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 | 16.95% |
| 2 | Technology | 14.39% |
| 3 | Financials | 10.63% |
| 4 | Industrials | 9.92% |
| 5 | Consumer Discretionary | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ARQL
1976
DELISTED
Arqule Inc
ARQL
| $3.79M | ﹤0.01% |
2,295,703
+315,203
| +16% | +$409K |
|
|
PGRE
1977
DELISTED
Paramount Group
PGRE
| $3.79M | ﹤0.01% |
+238,900
| New | +$3.83M |
|
|
CYBR
1978
DELISTED
CyberArk
CYBR
| $3.78M | ﹤0.01% |
+91,417
| New | +$4M |
|
1979
PTC Therapeutics
PTCT
$6.01B
| $3.78M | ﹤0.01% |
+226,600
| New | +$3.84M |
|
|
SAGE
1980
DELISTED
Sage Therapeutics
SAGE
| $3.78M | ﹤0.01% |
+22,931
| New | +$2.22M |
|
1981
KVH Industries
KVHI
$142M
| $3.78M | ﹤0.01% |
364,800
+2,400
| +0.7% | +$26.7K |
|
1982
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
| $3.77M | ﹤0.01% |
143,000
+81,200
| +131% | +$2.23M |
|
|
SCU
1983
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
| $3.77M | ﹤0.01% |
150,695
+134,415
| +826% | +$4.22M |
|
1984
DMC Global
BOOM
$155M
| $3.76M | ﹤0.01% |
150,000
+3,100
| +2% | +$63.6K |
|
1985
Texas Pacific Land
TPL
$23.9B
| $3.76M | ﹤0.01% |
75,708
-54,000
| -42% | -$2.46M |
|
|
EDGW
1986
DELISTED
Edgewater Technology Inc
EDGW
| $3.75M | ﹤0.01% |
601,200
+5,400
| +0.9% | +$34.4K |
|
|
DALN
1987
DELISTED
DallasNews
DALN
| $3.75M | ﹤0.01% |
195,125
+21,350
| +12% | +$406K |
|
1988
China Yuchai International
CYD
$1.76B
| $3.74M | ﹤0.01% |
156,000
+5,600
| +4% | +$134K |
|
|
TTPH
1989
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
| $3.73M | ﹤0.01% |
29,625
+12,946
| +78% | +$1.66M |
|
|
FARO
1990
DELISTED
Faro Technologies
FARO
| $3.72M | ﹤0.01% |
79,242
-36,358
| -31% | -$1.7M |
|
|
IMMU
1991
DELISTED
Immunomedics Inc
IMMU
| $3.72M | ﹤0.01% |
230,474
-1,206,133
| -84% | -$14.2M |
|
|
ITIC
1992
Investors Title Co
ITIC
$530M
| $3.69M | ﹤0.01% |
18,600
+400
| +2% | +$76.9K |
|
|
TERP
1993
DELISTED
TerraForm Power, Inc
TERP
| $3.68M | ﹤0.01% |
+307,356
| New | +$3.84M |
|
1994
Viking Therapeutics
VKTX
$3.84B
| $3.67M | ﹤0.01% |
903,300
+500,700
| +124% | +$1.45M |
|
1995
First Internet Bancorp
INBK
$256M
| $3.67M | ﹤0.01% |
96,100
-24,600
| -20% | -$919K |
|
|
ERF
1996
DELISTED
Enerplus Corporation
ERF
| $3.66M | ﹤0.01% |
373,803
-226,500
| -38% | -$2.07M |
|
1997
Park-Ohio Holdings
PKOH
$716M
| $3.66M | ﹤0.01% |
79,600
-6,300
| -7% | -$282K |
|
|
GSB
1998
DELISTED
GlobalSCAPE, Inc.
GSB
| $3.65M | ﹤0.01% |
1,028,600
+40,100
| +4% | +$154K |
|
1999
First Mid Bancshares
FMBH
$1.38B
| $3.65M | ﹤0.01% |
94,700
-2,739
| -3% | -$108K |
|
|
IIJI
2000
DELISTED
Internet Initiative Japan Inc
IIJI
| $3.65M | ﹤0.01% |
400,400
+1,700
| +0.4% | +$16.2K |
|
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 17% of assets, down from 17% 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.