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 | |
|---|---|---|---|---|---|---|
|
AUD
701
DELISTED
Audacy, Inc.
AUD
| $29.5M | 0.03% |
2,732,400
+2,229,800
| +444% | +$25.4M |
|
702
Unitil
UTL
$984M
| $29.5M | 0.03% |
646,400
+68,400
| +12% | +$3.43M |
|
703
Safety Insurance
SAFT
$1.52B
| $29.3M | 0.03% |
364,900
-5,700
| -2% | -$461K |
|
704
Gibraltar Industries
ROCK
$1.46B
| $29.3M | 0.03% |
888,953
-223,900
| -20% | -$7.15M |
|
|
HOUS
705
DELISTED
Anywhere Real Estate
HOUS
| $29.3M | 0.03% |
1,106,400
+1,062,900
| +2,443% | +$30.8M |
|
706
Southside Bancshares
SBSI
$979M
| $29.3M | 0.03% |
870,410
+31,200
| +4% | +$1.1M |
|
|
ETFC
707
DELISTED
E*Trade Financial Corporation
ETFC
| $29.3M | 0.03% |
590,740
-868,600
| -60% | -$39.9M |
|
|
SKX
708
DELISTED
Skechers
SKX
| $29.2M | 0.03% |
772,300
-313,507
| -29% | -$10.2M |
|
|
AMTD
709
DELISTED
TD Ameritrade Holding Corp
AMTD
| $29.2M | 0.03% |
+570,926
| New | +$28.5M |
|
710
Ezcorp Inc
EZPW
$1.78B
| $29.1M | 0.03% |
2,389,200
+317,282
| +15% | +$3.46M |
|
711
Comfort Systems
FIX
$61.2B
| $29.1M | 0.03% |
667,600
-85,500
| -11% | -$3.5M |
|
712
Insperity
NSP
$1.92B
| $29M | 0.03% |
506,500
-190,300
| -27% | -$10.1M |
|
713
Ubiquiti
UI
$35B
| $29M | 0.03% |
408,400
-150,100
| -27% | -$9.61M |
|
714
Quad
QUAD
$507M
| $29M | 0.03% |
1,281,400
-150,700
| -11% | -$3.42M |
|
715
Rollins
ROL
$17.6B
| $28.9M | 0.03% |
1,398,094
+191,644
| +16% | +$3.92M |
|
|
NAV
716
DELISTED
Navistar International
NAV
| $28.8M | 0.03% |
+672,400
| New | +$28M |
|
717
AXIS Capital
AXS
$7.26B
| $28.8M | 0.03% |
573,600
-259,000
| -31% | -$13.8M |
|
718
KRONOS Worldwide
KRO
$905M
| $28.8M | 0.03% |
1,117,200
+159,900
| +17% | +$4.19M |
|
719
Forrester Research
FORR
$220M
| $28.8M | 0.03% |
651,300
+19,900
| +3% | +$893K |
|
720
Mativ Holdings
MATV
$690M
| $28.7M | 0.03% |
633,200
+32,900
| +5% | +$1.43M |
|
|
SC
721
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $28.7M | 0.03% |
1,542,300
+1,125,200
| +270% | +$18.8M |
|
|
SRDX
722
DELISTED
Surmodics
SRDX
| $28.7M | 0.03% |
1,023,538
-3,300
| -0.3% | -$101K |
|
723
Avnet
AVT
$7.98B
| $28.6M | 0.03% |
722,200
+181,579
| +34% | +$7.27M |
|
|
UBNK
724
DELISTED
United Financial Bancorp, Inc.
UBNK
| $28.6M | 0.03% |
1,621,912
+146,300
| +10% | +$2.66M |
|
725
Viavi Solutions
VIAV
$10.6B
| $28.6M | 0.03% |
3,269,088
-1,986,200
| -38% | -$18M |
|
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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.