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 | |
|---|---|---|---|---|---|---|
151
Labcorp
LH
$26.1B
| $120M | 0.13% |
873,115
+144,678
| +20% | +$19.1M |
|
152
Vale
VALE
$60.9B
| $119M | 0.13% |
9,757,959
-5,947,441
| -38% | -$63.1M |
|
|
AGN
153
DELISTED
Allergan plc
AGN
| $119M | 0.13% |
726,269
+663,100
| +1,050% | +$119M |
|
154
Constellation Brands
STZ
$22.9B
| $119M | 0.13% |
519,700
-247,300
| -32% | -$53.5M |
|
|
MXIM
155
DELISTED
Maxim Integrated Products
MXIM
| $118M | 0.13% |
2,261,400
+632,500
| +39% | +$32.9M |
|
156
Alphabet (Google) Class A
GOOGL
$4.2T
| $118M | 0.13% |
2,242,960
-4,314,000
| -66% | -$223M |
|
157
WIX.com
WIX
$2.79B
| $117M | 0.13% |
2,038,600
-412,400
| -17% | -$25.5M |
|
|
SPPI
158
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $117M | 0.13% |
6,180,917
-478,400
| -7% | -$8.67M |
|
|
CTRA
159
DELISTED
Coterra Energy
CTRA
| $117M | 0.13% |
4,086,500
+1,886,900
| +86% | +$51.8M |
|
160
Rogers Communications
RCI
$19.1B
| $116M | 0.13% |
2,278,700
+642,800
| +39% | +$33.5M |
|
|
161
Medtronic
MDT
$116B
| $116M | 0.13% |
1,432,441
-4,965,072
| -78% | -$398M |
|
162
Lennar Class A
LEN
$21.1B
| $115M | 0.13% |
+1,885,018
| New | +$107M |
|
163
Etsy
ETSY
$7.29B
| $115M | 0.13% |
5,631,800
+2,255,391
| +67% | +$39.8M |
|
164
Alcoa
AA
$14.3B
| $114M | 0.13% |
2,119,396
+183,700
| +9% | +$8.4M |
|
165
NetApp
NTAP
$38.9B
| $114M | 0.13% |
2,060,632
-2,119,500
| -51% | -$106M |
|
166
Digital Realty Trust
DLR
$70.6B
| $112M | 0.12% |
986,965
-77,700
| -7% | -$9.15M |
|
167
Essex Property Trust
ESS
$18.2B
| $112M | 0.12% |
464,126
+103,369
| +29% | +$26.1M |
|
168
Chunghwa Telecom
CHT
$32.9B
| $112M | 0.12% |
3,149,084
+242,936
| +8% | +$8.33M |
|
169
PACCAR
PCAR
$69.8B
| $111M | 0.12% |
2,343,267
+483,300
| +26% | +$22.9M |
|
|
CZZ
170
DELISTED
Cosan Limited
CZZ
| $111M | 0.12% |
11,425,499
+638,800
| +6% | +$5.77M |
|
171
Capitol Federal Financial
CFFN
$1.09B
| $110M | 0.12% |
8,210,297
+276,411
| +3% | +$3.88M |
|
172
TJX Companies
TJX
$172B
| $110M | 0.12% |
2,877,800
+2,309,400
| +406% | +$83.7M |
|
|
TSE
173
DELISTED
Trinseo
TSE
| $110M | 0.12% |
1,508,800
-132,100
| -8% | -$9.42M |
|
174
Welltower
WELL
$163B
| $109M | 0.12% |
1,716,763
+505,863
| +42% | +$34M |
|
175
RenaissanceRe
RNR
$13.2B
| $109M | 0.12% |
868,115
+155,100
| +22% | +$20.8M |
|
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.