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 | |
|---|---|---|---|---|---|---|
2076
Friedman Industries
FRD
$324M
| $3.21M | ﹤0.01% |
564,900
+43,534
| +8% | +$251K |
|
2077
Magnite
MGNI
$3.53B
| $3.2M | ﹤0.01% |
1,712,300
+836,524
| +96% | +$2.09M |
|
2078
Republic Bancorp
RBCAA
$1.91B
| $3.19M | ﹤0.01% |
84,000
-4,400
| -5% | -$177K |
|
2079
German American Bancorp
GABC
$1.92B
| $3.19M | ﹤0.01% |
90,300
-19,200
| -18% | -$702K |
|
2080
WisdomTree India Earnings Fund ETF
EPI
$2.04B
| $3.18M | ﹤0.01% |
+114,100
| New | +$3.04M |
|
2081
CGI
GIB
$15.3B
| $3.18M | ﹤0.01% |
+58,400
| New | +$3.11M |
|
|
EFC
2082
Ellington Financial
EFC
$1.76B
| $3.17M | ﹤0.01% |
218,564
+28,320
| +15% | +$431K |
|
2083
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
| $3.17M | ﹤0.01% |
+36,212
| New | +$3.17M |
|
2084
Hurco Companies Inc
HURC
$144M
| $3.16M | ﹤0.01% |
74,882
+9,600
| +15% | +$417K |
|
2085
Caterpillar
CAT
$393B
| $3.15M | ﹤0.01% |
20,000
-1,050,600
| -98% | -$146M |
|
|
RVNC
2086
DELISTED
Revance Therapeutics, Inc.
RVNC
| $3.14M | ﹤0.01% |
87,956
+8,164
| +10% | +$234K |
|
2087
Genworth Financial
GNW
$3.77B
| $3.14M | ﹤0.01% |
1,008,300
-1,347,800
| -57% | -$4.66M |
|
|
ALTA
2088
DELISTED
Altabancorp
ALTA
| $3.12M | ﹤0.01% |
103,100
-3,314
| -3% | -$104K |
|
|
ULQ
2089
DELISTED
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
| $3.12M | ﹤0.01% |
+62,200
| New | +$3.12M |
|
2090
NLI Holdings
NL
$329M
| $3.12M | ﹤0.01% |
218,600
-84,200
| -28% | -$1.07M |
|
2091
Champion Homes
SKY
$5.23B
| $3.11M | ﹤0.01% |
242,200
+19,600
| +9% | +$241K |
|
|
RSYS
2092
DELISTED
Radisys Corp
RSYS
| $3.11M | ﹤0.01% |
3,094,099
+573,400
| +23% | +$612K |
|
2093
Ares Management
ARES
$32.1B
| $3.11M | ﹤0.01% |
155,279
+29,279
| +23% | +$549K |
|
2094
Larimar Therapeutics
LRMR
$444M
| $3.1M | ﹤0.01% |
55,914
-2,644
| -5% | -$119K |
|
2095
Mannatech
MTEX
$9.78M
| $3.1M | ﹤0.01% |
206,581
+6,221
| +3% | +$89.5K |
|
2096
StoneX
SNEX
$8.05B
| $3.09M | ﹤0.01% |
368,029
-153,900
| -29% | -$1.27M |
|
|
ALBO
2097
DELISTED
Albireo Pharma Inc
ALBO
| $3.09M | ﹤0.01% |
120,732
-14,800
| -11% | -$375K |
|
2098
Emcor
EME
$36.7B
| $3.09M | ﹤0.01% |
37,799
-144,901
| -79% | -$11.2M |
|
|
SCX
2099
DELISTED
The L.S. Starrett Company
SCX
| $3.09M | ﹤0.01% |
359,320
+14,020
| +4% | +$118K |
|
|
UWN
2100
DELISTED
Nevada Gold & Casinos, Ltd.
UWN
| $3.09M | ﹤0.01% |
1,156,700
+60,000
| +5% | +$143K |
|
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.