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 | |
|---|---|---|---|---|---|---|
1376
Financial Institutions
FISI
$825M
| $10.1M | 0.01% |
324,300
-78,100
| -19% | -$2.46M |
|
1377
Atlanta Braves Holdings Series B
BATRK
$3.41B
| $10.1M | 0.01% |
453,800
-18,200
| -4% | -$426K |
|
|
UMPQ
1378
DELISTED
Umpqua Holdings Corp
UMPQ
| $10.1M | 0.01% |
484,678
+437,300
| +923% | +$9.04M |
|
|
ITG
1379
DELISTED
Investment Technology Group Inc
ITG
| $10.1M | 0.01% |
523,200
+90,300
| +21% | +$1.83M |
|
1380
Arrow Financial
AROW
$723M
| $10.1M | 0.01% |
354,108
-32,955
| -9% | -$973K |
|
1381
Winnebago Industries
WGO
$921M
| $10.1M | 0.01% |
181,000
-91,800
| -34% | -$4.61M |
|
1382
Marcus Corp
MCS
$929M
| $10.1M | 0.01% |
367,800
-144,000
| -28% | -$3.97M |
|
|
GOV
1383
DELISTED
Government Properties Income Trust
GOV
| $10M | 0.01% |
541,100
+499,700
| +1,207% | +$9.32M |
|
1384
Independence Realty Trust
IRT
$4.01B
| $10M | 0.01% |
994,095
+545,700
| +122% | +$5.63M |
|
1385
Northern Trust
NTRS
$34.8B
| $10M | 0.01% |
100,400
+67,400
| +204% | +$6.42M |
|
|
MNK
1386
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $10M | 0.01% |
+444,302
| New | +$11.9M |
|
1387
CACI
CACI
$14.8B
| $10M | 0.01% |
75,700
-32,799
| -30% | -$4.43M |
|
|
EXAC
1388
DELISTED
Exactech Inc
EXAC
| $10M | 0.01% |
202,600
+50,729
| +33% | +$2.14M |
|
|
DSPG
1389
DELISTED
DSP Group Inc
DSPG
| $9.98M | 0.01% |
798,726
+18,168
| +2% | +$239K |
|
1390
Equity Bancshares
EQBK
$1.07B
| $9.95M | 0.01% |
280,900
+13,200
| +5% | +$459K |
|
|
FENG
1391
Phoenix New Media
FENG
$18.4M
| $9.95M | 0.01% |
255,450
+38,083
| +18% | +$1.42M |
|
1392
BancFirst
BANF
$3.89B
| $9.94M | 0.01% |
194,400
-2,400
| -1% | -$132K |
|
1393
SiriusPoint
SPNT
$2.7B
| $9.94M | 0.01% |
678,367
-293,726
| -30% | -$4.73M |
|
|
AEGN
1394
DELISTED
Aegion Corp
AEGN
| $9.9M | 0.01% |
389,300
-18,100
| -4% | -$454K |
|
|
MGI
1395
DELISTED
MoneyGram International, Inc. New
MGI
| $9.9M | 0.01% |
750,977
-508,514
| -40% | -$7.42M |
|
1396
NVE Corp
NVEC
$563M
| $9.87M | 0.01% |
114,800
+200
| +0.2% | +$16.8K |
|
|
PBCT
1397
DELISTED
People's United Financial Inc
PBCT
| $9.86M | 0.01% |
527,386
+324,400
| +160% | +$6.01M |
|
|
GV
1398
DELISTED
Goldfield Corporation
GV
| $9.86M | 0.01% |
2,012,099
-3,200
| -0.2% | -$16.3K |
|
1399
Wipro
WIT
$19.4B
| $9.86M | 0.01% |
4,805,683
+659,283
| +16% | +$1.32M |
|
|
WLH
1400
DELISTED
WILLIAM LYON HOMES
WLH
| $9.83M | 0.01% |
338,100
+316,200
| +1,444% | +$8.56M |
|
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.