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 | |
|---|---|---|---|---|---|---|
1076
Innoviva
INVA
$1.5B
| $15M | 0.02% |
+1,060,380
| New | +$14M |
|
1077
Radware
RDWR
$1.23B
| $15M | 0.02% |
887,400
+204,905
| +30% | +$3.56M |
|
1078
CVR Energy
CVI
$3.6B
| $14.9M | 0.02% |
577,100
+400,100
| +226% | +$8.51M |
|
1079
Ryder
R
$10.2B
| $14.9M | 0.02% |
+176,400
| New | +$13.4M |
|
|
EXPR
1080
DELISTED
Express, Inc.
EXPR
| $14.9M | 0.02% |
110,313
+16,348
| +17% | +$2.06M |
|
|
CSII
1081
DELISTED
Cardiovascular Systems, Inc.
CSII
| $14.9M | 0.02% |
529,800
+251,499
| +90% | +$7.65M |
|
1082
Performance Food Group
PFGC
$16.7B
| $14.9M | 0.02% |
527,600
+185,700
| +54% | +$5.18M |
|
|
K
1083
DELISTED
Kellanova
K
| $14.9M | 0.02% |
253,790
-2,882,955
| -92% | -$182M |
|
1084
Inogen
INGN
$154M
| $14.8M | 0.02% |
156,100
+45,300
| +41% | +$4.37M |
|
|
MYOK
1085
DELISTED
MyoKardia, Inc. Common Stock
MYOK
| $14.8M | 0.02% |
+346,366
| New | +$11.1M |
|
1086
Armstrong World Industries
AWI
$7.68B
| $14.8M | 0.02% |
289,300
+148,836
| +106% | +$7.01M |
|
1087
Phibro Animal Health
PAHC
$1.39B
| $14.8M | 0.02% |
398,100
+184,316
| +86% | +$6.92M |
|
1088
Liberty Broadband Class A
LBRDA
$5.3B
| $14.6M | 0.02% |
155,450
+62,750
| +68% | +$5.98M |
|
1089
Antero Resources
AR
$11.5B
| $14.6M | 0.02% |
+734,000
| New | +$14.8M |
|
1090
Atmos Energy
ATO
$28.6B
| $14.5M | 0.02% |
173,500
+12,900
| +8% | +$1.11M |
|
1091
Valley National Bancorp
VLY
$8.34B
| $14.5M | 0.02% |
1,205,785
-578,373
| -32% | -$6.66M |
|
|
BFYT
1092
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
| $14.5M | 0.02% |
1,002,000
-8,400
| -0.8% | -$232K |
|
|
CRCM
1093
DELISTED
CARE.COM, INC.
CRCM
| $14.5M | 0.02% |
912,700
-101,900
| -10% | -$1.51M |
|
|
EARN
1094
Ellington Residential Mortgage REIT
EARN
$166M
| $14.5M | 0.02% |
997,000
+132,698
| +15% | +$1.94M |
|
1095
Old Dominion Freight Line
ODFL
$44.4B
| $14.4M | 0.02% |
392,181
+6,300
| +2% | +$208K |
|
|
NTL
1096
DELISTED
Nortel Invesora 1/20 Ser B Shr
NTL
| $14.4M | 0.02% |
369,000
-14,000
| -4% | -$491K |
|
|
WFT
1097
DELISTED
Weatherford International plc
WFT
| $14.4M | 0.02% |
3,141,530
+2,292,785
| +270% | +$9.48M |
|
|
RATE
1098
DELISTED
Bankrate Inc
RATE
| $14.4M | 0.02% |
1,031,212
-209,888
| -17% | -$2.91M |
|
|
OAK
1099
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $14.4M | 0.02% |
305,270
+67,900
| +29% | +$3.17M |
|
|
MSFG
1100
DELISTED
MainSource Financial Group Inc
MSFG
| $14.4M | 0.02% |
400,400
+41,800
| +12% | +$1.42M |
|
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.