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 | |
|---|---|---|---|---|---|---|
1051
Aaon
AAON
$7.23B
| $15.5M | 0.02% |
674,738
+25,425
| +4% | +$578K |
|
|
HDP
1052
DELISTED
Hortonworks, Inc.
HDP
| $15.5M | 0.02% |
914,400
+296,900
| +48% | +$4.47M |
|
1053
Harley-Davidson
HOG
$2.7B
| $15.5M | 0.02% |
+320,600
| New | +$15.6M |
|
1054
Vera Bradley
VRA
$96.7M
| $15.4M | 0.02% |
1,753,500
-124,615
| -7% | -$1.16M |
|
|
SCMP
1055
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
| $15.4M | 0.02% |
1,305,700
+495,100
| +61% | +$5.55M |
|
1056
Equity Residential
EQR
$24.2B
| $15.4M | 0.02% |
+233,421
| New | +$15.6M |
|
|
AAWW
1057
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $15.3M | 0.02% |
233,000
-64,296
| -22% | -$4.02M |
|
1058
Televisa
TV
$1.49B
| $15.3M | 0.02% |
620,800
+223,200
| +56% | +$5.74M |
|
|
SVA
1059
DELISTED
Sinovac Biotech, Ltd
SVA
| $15.3M | 0.02% |
2,170,200
+355,900
| +20% | +$2.43M |
|
|
PFPT
1060
DELISTED
Proofpoint, Inc.
PFPT
| $15.3M | 0.02% |
175,200
-700
| -0.4% | -$62.2K |
|
1061
Invesco Mortgage Capital
IVR
$805M
| $15.3M | 0.02% |
89,200
+42,460
| +91% | +$7.16M |
|
1062
First Bancorp
FBNC
$2.72B
| $15.2M | 0.02% |
442,933
+65,900
| +17% | +$2.07M |
|
1063
ANI Pharmaceuticals
ANIP
$1.72B
| $15.2M | 0.02% |
290,300
-7,100
| -2% | -$339K |
|
1064
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.4B
| $15.2M | 0.02% |
683,400
-158,300
| -19% | -$3.26M |
|
1065
Artivion
AORT
$1.39B
| $15.2M | 0.02% |
670,400
+71,100
| +12% | +$1.43M |
|
1066
SiriusPoint
SPNT
$2.66B
| $15.2M | 0.02% |
972,093
+438,459
| +82% | +$6.3M |
|
1067
NewMarket
NEU
$8.72B
| $15.2M | 0.02% |
35,600
+15,500
| +77% | +$6.76M |
|
1068
Cracker Barrel
CBRL
$1.31B
| $15.2M | 0.02% |
+99,932
| New | +$15.3M |
|
1069
Ashland
ASH
$3.36B
| $15.1M | 0.02% |
+231,675
| New | +$14.8M |
|
1070
CACI
CACI
$15B
| $15.1M | 0.02% |
108,499
+53,899
| +99% | +$6.96M |
|
1071
Western New England Bancorp
WNEB
$282M
| $15.1M | 0.02% |
1,386,035
+11,626
| +0.8% | +$118K |
|
|
BELFB
1072
Bel Fuse Inc Class B
BELFB
$4.25B
| $15.1M | 0.02% |
484,117
+19,700
| +4% | +$520K |
|
|
OMN
1073
DELISTED
OMNOVA Solutions Inc.
OMN
| $15.1M | 0.02% |
1,374,975
+224,800
| +20% | +$2.09M |
|
1074
Alarm.com
ALRM
$2.74B
| $15.1M | 0.02% |
333,200
-259,800
| -44% | -$10.8M |
|
1075
Stoneridge
SRI
$197M
| $15M | 0.02% |
758,100
-77,500
| -9% | -$1.28M |
|
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.