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 | |
|---|---|---|---|---|---|---|
|
WCC
1026
WESCO International
WCC
$17.8B
| $16.1M | 0.02% |
275,912
+45,809
| +20% | +$2.46M |
|
|
ALOG
1027
DELISTED
Analogic Corp
ALOG
| $16.1M | 0.02% |
191,848
+84,348
| +78% | +$6.15M |
|
1028
Acacia Research
ACTG
$449M
| $16.1M | 0.02% |
3,529,000
-44,800
| -1% | -$168K |
|
|
CPL
1029
DELISTED
CPFL Energia S.A.
CPL
| $16M | 0.02% |
933,986
+59,700
| +7% | +$1.02M |
|
1030
Embotelladora Andina Series B
AKO.B
$4.89B
| $16M | 0.02% |
581,400
+27,600
| +5% | +$745K |
|
1031
Stride
LRN
$3.48B
| $16M | 0.02% |
897,100
+375,100
| +72% | +$6.65M |
|
|
HTB
1032
HomeTrust Bancshares
HTB
$831M
| $16M | 0.02% |
623,915
+58,260
| +10% | +$1.39M |
|
|
ZPIN
1033
DELISTED
Zhaopin Limited
ZPIN
| $15.9M | 0.02% |
876,000
+82,800
| +10% | +$1.53M |
|
1034
PJT Partners
PJT
$4.36B
| $15.9M | 0.02% |
415,200
-88,700
| -18% | -$3.52M |
|
1035
Cohu
COHU
$2.76B
| $15.9M | 0.02% |
666,300
-61,954
| -9% | -$1.17M |
|
1036
Invitation Homes
INVH
$17.7B
| $15.9M | 0.02% |
+701,000
| New | +$15.5M |
|
1037
Univest Financial
UVSP
$1.18B
| $15.8M | 0.02% |
494,089
+27,200
| +6% | +$812K |
|
|
FRAN
1038
DELISTED
Francesca's Holdings Corporation
FRAN
| $15.8M | 0.02% |
179,025
+56,716
| +46% | +$5.75M |
|
1039
United States Lime & Minerals
USLM
$3.42B
| $15.8M | 0.02% |
941,005
+173,505
| +23% | +$2.79M |
|
1040
RELX
RELX
$60.4B
| $15.8M | 0.02% |
706,128
+237,700
| +51% | +$5.22M |
|
1041
SK Telecom
SKM
$14.1B
| $15.7M | 0.02% |
+387,934
| New | +$16.4M |
|
1042
Dycom Industries
DY
$12.3B
| $15.7M | 0.02% |
+182,700
| New | +$15.4M |
|
1043
RCI Hospitality Holdings
RICK
$230M
| $15.7M | 0.02% |
633,800
+17,100
| +3% | +$408K |
|
1044
Quanta Services
PWR
$101B
| $15.7M | 0.02% |
419,593
-645,906
| -61% | -$22.6M |
|
1045
Descartes Systems
DSGX
$6.62B
| $15.7M | 0.02% |
573,200
-47,200
| -8% | -$1.25M |
|
1046
Erie Indemnity
ERIE
$13.5B
| $15.7M | 0.02% |
129,871
+36,871
| +40% | +$4.5M |
|
1047
MGE Energy Inc
MGEE
$3.06B
| $15.6M | 0.02% |
242,250
+24,800
| +11% | +$1.6M |
|
1048
UFP Technologies
UFPT
$2.48B
| $15.6M | 0.02% |
556,400
+10,100
| +2% | +$279K |
|
|
FIG
1049
DELISTED
Fortress Investment Group Llc
FIG
| $15.6M | 0.02% |
1,958,500
+1,082,700
| +124% | +$8.65M |
|
|
FLIC
1050
DELISTED
First of Long Island Corp
FLIC
| $15.6M | 0.02% |
511,881
-11,400
| -2% | -$318K |
|
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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 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.