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 |
Medtronic
MDT
|
+$495M |
| 2 |
ExxonMobil
XOM
|
+$290M |
| 3 |
FedEx
FDX
|
+$273M |
| 4 |
Netflix
NFLX
|
+$262M |
| 5 |
RTX Corp
RTX
|
+$234M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$290M |
| 2 |
EA
Electronic Arts
EA
|
+$280M |
| 3 |
Mastercard
MA
|
+$252M |
| 4 |
RAI
Reynolds American Inc
RAI
|
+$245M |
| 5 |
Johnson & Johnson
JNJ
|
+$242M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 15.71% |
| 2 | Technology | 15.33% |
| 3 | Financials | 11.4% |
| 4 | Industrials | 9.58% |
| 5 | Consumer Staples | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WP
176
DELISTED
Worldpay, Inc.
WP
| $105M | 0.12% |
1,494,300
+684,800
| +85% | +$46.7M |
|
177
GoDaddy
GDDY
$11.5B
| $103M | 0.12% |
2,373,400
+1,145,800
| +93% | +$49.4M |
|
178
S&P Global
SPGI
$120B
| $103M | 0.12% |
657,900
+495,000
| +304% | +$75.2M |
|
179
Charter Communications
CHTR
$18.8B
| $103M | 0.12% |
282,300
+96,339
| +52% | +$35.9M |
|
180
TFS Financial
TFSL
$4.83B
| $102M | 0.12% |
6,316,452
+25,230
| +0.4% | +$391K |
|
181
BP
BP
$111B
| $102M | 0.12% |
2,934,006
+2,631,034
| +868% | +$83.6M |
|
182
Berkshire Hathaway Class A
BRK.A
$1.11T
| $101M | 0.12% |
369
-210
| -36% | -$55.7M |
|
183
Dell
DELL
$285B
| $101M | 0.12% |
4,671,405
+3,559,675
| +320% | +$68.6M |
|
184
Franco-Nevada
FNV
$46.4B
| $100M | 0.12% |
1,293,200
+737,100
| +133% | +$56.6M |
|
185
Sprouts Farmers Market
SFM
$7.87B
| $99.5M | 0.12% |
5,301,990
+2,728,390
| +106% | +$60.4M |
|
186
Chunghwa Telecom
CHT
$32.9B
| $99.1M | 0.12% |
2,906,148
+110,000
| +4% | +$3.79M |
|
187
Commault Systems
CVLT
$5.78B
| $98.6M | 0.12% |
1,621,000
+65,787
| +4% | +$3.93M |
|
188
Campbell Soup
CPB
$6.78B
| $98M | 0.12% |
2,092,500
-402,200
| -16% | -$20.4M |
|
|
ORBK
189
DELISTED
Orbotech Ltd
ORBK
| $97.9M | 0.12% |
2,318,600
-34,400
| -1% | -$1.31M |
|
|
MOMO
190
Hello Group
MOMO
$861M
| $97.8M | 0.12% |
3,120,100
+2,827,700
| +967% | +$112M |
|
|
APC
191
DELISTED
Anadarko Petroleum
APC
| $97.5M | 0.11% |
1,996,500
-626,500
| -24% | -$27.6M |
|
192
Autodesk
ADSK
$53.1B
| $97.4M | 0.11% |
867,768
-524,200
| -38% | -$57.8M |
|
193
Royal Caribbean
RCL
$82.1B
| $96.9M | 0.11% |
817,400
+22,000
| +3% | +$2.57M |
|
|
DCM
194
DELISTED
NTT DOCOMO, Inc.
DCM
| $96.9M | 0.11% |
4,251,600
+331,500
| +8% | +$7.71M |
|
195
Molina Healthcare
MOH
$10.2B
| $96.6M | 0.11% |
1,404,350
+572,100
| +69% | +$37.2M |
|
196
RenaissanceRe
RNR
$13.2B
| $96.4M | 0.11% |
713,015
+20,518
| +3% | +$2.89M |
|
197
Yum China
YUMC
$16.3B
| $96.3M | 0.11% |
2,409,900
+881,800
| +58% | +$32.9M |
|
|
AET
198
DELISTED
Aetna Inc
AET
| $96.3M | 0.11% |
605,490
-684,602
| -53% | -$107M |
|
|
MGLN
199
DELISTED
Magellan Health Services, Inc.
MGLN
| $96.2M | 0.11% |
1,114,300
-84,499
| -7% | -$6.66M |
|
200
Healthcare Realty
HR
$6.56B
| $96M | 0.11% |
3,220,472
+234,500
| +8% | +$7.12M |
|
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Jim Simons's Q3 2017 Portfolio in Review
As of Q3 2017, Jim Simons held 3,587 positions worth $85B, up 8.4% from $78.4B the previous quarter. Its ten largest holdings account for 8.5% of the portfolio.
Jim Simons deployed $2.91B of net new capital in Q3 2017, opening 418 new positions and adding to 1,684 existing holdings. Its largest new stake was ExxonMobil: 3,652,454 shares worth $299M.
By sector, the portfolio is most concentrated in Healthcare at 16% of assets, down from 16% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Electronic Arts, an estimated $280M trimmed.
- Jim Simons's largest Q3 2017 buy was ExxonMobil: 3,652,454 shares worth $299M.
- Jim Simons added most to Medtronic in Q3 2017, an estimated $495M increase.
- Jim Simons's biggest Q3 2017 reduction was Electronic Arts, cutting an estimated $280M.
- Jim Simons fully exited Amazon in Q3 2017, selling an estimated $290M.
- Jim Simons's ten largest holdings make up 8.5% of its $85B portfolio in Q3 2017.
- Jim Simons opened 418 new positions and closed 418 in Q3 2017.
- Jim Simons's portfolio value rose 8.4% quarter-over-quarter to $85B.
Based on Renaissance Technologies's 13F filing for Q3 2017, filed 13 Nov 2017.