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 | |
|---|---|---|---|---|---|---|
|
LGTY
826
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $24.2M | 0.03% |
2,081,291
-40,709
| -2% | -$491K |
|
827
Avient
AVNT
$4.16B
| $24.2M | 0.03% |
555,458
+251,700
| +83% | +$11.1M |
|
828
Weis Markets
WMK
$1.78B
| $24.1M | 0.03% |
582,300
-122,300
| -17% | -$4.93M |
|
|
AHT
829
Ashford Hospitality Trust
AHT
$19.8M
| $24.1M | 0.03% |
3,618
+821
| +29% | +$5.43M |
|
|
POT
830
DELISTED
Potash Corp Of Saskatchewan
POT
| $24M | 0.03% |
1,164,799
+940,299
| +419% | +$18.2M |
|
|
BT
831
DELISTED
BT Group plc (ADR)
BT
| $24M | 0.03% |
1,318,400
-861,100
| -40% | -$15.2M |
|
832
ResMed
RMD
$32.8B
| $24M | 0.03% |
282,234
+235,734
| +507% | +$19.5M |
|
|
QADA
833
DELISTED
QAD Inc.
QADA
| $24M | 0.03% |
617,177
-84,600
| -12% | -$3.18M |
|
|
SUM
834
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $23.9M | 0.03% |
+772,617
| New | +$23.3M |
|
835
Future Fuel
FF
$257M
| $23.8M | 0.03% |
1,691,800
+74,300
| +5% | +$1.11M |
|
836
Keysight
KEYS
$60.6B
| $23.8M | 0.03% |
572,800
-260,100
| -31% | -$11.2M |
|
|
ANAT
837
DELISTED
American National Group, Inc. Common Stock
ANAT
| $23.8M | 0.03% |
185,640
-1,940
| -1% | -$238K |
|
838
Trimble
TRMB
$13.1B
| $23.8M | 0.03% |
584,744
-154,000
| -21% | -$6.31M |
|
839
Warrior Met Coal
HCC
$5.11B
| $23.7M | 0.03% |
942,900
+433,400
| +85% | +$10.9M |
|
840
Inogen
INGN
$154M
| $23.7M | 0.03% |
198,736
+42,636
| +27% | +$4.69M |
|
841
Texas Roadhouse
TXRH
$14.1B
| $23.6M | 0.03% |
447,072
+78,900
| +21% | +$3.99M |
|
|
ORIT
842
DELISTED
Oritani Financial Corp. New
ORIT
| $23.4M | 0.03% |
1,428,800
-216,625
| -13% | -$3.64M |
|
843
Ball Corp
BALL
$16.4B
| $23.4M | 0.03% |
618,422
-261,500
| -30% | -$10.6M |
|
|
SNR
844
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
| $23.4M | 0.03% |
3,093,700
+656,500
| +27% | +$5.48M |
|
845
BioMarin Pharmaceuticals
BMRN
$13.6B
| $23.3M | 0.03% |
261,371
-58,900
| -18% | -$5.12M |
|
846
Pacira BioSciences
PCRX
$945M
| $23.3M | 0.03% |
509,900
+135,400
| +36% | +$5.37M |
|
847
ITT
ITT
$19.4B
| $23.2M | 0.03% |
435,395
-38,705
| -8% | -$1.94M |
|
848
ProPetro Holding
PUMP
$1.42B
| $23.2M | 0.03% |
+1,151,900
| New | +$19.5M |
|
849
Towne Bank
TOWN
$3.49B
| $23.2M | 0.03% |
753,787
-51,400
| -6% | -$1.71M |
|
|
EVRI
850
DELISTED
Everi Holdings
EVRI
| $23.2M | 0.03% |
3,072,711
-1,862,267
| -38% | -$15M |
|
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.