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 | 17.15% |
| 2 | Technology | 16.1% |
| 3 | Financials | 11.82% |
| 4 | Industrials | 9.72% |
| 5 | Consumer Discretionary | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PIR
2001
DELISTED
Pier 1 Imports, Inc.
PIR
| $3.39M | ﹤0.01% |
40,480
-13,520
| -25% | -$1.21M |
|
2002
Lifetime Brands
LCUT
$226M
| $3.38M | ﹤0.01% |
184,896
-64,904
| -26% | -$1.17M |
|
2003
Woodward
WWD
$21.9B
| $3.38M | ﹤0.01% |
+43,584
| New | +$3.07M |
|
2004
Algonquin Power & Utilities
AQN
$4.53B
| $3.38M | ﹤0.01% |
+319,560
| New | +$3.39M |
|
2005
Standard BioTools
LAB
$280M
| $3.38M | ﹤0.01% |
670,600
+139,600
| +26% | +$587K |
|
|
GCAP
2006
DELISTED
Gain Capital Holdings, Inc.
GCAP
| $3.38M | ﹤0.01% |
528,700
-88,400
| -14% | -$575K |
|
2007
VanEck Gold Miners ETF
GDX
$27.5B
| $3.37M | ﹤0.01% |
146,900
+123,200
| +520% | +$2.84M |
|
2008
Lennar Class B
LEN.B
$20.6B
| $3.37M | ﹤0.01% |
80,156
+2,468
| +3% | +$102K |
|
2009
STAAR Surgical
STAA
$1.3B
| $3.35M | ﹤0.01% |
269,500
+82,900
| +44% | +$924K |
|
2010
China Yuchai International
CYD
$1.7B
| $3.35M | ﹤0.01% |
150,400
-17,714
| -11% | -$352K |
|
|
CVRR
2011
DELISTED
CVR Refining, LP
CVRR
| $3.34M | ﹤0.01% |
339,500
+169,800
| +100% | +$1.44M |
|
|
PCO
2012
DELISTED
Pendrell Corporation - Class A
PCO
| $3.34M | ﹤0.01% |
4,887
+1,066
| +28% | +$721K |
|
2013
Nicolet Bankshares
NIC
$3.75B
| $3.34M | ﹤0.01% |
58,000
+29,500
| +104% | +$1.61M |
|
2014
Magnachip Semiconductor
MX
$139M
| $3.33M | ﹤0.01% |
293,624
-217,818
| -43% | -$2.41M |
|
2015
Genesis Energy
GEL
$1.93B
| $3.33M | ﹤0.01% |
+126,200
| New | +$3.58M |
|
2016
Southern Missouri Bancorp
SMBC
$845M
| $3.32M | ﹤0.01% |
91,100
+10,066
| +12% | +$327K |
|
|
AHGP
2017
DELISTED
Alliance Holdings GP
AHGP
| $3.32M | ﹤0.01% |
119,400
-1,900
| -2% | -$50.3K |
|
2018
Community Bank
CBU
$3.46B
| $3.31M | ﹤0.01% |
59,908
+50,668
| +548% | +$2.71M |
|
2019
Prosperity Bancshares
PB
$9.02B
| $3.3M | ﹤0.01% |
50,188
-45,200
| -47% | -$2.83M |
|
2020
PAR Technology
PAR
$788M
| $3.3M | ﹤0.01% |
315,700
+49,300
| +19% | +$475K |
|
|
MTGE
2021
DELISTED
MTGE Investment Corp. Common Stock
MTGE
| $3.28M | ﹤0.01% |
169,300
-71,800
| -30% | -$1.37M |
|
|
DGI
2022
DELISTED
DigitalGlobe Inc.
DGI
| $3.28M | ﹤0.01% |
+93,075
| New | +$3.18M |
|
|
ONDK
2023
DELISTED
On Deck Capital, Inc.
ONDK
| $3.28M | ﹤0.01% |
702,200
+174,400
| +33% | +$809K |
|
2024
Hingham Institution for Saving
HIFS
$680M
| $3.27M | ﹤0.01% |
17,200
+1,800
| +12% | +$327K |
|
|
AC
2025
DELISTED
Associated Capital Group
AC
| $3.27M | ﹤0.01% |
92,058
-11,457
| -11% | -$388K |
|
Similar funds
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 17% of assets, down from 17% 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.