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 | |
|---|---|---|---|---|---|---|
1751
Daktronics
DAKT
$988M
| $5.45M | 0.01% |
596,948
+172,300
| +41% | +$1.7M |
|
1752
iShares Gold Trust
IAU
$64.5B
| $5.45M | 0.01% |
+217,800
| New | +$5.34M |
|
|
KE
1753
Kimball Electronics
KE
$626M
| $5.45M | 0.01% |
298,575
-9,000
| -3% | -$186K |
|
1754
Valhi
VHI
$466M
| $5.43M | 0.01% |
73,410
+28,302
| +63% | +$1.62M |
|
1755
Aviat Networks
AVNW
$282M
| $5.43M | 0.01% |
715,566
+33,590
| +5% | +$264K |
|
|
BHBK
1756
DELISTED
Blue Hills Bancorp, Inc.
BHBK
| $5.42M | 0.01% |
269,700
+8,300
| +3% | +$171K |
|
1757
ABM Industries
ABM
$2.82B
| $5.41M | 0.01% |
143,500
+71,800
| +100% | +$2.97M |
|
1758
iShares China Large-Cap ETF
FXI
$4.16B
| $5.41M | 0.01% |
+117,100
| New | +$5.41M |
|
1759
Orrstown Financial Services
ORRF
$855M
| $5.41M | 0.01% |
214,127
+20,027
| +10% | +$506K |
|
1760
Civista Bancshares
CIVB
$595M
| $5.41M | 0.01% |
245,700
+8,900
| +4% | +$198K |
|
|
KNL
1761
DELISTED
Knoll, Inc.
KNL
| $5.4M | 0.01% |
234,400
-90,800
| -28% | -$1.89M |
|
|
SIFI
1762
DELISTED
SI Financial Group, Inc. NEW MD
SIFI
| $5.39M | 0.01% |
366,622
+18,416
| +5% | +$276K |
|
|
SRGA
1763
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| $5.38M | 0.01% |
43,715
+2,930
| +7% | +$402K |
|
1764
Liberty Media Series A
FWONA
$23.7B
| $5.37M | 0.01% |
171,427
+137,456
| +405% | +$4.7M |
|
1765
York Water
YORW
$536M
| $5.35M | 0.01% |
157,900
-2,800
| -2% | -$98.7K |
|
1766
Sabra Healthcare REIT
SBRA
$5.15B
| $5.34M | 0.01% |
284,379
+16,800
| +6% | +$334K |
|
1767
Scholastic
SCHL
$784M
| $5.31M | 0.01% |
132,431
+61,730
| +87% | +$2.39M |
|
|
HOME
1768
DELISTED
At Home Group Inc.
HOME
| $5.3M | 0.01% |
174,500
+128,600
| +280% | +$3.13M |
|
|
ABCD
1769
DELISTED
Cambium Learning Group, Inc.
ABCD
| $5.28M | 0.01% |
929,570
-18,730
| -2% | -$112K |
|
|
NP
1770
DELISTED
Neenah, Inc. Common Stock
NP
| $5.28M | 0.01% |
58,200
+12,600
| +28% | +$1.1M |
|
1771
Natural Alternatives International
NAII
$13.6M
| $5.27M | 0.01% |
511,802
+29,602
| +6% | +$309K |
|
1772
SEI Investments
SEIC
$12.8B
| $5.27M | 0.01% |
73,300
-19,726
| -21% | -$1.32M |
|
1773
OR Royalties Inc
OR
$6.15B
| $5.26M | 0.01% |
455,356
+233,782
| +106% | +$2.84M |
|
|
TGI
1774
DELISTED
Triumph Group
TGI
| $5.25M | 0.01% |
193,000
-54,400
| -22% | -$1.63M |
|
1775
Star Bulk Carriers
SBLK
$3.21B
| $5.25M | 0.01% |
466,080
-40,500
| -8% | -$420K |
|
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.