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 | 17.15% |
| 2 | Technology | 16.1% |
| 3 | Financials | 11.82% |
| 4 | Industrials | 9.72% |
| 5 | Consumer Discretionary | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ARR
926
Armour Residential REIT
ARR
$2.37B
| $19M | 0.02% |
141,544
+29,520
| +26% | +$3.83M |
|
927
Cenovus Energy
CVE
$56.4B
| $19M | 0.02% |
1,899,300
-2,493,200
| -57% | -$20.4M |
|
|
RST
928
DELISTED
ROSETTA STONE INC
RST
| $19M | 0.02% |
1,862,700
-51,700
| -3% | -$510K |
|
|
PARA
929
DELISTED
Paramount Global Class B
PARA
| $19M | 0.02% |
326,800
-298,700
| -48% | -$18.9M |
|
930
Cheniere Energy
LNG
$55B
| $18.9M | 0.02% |
+419,600
| New | +$18.5M |
|
|
LVNTA
931
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $18.9M | 0.02% |
328,056
+165,200
| +101% | +$9.56M |
|
932
American Public Education
APEI
$826M
| $18.8M | 0.02% |
894,600
+53,000
| +6% | +$1.08M |
|
933
CRA International
CRAI
$1.07B
| $18.8M | 0.02% |
458,348
+80,548
| +21% | +$2.99M |
|
|
AVP
934
DELISTED
Avon Products, Inc.
AVP
| $18.8M | 0.02% |
8,071,700
+1,439,700
| +22% | +$4.27M |
|
935
Hooker Furnishings Corp
HOFT
$158M
| $18.8M | 0.02% |
393,665
+11,900
| +3% | +$510K |
|
936
Independent Bank Corp
IBCP
$854M
| $18.8M | 0.02% |
828,700
+59,800
| +8% | +$1.25M |
|
937
Walt Disney
DIS
$181B
| $18.8M | 0.02% |
190,407
-1,522,400
| -89% | -$157M |
|
|
ALE
938
DELISTED
Allete
ALE
| $18.8M | 0.02% |
242,600
+100,700
| +71% | +$7.54M |
|
939
Service Corp International
SCI
$11.5B
| $18.7M | 0.02% |
543,400
-271,700
| -33% | -$9.43M |
|
940
First Interstate BancSystem
FIBK
$3.7B
| $18.7M | 0.02% |
489,519
-114,400
| -19% | -$4.14M |
|
941
Terreno Realty
TRNO
$7.5B
| $18.7M | 0.02% |
517,500
+76,200
| +17% | +$2.67M |
|
|
BV
942
DELISTED
Bazaarvoice, Inc.
BV
| $18.7M | 0.02% |
3,777,574
+463,374
| +14% | +$2.2M |
|
943
Johnson Outdoors
JOUT
$499M
| $18.7M | 0.02% |
254,900
-19,700
| -7% | -$1.15M |
|
|
CBPO
944
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $18.6M | 0.02% |
202,100
+120,000
| +146% | +$11.5M |
|
945
UBS Group
UBS
$176B
| $18.6M | 0.02% |
1,086,700
+67,100
| +7% | +$1.15M |
|
946
Tower Semiconductor
TSEM
$28.6B
| $18.5M | 0.02% |
602,100
-636,286
| -51% | -$17.4M |
|
|
CORR
947
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $18.5M | 0.02% |
522,600
+74,100
| +17% | +$2.52M |
|
948
Lincoln Electric
LECO
$15.6B
| $18.4M | 0.02% |
201,138
+1,300
| +0.7% | +$116K |
|
|
AHT
949
Ashford Hospitality Trust
AHT
$20.2M
| $18.4M | 0.02% |
2,797
+508
| +22% | +$3.13M |
|
950
Photronics
PLAB
$1.97B
| $18.4M | 0.02% |
2,080,900
+57,900
| +3% | +$514K |
|
Similar funds
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 17% of assets, down from 17% 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.