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 | |
|---|---|---|---|---|---|---|
|
RAVN
1751
DELISTED
Raven Industries Inc
RAVN
| $5.17M | 0.01% |
159,500
+32,500
| +26% | +$1.05M |
|
1752
Liberty Media Series C
FWONK
$26B
| $5.16M | 0.01% |
140,021
-548,514
| -80% | -$19.2M |
|
|
HTZ
1753
DELISTED
Hertz Global Holdings, Inc.
HTZ
| $5.14M | 0.01% |
264,385
+179,326
| +211% | +$2.83M |
|
1754
Laureate Education
LAUR
$5.18B
| $5.12M | 0.01% |
+352,000
| New | +$5.52M |
|
1755
Generac Holdings
GNRC
$12.9B
| $5.12M | 0.01% |
111,400
-121,400
| -52% | -$4.77M |
|
1756
First Bancorp
FNLC
$402M
| $5.1M | 0.01% |
168,300
+4,300
| +3% | +$115K |
|
1757
ASE Group
ASX
$103B
| $5.09M | 0.01% |
823,379
-933,800
| -53% | -$5.85M |
|
|
BSQR
1758
DELISTED
BSQUARE Corporation
BSQR
| $5.08M | 0.01% |
977,875
+8,100
| +0.8% | +$42.1K |
|
1759
Lloyds Banking Group
LYG
$90.1B
| $5.08M | 0.01% |
1,386,583
+626,883
| +83% | +$2.18M |
|
|
PHIIK
1760
DELISTED
PHI, Inc. Non-Voting Common Stock
PHIIK
| $5.07M | 0.01% |
431,199
+7,299
| +2% | +$79.3K |
|
|
TOUR
1761
Tuniu
TOUR
$53.2M
| $5.06M | 0.01% |
64,710
+24,510
| +61% | +$1.9M |
|
1762
Ingles Markets
IMKTA
$1.65B
| $5.05M | 0.01% |
196,474
+48,700
| +33% | +$1.3M |
|
|
FNFV
1763
DELISTED
Fidelity Natl Financial, Inc.
FNFV
| $5.04M | 0.01% |
294,000
-57,700
| -16% | -$960K |
|
|
FRC
1764
DELISTED
First Republic Bank
FRC
| $5.03M | 0.01% |
+48,100
| New | +$4.78M |
|
|
MRT
1765
DELISTED
MedEquities Realty Trust, Inc.
MRT
| $5.03M | 0.01% |
427,700
+302,300
| +241% | +$3.58M |
|
1766
Buckle
BKE
$2.27B
| $5.02M | 0.01% |
297,950
+173,200
| +139% | +$2.75M |
|
|
BHBK
1767
DELISTED
Blue Hills Bancorp, Inc.
BHBK
| $5.02M | 0.01% |
261,400
+13,220
| +5% | +$247K |
|
|
EXAC
1768
DELISTED
Exactech Inc
EXAC
| $5M | 0.01% |
151,871
+20,471
| +16% | +$616K |
|
|
LEAF
1769
DELISTED
Leaf Group Ltd.
LEAF
| $4.99M | 0.01% |
723,000
+18,600
| +3% | +$133K |
|
1770
Virtu Financial
VIRT
$5.3B
| $4.99M | 0.01% |
307,800
-245,700
| -44% | -$4.15M |
|
|
NETI
1771
DELISTED
Eneti Inc.
NETI
| $4.98M | 0.01% |
76,063
-14,311
| -16% | -$992K |
|
|
AVHI
1772
DELISTED
A V Homes, Inc.
AVHI
| $4.97M | 0.01% |
289,908
-49,095
| -14% | -$825K |
|
|
SPNE
1773
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
| $4.96M | 0.01% |
441,600
+76,100
| +21% | +$880K |
|
|
FSBK
1774
DELISTED
First South Bancorp Inc/VA
FSBK
| $4.95M | 0.01% |
267,300
+66,100
| +33% | +$1.14M |
|
1775
MYR Group
MYRG
$5.21B
| $4.95M | 0.01% |
169,800
-2,600
| -2% | -$71.9K |
|
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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.