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 | |
|---|---|---|---|---|---|---|
2176
Magnachip Semiconductor
MX
$137M
| $2.67M | ﹤0.01% |
268,131
-25,493
| -9% | -$287K |
|
2177
Costamare
CMRE
$1.75B
| $2.66M | ﹤0.01% |
461,400
+106,600
| +30% | +$632K |
|
2178
Hawkins
HWKN
$2.73B
| $2.66M | ﹤0.01% |
151,200
-129,000
| -46% | -$2.47M |
|
2179
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $2.65M | ﹤0.01% |
+69,700
| New | +$2.68M |
|
2180
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
| $2.65M | ﹤0.01% |
+48,514
| New | +$2.66M |
|
|
AUTO
2181
DELISTED
AutoWeb, Inc. Common Stock
AUTO
| $2.63M | ﹤0.01% |
292,200
+21,700
| +8% | +$177K |
|
|
EVBG
2182
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $2.62M | ﹤0.01% |
88,300
-183,900
| -68% | -$5.01M |
|
|
JNP
2183
DELISTED
Juniper Pharmaceuticals, Inc. Common Stock
JNP
| $2.61M | ﹤0.01% |
537,450
+86,800
| +19% | +$422K |
|
|
GLOP
2184
DELISTED
GASLOG PARTNERS LP
GLOP
| $2.61M | ﹤0.01% |
105,300
+90,800
| +626% | +$2.1M |
|
|
IMBI
2185
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
| $2.59M | ﹤0.01% |
185,316
+45,640
| +33% | +$583K |
|
2186
Herc Holdings
HRI
$5.75B
| $2.59M | ﹤0.01% |
+41,400
| New | +$2.28M |
|
|
ENIA
2187
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $2.59M | ﹤0.01% |
231,800
-196,100
| -46% | -$2.04M |
|
|
NTP
2188
DELISTED
Nam Tai Property Inc.
NTP
| $2.59M | ﹤0.01% |
206,142
-24,800
| -11% | -$303K |
|
2189
Advanced Drainage Systems
WMS
$11.3B
| $2.58M | ﹤0.01% |
108,100
+82,800
| +327% | +$1.78M |
|
2190
Lineage Cell Therapeutics
LCTX
$268M
| $2.58M | ﹤0.01% |
1,369,085
+922,972
| +207% | +$2.02M |
|
2191
America's Car Mart
CRMT
$25.2M
| $2.57M | ﹤0.01% |
57,472
+100
| +0.2% | +$4.39K |
|
2192
Escalade
ESCA
$286M
| $2.56M | ﹤0.01% |
208,500
-400
| -0.2% | -$5.33K |
|
|
FGH
2193
DELISTED
FG Group Holdings Inc.
FGH
| $2.56M | ﹤0.01% |
549,554
-20,946
| -4% | -$113K |
|
|
NSH
2194
DELISTED
NuStar GP Holdings LLC
NSH
| $2.55M | ﹤0.01% |
162,500
+94,900
| +140% | +$1.58M |
|
2195
Healthcare Services Group
HCSG
$1.48B
| $2.55M | ﹤0.01% |
48,364
-87,900
| -65% | -$4.61M |
|
2196
SPX Corp
SPXC
$10.8B
| $2.54M | ﹤0.01% |
81,000
-29,400
| -27% | -$892K |
|
|
TGA
2197
DELISTED
Transglobe Energy Corp
TGA
| $2.54M | ﹤0.01% |
1,767,300
+44,900
| +3% | +$66.6K |
|
|
VLP
2198
DELISTED
Valero Energy Partners LP
VLP
| $2.54M | ﹤0.01% |
57,100
-84,715
| -60% | -$3.59M |
|
2199
BlueLinx
BXC
$689M
| $2.53M | ﹤0.01% |
259,660
+58,600
| +29% | +$549K |
|
2200
PennyMac Financial
PFSI
$4.12B
| $2.53M | ﹤0.01% |
+113,400
| New | +$2.23M |
|
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.