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 | |
|---|---|---|---|---|---|---|
|
CIO
1251
DELISTED
City Office REIT
CIO
| $11.3M | 0.01% |
822,800
+165,600
| +25% | +$2.11M |
|
|
FINL
1252
DELISTED
Finish Line
FINL
| $11.3M | 0.01% |
+941,651
| New | +$11.2M |
|
1253
PTC
PTC
$16.4B
| $11.3M | 0.01% |
201,200
-111,600
| -36% | -$6.18M |
|
|
PEGI
1254
DELISTED
Pattern Energy Group Inc. Class A
PEGI
| $11.3M | 0.01% |
469,153
+258,753
| +123% | +$6.43M |
|
|
EEQ
1255
DELISTED
Enbridge Energy Management Llc
EEQ
| $11.3M | 0.01% |
823,514
+199,194
| +32% | +$2.59M |
|
1256
Suncor Energy
SU
$77.6B
| $11.2M | 0.01% |
319,666
+302,066
| +1,716% | +$9.64M |
|
1257
Allegion
ALLE
$14B
| $11.2M | 0.01% |
129,400
+90,800
| +235% | +$7.34M |
|
1258
BancFirst
BANF
$3.88B
| $11.2M | 0.01% |
196,800
+6,600
| +3% | +$339K |
|
1259
Willis Lease Finance
WLFC
$1.18B
| $11.2M | 0.01% |
1,362,300
+35,100
| +3% | +$289K |
|
1260
Lantheus
LNTH
$6.59B
| $11.2M | 0.01% |
627,100
-63,900
| -9% | -$1.12M |
|
1261
Arrow Financial
AROW
$731M
| $11.1M | 0.01% |
387,063
-6,455
| -2% | -$170K |
|
1262
KT
KT
$9.09B
| $11.1M | 0.01% |
801,000
+610,500
| +320% | +$10M |
|
|
PTVCB
1263
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
| $11.1M | 0.01% |
492,100
+43,300
| +10% | +$992K |
|
1264
Norwegian Cruise Line
NCLH
$8.82B
| $11.1M | 0.01% |
+205,000
| New | +$11.5M |
|
1265
NETSCOUT
NTCT
$2.88B
| $11.1M | 0.01% |
342,485
+280,785
| +455% | +$9.37M |
|
|
ARC
1266
DELISTED
ARC Document Solutions, Inc.
ARC
| $11.1M | 0.01% |
2,705,400
+99,000
| +4% | +$377K |
|
1267
Interparfums
IPAR
$3.66B
| $11M | 0.01% |
267,413
-76,300
| -22% | -$2.95M |
|
1268
American Vanguard Corp
AVD
$62.8M
| $11M | 0.01% |
480,152
+73,800
| +18% | +$1.46M |
|
1269
Coca-Cola Europacific Partners
CCEP
$47.5B
| $11M | 0.01% |
264,100
-270,838
| -51% | -$11.5M |
|
1270
QuinStreet
QNST
$1.19B
| $10.9M | 0.01% |
1,488,700
+124,400
| +9% | +$603K |
|
1271
TD Synnex
SNX
$20.5B
| $10.9M | 0.01% |
172,800
+162,198
| +1,530% | +$9.57M |
|
|
EXK
1272
Endeavour Silver
EXK
$3.16B
| $10.9M | 0.01% |
4,582,400
+160,500
| +4% | +$413K |
|
|
OKSB
1273
DELISTED
Southwest Bancorp Inc/OK
OKSB
| $10.9M | 0.01% |
395,133
+35,200
| +10% | +$904K |
|
|
CARO
1274
DELISTED
Carolina Financial Corp.
CARO
| $10.9M | 0.01% |
303,200
+44,900
| +17% | +$1.51M |
|
|
ZVO
1275
DELISTED
Zovio Inc. Common Stock
ZVO
| $10.9M | 0.01% |
1,132,558
-375,000
| -25% | -$3.9M |
|
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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.