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 | |
|---|---|---|---|---|---|---|
|
UBA
1151
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $14.8M | 0.02% |
681,200
-59,600
| -8% | -$1.33M |
|
1152
Energy Transfer Partners
ET
$72.4B
| $14.8M | 0.02% |
857,252
-1,049,901
| -55% | -$17.9M |
|
1153
PJT Partners
PJT
$4.4B
| $14.7M | 0.02% |
322,600
-92,600
| -22% | -$3.76M |
|
1154
Kadant
KAI
$3.89B
| $14.7M | 0.02% |
146,399
+54,999
| +60% | +$5.58M |
|
|
KYNB
1155
Kyntra Bio
KYNB
$28.7M
| $14.7M | 0.02% |
12,364
+404
| +3% | +$507K |
|
|
LVNTA
1156
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $14.6M | 0.02% |
269,756
-58,300
| -18% | -$3.32M |
|
|
FLIC
1157
DELISTED
First of Long Island Corp
FLIC
| $14.6M | 0.02% |
513,181
+1,300
| +0.3% | +$39K |
|
|
MSFG
1158
DELISTED
MainSource Financial Group Inc
MSFG
| $14.6M | 0.02% |
402,500
+2,100
| +0.5% | +$78.6K |
|
1159
Constellium
CSTM
$3.98B
| $14.6M | 0.02% |
1,310,100
+521,100
| +66% | +$5.54M |
|
|
HDS
1160
DELISTED
HD Supply Holdings, Inc.
HDS
| $14.6M | 0.02% |
+364,800
| New | +$13.4M |
|
1161
New Jersey Resources
NJR
$5.62B
| $14.6M | 0.02% |
362,500
+200,400
| +124% | +$8.61M |
|
|
HCOM
1162
DELISTED
Hawaiian Telcom Holdco, Inc
HCOM
| $14.6M | 0.02% |
471,500
+26,100
| +6% | +$798K |
|
|
GPOR
1163
DELISTED
Gulfport Energy Corp.
GPOR
| $14.5M | 0.02% |
1,139,641
+586,241
| +106% | +$7.8M |
|
1164
Blackrock
BLK
$181B
| $14.4M | 0.02% |
28,100
-35,617
| -56% | -$17.3M |
|
1165
Univest Financial
UVSP
$1.19B
| $14.4M | 0.02% |
514,589
+20,500
| +4% | +$606K |
|
|
DSKE
1166
DELISTED
Daseke, Inc. Common Stock
DSKE
| $14.4M | 0.02% |
1,009,300
+110,400
| +12% | +$1.48M |
|
1167
Gray Television
GTN
$511M
| $14.4M | 0.02% |
860,850
+503,200
| +141% | +$7.86M |
|
|
MODN
1168
DELISTED
MODEL N, INC.
MODN
| $14.4M | 0.02% |
911,700
+349,300
| +62% | +$5.26M |
|
|
EIGI
1169
DELISTED
Endurance International Group Holdings, Inc.
EIGI
| $14.4M | 0.02% |
1,708,800
+559,200
| +49% | +$4.73M |
|
1170
Fabrinet
FN
$20.7B
| $14.4M | 0.02% |
500,100
+258,100
| +107% | +$8.54M |
|
|
OLP
1171
One Liberty Properties
OLP
$532M
| $14.3M | 0.02% |
553,500
+55,600
| +11% | +$1.42M |
|
|
ISBC
1172
DELISTED
Investors Bancorp, Inc.
ISBC
| $14.3M | 0.02% |
1,030,430
-2,092,507
| -67% | -$29M |
|
1173
Applied Materials
AMAT
$443B
| $14.3M | 0.02% |
279,348
-176,804
| -39% | -$9.58M |
|
|
PAY
1174
DELISTED
Verifone Systems Inc
PAY
| $14.2M | 0.02% |
803,219
+144,771
| +22% | +$2.69M |
|
1175
IDT Corp
IDT
$1.64B
| $14.2M | 0.02% |
1,584,467
+92,314
| +6% | +$1.01M |
|
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.