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 | |
|---|---|---|---|---|---|---|
|
CXDC
2101
DELISTED
China XD Plastics Company Limited
CXDC
| $3.09M | ﹤0.01% |
671,028
+36,328
| +6% | +$174K |
|
|
BUFF
2102
DELISTED
Blue Buffalo Pet Products, Inc
BUFF
| $3.07M | ﹤0.01% |
93,600
-1,653,100
| -95% | -$49M |
|
2103
Hamilton Beach Brands
HBB
$443M
| $3.06M | ﹤0.01% |
+119,001
| New | +$3.82M |
|
2104
National Bankshares
NKSH
$271M
| $3.05M | ﹤0.01% |
67,200
+2,100
| +3% | +$95.3K |
|
|
ARGO
2105
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $3.04M | ﹤0.01% |
56,744
-104,351
| -65% | -$5.59M |
|
2106
RLI Corp
RLI
$5.87B
| $3.04M | ﹤0.01% |
100,200
-25,600
| -20% | -$752K |
|
2107
Clear Channel Outdoor Holdings
CCO
$1.23B
| $3.02M | ﹤0.01% |
657,700
-111,500
| -14% | -$478K |
|
2108
Consolidated Water Co
CWCO
$505M
| $3.02M | ﹤0.01% |
240,100
+200
| +0.1% | +$2.53K |
|
2109
Heritage Financial
HFWA
$1.22B
| $3.01M | ﹤0.01% |
97,689
-19,011
| -16% | -$585K |
|
|
DL
2110
DELISTED
China Distance Education Holdings Limited
DL
| $3.01M | ﹤0.01% |
324,558
-17,642
| -5% | -$147K |
|
|
CTG
2111
DELISTED
Computer Task Group, Inc.
CTG
| $3.01M | ﹤0.01% |
589,500
+87,200
| +17% | +$451K |
|
|
CVLY
2112
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $3M | ﹤0.01% |
120,359
+13,312
| +12% | +$363K |
|
2113
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
| $3M | ﹤0.01% |
+60,800
| New | +$2.86M |
|
|
CWEN.A
2114
DELISTED
Clearway Energy Class A
CWEN.A
| $2.99M | ﹤0.01% |
+158,700
| New | +$2.98M |
|
2115
CarParts.com
PRTS
$48.7M
| $2.99M | ﹤0.01% |
118,550
-1,680
| -1% | -$41.8K |
|
|
HIFR
2116
DELISTED
InfraREIT, Inc.
HIFR
| $2.99M | ﹤0.01% |
160,700
+32,200
| +25% | +$684K |
|
2117
TransAlta
TAC
$3.92B
| $2.98M | ﹤0.01% |
501,200
+24,800
| +5% | +$148K |
|
2118
Essential Utilities
WTRG
$11.3B
| $2.97M | ﹤0.01% |
+75,717
| New | +$2.76M |
|
|
LHO
2119
DELISTED
LaSalle Hotel Properties
LHO
| $2.97M | ﹤0.01% |
+105,800
| New | +$3.03M |
|
|
BHR
2120
Braemar Hotels & Resorts
BHR
$139M
| $2.96M | ﹤0.01% |
306,872
-1,919
| -0.6% | -$18.3K |
|
2121
iShares MSCI Australia ETF
EWA
$1.45B
| $2.95M | ﹤0.01% |
+127,500
| New | +$2.91M |
|
2122
Diamondback Energy
FANG
$55.9B
| $2.95M | ﹤0.01% |
+23,400
| New | +$2.54M |
|
|
ORBC
2123
DELISTED
ORBCOMM, Inc.
ORBC
| $2.95M | ﹤0.01% |
289,700
-565,300
| -66% | -$5.97M |
|
|
CBIO
2124
Crescent Biopharma
CBIO
$610M
| $2.93M | ﹤0.01% |
1,745
-717
| -29% | -$948K |
|
|
RC
2125
Ready Capital
RC
$294M
| $2.93M | ﹤0.01% |
193,300
+39,200
| +25% | +$616K |
|
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.