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 | |
|---|---|---|---|---|---|---|
|
DF
626
DELISTED
Dean Foods Company
DF
| $31.9M | 0.04% |
2,931,300
+331,550
| +13% | +$4.27M |
|
627
Enanta Pharmaceuticals
ENTA
$391M
| $31.9M | 0.04% |
681,100
+60,600
| +10% | +$2.44M |
|
|
DFS
628
DELISTED
Discover Financial Services
DFS
| $31.9M | 0.04% |
494,300
-1,445,100
| -75% | -$87.6M |
|
|
BRSS
629
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
| $31.9M | 0.04% |
942,600
+38,871
| +4% | +$1.19M |
|
|
SRDX
630
DELISTED
Surmodics
SRDX
| $31.8M | 0.04% |
1,026,838
+22,500
| +2% | +$612K |
|
631
Kinder Morgan
KMI
$71.4B
| $31.7M | 0.04% |
1,654,931
-6,555,441
| -80% | -$128M |
|
632
Aramark
ARMK
$16.1B
| $31.7M | 0.04% |
1,082,516
+207,334
| +24% | +$6.02M |
|
633
Graham Holdings Company
GHC
$4.97B
| $31.7M | 0.04% |
54,200
+3,400
| +7% | +$1.99M |
|
|
Y
634
DELISTED
Alleghany Corp
Y
| $31.7M | 0.04% |
57,188
-4,400
| -7% | -$2.57M |
|
|
MB
635
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
| $31.7M | 0.04% |
1,225,400
+114,500
| +10% | +$2.84M |
|
636
Tyson Foods
TSN
$19.8B
| $31.6M | 0.04% |
+449,200
| New | +$28.7M |
|
|
BEAT
637
DELISTED
BioTelemetry, Inc.
BEAT
| $31.5M | 0.04% |
953,400
-132,200
| -12% | -$4.58M |
|
638
Becton Dickinson
BDX
$49.6B
| $31.5M | 0.04% |
+164,565
| New | +$31.9M |
|
639
Chord Energy
CHRD
$7.35B
| $31.4M | 0.04% |
3,447,700
+1,264,900
| +58% | +$9.91M |
|
640
NOV
NOV
$7.36B
| $31.4M | 0.04% |
878,710
+600,100
| +215% | +$19.6M |
|
641
Ubiquiti
UI
$35.3B
| $31.3M | 0.04% |
558,500
-225,800
| -29% | -$13M |
|
642
Lindsay Corp
LNN
$1.17B
| $31.3M | 0.04% |
340,300
+42,300
| +14% | +$3.77M |
|
|
WPZ
643
DELISTED
Williams Partners L.P.
WPZ
| $31.2M | 0.04% |
801,734
+374,200
| +88% | +$14.8M |
|
644
McDonald's
MCD
$193B
| $31.1M | 0.04% |
198,600
-874,100
| -81% | -$137M |
|
645
Nokia
NOK
$59B
| $31M | 0.04% |
5,190,780
+1,861,900
| +56% | +$11.6M |
|
646
National Healthcare
NHC
$3.44B
| $31M | 0.04% |
495,600
+73,100
| +17% | +$4.71M |
|
|
WBK
647
DELISTED
Westpac Banking Corporation
WBK
| $31M | 0.04% |
1,228,699
-144,507
| -11% | -$3.63M |
|
648
US Foods
USFD
$23.8B
| $30.8M | 0.04% |
1,154,900
-22,700
| -2% | -$622K |
|
|
LDR
649
DELISTED
Landauer Inc
LDR
| $30.8M | 0.04% |
458,100
+185,100
| +68% | +$11.2M |
|
650
AB InBev
BUD
$158B
| $30.7M | 0.04% |
257,100
-338,400
| -57% | -$39.6M |
|
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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.