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 | |
|---|---|---|---|---|---|---|
551
American States Water
AWR
$3.52B
| $38.3M | 0.05% |
776,700
-28,300
| -4% | -$1.4M |
|
552
Alliant Energy
LNT
$18.2B
| $38.2M | 0.05% |
919,700
+419,300
| +84% | +$17.4M |
|
553
CoreCivic
CXW
$3.13B
| $38.2M | 0.04% |
1,426,103
+286,100
| +25% | +$7.61M |
|
554
Hanmi Financial
HAFC
$963M
| $38.2M | 0.04% |
1,232,857
-58,300
| -5% | -$1.63M |
|
|
BDN
555
Brandywine Realty Trust
BDN
$542M
| $38.1M | 0.04% |
2,175,598
+1,266,600
| +139% | +$21.5M |
|
556
Enbridge
ENB
$112B
| $38M | 0.04% |
907,882
-2,924,200
| -76% | -$119M |
|
557
Kennametal
KMT
$2.32B
| $37.8M | 0.04% |
938,200
+766,300
| +446% | +$28.3M |
|
|
PGTI
558
DELISTED
PGT, Inc.
PGTI
| $37.8M | 0.04% |
2,528,029
+174,300
| +7% | +$2.32M |
|
|
PDLI
559
DELISTED
PDL BioPharma, Inc.
PDLI
| $37.7M | 0.04% |
11,131,786
+427,386
| +4% | +$1.19M |
|
|
WAGE
560
DELISTED
WageWorks, Inc.
WAGE
| $37.6M | 0.04% |
620,200
-333,900
| -35% | -$20.3M |
|
561
Biogen
BIIB
$31.1B
| $37.6M | 0.04% |
120,161
-642,700
| -84% | -$190M |
|
562
Haverty Furniture Companies
HVT
$450M
| $37.5M | 0.04% |
1,435,700
-1,600
| -0.1% | -$38.2K |
|
|
EVRI
563
DELISTED
Everi Holdings
EVRI
| $37.5M | 0.04% |
4,934,978
+66,100
| +1% | +$497K |
|
564
Empire State Realty Trust
ESRT
$836M
| $37.3M | 0.04% |
1,818,300
-580,000
| -24% | -$11.9M |
|
565
Sabesp
SBS
$16.5B
| $37.3M | 0.04% |
18,405,284
+6,081,711
| +49% | +$12.3M |
|
|
FBR
566
DELISTED
Fibria Celulose Sa
FBR
| $37.3M | 0.04% |
2,756,800
+233,500
| +9% | +$2.77M |
|
567
Zebra Technologies
ZBRA
$18B
| $37.3M | 0.04% |
343,431
+194,600
| +131% | +$20M |
|
|
IPHS
568
DELISTED
Innophos Holdings, Inc.
IPHS
| $37.1M | 0.04% |
755,200
-15,500
| -2% | -$699K |
|
|
UHT
569
Universal Health Realty Income Trust
UHT
$573M
| $37.1M | 0.04% |
492,000
+44,900
| +10% | +$3.46M |
|
|
VEDL
570
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $37M | 0.04% |
1,909,960
+602,060
| +46% | +$11.1M |
|
|
SINA
571
DELISTED
Sina Corp
SINA
| $36.9M | 0.04% |
322,100
-297,000
| -48% | -$30M |
|
|
DNKN
572
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $36.9M | 0.04% |
694,600
+188,000
| +37% | +$9.98M |
|
573
Agnico Eagle Mines
AEM
$91.3B
| $36.5M | 0.04% |
808,460
+649,124
| +407% | +$30.4M |
|
574
QuidelOrtho
QDEL
$1.03B
| $36.5M | 0.04% |
832,087
+219,600
| +36% | +$7.64M |
|
|
MTOR
575
DELISTED
MERITOR, Inc.
MTOR
| $36.5M | 0.04% |
+1,402,900
| New | +$27.8M |
|
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.