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 |
Medtronic
MDT
|
+$495M |
| 2 |
ExxonMobil
XOM
|
+$290M |
| 3 |
FedEx
FDX
|
+$273M |
| 4 |
Netflix
NFLX
|
+$262M |
| 5 |
RTX Corp
RTX
|
+$234M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$290M |
| 2 |
EA
Electronic Arts
EA
|
+$280M |
| 3 |
Mastercard
MA
|
+$252M |
| 4 |
RAI
Reynolds American Inc
RAI
|
+$245M |
| 5 |
Johnson & Johnson
JNJ
|
+$242M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.15% |
| 2 | Technology | 16.1% |
| 3 | Financials | 11.82% |
| 4 | Industrials | 9.72% |
| 5 | Consumer Discretionary | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BPFH
1701
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $5.63M | 0.01% |
340,200
-126,000
| -27% | -$1.9M |
|
1702
Gray Television
GTN
$538M
| $5.62M | 0.01% |
357,650
-51,500
| -13% | -$736K |
|
|
CNCE
1703
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
| $5.6M | 0.01% |
379,900
-1,200
| -0.3% | -$17.4K |
|
|
HF
1704
DELISTED
HFF Inc.
HF
| $5.6M | 0.01% |
141,500
-78,800
| -36% | -$2.9M |
|
1705
OneSpan
OSPN
$602M
| $5.59M | 0.01% |
464,270
+100,670
| +28% | +$1.29M |
|
|
CDR
1706
DELISTED
Cedar Realty Trust, Inc
CDR
| $5.57M | 0.01% |
150,182
-53,288
| -26% | -$1.81M |
|
|
SRGA
1707
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| $5.57M | 0.01% |
40,785
+5,546
| +16% | +$837K |
|
|
XEC
1708
DELISTED
CIMAREX ENERGY CO
XEC
| $5.56M | 0.01% |
48,900
-486,398
| -91% | -$48.5M |
|
1709
Banco Macro
BMA
$4.96B
| $5.53M | 0.01% |
47,100
-17,700
| -27% | -$1.72M |
|
1710
Gaia
GAIA
$37.1M
| $5.52M | 0.01% |
459,903
-55,697
| -11% | -$637K |
|
|
TEP
1711
DELISTED
Tallgrass Energy Partners, LP
TEP
| $5.51M | 0.01% |
115,100
-54,200
| -32% | -$2.63M |
|
1712
HSBC
HSBC
$357B
| $5.48M | 0.01% |
+121,410
| New | +$5.37M |
|
|
PMC
1713
DELISTED
PharMerica Corporation
PMC
| $5.48M | 0.01% |
186,969
+112,580
| +151% | +$3.15M |
|
|
PMT
1714
PennyMac Mortgage Investment
PMT
$824M
| $5.47M | 0.01% |
314,700
+132,700
| +73% | +$2.31M |
|
|
ABAX
1715
DELISTED
Abaxis Inc
ABAX
| $5.46M | 0.01% |
122,271
+58,371
| +91% | +$2.77M |
|
1716
StealthGas
GASS
$352M
| $5.46M | 0.01% |
1,648,500
+116,300
| +8% | +$367K |
|
1717
York Water
YORW
$541M
| $5.45M | 0.01% |
160,700
+2,500
| +2% | +$84.8K |
|
1718
Northeast Bank
NBN
$1.15B
| $5.44M | 0.01% |
208,034
+53,726
| +35% | +$1.17M |
|
|
NSU
1719
DELISTED
Nevsun Resources Ltd.
NSU
| $5.42M | 0.01% |
2,485,000
-676,900
| -21% | -$1.57M |
|
|
TRK
1720
DELISTED
Speedway Motorsports, Inc.
TRK
| $5.41M | 0.01% |
254,100
+6,700
| +3% | +$135K |
|
1721
AllianceBernstein
AB
$3.41B
| $5.4M | 0.01% |
222,300
+91,600
| +70% | +$2.2M |
|
1722
Beazer Homes USA
BZH
$872M
| $5.4M | 0.01% |
288,260
+106,900
| +59% | +$1.63M |
|
1723
Cass Information Systems
CASS
$748M
| $5.38M | 0.01% |
112,053
+78,144
| +230% | +$3.73M |
|
1724
MaxLinear
MXL
$7.69B
| $5.38M | 0.01% |
226,613
+87,500
| +63% | +$2.1M |
|
1725
Frontline
FRO
$9.17B
| $5.38M | 0.01% |
890,103
+554,403
| +165% | +$3.13M |
|
Similar funds
Jim Simons's Q3 2017 Portfolio in Review
As of Q3 2017, Jim Simons held 3,587 positions worth $85B, up 8.4% from $78.4B the previous quarter. Its ten largest holdings account for 8.5% of the portfolio.
Jim Simons deployed $2.91B of net new capital in Q3 2017, opening 418 new positions and adding to 1,684 existing holdings. Its largest new stake was ExxonMobil: 3,652,454 shares worth $299M.
By sector, the portfolio is most concentrated in Healthcare at 17% of assets, down from 17% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Electronic Arts, an estimated $280M trimmed.
- Jim Simons's largest Q3 2017 buy was ExxonMobil: 3,652,454 shares worth $299M.
- Jim Simons added most to Medtronic in Q3 2017, an estimated $495M increase.
- Jim Simons's biggest Q3 2017 reduction was Electronic Arts, cutting an estimated $280M.
- Jim Simons fully exited Amazon in Q3 2017, selling an estimated $290M.
- Jim Simons's ten largest holdings make up 8.5% of its $85B portfolio in Q3 2017.
- Jim Simons opened 418 new positions and closed 418 in Q3 2017.
- Jim Simons's portfolio value rose 8.4% quarter-over-quarter to $85B.
Based on Renaissance Technologies's 13F filing for Q3 2017, filed 13 Nov 2017.