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 | |
|---|---|---|---|---|---|---|
|
HBP
2001
DELISTED
Huttig Building Products, Inc.
HBP
| $3.64M | ﹤0.01% |
547,800
-53,100
| -9% | -$357K |
|
2002
World Acceptance Corp
WRLD
$875M
| $3.63M | ﹤0.01% |
45,000
+19,575
| +77% | +$1.57M |
|
2003
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
| $3.62M | ﹤0.01% |
+121,000
| New | +$3.64M |
|
|
XBKS
2004
DELISTED
Xenith Bankshares, Inc. Common Stock
XBKS
| $3.62M | ﹤0.01% |
107,126
-26,400
| -20% | -$876K |
|
|
CALA
2005
DELISTED
Calithera Biosciences, Inc
CALA
| $3.62M | ﹤0.01% |
21,648
+13,673
| +171% | +$3.5M |
|
2006
AstraZeneca
AZN
$244B
| $3.6M | ﹤0.01% |
+51,950
| New | +$3.5M |
|
2007
Virtus Investment Partners
VRTS
$1.12B
| $3.59M | ﹤0.01% |
31,229
+19,000
| +155% | +$2.23M |
|
|
MGIC
2008
DELISTED
Magic Software Enterprises
MGIC
| $3.59M | ﹤0.01% |
428,651
+36,599
| +9% | +$316K |
|
|
RSX
2009
DELISTED
VanEck Russia ETF
RSX
| $3.59M | ﹤0.01% |
+169,200
| New | +$3.71M |
|
2010
Air T
AIRT
$78.1M
| $3.59M | ﹤0.01% |
217,950
| – | – |
|
2011
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
| $3.59M | ﹤0.01% |
+14,500
| New | +$3.43M |
|
2012
Veracyte
VCYT
$3.59B
| $3.59M | ﹤0.01% |
549,300
-5,459
| -1% | -$40.6K |
|
2013
Oppenheimer Holdings
OPY
$1.23B
| $3.58M | ﹤0.01% |
133,500
+66,400
| +99% | +$1.56M |
|
|
I
2014
DELISTED
INTELSAT S. A.
I
| $3.58M | ﹤0.01% |
1,055,355
+461,155
| +78% | +$2.06M |
|
|
VRN
2015
DELISTED
Veren
VRN
| $3.57M | ﹤0.01% |
468,817
-336,083
| -42% | -$2.53M |
|
2016
LGI Homes
LGIH
$1.32B
| $3.56M | ﹤0.01% |
+47,500
| New | +$3.02M |
|
|
NWY
2017
DELISTED
New York & Co Inc
NWY
| $3.54M | ﹤0.01% |
1,237,200
+72,800
| +6% | +$157K |
|
2018
Agilysys
AGYS
$3.03B
| $3.54M | ﹤0.01% |
288,000
-20,752
| -7% | -$254K |
|
2019
STRATTEC Security
STRT
$338M
| $3.54M | ﹤0.01% |
81,165
-2,300
| -3% | -$100K |
|
2020
CRH
CRH
$65.2B
| $3.53M | ﹤0.01% |
97,800
-171,500
| -64% | -$6.14M |
|
2021
IES Holdings
IESC
$15.3B
| $3.53M | ﹤0.01% |
204,632
-47,400
| -19% | -$855K |
|
|
BPY
2022
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $3.53M | ﹤0.01% |
159,114
+85,600
| +116% | +$1.96M |
|
2023
Nicolet Bankshares
NIC
$3.72B
| $3.52M | ﹤0.01% |
64,315
+6,315
| +11% | +$364K |
|
|
TRQ
2024
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $3.52M | ﹤0.01% |
102,584
+95,054
| +1,262% | +$2.99M |
|
2025
Calumet Specialty Products
CLMT
$4.15B
| $3.52M | ﹤0.01% |
456,700
-58,500
| -11% | -$488K |
|
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.