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 | |
|---|---|---|---|---|---|---|
1376
Pathward Financial
CASH
$1.79B
| $9.33M | 0.01% |
357,000
-123,600
| -26% | -$3.19M |
|
1377
BJ's Restaurants
BJRI
$1.43B
| $9.31M | 0.01% |
305,900
-401,600
| -57% | -$13M |
|
|
DWCH
1378
DELISTED
Datawatch Corp
DWCH
| $9.31M | 0.01% |
806,007
+229,207
| +40% | +$2.36M |
|
|
PRTK
1379
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
| $9.31M | 0.01% |
370,738
-226,011
| -38% | -$5.26M |
|
1380
Jefferies Financial Group
JEF
$12.8B
| $9.26M | 0.01% |
409,527
+267,999
| +189% | +$6M |
|
|
PCTI
1381
DELISTED
PCTEL, Inc. Common Stock
PCTI
| $9.24M | 0.01% |
1,466,553
+6,354
| +0.4% | +$42.1K |
|
1382
Core Molding Technologies
CMT
$224M
| $9.23M | 0.01% |
420,800
+40,485
| +11% | +$850K |
|
1383
Peabody Energy
BTU
$3.1B
| $9.22M | 0.01% |
+318,000
| New | +$8.97M |
|
1384
Par Pacific Holdings
PARR
$4.03B
| $9.22M | 0.01% |
+443,500
| New | +$8.04M |
|
1385
Bank of Marin Bancorp
BMRC
$457M
| $9.21M | 0.01% |
268,800
+40,088
| +18% | +$1.3M |
|
1386
Avista
AVA
$3.28B
| $9.19M | 0.01% |
177,500
-38,300
| -18% | -$1.91M |
|
|
SRT
1387
DELISTED
Startek Inc.
SRT
| $9.19M | 0.01% |
781,881
-37,919
| -5% | -$459K |
|
|
UPL
1388
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
| $9.13M | 0.01% |
+1,053,000
| New | +$9.61M |
|
|
LAND
1389
Gladstone Land Corp
LAND
$356M
| $9.13M | 0.01% |
670,100
+245,703
| +58% | +$3.12M |
|
1390
Workiva
WK
$3.88B
| $9.11M | 0.01% |
436,906
+121,706
| +39% | +$2.41M |
|
1391
Upland Software
UPLD
$15.3M
| $9.09M | 0.01% |
42,950
+750
| +2% | +$172K |
|
1392
Genworth Financial
GNW
$3.82B
| $9.07M | 0.01% |
+2,356,100
| New | +$8.41M |
|
1393
Stewart Information Services
STC
$2.08B
| $9.07M | 0.01% |
240,200
+1,100
| +0.5% | +$42.9K |
|
1394
Vishay Intertechnology
VSH
$5.36B
| $9.07M | 0.01% |
+482,225
| New | +$8.48M |
|
1395
NVE Corp
NVEC
$579M
| $9.05M | 0.01% |
114,600
+6,000
| +6% | +$458K |
|
|
PMD
1396
DELISTED
Psychemedics Corporation
PMD
| $9.05M | 0.01% |
491,000
+34,500
| +8% | +$759K |
|
|
ATRS
1397
DELISTED
Antares Pharma, Inc.
ATRS
| $9.02M | 0.01% |
2,783,991
-678,478
| -20% | -$2.09M |
|
1398
Kadant
KAI
$3.93B
| $9.01M | 0.01% |
91,400
-38,000
| -29% | -$3.22M |
|
|
CLGX
1399
DELISTED
Corelogic, Inc.
CLGX
| $8.99M | 0.01% |
194,604
+10,118
| +5% | +$459K |
|
1400
Fabrinet
FN
$20.5B
| $8.97M | 0.01% |
+242,000
| New | +$9.9M |
|
Similar funds
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.