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 | |
|---|---|---|---|---|---|---|
|
HR
1301
DELISTED
Healthcare Realty Trust Incorporated
HR
| $10.4M | 0.01% |
322,500
-26,900
| -8% | -$889K |
|
1302
Peapack-Gladstone Financial
PGC
$822M
| $10.4M | 0.01% |
308,420
+9,110
| +3% | +$287K |
|
|
XIN
1303
DELISTED
Xinyuan Real Estate
XIN
| $10.4M | 0.01% |
183,090
+30,208
| +20% | +$1.63M |
|
1304
M&T Bank
MTB
$36.7B
| $10.4M | 0.01% |
64,573
-126,217
| -66% | -$19.8M |
|
1305
Acuity Brands
AYI
$10.7B
| $10.4M | 0.01% |
+60,700
| New | +$11.3M |
|
|
PRAH
1306
DELISTED
PRA Health Sciences, Inc.
PRAH
| $10.4M | 0.01% |
136,500
+21,200
| +18% | +$1.6M |
|
1307
Employers Holdings
EIG
$873M
| $10.4M | 0.01% |
228,400
+18,100
| +9% | +$770K |
|
1308
Reinsurance Group of America
RGA
$16.3B
| $10.3M | 0.01% |
74,000
-7,500
| -9% | -$1.01M |
|
|
CALY
1309
Callaway Golf Company
CALY
$2.95B
| $10.3M | 0.01% |
714,100
+249,500
| +54% | +$3.3M |
|
1310
Mine Safety
MSA
$7.26B
| $10.3M | 0.01% |
129,500
+73,000
| +129% | +$5.46M |
|
1311
Factset
FDS
$10.1B
| $10.3M | 0.01% |
+57,050
| New | +$9.31M |
|
1312
The Mosaic Company
MOS
$6.93B
| $10.3M | 0.01% |
475,900
-744,000
| -61% | -$16.1M |
|
1313
Toro Company
TTC
$9.31B
| $10.3M | 0.01% |
+165,500
| New | +$11.1M |
|
1314
Nucor
NUE
$61.4B
| $10.2M | 0.01% |
+182,200
| New | +$10.3M |
|
|
SNV
1315
DELISTED
Synovus
SNV
| $10.2M | 0.01% |
221,400
+28,900
| +15% | +$1.25M |
|
1316
Fluor
FLR
$7.08B
| $10.2M | 0.01% |
242,200
+91,632
| +61% | +$3.8M |
|
1317
CRH
CRH
$64.5B
| $10.2M | 0.01% |
269,300
-3,400
| -1% | -$120K |
|
1318
Nelnet
NNI
$4.56B
| $10.2M | 0.01% |
201,900
-63,300
| -24% | -$3.03M |
|
|
DSPG
1319
DELISTED
DSP Group Inc
DSPG
| $10.1M | 0.01% |
780,558
+64,064
| +9% | +$773K |
|
1320
Glacier Bancorp
GBCI
$6.5B
| $10.1M | 0.01% |
268,460
-172,440
| -39% | -$5.97M |
|
1321
Liberty Latin America Class C
LILAK
$1.64B
| $10.1M | 0.01% |
+507,378
| New | +$10.9M |
|
1322
Viasat
VSAT
$11.4B
| $10.1M | 0.01% |
156,670
-121,323
| -44% | -$7.67M |
|
1323
Penske Automotive Group
PAG
$14.4B
| $10.1M | 0.01% |
211,700
-160,000
| -43% | -$6.91M |
|
1324
Trupanion
TRUP
$1.34B
| $10.1M | 0.01% |
381,284
-51,666
| -12% | -$1.19M |
|
1325
Mitsubishi UFJ Financial
MUFG
$259B
| $10M | 0.01% |
1,555,538
-831,633
| -35% | -$5.25M |
|
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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.