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 | |
|---|---|---|---|---|---|---|
|
XEC
1001
DELISTED
CIMAREX ENERGY CO
XEC
| $18.2M | 0.02% |
149,098
+100,198
| +205% | +$11.7M |
|
1002
Apple Hospitality REIT
APLE
$3.71B
| $18.1M | 0.02% |
925,100
+373,400
| +68% | +$7.2M |
|
1003
Ternium
TX
$10.8B
| $18.1M | 0.02% |
573,800
-391,600
| -41% | -$11.7M |
|
1004
Quaker Houghton
KWR
$2.91B
| $18.1M | 0.02% |
120,200
-24,800
| -17% | -$3.84M |
|
1005
Blackstone Mortgage Trust
BXMT
$2.41B
| $18.1M | 0.02% |
562,680
+277,701
| +97% | +$8.91M |
|
1006
Chesapeake Utilities
CPK
$3.25B
| $18.1M | 0.02% |
230,450
+4,300
| +2% | +$347K |
|
1007
First Bancorp
FBNC
$2.72B
| $18.1M | 0.02% |
512,414
+69,481
| +16% | +$2.52M |
|
|
GBNK
1008
DELISTED
Guaranty Bancorp
GBNK
| $18.1M | 0.02% |
653,520
-4,000
| -0.6% | -$114K |
|
1009
Ingersoll Rand
IR
$32.9B
| $18.1M | 0.02% |
532,000
+383,000
| +257% | +$11.4M |
|
1010
Atlantic Union Bankshares
AUB
$6.06B
| $18M | 0.02% |
499,005
-153,840
| -24% | -$5.49M |
|
1011
Jefferies Financial Group
JEF
$12.6B
| $18M | 0.02% |
759,618
+350,091
| +85% | +$8.07M |
|
1012
Adient
ADNT
$1.44B
| $18M | 0.02% |
228,700
-1,800
| -0.8% | -$145K |
|
1013
Mueller Water Products
MWA
$4.09B
| $18M | 0.02% |
1,434,000
+823,049
| +135% | +$10.2M |
|
1014
FormFactor
FORM
$10.1B
| $17.9M | 0.02% |
1,144,422
-405,400
| -26% | -$6.78M |
|
1015
Plexus
PLXS
$7.25B
| $17.8M | 0.02% |
293,900
-60,200
| -17% | -$3.65M |
|
|
CIO
1016
DELISTED
City Office REIT
CIO
| $17.8M | 0.02% |
1,371,549
+548,749
| +67% | +$7.2M |
|
1017
Ducommun
DCO
$3.04B
| $17.8M | 0.02% |
626,000
-15,600
| -2% | -$466K |
|
1018
Encompass Health
EHC
$12.3B
| $17.8M | 0.02% |
453,047
+339,666
| +300% | +$12.9M |
|
1019
Unifirst Corp
UNF
$5.24B
| $17.8M | 0.02% |
107,800
+38,300
| +55% | +$6.1M |
|
|
LDL
1020
DELISTED
Lydall, Inc.
LDL
| $17.8M | 0.02% |
350,100
-48,400
| -12% | -$2.65M |
|
1021
NewMarket
NEU
$8.59B
| $17.8M | 0.02% |
44,700
+9,100
| +26% | +$3.69M |
|
1022
STAG Industrial
STAG
$7.12B
| $17.8M | 0.02% |
649,600
+142,002
| +28% | +$3.97M |
|
|
TBNK
1023
DELISTED
Territorial Bancorp Inc.
TBNK
| $17.7M | 0.02% |
574,800
+10,200
| +2% | +$322K |
|
|
ADSW
1024
DELISTED
Advanced Disposal Services Inc
ADSW
| $17.7M | 0.02% |
741,000
-57,200
| -7% | -$1.35M |
|
|
CTT
1025
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
| $17.7M | 0.02% |
1,349,900
+641,300
| +91% | +$8.31M |
|
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.