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 | |
|---|---|---|---|---|---|---|
|
WW
676
DELISTED
WW International
WW
| $30.7M | 0.03% |
692,500
+594,300
| +605% | +$27M |
|
677
New Oriental
EDU
$8.49B
| $30.6M | 0.03% |
325,500
-288,150
| -47% | -$25.6M |
|
678
Orthofix Medical
OFIX
$424M
| $30.6M | 0.03% |
558,679
+126,979
| +29% | +$6.58M |
|
|
AHRT
679
AH Realty Trust
AHRT
$501M
| $30.5M | 0.03% |
1,965,700
+318,000
| +19% | +$4.72M |
|
680
CVR Energy
CVI
$3.52B
| $30.5M | 0.03% |
818,400
+241,300
| +42% | +$7.51M |
|
|
BGC
681
DELISTED
General Cable Corporation
BGC
| $30.4M | 0.03% |
1,028,600
+666,900
| +184% | +$15.8M |
|
|
CSBK
682
DELISTED
Clifton Bancorp Inc.
CSBK
| $30.4M | 0.03% |
1,779,362
+186,400
| +12% | +$3.17M |
|
683
Broadcom
AVGO
$1.98T
| $30.4M | 0.03% |
+1,183,190
| New | +$30.8M |
|
684
Herbalife
HLF
$1.23B
| $30.3M | 0.03% |
896,200
+167,000
| +23% | +$5.85M |
|
685
Rogers Corp
ROG
$2.48B
| $30.3M | 0.03% |
187,400
-60,700
| -24% | -$9.15M |
|
686
Huntington Bancshares
HBAN
$36.1B
| $30.3M | 0.03% |
2,078,244
+1,724,300
| +487% | +$24.2M |
|
687
Honda
HMC
$40.6B
| $30.3M | 0.03% |
887,625
-1,015,175
| -53% | -$32.8M |
|
688
Autoliv
ALV
$8.85B
| $30.2M | 0.03% |
329,593
+179,217
| +119% | +$16.2M |
|
689
Graham Holdings Company
GHC
$5.03B
| $30.2M | 0.03% |
54,000
-200
| -0.4% | -$113K |
|
|
NE
690
DELISTED
Noble Corporation
NE
| $30.1M | 0.03% |
6,666,800
+3,906,800
| +142% | +$16.2M |
|
691
Zebra Technologies
ZBRA
$17.9B
| $30.1M | 0.03% |
289,931
-53,500
| -16% | -$5.82M |
|
692
Neurocrine Biosciences
NBIX
$15.9B
| $30M | 0.03% |
+387,241
| New | +$26.4M |
|
693
Assured Guaranty
AGO
$3.29B
| $29.9M | 0.03% |
883,900
+661,000
| +297% | +$24M |
|
694
Provident Financial Services
PFS
$3.24B
| $29.9M | 0.03% |
1,106,900
+46,900
| +4% | +$1.28M |
|
695
Factset
FDS
$9.89B
| $29.8M | 0.03% |
154,850
+97,800
| +171% | +$18.8M |
|
696
Ryder
R
$10.1B
| $29.7M | 0.03% |
353,200
+176,800
| +100% | +$14.4M |
|
697
ATN International
ATNI
$478M
| $29.7M | 0.03% |
536,700
+16,100
| +3% | +$881K |
|
698
Alamos Gold
AGI
$14B
| $29.6M | 0.03% |
+4,553,371
| New | +$29.7M |
|
|
TSRO
699
DELISTED
TESARO, Inc.
TSRO
| $29.6M | 0.03% |
357,400
+296,000
| +482% | +$29M |
|
700
TechnipFMC
FTI
$29.5B
| $29.5M | 0.03% |
1,267,392
+399,302
| +46% | +$8.26M |
|
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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.