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 | |
|---|---|---|---|---|---|---|
|
AGU
751
DELISTED
Agrium
AGU
| $27.2M | 0.03% |
236,300
-26,300
| -10% | -$2.85M |
|
752
Stepan Co
SCL
$1.48B
| $27.1M | 0.03% |
343,500
+9,000
| +3% | +$739K |
|
753
Akebia Therapeutics
AKBA
$248M
| $27.1M | 0.03% |
1,821,200
+400,300
| +28% | +$6.64M |
|
754
QuidelOrtho
QDEL
$1.02B
| $27M | 0.03% |
623,800
-208,287
| -25% | -$8.51M |
|
|
CVA
755
DELISTED
Covanta Holding Corporation
CVA
| $27M | 0.03% |
1,597,993
-682,907
| -30% | -$10.5M |
|
756
Performance Food Group
PFGC
$16.9B
| $27M | 0.03% |
814,600
+287,000
| +54% | +$8.42M |
|
757
SolarEdge
SEDG
$1.97B
| $27M | 0.03% |
717,848
-214,264
| -23% | -$7.38M |
|
|
SVC
758
Service Properties Trust
SVC
$1.1B
| $26.9M | 0.03% |
180,160
+104,100
| +137% | +$15.3M |
|
759
Northwest Natural Holdings
NWN
$2.12B
| $26.9M | 0.03% |
450,700
+34,500
| +8% | +$2.26M |
|
760
MasterCraft Boat Holdings
MCFT
$600M
| $26.9M | 0.03% |
1,209,000
+310,900
| +35% | +$7M |
|
|
NXRT
761
NexPoint Residential Trust
NXRT
$631M
| $26.9M | 0.03% |
961,300
+115,600
| +14% | +$3.06M |
|
|
AD
762
Array Digital Infrastructure
AD
$3.04B
| $26.8M | 0.03% |
712,700
+63,400
| +10% | +$2.29M |
|
|
XYZ
763
Block Inc
XYZ
$47B
| $26.8M | 0.03% |
772,700
-5,638,400
| -88% | -$206M |
|
764
Elbit Systems
ESLT
$36.5B
| $26.8M | 0.03% |
200,935
+66,598
| +50% | +$9.53M |
|
765
Allegion
ALLE
$14.1B
| $26.8M | 0.03% |
336,400
+207,000
| +160% | +$17.3M |
|
|
NUAN
766
DELISTED
Nuance Communications, Inc.
NUAN
| $26.7M | 0.03% |
1,885,832
+326,812
| +21% | +$4.4M |
|
|
PHH
767
DELISTED
PHH Corporation
PHH
| $26.6M | 0.03% |
2,587,400
-224,100
| -8% | -$2.72M |
|
768
First Horizon
FHN
$12.3B
| $26.6M | 0.03% |
1,329,134
+1,277,253
| +2,462% | +$24.6M |
|
|
CMA
769
DELISTED
Comerica
CMA
| $26.5M | 0.03% |
305,390
+217,743
| +248% | +$17.5M |
|
|
CLD
770
DELISTED
Cloud Peak Energy Inc
CLD
| $26.5M | 0.03% |
5,953,000
+990,400
| +20% | +$4.16M |
|
|
TARO
771
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $26.5M | 0.03% |
252,700
-12,600
| -5% | -$1.38M |
|
|
GG
772
DELISTED
Goldcorp Inc
GG
| $26.3M | 0.03% |
2,061,173
-1,812,916
| -47% | -$23.4M |
|
|
EPAY
773
DELISTED
Bottomline Technologies Inc
EPAY
| $26.3M | 0.03% |
758,542
+183,700
| +32% | +$6.16M |
|
|
S
774
DELISTED
Sprint Corporation
S
| $26.2M | 0.03% |
+4,449,443
| New | +$28.2M |
|
|
ZNH
775
DELISTED
China Southern Airlines Company Limited
ZNH
| $26.2M | 0.03% |
505,400
-2,300
| -0.5% | -$95.6K |
|
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.