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 | |
|---|---|---|---|---|---|---|
1951
CSP Inc
CSPI
$84.2M
| $4.01M | ﹤0.01% |
507,780
+10,166
| +2% | +$57.1K |
|
|
RNWK
1952
DELISTED
RealNetworks Inc
RNWK
| $3.98M | ﹤0.01% |
1,164,323
-11,200
| -1% | -$48.9K |
|
1953
Invesco QQQ Trust
QQQ
$487B
| $3.97M | ﹤0.01% |
+25,500
| New | +$3.89M |
|
|
TNH
1954
DELISTED
Terra Nitrogen
TNH
| $3.96M | ﹤0.01% |
49,630
+17,130
| +53% | +$1.39M |
|
1955
Granite Construction
GVA
$5.41B
| $3.96M | ﹤0.01% |
+62,400
| New | +$3.9M |
|
1956
Maui Land & Pineapple Co
MLP
$310M
| $3.95M | ﹤0.01% |
228,300
-24,900
| -10% | -$390K |
|
|
HMHC
1957
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $3.95M | ﹤0.01% |
424,400
-77,200
| -15% | -$770K |
|
1958
Aware
AWRE
$26M
| $3.94M | ﹤0.01% |
876,474
+24,774
| +3% | +$113K |
|
|
SPNE
1959
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
| $3.94M | ﹤0.01% |
389,000
-52,600
| -12% | -$540K |
|
1960
Marcus & Millichap
MMI
$1.18B
| $3.94M | ﹤0.01% |
120,700
+25,000
| +26% | +$745K |
|
|
PLYA
1961
DELISTED
Playa Hotels & Resorts
PLYA
| $3.92M | ﹤0.01% |
362,928
+110,928
| +44% | +$1.18M |
|
1962
Vicor
VICR
$10.4B
| $3.91M | ﹤0.01% |
186,900
-20,600
| -10% | -$461K |
|
|
PFSW
1963
DELISTED
PFSweb, Inc.
PFSW
| $3.9M | ﹤0.01% |
525,539
-30,000
| -5% | -$231K |
|
1964
Great Elm Group
GEG
$69M
| $3.89M | ﹤0.01% |
959,509
+125,488
| +15% | +$484K |
|
1965
Southern Missouri Bancorp
SMBC
$850M
| $3.88M | ﹤0.01% |
103,300
+12,200
| +13% | +$465K |
|
|
EGL
1966
DELISTED
Engility Holdings, Inc.
EGL
| $3.87M | ﹤0.01% |
136,500
-39,100
| -22% | -$1.19M |
|
1967
Turning Point Brands
TPB
$1.73B
| $3.85M | ﹤0.01% |
182,300
+103,500
| +131% | +$1.82M |
|
|
WEB
1968
DELISTED
Web.com Group, Inc.
WEB
| $3.85M | ﹤0.01% |
176,500
-54,300
| -24% | -$1.27M |
|
1969
Westlake Chemical Partners
WLKP
$778M
| $3.84M | ﹤0.01% |
153,967
+97,678
| +174% | +$2.21M |
|
1970
Mitek Systems
MITK
$838M
| $3.81M | ﹤0.01% |
425,976
+349,177
| +455% | +$3.18M |
|
|
REVG
1971
DELISTED
REV Group
REVG
| $3.8M | ﹤0.01% |
+116,900
| New | +$3.2M |
|
1972
Goldgroup Mining Inc.
GORO
$211M
| $3.8M | ﹤0.01% |
864,200
+226,900
| +36% | +$887K |
|
|
SBCP
1973
DELISTED
Sunshine Bancorp, Inc
SBCP
| $3.8M | ﹤0.01% |
165,700
+7,600
| +5% | +$178K |
|
|
CCUR
1974
DELISTED
CCUR Holdings, Inc. Common Stock
CCUR
| $3.8M | ﹤0.01% |
659,719
-6,300
| -0.9% | -$38.3K |
|
|
ACFC
1975
DELISTED
Atlantic Coast Financial Corporation
ACFC
| $3.79M | ﹤0.01% |
402,000
+114,100
| +40% | +$1.03M |
|
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.