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 | |
|---|---|---|---|---|---|---|
|
CIM
1776
Chimera Investment
CIM
$991M
| $5.25M | 0.01% |
94,620
-71,833
| -43% | -$4.02M |
|
|
GIFI
1777
DELISTED
Gulf Island Fabrication
GIFI
| $5.24M | 0.01% |
390,229
+53,200
| +16% | +$673K |
|
|
LTC
1778
LTC Properties
LTC
$2.1B
| $5.23M | 0.01% |
120,000
+111,900
| +1,381% | +$5.18M |
|
|
CHCT
1779
Community Healthcare Trust
CHCT
$430M
| $5.21M | 0.01% |
185,400
-128,700
| -41% | -$3.56M |
|
|
IVC
1780
DELISTED
Invacare Corporation
IVC
| $5.21M | 0.01% |
309,100
+40,700
| +15% | +$662K |
|
|
TACO
1781
DELISTED
Del Taco Restaurants, Inc. Common Stock
TACO
| $5.21M | 0.01% |
429,600
+326,600
| +317% | +$4.22M |
|
|
LGF.A
1782
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $5.2M | 0.01% |
153,900
+57,050
| +59% | +$1.79M |
|
|
CSOD
1783
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $5.19M | 0.01% |
147,000
+105,800
| +257% | +$3.95M |
|
1784
Verastem
VSTM
$629M
| $5.19M | 0.01% |
140,942
-33,966
| -19% | -$1.53M |
|
1785
NovoCure
NVCR
$2.05B
| $5.18M | 0.01% |
+256,275
| New | +$4.93M |
|
1786
KNOT Offshore Partners
KNOP
$362M
| $5.15M | 0.01% |
248,102
+140,802
| +131% | +$3.05M |
|
|
MBTF
1787
DELISTED
MBT Financial Corporation
MBTF
| $5.15M | 0.01% |
485,647
+38,280
| +9% | +$408K |
|
|
FLY
1788
DELISTED
Fly Leasing Limited
FLY
| $5.14M | 0.01% |
398,472
+101,872
| +34% | +$1.39M |
|
1789
Interface
TILE
$2.23B
| $5.14M | 0.01% |
+204,406
| New | +$4.79M |
|
|
CCXI
1790
DELISTED
ChemoCentryx, Inc.
CCXI
| $5.14M | 0.01% |
863,581
-63,300
| -7% | -$434K |
|
|
SPNS
1791
DELISTED
Sapiens International
SPNS
| $5.14M | 0.01% |
445,800
-32,100
| -7% | -$409K |
|
1792
Cass Information Systems
CASS
$742M
| $5.13M | 0.01% |
105,788
-6,265
| -6% | -$313K |
|
1793
Diana Shipping
DSX
$296M
| $5.12M | 0.01% |
1,800,493
+554,251
| +44% | +$1.57M |
|
|
FLOW
1794
DELISTED
SPX FLOW, Inc.
FLOW
| $5.08M | 0.01% |
106,900
+85,500
| +400% | +$3.68M |
|
1795
Alpha Pro Tech
APT
$54.8M
| $5.07M | 0.01% |
1,267,410
+4,400
| +0.3% | +$17.5K |
|
|
DRNA
1796
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
| $5.06M | 0.01% |
560,300
+90,700
| +19% | +$667K |
|
|
PHIIK
1797
DELISTED
PHI, Inc. Non-Voting Common Stock
PHIIK
| $5.05M | 0.01% |
436,400
+5,201
| +1% | +$62K |
|
|
MR
1798
DELISTED
Montage Resources Corporation Common Stock
MR
| $5.04M | 0.01% |
139,913
+29,160
| +26% | +$1.05M |
|
1799
Icahn Enterprises
IEP
$5.33B
| $5.04M | 0.01% |
+95,015
| New | +$5.16M |
|
1800
Penske Automotive Group
PAG
$14.3B
| $5.03M | 0.01% |
105,200
-106,500
| -50% | -$5.02M |
|
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.