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 | |
|---|---|---|---|---|---|---|
1726
Saga Communications
SGA
$64.6M
| $5.65M | 0.01% |
139,700
-2,600
| -2% | -$114K |
|
|
ITI
1727
DELISTED
Iteris, Inc.
ITI
| $5.65M | 0.01% |
810,600
-37,000
| -4% | -$251K |
|
|
TRK
1728
DELISTED
Speedway Motorsports, Inc.
TRK
| $5.63M | 0.01% |
298,500
+44,400
| +17% | +$904K |
|
|
ZGNX
1729
DELISTED
Zogenix, Inc.
ZGNX
| $5.63M | 0.01% |
140,441
+126,854
| +934% | +$4.87M |
|
1730
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
| $5.62M | 0.01% |
+70,891
| New | +$5.65M |
|
1731
Bankwell Financial Group
BWFG
$542M
| $5.62M | 0.01% |
163,700
+5,300
| +3% | +$187K |
|
|
MRLN
1732
DELISTED
Marlin Business Services Corp
MRLN
| $5.61M | 0.01% |
250,500
+32,700
| +15% | +$812K |
|
|
FOE
1733
DELISTED
Ferro Corporation
FOE
| $5.61M | 0.01% |
237,700
-114,900
| -33% | -$2.72M |
|
1734
Santander
BSBR
$43.1B
| $5.61M | 0.01% |
605,207
-285,325
| -32% | -$2.53M |
|
1735
H&R Block
HRB
$6.87B
| $5.61M | 0.01% |
213,800
-1,367,500
| -86% | -$35.5M |
|
1736
Comtech Telecommunications
CMTL
$52.1M
| $5.6M | 0.01% |
253,250
+175,350
| +225% | +$3.73M |
|
|
NRE
1737
DELISTED
NorthStar Realty Europe Corp.
NRE
| $5.6M | 0.01% |
416,700
+215,000
| +107% | +$2.97M |
|
1738
Energizer
ENR
$1.56B
| $5.57M | 0.01% |
+116,100
| New | +$5.34M |
|
1739
GSI Technology
GSIT
$255M
| $5.55M | 0.01% |
697,200
-36,500
| -5% | -$277K |
|
|
GSH
1740
DELISTED
Guangshen Railway Co. Ltd
GSH
| $5.54M | 0.01% |
165,800
+2,000
| +1% | +$58.2K |
|
|
Y
1741
DELISTED
Alleghany Corp
Y
| $5.54M | 0.01% |
9,288
-47,900
| -84% | -$27.3M |
|
1742
Trustmark
TRMK
$2.79B
| $5.53M | 0.01% |
173,704
-82,800
| -32% | -$2.74M |
|
1743
Amtech Systems
ASYS
$279M
| $5.51M | 0.01% |
546,932
+175,009
| +47% | +$2.14M |
|
1744
Sensient Technologies
SXT
$5.53B
| $5.51M | 0.01% |
75,300
+11,600
| +18% | +$884K |
|
|
AVHI
1745
DELISTED
A V Homes, Inc.
AVHI
| $5.5M | 0.01% |
330,500
+40,592
| +14% | +$696K |
|
|
RDUS
1746
DELISTED
Radius Recycling
RDUS
| $5.5M | 0.01% |
164,096
+131,396
| +402% | +$3.84M |
|
1747
Nektar Therapeutics
NKTR
$2.57B
| $5.49M | 0.01% |
+6,123
| New | +$3.62M |
|
1748
Ceragon Networks
CRNT
$201M
| $5.46M | 0.01% |
2,758,880
+257,180
| +10% | +$507K |
|
1749
Marchex
MCHX
$77.5M
| $5.46M | 0.01% |
1,689,796
+198,852
| +13% | +$635K |
|
|
SONC
1750
DELISTED
Sonic Corp
SONC
| $5.45M | 0.01% |
+198,474
| New | +$5.12M |
|
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.