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 | |
|---|---|---|---|---|---|---|
|
EXFO
1626
DELISTED
EXFO INC.
EXFO
| $6.7M | 0.01% |
1,540,200
-3,000
| -0.2% | -$12.5K |
|
1627
Primis Financial Corp
FRST
$413M
| $6.69M | 0.01% |
417,142
+66,500
| +19% | +$1.1M |
|
|
BBU
1628
DELISTED
Brookfield Business Partners
BBU
| $6.67M | 0.01% |
301,161
+171,746
| +133% | +$3.4M |
|
|
HR
1629
DELISTED
Healthcare Realty Trust Incorporated
HR
| $6.67M | 0.01% |
207,800
-114,700
| -36% | -$3.72M |
|
1630
Medpace
MEDP
$16.2B
| $6.65M | 0.01% |
183,500
+98,400
| +116% | +$3.45M |
|
|
ADAP
1631
DELISTED
Adaptimmune Therapeutics
ADAP
| $6.64M | 0.01% |
994,000
-161,100
| -14% | -$1.24M |
|
1632
Team
TISI
$101M
| $6.63M | 0.01% |
44,460
-7,582
| -15% | -$1.01M |
|
1633
Brookfield Infrastructure Partners
BIP
$18.4B
| $6.62M | 0.01% |
248,304
-293,832
| -54% | -$7.61M |
|
1634
Lloyds Banking Group
LYG
$90B
| $6.62M | 0.01% |
1,766,200
+379,617
| +27% | +$1.37M |
|
1635
Columbus McKinnon
CMCO
$550M
| $6.62M | 0.01% |
165,485
-3,400
| -2% | -$130K |
|
1636
UTStarcom
UTSI
$22.9M
| $6.62M | 0.01% |
293,774
+35,525
| +14% | +$579K |
|
|
TA
1637
DELISTED
TravelCenters of America LLC
TA
| $6.61M | 0.01% |
322,260
| – | – |
|
1638
Frontline
FRO
$9.02B
| $6.6M | 0.01% |
1,437,640
+547,537
| +62% | +$3.06M |
|
1639
Dime Commercial Bancshares
DCOM
$1.82B
| $6.58M | 0.01% |
188,000
-47,700
| -20% | -$1.67M |
|
1640
ASE Group
ASX
$103B
| $6.56M | 0.01% |
1,012,468
+189,089
| +23% | +$1.2M |
|
1641
HubSpot
HUBS
$12B
| $6.55M | 0.01% |
74,100
+4,700
| +7% | +$394K |
|
1642
Paylocity
PCTY
$8.1B
| $6.53M | 0.01% |
138,500
-117,252
| -46% | -$5.69M |
|
|
ACC
1643
DELISTED
American Campus Communities, Inc.
ACC
| $6.53M | 0.01% |
159,200
-153,100
| -49% | -$6.54M |
|
|
REIS
1644
DELISTED
Reis, Inc.
REIS
| $6.49M | 0.01% |
314,500
-500
| -0.2% | -$9.65K |
|
1645
VanEck Gold Miners ETF
GDX
$26.9B
| $6.49M | 0.01% |
279,400
+132,500
| +90% | +$3.02M |
|
|
ONDK
1646
DELISTED
On Deck Capital, Inc.
ONDK
| $6.48M | 0.01% |
1,128,900
+426,700
| +61% | +$2.19M |
|
1647
Standex International
SXI
$3.97B
| $6.48M | 0.01% |
63,600
+23,300
| +58% | +$2.4M |
|
|
TBHC
1648
DELISTED
The Brand House Collective
TBHC
| $6.46M | 0.01% |
539,800
-207,700
| -28% | -$2.54M |
|
1649
Bar Harbor Bankshares
BHB
$681M
| $6.46M | 0.01% |
239,096
+11,700
| +5% | +$346K |
|
1650
Century Casinos
CNTY
$35.2M
| $6.45M | 0.01% |
706,500
-139,700
| -17% | -$1.21M |
|
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.