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 | |
|---|---|---|---|---|---|---|
1551
Grupo Aval
AVAL
$6.41B
| $7.56M | 0.01% |
888,900
+57,830
| +7% | +$496K |
|
1552
StealthGas
GASS
$343M
| $7.55M | 0.01% |
1,732,232
+83,732
| +5% | +$314K |
|
1553
lululemon athletica
LULU
$13.6B
| $7.55M | 0.01% |
96,100
-227,400
| -70% | -$15.2M |
|
|
CBM
1554
DELISTED
Cambrex Corporation
CBM
| $7.55M | 0.01% |
157,300
-4,200
| -3% | -$208K |
|
1555
SPDR Gold Trust
GLD
$142B
| $7.54M | 0.01% |
+61,000
| New | +$7.39M |
|
|
MOBL
1556
DELISTED
MobileIron, Inc.
MOBL
| $7.53M | 0.01% |
1,930,500
-682,500
| -26% | -$2.64M |
|
|
LAND
1557
Gladstone Land Corp
LAND
$358M
| $7.52M | 0.01% |
560,101
-109,999
| -16% | -$1.49M |
|
1558
Pegasystems
PEGA
$5.51B
| $7.52M | 0.01% |
319,048
+158,882
| +99% | +$4.26M |
|
1559
Safe Bulkers
SB
$781M
| $7.5M | 0.01% |
2,322,800
+197,838
| +9% | +$636K |
|
1560
Myers Industries
MYE
$1.25B
| $7.5M | 0.01% |
384,600
+114,800
| +43% | +$2.41M |
|
1561
Cincinnati Financial
CINF
$26.5B
| $7.5M | 0.01% |
100,000
-138,700
| -58% | -$10.3M |
|
|
TIER
1562
DELISTED
TIER REIT, Inc.
TIER
| $7.48M | 0.01% |
366,700
+157,400
| +75% | +$3.1M |
|
1563
Myriad Genetics
MYGN
$303M
| $7.46M | 0.01% |
217,279
+57,105
| +36% | +$1.93M |
|
|
TUP
1564
DELISTED
Tupperware Brands Corporation
TUP
| $7.46M | 0.01% |
+118,900
| New | +$7.28M |
|
|
BMCH
1565
DELISTED
BMC Stock Holdings, Inc
BMCH
| $7.45M | 0.01% |
+294,276
| New | +$6.59M |
|
|
APTI
1566
DELISTED
Apptio, Inc. Class A Common Stock
APTI
| $7.43M | 0.01% |
315,788
+204,988
| +185% | +$4.36M |
|
|
TLRA
1567
DELISTED
Telaria, Inc.
TLRA
| $7.42M | 0.01% |
1,840,800
+310,300
| +20% | +$1.32M |
|
1568
HUB Group
HUBG
$2.55B
| $7.41M | 0.01% |
+309,272
| New | +$6.81M |
|
|
AZUL
1569
DELISTED
Azul
AZUL
| $7.39M | 0.01% |
310,200
+181,000
| +140% | +$4.62M |
|
|
GMS
1570
DELISTED
GMS Inc
GMS
| $7.38M | 0.01% |
196,200
+23,450
| +14% | +$836K |
|
|
HABT
1571
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
| $7.38M | 0.01% |
773,000
-156,300
| -17% | -$1.66M |
|
|
GRFS
1572
Grifois
GRFS
$5.4B
| $7.34M | 0.01% |
320,104
-459,343
| -59% | -$10.2M |
|
|
ARC
1573
DELISTED
ARC Document Solutions, Inc.
ARC
| $7.3M | 0.01% |
2,861,800
+156,400
| +6% | +$515K |
|
|
LL
1574
DELISTED
LL Flooring Holdings, Inc.
LL
| $7.29M | 0.01% |
232,100
-205,700
| -47% | -$6.51M |
|
1575
Adecoagro
AGRO
$1.31B
| $7.28M | 0.01% |
704,295
-277,905
| -28% | -$2.79M |
|
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.