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 | |
|---|---|---|---|---|---|---|
|
GRFS
1001
Grifois
GRFS
$5.4B
| $17.1M | 0.02% |
779,447
+465,369
| +148% | +$9.65M |
|
1002
AppFolio
APPF
$7.22B
| $17M | 0.02% |
355,400
+172,500
| +94% | +$6.78M |
|
|
LSXMA
1003
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $17M | 0.02% |
561,960
+71,007
| +14% | +$2.2M |
|
1004
QCR Holdings
QCRH
$1.73B
| $17M | 0.02% |
373,500
+68,000
| +22% | +$3.07M |
|
1005
Graco
GGG
$13.3B
| $16.9M | 0.02% |
410,700
+341,400
| +493% | +$13M |
|
|
WIN
1006
DELISTED
Windstream Holdings Inc
WIN
| $16.9M | 0.02% |
1,907,147
-256,760
| -12% | -$3.4M |
|
|
WBT
1007
DELISTED
Welbilt, Inc.
WBT
| $16.8M | 0.02% |
730,800
+411,600
| +129% | +$8.32M |
|
|
SBNY
1008
DELISTED
Signature Bank
SBNY
| $16.8M | 0.02% |
131,474
+113,700
| +640% | +$14.9M |
|
1009
Principal Financial Group
PFG
$24.4B
| $16.8M | 0.02% |
+261,600
| New | +$16.8M |
|
1010
Accuray
ARAY
$32.9M
| $16.8M | 0.02% |
4,206,500
-184,500
| -4% | -$792K |
|
1011
Glaukos
GKOS
$11.2B
| $16.6M | 0.02% |
503,600
-137,100
| -21% | -$5.21M |
|
1012
Textron
TXT
$15.3B
| $16.6M | 0.02% |
308,300
-611,600
| -66% | -$30.4M |
|
1013
Gilat Satellite Networks
GILT
$895M
| $16.6M | 0.02% |
2,760,754
+37,200
| +1% | +$209K |
|
|
PFC
1014
DELISTED
Premier Financial Corp. Common Stock
PFC
| $16.5M | 0.02% |
630,200
+30,200
| +5% | +$761K |
|
|
RGC
1015
DELISTED
Regal Entertainment Group
RGC
| $16.5M | 0.02% |
1,031,000
-286,900
| -22% | -$4.95M |
|
1016
HealthEquity
HQY
$8.83B
| $16.4M | 0.02% |
324,500
+227,400
| +234% | +$10.6M |
|
1017
Federal Agricultural Mortgage
AGM
$2.58B
| $16.4M | 0.02% |
225,500
-17,000
| -7% | -$1.15M |
|
|
CKH
1018
DELISTED
Seacor Holdings Inc.
CKH
| $16.4M | 0.02% |
367,173
+35,052
| +11% | +$1.28M |
|
1019
Papa John's
PZZA
$804M
| $16.3M | 0.02% |
222,668
-466,000
| -68% | -$35M |
|
1020
OSI Systems
OSIS
$3.82B
| $16.2M | 0.02% |
177,708
+115,700
| +187% | +$9.41M |
|
1021
Puma Biotechnology
PBYI
$450M
| $16.1M | 0.02% |
+134,600
| New | +$12.5M |
|
1022
Fortis
FTS
$28.7B
| $16.1M | 0.02% |
449,900
+212,900
| +90% | +$7.68M |
|
|
KYNB
1023
Kyntra Bio
KYNB
$28.7M
| $16.1M | 0.02% |
11,960
+2,868
| +32% | +$3.02M |
|
1024
WesBanco
WSBC
$4.1B
| $16.1M | 0.02% |
392,073
+9,131
| +2% | +$350K |
|
|
UBA
1025
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $16.1M | 0.02% |
740,800
-101,900
| -12% | -$2.13M |
|
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.