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 | |
|---|---|---|---|---|---|---|
1926
Howard Hughes
HHH
$4.04B
| $4.17M | ﹤0.01% |
33,328
+20,320
| +156% | +$2.42M |
|
|
VSA
1927
VisionSys AI
VSA
$10.3M
| $4.15M | ﹤0.01% |
111
-18
| -14% | -$643K |
|
1928
Kingstone Companies
KINS
$284M
| $4.14M | ﹤0.01% |
220,331
-27,569
| -11% | -$485K |
|
1929
SiriusXM
SIRI
$9.43B
| $4.14M | ﹤0.01% |
77,220
-327,982
| -81% | -$18.1M |
|
|
VVUS
1930
DELISTED
Vivus Inc
VVUS
| $4.14M | ﹤0.01% |
823,115
-44,127
| -5% | -$302K |
|
1931
Vermilion Energy
VET
$1.73B
| $4.12M | ﹤0.01% |
113,500
-115,800
| -51% | -$4.03M |
|
|
NFX
1932
DELISTED
Newfield Exploration
NFX
| $4.12M | ﹤0.01% |
130,700
-318,000
| -71% | -$9.65M |
|
|
ITCL
1933
DELISTED
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
| $4.1M | ﹤0.01% |
305,300
+300
| +0.1% | +$3.96K |
|
|
AAT
1934
American Assets Trust
AAT
$1.39B
| $4.1M | ﹤0.01% |
+107,100
| New | +$4.21M |
|
|
OTIC
1935
DELISTED
Otonomy, Inc.
OTIC
| $4.09M | ﹤0.01% |
+737,650
| New | +$3.2M |
|
1936
LXP Industrial Trust
LXP
$3.58B
| $4.09M | ﹤0.01% |
84,796
+54,920
| +184% | +$2.82M |
|
1937
eGain
EGAN
$200M
| $4.08M | ﹤0.01% |
778,014
+514,784
| +196% | +$1.9M |
|
|
WPZ
1938
DELISTED
Williams Partners L.P.
WPZ
| $4.07M | ﹤0.01% |
104,934
-696,800
| -87% | -$26.2M |
|
1939
Embotelladora Andina Series A
AKO.A
$3.76B
| $4.06M | ﹤0.01% |
153,100
+1,900
| +1% | +$48.5K |
|
|
ECOL
1940
DELISTED
US Ecology, Inc.
ECOL
| $4.05M | ﹤0.01% |
79,500
-50,500
| -39% | -$2.55M |
|
|
INOV
1941
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
| $4.05M | ﹤0.01% |
+270,300
| New | +$4.3M |
|
|
PRMW
1942
DELISTED
Primo Water Corporation
PRMW
| $4.05M | ﹤0.01% |
322,155
-79,800
| -20% | -$956K |
|
1943
BBVA Argentina
BBAR
$3.25B
| $4.04M | ﹤0.01% |
160,408
-140,092
| -47% | -$3.1M |
|
1944
Verisk Analytics
VRSK
$23.5B
| $4.04M | ﹤0.01% |
42,100
+14,493
| +52% | +$1.31M |
|
1945
United-Guardian
UG
$33.3M
| $4.04M | ﹤0.01% |
218,300
+6,200
| +3% | +$114K |
|
|
HPJ
1946
DELISTED
Highpower International Inc
HPJ
| $4.04M | ﹤0.01% |
1,090,700
+70,000
| +7% | +$321K |
|
|
VWTR
1947
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
| $4.04M | ﹤0.01% |
315,238
-362
| -0.1% | -$5.78K |
|
1948
Codexis
CDXS
$175M
| $4.03M | ﹤0.01% |
482,100
-220,500
| -31% | -$1.53M |
|
1949
Orion Group Holdings
ORN
$402M
| $4.02M | ﹤0.01% |
513,694
-78,406
| -13% | -$582K |
|
|
MITT
1950
TPG Mortgage Investment Trust
MITT
$213M
| $4.02M | ﹤0.01% |
70,500
+36,558
| +108% | +$2.11M |
|
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.