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 | |
|---|---|---|---|---|---|---|
|
TPC
2151
Tutor Perini Cor
TPC
$5.11B
| $2.76M | ﹤0.01% |
108,800
+8,800
| +9% | +$234K |
|
2152
PC Connection
CNXN
$2.04B
| $2.76M | ﹤0.01% |
105,200
-58,000
| -36% | -$1.57M |
|
|
IFLN
2153
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
| $2.76M | ﹤0.01% |
+145,500
| New | +$2.76M |
|
|
SRRA
2154
DELISTED
Sierra Oncology, Inc. Common Stock
SRRA
| $2.75M | ﹤0.01% |
18,468
+10,358
| +128% | +$996K |
|
2155
Chemung Financial Corp
CHMG
$407M
| $2.75M | ﹤0.01% |
57,239
+3,239
| +6% | +$155K |
|
2156
HUTCHMED
HCM
$2.12B
| $2.75M | ﹤0.01% |
69,800
-21,400
| -23% | -$684K |
|
2157
Okta
OKTA
$26B
| $2.75M | ﹤0.01% |
107,400
-19,700
| -15% | -$551K |
|
|
GHL
2158
DELISTED
Greenhill & Co., Inc.
GHL
| $2.73M | ﹤0.01% |
140,100
-381,100
| -73% | -$7.09M |
|
2159
Lattice Semiconductor
LSCC
$18.9B
| $2.73M | ﹤0.01% |
471,924
+11,624
| +3% | +$68.2K |
|
2160
Farmers National Banc Corp
FMNB
$971M
| $2.73M | ﹤0.01% |
184,900
+7,800
| +4% | +$116K |
|
2161
Lifetime Brands
LCUT
$229M
| $2.73M | ﹤0.01% |
165,275
-19,621
| -11% | -$348K |
|
|
PFBI
2162
DELISTED
Premier Financial Bancorp
PFBI
| $2.73M | ﹤0.01% |
169,664
+22,125
| +15% | +$356K |
|
2163
Travel + Leisure Co
TNL
$4.61B
| $2.72M | ﹤0.01% |
+52,053
| New | +$2.58M |
|
2164
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
| $2.72M | ﹤0.01% |
+22,285
| New | +$2.74M |
|
2165
EPAM Systems
EPAM
$5.18B
| $2.72M | ﹤0.01% |
25,300
+20,400
| +416% | +$2.02M |
|
2166
Jack Henry & Associates
JKHY
$10.9B
| $2.71M | ﹤0.01% |
23,200
-41,119
| -64% | -$4.59M |
|
2167
LifeVantage
LFVN
$80.9M
| $2.71M | ﹤0.01% |
570,028
+6,200
| +1% | +$32.5K |
|
|
SPRT
2168
DELISTED
support.com, Inc.
SPRT
| $2.7M | ﹤0.01% |
1,115,963
+75,200
| +7% | +$179K |
|
|
HIL
2169
DELISTED
Hill International, Inc. Common Stock
HIL
| $2.69M | ﹤0.01% |
494,500
+94,900
| +24% | +$500K |
|
|
PFNX
2170
DELISTED
Pfenex Inc.
PFNX
| $2.69M | ﹤0.01% |
1,010,600
+210,600
| +26% | +$583K |
|
2171
CrossAmerica Partners
CAPL
$898M
| $2.67M | ﹤0.01% |
112,639
+24,339
| +28% | +$608K |
|
|
USAP
2172
DELISTED
Universal Stainless & Alloy
USAP
| $2.67M | ﹤0.01% |
124,800
+17,174
| +16% | +$361K |
|
|
CSLT
2173
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
| $2.67M | ﹤0.01% |
712,700
-192,200
| -21% | -$769K |
|
|
WBA
2174
DELISTED
Walgreens Boots Alliance
WBA
| $2.67M | ﹤0.01% |
36,800
-1,189,810
| -97% | -$83.8M |
|
2175
AMES National
ATLO
$283M
| $2.67M | ﹤0.01% |
95,800
+5,249
| +6% | +$155K |
|
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.