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 | |
|---|---|---|---|---|---|---|
1676
Wintrust Financial
WTFC
$11B
| $6.16M | 0.01% |
74,780
-15,920
| -18% | -$1.28M |
|
1677
Allient
ALNT
$1.86B
| $6.15M | 0.01% |
278,700
+96,900
| +53% | +$1.97M |
|
|
TYPE
1678
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $6.14M | 0.01% |
254,898
-474,502
| -65% | -$11.1M |
|
1679
United Fire Group
UFCS
$1.38B
| $6.13M | 0.01% |
134,500
+9,300
| +7% | +$435K |
|
1680
Clearway Energy Class C
CWEN
$7.02B
| $6.13M | 0.01% |
324,300
+157,500
| +94% | +$2.99M |
|
1681
Clearfield
CLFD
$390M
| $6.13M | 0.01% |
500,199
-18,100
| -3% | -$244K |
|
1682
Alarm.com
ALRM
$2.74B
| $6.12M | 0.01% |
162,100
-171,100
| -51% | -$7.39M |
|
1683
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.78B
| $6.12M | 0.01% |
+60,900
| New | +$6.14M |
|
|
ENBL
1684
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
| $6.11M | 0.01% |
+429,405
| New | +$6.48M |
|
1685
Richardson Electronics
RELL
$300M
| $6.1M | 0.01% |
905,399
+21,800
| +2% | +$141K |
|
1686
Mine Safety
MSA
$7.32B
| $6.1M | 0.01% |
78,700
-50,800
| -39% | -$4.05M |
|
|
PCOM
1687
DELISTED
Points.com Inc. Common Shares
PCOM
| $6.09M | 0.01% |
592,000
+83,800
| +16% | +$934K |
|
|
PDS
1688
Precision Drilling
PDS
$1.06B
| $6.08M | 0.01% |
100,475
-23,596
| -19% | -$1.29M |
|
1689
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
| $6.06M | 0.01% |
+205,100
| New | +$6.05M |
|
|
STRP
1690
DELISTED
Straight Path Communications Inc.
STRP
| $6.05M | 0.01% |
33,300
-1,200
| -3% | -$218K |
|
1691
Shore Bancshares
SHBI
$799M
| $6.04M | 0.01% |
361,600
+43,800
| +14% | +$750K |
|
1692
First Community Bankshares
FCBC
$933M
| $6.02M | 0.01% |
209,600
+6,700
| +3% | +$197K |
|
1693
FTAI Aviation
FTAI
$22.2B
| $6.02M | 0.01% |
353,553
-28,638
| -7% | -$449K |
|
1694
Webster Financial
WBS
$12.8B
| $5.99M | 0.01% |
106,631
+78,800
| +283% | +$4.31M |
|
1695
Transact Technologies
TACT
$52.5M
| $5.98M | 0.01% |
451,100
+34,500
| +8% | +$416K |
|
|
ISEE
1696
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $5.98M | 0.01% |
1,915,300
-145,300
| -7% | -$408K |
|
1697
BlackLine
BL
$1.82B
| $5.95M | 0.01% |
+181,400
| New | +$6.35M |
|
1698
Modine Manufacturing
MOD
$10.8B
| $5.95M | 0.01% |
294,309
-39,900
| -12% | -$857K |
|
1699
Nutanix
NTNX
$18.4B
| $5.93M | 0.01% |
+168,000
| New | +$5.09M |
|
1700
Rocky Mountain Chocolate Factory
RMCF
$15.6M
| $5.92M | 0.01% |
502,785
-3,600
| -0.7% | -$41.6K |
|
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.