| $40.3M | 0.04% |
1,964,600
+146,300
| +8% | +$2.99M |
|
545
LyondellBasell Industries
LYB
$20.3B
| $40.3M | 0.04% |
+365,500
| New | +$37.9M |
|
|
FDC
546
DELISTED
First Data Corporation
FDC
| $40.2M | 0.04% |
2,403,655
+1,226,787
| +104% | +$21.1M |
|
547
Ciena
CIEN
$61.2B
| $40.1M | 0.04% |
+1,916,374
| New | +$40.6M |
|
548
TIM SA
TIMB
$8.69B
| $40.1M | 0.04% |
2,075,200
+907,300
| +78% | +$16.8M |
|
549
Coeur Mining
CDE
$19.3B
| $40M | 0.04% |
5,338,628
-129,595
| -2% | -$1.02M |
|
550
Host Hotels & Resorts
HST
$15.6B
| $40M | 0.04% |
2,015,265
+1,928,200
| +2,215% | +$37.8M |
|
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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.