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 | |
|---|---|---|---|---|---|---|
1701
Anika Therapeutics
ANIK
$283M
| $5.91M | 0.01% |
109,700
-5,000
| -4% | -$277K |
|
|
UMH
1702
UMH Properties
UMH
$1.42B
| $5.89M | 0.01% |
395,500
+96,700
| +32% | +$1.47M |
|
1703
1st Source
SRCE
$2.13B
| $5.89M | 0.01% |
119,140
+700
| +0.6% | +$35.6K |
|
|
IVAC
1704
DELISTED
Intevac Inc
IVAC
| $5.89M | 0.01% |
859,685
+106,400
| +14% | +$817K |
|
1705
Viper Energy
VNOM
$14.8B
| $5.86M | 0.01% |
251,200
+91,900
| +58% | +$1.86M |
|
1706
Agree Realty
ADC
$9.34B
| $5.81M | 0.01% |
112,900
+37,400
| +50% | +$1.85M |
|
|
GRP.U
1707
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $5.79M | 0.01% |
147,800
+17,200
| +13% | +$681K |
|
|
SXCP
1708
DELISTED
SunCoke Energy Partners, L.P.
SXCP
| $5.79M | 0.01% |
331,542
+316,242
| +2,067% | +$5.51M |
|
1709
CNB Financial Corp
CCNE
$1.04B
| $5.78M | 0.01% |
220,300
+4,800
| +2% | +$134K |
|
|
HDNG
1710
DELISTED
Hardinge Inc
HDNG
| $5.77M | 0.01% |
331,000
+54,000
| +19% | +$894K |
|
1711
HF Sinclair
DINO
$16.3B
| $5.76M | 0.01% |
+112,558
| New | +$4.76M |
|
1712
Gaia
GAIA
$33.3M
| $5.75M | 0.01% |
463,600
+3,697
| +0.8% | +$45.8K |
|
1713
Eastern Company
EML
$154M
| $5.75M | 0.01% |
219,700
-8,400
| -4% | -$238K |
|
|
JASO
1714
DELISTED
JA Solar Holdings, Co., Ltd
JASO
| $5.75M | 0.01% |
770,071
-229,800
| -23% | -$1.71M |
|
1715
Tompkins Financial
TMP
$1.45B
| $5.74M | 0.01% |
70,500
-8,100
| -10% | -$688K |
|
|
STMP
1716
DELISTED
Stamps.com, Inc.
STMP
| $5.73M | 0.01% |
+30,500
| New | +$5.89M |
|
1717
Liberty Global Class A
LBTYA
$3.58B
| $5.72M | 0.01% |
+159,687
| New | +$5.08M |
|
|
IIN
1718
DELISTED
IntriCon Corporation
IIN
| $5.71M | 0.01% |
288,600
+51,000
| +21% | +$765K |
|
1719
Primerica
PRI
$9.62B
| $5.71M | 0.01% |
+56,250
| New | +$5.36M |
|
1720
MacroGenics
MGNX
$259M
| $5.71M | 0.01% |
300,523
+106,900
| +55% | +$2M |
|
1721
AXT Inc
AXTI
$5.07B
| $5.7M | 0.01% |
655,500
-231,300
| -26% | -$2.11M |
|
1722
Columbia Banking Systems
COLB
$9.18B
| $5.69M | 0.01% |
131,078
+91,491
| +231% | +$3.99M |
|
1723
Transportadora de Gas del Sur
TGS
$4.2B
| $5.69M | 0.01% |
265,749
-63,348
| -19% | -$1.32M |
|
|
PRCP
1724
DELISTED
Perceptron Inc
PRCP
| $5.68M | 0.01% |
586,100
+54,200
| +10% | +$488K |
|
1725
Fox Factory Holding Corp
FOXF
$886M
| $5.66M | 0.01% |
+145,593
| New | +$5.89M |
|
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.