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 | |
|---|---|---|---|---|---|---|
101
Chevron
CVX
$386B
| $173M | 0.19% |
+1,378,984
| New | +$164M |
|
|
MBT
102
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $172M | 0.19% |
16,858,600
+2,674,500
| +19% | +$27.6M |
|
103
Telus
TU
$15.2B
| $169M | 0.19% |
8,950,200
+1,079,800
| +14% | +$20M |
|
104
Jazz Pharmaceuticals
JAZZ
$16.1B
| $168M | 0.18% |
1,244,800
+28,700
| +2% | +$3.98M |
|
105
Molina Healthcare
MOH
$10.2B
| $165M | 0.18% |
2,156,150
+751,800
| +54% | +$54.3M |
|
106
IAMGOLD
IAG
$10.4B
| $162M | 0.18% |
27,774,896
+3,382,000
| +14% | +$19.3M |
|
107
Live Nation Entertainment
LYV
$42.7B
| $160M | 0.18% |
3,767,366
+758,666
| +25% | +$33M |
|
108
Booking.com
BKNG
$160B
| $160M | 0.18% |
+2,299,975
| New | +$167M |
|
109
Intel
INTC
$493B
| $159M | 0.18% |
3,441,594
+3,338,000
| +3,222% | +$146M |
|
110
Agilent Technologies
A
$42.2B
| $159M | 0.18% |
2,370,200
+1,812,500
| +325% | +$122M |
|
|
TWX
111
DELISTED
Time Warner Inc
TWX
| $158M | 0.17% |
1,728,234
+35,600
| +2% | +$3.36M |
|
112
Devon Energy
DVN
$49.9B
| $154M | 0.17% |
3,713,200
+283,400
| +8% | +$10.7M |
|
113
Arch Capital
ACGL
$33.5B
| $154M | 0.17% |
5,077,500
+495,600
| +11% | +$15.8M |
|
114
Charles River Laboratories
CRL
$13.5B
| $153M | 0.17% |
1,398,700
+58,991
| +4% | +$6.42M |
|
115
CMS Energy
CMS
$21.8B
| $153M | 0.17% |
3,234,500
+1,329,800
| +70% | +$64.4M |
|
|
LNW
116
DELISTED
Light & Wonder
LNW
| $152M | 0.17% |
2,967,748
+424,762
| +17% | +$20.7M |
|
117
Republic Services
RSG
$65.9B
| $152M | 0.17% |
2,250,500
+217,500
| +11% | +$14M |
|
118
Chemours
CC
$2.23B
| $152M | 0.17% |
3,037,800
-1,602,600
| -35% | -$83.9M |
|
119
Elevance Health
ELV
$84.7B
| $151M | 0.17% |
671,600
-498,373
| -43% | -$106M |
|
120
GoDaddy
GDDY
$11.5B
| $150M | 0.17% |
2,992,900
+619,500
| +26% | +$29.4M |
|
|
XLNX
121
DELISTED
Xilinx Inc
XLNX
| $149M | 0.16% |
2,206,205
-124,200
| -5% | -$8.81M |
|
122
NextEra Energy
NEE
$179B
| $147M | 0.16% |
3,763,200
+64,800
| +2% | +$2.5M |
|
123
Franco-Nevada
FNV
$46.4B
| $146M | 0.16% |
1,823,500
+530,300
| +41% | +$42.6M |
|
124
Dolby
DLB
$5.75B
| $145M | 0.16% |
2,331,300
-80,035
| -3% | -$4.83M |
|
125
Novartis
NVS
$294B
| $144M | 0.16% |
1,915,168
+303,441
| +19% | +$22.9M |
|
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.