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 | |
|---|---|---|---|---|---|---|
|
SHYF
1201
DELISTED
The Shyft Group
SHYF
| $13.6M | 0.01% |
860,497
+139,941
| +19% | +$2.13M |
|
1202
Liberty Broadband Class A
LBRDA
$5.18B
| $13.5M | 0.01% |
159,000
+3,550
| +2% | +$313K |
|
|
BCPC
1203
Balchem Corp
BCPC
$5.68B
| $13.5M | 0.01% |
167,352
+26,952
| +19% | +$2.24M |
|
1204
Ribbon Communications
RBBN
$379M
| $13.5M | 0.01% |
1,744,600
+235,700
| +16% | +$1.81M |
|
1205
Telecom Argentina
TEO
$5.81B
| $13.4M | 0.01% |
+367,019
| New | +$12.6M |
|
|
EA
1206
DELISTED
Electronic Arts
EA
| $13.4M | 0.01% |
127,764
-45,000
| -26% | -$5M |
|
1207
Nu Skin
NUS
$229M
| $13.4M | 0.01% |
+196,000
| New | +$12.7M |
|
1208
James River Group Holdings
JRVR
$200M
| $13.3M | 0.01% |
333,500
+23,700
| +8% | +$962K |
|
1209
Village Super Market
VLGEA
$634M
| $13.3M | 0.01% |
581,400
+19,100
| +3% | +$461K |
|
1210
MSC Industrial Direct
MSM
$6.71B
| $13.3M | 0.01% |
137,700
-413,900
| -75% | -$34.6M |
|
1211
Universal Display
OLED
$4.15B
| $13.3M | 0.01% |
77,039
-78,982
| -51% | -$12.6M |
|
1212
Chemed
CHE
$7.11B
| $13.2M | 0.01% |
54,400
-51,900
| -49% | -$11.8M |
|
1213
Sasol
SSL
$7.2B
| $13.1M | 0.01% |
384,100
-44,200
| -10% | -$1.34M |
|
|
GLOG
1214
DELISTED
GASLOG LTD
GLOG
| $13.1M | 0.01% |
589,900
+223,900
| +61% | +$4.12M |
|
1215
Lennar Class B
LEN.B
$20.6B
| $13.1M | 0.01% |
266,823
+186,667
| +233% | +$8.63M |
|
|
BRFS
1216
DELISTED
BRF SA
BRFS
| $13.1M | 0.01% |
1,163,700
-1,662,100
| -59% | -$21.2M |
|
|
EGIO
1217
DELISTED
Edgio, Inc. Common Stock
EGIO
| $13.1M | 0.01% |
74,266
+11,570
| +18% | +$2.28M |
|
1218
Hilton Grand Vacations
HGV
$3.47B
| $13.1M | 0.01% |
312,000
+174,700
| +127% | +$7.11M |
|
|
MGP
1219
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $13M | 0.01% |
445,800
-5,600
| -1% | -$164K |
|
|
UCFC
1220
DELISTED
United Community Financial Corp
UCFC
| $13M | 0.01% |
1,420,704
+57,700
| +4% | +$548K |
|
|
STB
1221
DELISTED
Student Transportation Inc
STB
| $13M | 0.01% |
2,110,863
+437,463
| +26% | +$2.59M |
|
|
EARN
1222
Ellington Residential Mortgage REIT
EARN
$166M
| $12.9M | 0.01% |
1,075,400
+78,400
| +8% | +$1.04M |
|
1223
Abercrombie & Fitch
ANF
$4.86B
| $12.9M | 0.01% |
+740,500
| New | +$11.2M |
|
1224
TriNet
TNET
$3.12B
| $12.9M | 0.01% |
290,451
+29,951
| +11% | +$1.2M |
|
1225
Enerpac Tool Group
EPAC
$1.88B
| $12.9M | 0.01% |
508,900
+276,600
| +119% | +$7.13M |
|
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.