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 | |
|---|---|---|---|---|---|---|
51
DTE Energy
DTE
$28.6B
| $252M | 0.28% |
2,706,378
+323,125
| +14% | +$30.7M |
|
52
Coca-Cola
KO
$372B
| $252M | 0.28% |
5,493,300
+746,800
| +16% | +$34.3M |
|
|
SAFM
53
DELISTED
Sanderson Farms Inc
SAFM
| $248M | 0.27% |
1,789,817
+501,917
| +39% | +$77.5M |
|
54
BP
BP
$111B
| $244M | 0.27% |
6,337,414
+3,403,408
| +116% | +$123M |
|
55
Oracle
ORCL
$419B
| $243M | 0.27% |
5,148,832
+355,800
| +7% | +$17.5M |
|
56
Tapestry
TPR
$32.4B
| $240M | 0.26% |
5,415,000
+2,662,500
| +97% | +$110M |
|
|
AIV
57
Aimco
AIV
$376M
| $234M | 0.26% |
40,136,157
+8,464,582
| +27% | +$49.8M |
|
58
RTX Corp
RTX
$302B
| $231M | 0.26% |
2,882,128
-286,656
| -9% | -$21.8M |
|
59
Best Buy
BBY
$17.6B
| $231M | 0.26% |
3,379,200
+1,280,600
| +61% | +$75.8M |
|
|
AZPN
60
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $231M | 0.25% |
3,482,100
+482,800
| +16% | +$32M |
|
61
Bausch Health
BHC
$2.33B
| $221M | 0.24% |
10,651,189
+5,870,689
| +123% | +$93.1M |
|
62
Equity Lifestyle Properties
ELS
$12.4B
| $220M | 0.24% |
4,945,600
+1,084,200
| +28% | +$48.2M |
|
|
WR
63
DELISTED
Westar Energy Inc
WR
| $219M | 0.24% |
4,150,000
+959,000
| +30% | +$51.7M |
|
64
Regeneron Pharmaceuticals
REGN
$82.1B
| $218M | 0.24% |
579,562
+485,600
| +517% | +$197M |
|
65
General Motors
GM
$78.4B
| $218M | 0.24% |
5,310,000
+3,352,900
| +171% | +$145M |
|
66
Equinor
EQNR
$97.2B
| $217M | 0.24% |
10,145,800
+1,690,899
| +20% | +$34.5M |
|
67
United Therapeutics
UTHR
$22.1B
| $216M | 0.24% |
1,462,378
+189,378
| +15% | +$24.1M |
|
68
Mid-America Apartment Communities
MAA
$15.3B
| $213M | 0.24% |
2,119,390
-27,500
| -1% | -$2.85M |
|
69
3M
MMM
$94.4B
| $210M | 0.23% |
1,065,995
+292,303
| +38% | +$56.2M |
|
70
Icon
ICLR
$12.8B
| $204M | 0.22% |
1,817,307
+495,247
| +37% | +$57.1M |
|
|
ABMD
71
DELISTED
Abiomed Inc
ABMD
| $203M | 0.22% |
1,082,723
-5,701
| -0.5% | -$1.06M |
|
72
SBA Communications
SBAC
$19.3B
| $200M | 0.22% |
1,224,149
+745,900
| +156% | +$118M |
|
73
Eversource Energy
ES
$26.8B
| $199M | 0.22% |
3,142,300
+929,500
| +42% | +$58.8M |
|
|
WCN
74
Waste Connections
WCN
$42B
| $198M | 0.22% |
2,786,911
+794,700
| +40% | +$55.5M |
|
75
Alphabet (Google) Class C
GOOG
$4.19T
| $197M | 0.22% |
+3,773,700
| New | +$192M |
|
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.