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 | |
|---|---|---|---|---|---|---|
1101
Cameco
CCJ
$42.8B
| $16M | 0.02% |
1,729,604
+1,003,804
| +138% | +$9.41M |
|
1102
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
| $16M | 0.02% |
+441,600
| New | +$15.2M |
|
1103
Western New England Bancorp
WNEB
$280M
| $16M | 0.02% |
1,463,409
+77,374
| +6% | +$825K |
|
1104
Kaiser Aluminum
KALU
$3.06B
| $15.9M | 0.02% |
148,500
-47,800
| -24% | -$4.78M |
|
|
ZIXI
1105
DELISTED
Zix Corporation
ZIXI
| $15.8M | 0.02% |
3,617,591
+34,691
| +1% | +$163K |
|
1106
Expedia Group
EXPE
$38.7B
| $15.8M | 0.02% |
132,159
-145,000
| -52% | -$18.8M |
|
1107
Cognex
CGNX
$10.3B
| $15.8M | 0.02% |
258,656
+26,400
| +11% | +$1.68M |
|
1108
eHealth
EHTH
$39.4M
| $15.8M | 0.02% |
909,600
+31,300
| +4% | +$700K |
|
|
SHLM
1109
DELISTED
Schulman (A.) Inc
SHLM
| $15.8M | 0.02% |
423,741
+257,100
| +154% | +$9.57M |
|
|
CHU
1110
DELISTED
China Unicom (HONG KONG) Limited
CHU
| $15.8M | 0.02% |
1,165,500
-84,300
| -7% | -$1.21M |
|
1111
Calix
CALX
$2.53B
| $15.7M | 0.02% |
2,639,200
-74,300
| -3% | -$450K |
|
|
BIVV
1112
DELISTED
Bioverativ Inc. Common Stock
BIVV
| $15.7M | 0.02% |
291,200
-513,600
| -64% | -$28.1M |
|
1113
Donaldson
DCI
$11.1B
| $15.7M | 0.02% |
319,948
+107,248
| +50% | +$5.11M |
|
1114
UFP Technologies
UFPT
$2.52B
| $15.7M | 0.02% |
563,000
+6,600
| +1% | +$186K |
|
|
TGB
1115
Trekor Metals
TGB
$3.13B
| $15.6M | 0.02% |
6,707,700
+384,800
| +6% | +$833K |
|
1116
Federal Agricultural Mortgage
AGM
$2.51B
| $15.6M | 0.02% |
199,600
-25,900
| -11% | -$1.92M |
|
1117
Oshkosh
OSK
$9.42B
| $15.5M | 0.02% |
+170,900
| New | +$15M |
|
1118
Phibro Animal Health
PAHC
$1.39B
| $15.5M | 0.02% |
463,496
+65,396
| +16% | +$2.32M |
|
|
GDEN
1119
DELISTED
Golden Entertainment
GDEN
| $15.5M | 0.02% |
475,397
+154,397
| +48% | +$4.57M |
|
1120
Ingevity
NGVT
$2.62B
| $15.5M | 0.02% |
219,400
+107,700
| +96% | +$7.77M |
|
1121
Papa John's
PZZA
$812M
| $15.4M | 0.02% |
275,005
+52,337
| +24% | +$3.26M |
|
1122
Vishay Precision Group
VPG
$945M
| $15.4M | 0.02% |
611,900
+60,100
| +11% | +$1.52M |
|
1123
Children's Place
PLCE
$54.5M
| $15.4M | 0.02% |
105,760
+103,800
| +5,296% | +$12.6M |
|
|
ABB
1124
DELISTED
ABB Ltd
ABB
| $15.3M | 0.02% |
568,900
-747,000
| -57% | -$19.2M |
|
1125
Voya Financial
VOYA
$9.1B
| $15.2M | 0.02% |
+308,200
| New | +$13.2M |
|
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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.