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 | |
|---|---|---|---|---|---|---|
1901
Planet Fitness
PLNT
$3.65B
| $4.3M | ﹤0.01% |
+124,100
| New | +$3.67M |
|
|
RSPP
1902
DELISTED
RSP Permian, Inc.
RSPP
| $4.3M | ﹤0.01% |
+105,600
| New | +$3.79M |
|
1903
Global Indemnity Group
GBLI
$409M
| $4.29M | ﹤0.01% |
102,064
+9,600
| +10% | +$409K |
|
1904
Hexcel
HXL
$7.74B
| $4.29M | ﹤0.01% |
+69,300
| New | +$4.21M |
|
1905
Korn Ferry
KFY
$4.28B
| $4.28M | ﹤0.01% |
103,500
-141,700
| -58% | -$5.88M |
|
|
HT
1906
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $4.28M | ﹤0.01% |
246,000
+92,900
| +61% | +$1.66M |
|
1907
State Street Blackstone Senior Loan ETF
SRLN
$5.38B
| $4.28M | ﹤0.01% |
+90,600
| New | +$4.29M |
|
1908
Preformed Line Products
PLPC
$2.29B
| $4.27M | ﹤0.01% |
60,100
+8,700
| +17% | +$645K |
|
|
PNTR
1909
DELISTED
Pointer Telocation Ltd.
PNTR
| $4.27M | ﹤0.01% |
229,500
-37,200
| -14% | -$653K |
|
|
ACBI
1910
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
| $4.27M | ﹤0.01% |
242,400
+960
| +0.4% | +$16.5K |
|
1911
Rocky Brands
RCKY
$353M
| $4.26M | ﹤0.01% |
225,600
+47,800
| +27% | +$818K |
|
|
HMLP
1912
DELISTED
HOEGH LNG PARTNERS LP
HMLP
| $4.26M | ﹤0.01% |
228,300
+89,200
| +64% | +$1.63M |
|
|
BMS
1913
DELISTED
Bemis
BMS
| $4.24M | ﹤0.01% |
+88,800
| New | +$4.1M |
|
1914
Mistras Group
MG
$556M
| $4.24M | ﹤0.01% |
180,700
-57,500
| -24% | -$1.25M |
|
1915
Genesis Energy
GEL
$1.94B
| $4.23M | ﹤0.01% |
189,400
+63,200
| +50% | +$1.46M |
|
|
LITS
1916
Lite Strategy Inc
LITS
$31.4M
| $4.23M | ﹤0.01% |
100,706
+2,496
| +3% | +$117K |
|
1917
Quantum Corp
QMCO
$973M
| $4.21M | ﹤0.01% |
37,389
-15,985
| -30% | -$1.72M |
|
|
PBNC
1918
DELISTED
PARAGON COMMERCIAL CORPORATION
PBNC
| $4.21M | ﹤0.01% |
79,100
+709
| +0.9% | +$40.4K |
|
|
WSTL
1919
DELISTED
Westell Technologies Inc
WSTL
| $4.21M | ﹤0.01% |
1,121,251
+79,193
| +8% | +$278K |
|
1920
Steel Dynamics
STLD
$37.7B
| $4.2M | ﹤0.01% |
97,300
-1,166,500
| -92% | -$44.9M |
|
|
RLH
1921
DELISTED
Red Lions Hotel Corporation
RLH
| $4.2M | ﹤0.01% |
425,900
+115,600
| +37% | +$1.03M |
|
1922
V2X
VVX
$2.55B
| $4.19M | ﹤0.01% |
135,900
+13,700
| +11% | +$438K |
|
|
SEI
1923
Solaris Energy Infrastructure
SEI
$3.94B
| $4.19M | ﹤0.01% |
195,800
+123,000
| +169% | +$2.08M |
|
1924
Compass Diversified
CODI
$908M
| $4.19M | ﹤0.01% |
247,032
+190,489
| +337% | +$3.27M |
|
1925
National Fuel Gas
NFG
$7.77B
| $4.18M | ﹤0.01% |
76,100
-8,200
| -10% | -$469K |
|
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.