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 | |
|---|---|---|---|---|---|---|
|
TWO
751
Two Harbors Investment
TWO
$1.26B
| $25.6M | 0.03% |
318,025
+76,075
| +31% | +$6.08M |
|
752
Wendy's
WEN
$1.65B
| $25.5M | 0.03% |
1,642,682
+434,160
| +36% | +$6.65M |
|
753
Alaska Air
ALK
$5.3B
| $25.5M | 0.03% |
334,000
-791,300
| -70% | -$64.7M |
|
754
Future Fuel
FF
$249M
| $25.5M | 0.03% |
1,617,500
+46,400
| +3% | +$670K |
|
755
Renasant Corp
RNST
$4B
| $25.4M | 0.03% |
591,539
-75,100
| -11% | -$3.09M |
|
756
Titan International
TWI
$438M
| $25.4M | 0.03% |
2,499,500
+53,900
| +2% | +$561K |
|
|
CAVM
757
DELISTED
Cavium, Inc.
CAVM
| $25.4M | 0.03% |
384,732
+117,899
| +44% | +$7.46M |
|
758
PENN Entertainment
PENN
$2.53B
| $25.3M | 0.03% |
1,083,767
+154,267
| +17% | +$3.31M |
|
759
Autohome
ATHM
$2.6B
| $25.3M | 0.03% |
+421,800
| New | +$24.1M |
|
|
COHR
760
DELISTED
Coherent Inc
COHR
| $25.3M | 0.03% |
107,700
+65,000
| +152% | +$15.7M |
|
761
Franklin Resources
BEN
$17.2B
| $25.2M | 0.03% |
+566,100
| New | +$24.8M |
|
762
CoStar Group
CSGP
$13.4B
| $25.2M | 0.03% |
938,980
+573,000
| +157% | +$15.9M |
|
763
Teck Resources
TECK
$31.3B
| $25.2M | 0.03% |
1,192,876
-521,600
| -30% | -$11.4M |
|
|
FL
764
DELISTED
Foot Locker
FL
| $25.1M | 0.03% |
713,700
-658,600
| -48% | -$27.7M |
|
|
LPT
765
DELISTED
Liberty Property Trust
LPT
| $25.1M | 0.03% |
611,900
+40,100
| +7% | +$1.68M |
|
766
Vulcan Materials
VMC
$36B
| $25M | 0.03% |
209,237
-127,728
| -38% | -$15.3M |
|
767
Sterling Infrastructure
STRL
$16.9B
| $25M | 0.03% |
1,641,500
+161,600
| +11% | +$2.04M |
|
|
PBPB
768
DELISTED
Potbelly
PBPB
| $25M | 0.03% |
2,014,200
+7,300
| +0.4% | +$85.1K |
|
769
Coherent
COHR
$64B
| $24.9M | 0.03% |
605,410
-269,090
| -31% | -$10M |
|
|
NSA
770
DELISTED
National Storage Affiliates Trust
NSA
| $24.9M | 0.03% |
1,027,200
-116,400
| -10% | -$2.64M |
|
771
Mativ Holdings
MATV
$667M
| $24.9M | 0.03% |
600,300
+6,900
| +1% | +$265K |
|
|
BMTC
772
DELISTED
Bryn Mawr Bank Corp
BMTC
| $24.9M | 0.03% |
567,700
+8,700
| +2% | +$363K |
|
773
Rollins
ROL
$17.4B
| $24.7M | 0.03% |
1,206,450
+523,125
| +77% | +$10.1M |
|
774
Herbalife
HLF
$1.28B
| $24.7M | 0.03% |
729,200
-147,000
| -17% | -$5.03M |
|
775
Credicorp
BAP
$29.8B
| $24.5M | 0.03% |
119,300
-50,500
| -30% | -$9.92M |
|
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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.