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 | |
|---|---|---|---|---|---|---|
|
BBG
651
DELISTED
Bill Barrett Corp
BBG
| $32.1M | 0.04% |
6,266,600
+2,038,500
| +48% | +$10.4M |
|
652
UBS Group
UBS
$177B
| $32.1M | 0.04% |
1,743,200
+656,500
| +60% | +$11.4M |
|
|
CYOU
653
DELISTED
Changyou.com Limited American Depositary Share
CYOU
| $32M | 0.04% |
878,500
+220,900
| +34% | +$8.35M |
|
654
First Merchants
FRME
$2.72B
| $31.9M | 0.04% |
759,629
-42,200
| -5% | -$1.8M |
|
|
MIME
655
DELISTED
Mimecast Limited
MIME
| $31.8M | 0.04% |
1,109,900
+142,500
| +15% | +$4.25M |
|
|
SJR
656
DELISTED
Shaw Communications Inc.
SJR
| $31.8M | 0.04% |
1,391,900
+890,300
| +177% | +$20.1M |
|
657
Watsco Inc
WSO
$12.8B
| $31.8M | 0.04% |
+186,900
| New | +$30.9M |
|
|
IMPV
658
DELISTED
Imperva, Inc.
IMPV
| $31.7M | 0.03% |
798,100
+283,700
| +55% | +$11.8M |
|
659
SunCoke Energy
SXC
$801M
| $31.7M | 0.03% |
2,640,521
+418,561
| +19% | +$4.51M |
|
|
LTM
660
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
| $31.6M | 0.03% |
2,275,095
-351,600
| -13% | -$4.71M |
|
661
Service Corp International
SCI
$11.5B
| $31.6M | 0.03% |
845,500
+302,100
| +56% | +$10.8M |
|
|
KBAL
662
DELISTED
Kimball International
KBAL
| $31.5M | 0.03% |
1,687,391
+212,891
| +14% | +$4.02M |
|
|
IBA
663
DELISTED
Industrias Bachoco SAB De C.V.
IBA
| $31.3M | 0.03% |
546,900
+14,700
| +3% | +$873K |
|
664
Sterling Infrastructure
STRL
$16.8B
| $31.3M | 0.03% |
1,924,700
+283,200
| +17% | +$4.66M |
|
|
CTRL
665
DELISTED
Control4 Corporation
CTRL
| $31.3M | 0.03% |
1,051,900
-34,200
| -3% | -$1.06M |
|
666
LivePerson
LPSN
$34.1M
| $31.3M | 0.03% |
181,307
+33,887
| +23% | +$6.34M |
|
|
VIVO
667
DELISTED
Meridian Bioscience Inc
VIVO
| $31.2M | 0.03% |
2,230,676
+178,900
| +9% | +$2.62M |
|
|
ALE
668
DELISTED
Allete
ALE
| $31.2M | 0.03% |
419,499
+176,899
| +73% | +$13.8M |
|
669
Sonoco
SON
$5.74B
| $31.2M | 0.03% |
586,900
-177,700
| -23% | -$9.3M |
|
|
DHC
670
Diversified Healthcare Trust
DHC
$2.02B
| $31.1M | 0.03% |
1,624,500
+466,495
| +40% | +$8.93M |
|
671
LPL Financial
LPLA
$29.7B
| $31M | 0.03% |
543,100
+373,300
| +220% | +$19.6M |
|
672
Federal Realty Investment Trust
FRT
$10.2B
| $30.9M | 0.03% |
233,000
+221,300
| +1,891% | +$28.6M |
|
673
Otter Tail
OTTR
$3.87B
| $30.8M | 0.03% |
692,800
+60,390
| +10% | +$2.77M |
|
|
IMOS
674
ChipMOS TECHNOLOGIES
IMOS
$1.96B
| $30.8M | 0.03% |
1,480,391
-46,865
| -3% | -$1.05M |
|
|
WUBA
675
DELISTED
58.com Inc
WUBA
| $30.7M | 0.03% |
+429,600
| New | +$29.8M |
|
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.