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 | |
|---|---|---|---|---|---|---|
1526
Data I/O
DAIO
$33.1M
| $7.93M | 0.01% |
658,400
+33,200
| +5% | +$393K |
|
1527
Evolution Petroleum
EPM
$135M
| $7.91M | 0.01% |
1,155,400
+80,800
| +8% | +$568K |
|
1528
Donegal Group Class A
DGICA
$696M
| $7.9M | 0.01% |
456,500
+76,200
| +20% | +$1.3M |
|
1529
Upland Software
UPLD
$17.9M
| $7.88M | 0.01% |
36,380
-6,570
| -15% | -$1.44M |
|
|
PPLI
1530
People Inc
PPLI
$3.01B
| $7.88M | 0.01% |
360,495
-1,751,363
| -83% | -$39.2M |
|
1531
Invesco Senior Loan ETF
BKLN
$6.76B
| $7.88M | 0.01% |
+341,800
| New | +$7.89M |
|
|
INAP
1532
DELISTED
Internap Corporation
INAP
| $7.85M | 0.01% |
+499,855
| New | +$8.49M |
|
1533
Rapid7
RPD
$929M
| $7.83M | 0.01% |
419,871
+268,771
| +178% | +$4.98M |
|
|
CHUBA
1534
DELISTED
CommerceHub, Inc. Series A Common Stock
CHUBA
| $7.83M | 0.01% |
355,900
+23,000
| +7% | +$516K |
|
|
CHUY
1535
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $7.81M | 0.01% |
278,500
+73,800
| +36% | +$1.75M |
|
|
GLUU
1536
DELISTED
Glu Mobile Inc.
GLUU
| $7.8M | 0.01% |
2,143,700
+75,600
| +4% | +$304K |
|
1537
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $7.8M | 0.01% |
+93,000
| New | +$7.82M |
|
|
SHI
1538
DELISTED
Sinopec Shanghai Petrochemical Co., Ltd.
SHI
| $7.78M | 0.01% |
136,450
+21,800
| +19% | +$1.3M |
|
1539
Community Trust Bancorp
CTBI
$1.44B
| $7.76M | 0.01% |
164,700
-8,100
| -5% | -$391K |
|
|
GTS
1540
DELISTED
Triple-S Management Corporation
GTS
| $7.75M | 0.01% |
327,840
-13,980
| -4% | -$341K |
|
1541
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| $7.73M | 0.01% |
+66,561
| New | +$7.7M |
|
1542
Regional Management Corp
RM
$301M
| $7.72M | 0.01% |
293,400
-13,300
| -4% | -$325K |
|
1543
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $7.72M | 0.01% |
+70,000
| New | +$7.72M |
|
|
CHUBK
1544
DELISTED
CommerceHub, Inc. Series C Common Stock
CHUBK
| $7.71M | 0.01% |
374,600
+57,000
| +18% | +$1.21M |
|
1545
Core Laboratories
CLB
$569M
| $7.69M | 0.01% |
+70,200
| New | +$7.01M |
|
1546
Rio Tinto
RIO
$160B
| $7.68M | 0.01% |
145,200
-730,500
| -83% | -$35.7M |
|
|
EMCI
1547
DELISTED
EMC INS Group Inc
EMCI
| $7.66M | 0.01% |
266,915
+4,265
| +2% | +$126K |
|
|
ENZY
1548
DELISTED
Enzymotec Ltd
ENZY
| $7.62M | 0.01% |
642,700
+264,200
| +70% | +$3.07M |
|
|
SRT
1549
DELISTED
Startek Inc.
SRT
| $7.6M | 0.01% |
761,900
-19,981
| -3% | -$216K |
|
1550
C&F Financial
CFFI
$288M
| $7.56M | 0.01% |
130,300
+14,610
| +13% | +$865K |
|
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.