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 | |
|---|---|---|---|---|---|---|
|
SNR
826
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
| $22.3M | 0.03% |
2,437,200
+682,300
| +39% | +$6.55M |
|
|
BRKL
827
DELISTED
Brookline Bancorp
BRKL
| $22.3M | 0.03% |
1,436,500
-31,200
| -2% | -$452K |
|
828
American Financial Group
AFG
$12B
| $22.2M | 0.03% |
215,000
+49,100
| +30% | +$4.99M |
|
829
TriCo Bancshares
TCBK
$1.84B
| $22.2M | 0.03% |
545,792
| – | – |
|
|
GRA
830
DELISTED
W.R. Grace & Co.
GRA
| $22.2M | 0.03% |
308,100
-327,800
| -52% | -$23.1M |
|
831
Infosys
INFY
$50.3B
| $22.2M | 0.03% |
3,041,600
-1,277,000
| -30% | -$9.67M |
|
|
ANAT
832
DELISTED
American National Group, Inc. Common Stock
ANAT
| $22.1M | 0.03% |
187,580
+880
| +0.5% | +$103K |
|
833
W.R. Berkley
WRB
$25.9B
| $22.1M | 0.03% |
1,118,138
-133,650
| -11% | -$2.68M |
|
|
BBBY
834
Bed Bath & Beyond
BBBY
$403M
| $22.1M | 0.03% |
990,496
-252,658
| -20% | -$3.81M |
|
|
CALD
835
DELISTED
Callidus Software, Inc.
CALD
| $22.1M | 0.03% |
894,900
-203,801
| -19% | -$4.96M |
|
836
Andersons Inc
ANDE
$2.21B
| $22M | 0.03% |
642,900
-37,176
| -5% | -$1.23M |
|
837
Open Text
OTEX
$5.8B
| $22M | 0.03% |
681,516
+449,716
| +194% | +$14.6M |
|
838
Central Pacific Financial
CPF
$1B
| $22M | 0.03% |
683,400
-78,453
| -10% | -$2.37M |
|
839
Mercury Insurance
MCY
$5.84B
| $21.9M | 0.03% |
386,700
+89,700
| +30% | +$5.08M |
|
840
KRONOS Worldwide
KRO
$905M
| $21.9M | 0.03% |
957,300
+258,000
| +37% | +$5.3M |
|
841
Vanda Pharmaceuticals
VNDA
$314M
| $21.8M | 0.03% |
1,218,250
+120,300
| +11% | +$2.01M |
|
842
8x8 Inc
EGHT
$290M
| $21.7M | 0.03% |
1,607,099
-599,331
| -27% | -$8.16M |
|
843
Natural Health Trends
NHTC
$15.4M
| $21.7M | 0.03% |
906,500
-4,100
| -0.5% | -$93.5K |
|
844
Mercer International
MERC
$32.3M
| $21.6M | 0.03% |
1,823,800
+250,600
| +16% | +$2.81M |
|
845
American Water Works
AWK
$26.8B
| $21.5M | 0.03% |
266,300
+152,800
| +135% | +$12.4M |
|
|
RTEC
846
DELISTED
Rudolph Technologies Inc
RTEC
| $21.5M | 0.03% |
818,836
+112,203
| +16% | +$2.62M |
|
847
Seaboard Corp
SEB
$4.02B
| $21.5M | 0.03% |
4,776
-546
| -10% | -$2.33M |
|
848
FirstCash
FCFS
$9.28B
| $21.5M | 0.03% |
340,524
+237,400
| +230% | +$14M |
|
849
Preferred Bank
PFBC
$1.26B
| $21.5M | 0.03% |
356,055
-17,002
| -5% | -$937K |
|
850
Chemed
CHE
$7.02B
| $21.5M | 0.03% |
106,300
+35,900
| +51% | +$7.06M |
|
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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.