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 |
Medtronic
MDT
|
+$495M |
| 2 |
ExxonMobil
XOM
|
+$290M |
| 3 |
FedEx
FDX
|
+$273M |
| 4 |
Netflix
NFLX
|
+$262M |
| 5 |
RTX Corp
RTX
|
+$234M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$290M |
| 2 |
EA
Electronic Arts
EA
|
+$280M |
| 3 |
Mastercard
MA
|
+$252M |
| 4 |
RAI
Reynolds American Inc
RAI
|
+$245M |
| 5 |
Johnson & Johnson
JNJ
|
+$242M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.15% |
| 2 | Technology | 16.1% |
| 3 | Financials | 11.82% |
| 4 | Industrials | 9.72% |
| 5 | Consumer Discretionary | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2201
CrossAmerica Partners
CAPL
$902M
| $2.41M | ﹤0.01% |
88,300
+67,300
| +320% | +$1.81M |
|
|
ONIT
2202
Onity Group
ONIT
$325M
| $2.4M | ﹤0.01% |
46,541
-25,039
| -35% | -$1.09M |
|
|
BSF
2203
DELISTED
Bear State Financial, Inc.
BSF
| $2.4M | ﹤0.01% |
233,874
+68,711
| +42% | +$666K |
|
2204
Hallador Energy
HNRG
$758M
| $2.4M | ﹤0.01% |
419,200
+80,200
| +24% | +$520K |
|
2205
Lattice Semiconductor
LSCC
$18.4B
| $2.4M | ﹤0.01% |
+460,300
| New | +$2.8M |
|
2206
Old National Bancorp
ONB
$10.4B
| $2.4M | ﹤0.01% |
130,976
-111,348
| -46% | -$1.86M |
|
2207
Goldgroup Mining Inc.
GORO
$210M
| $2.39M | ﹤0.01% |
637,300
-332,700
| -34% | -$1.3M |
|
2208
Rocky Brands
RCKY
$358M
| $2.38M | ﹤0.01% |
177,800
+33,900
| +24% | +$455K |
|
2209
LifeVantage
LFVN
$80.6M
| $2.38M | ﹤0.01% |
563,828
-106,443
| -16% | -$417K |
|
2210
Pluri
PLUR
$17.9M
| $2.38M | ﹤0.01% |
19,694
+178
| +0.9% | +$17.8K |
|
2211
CryoPort
CYRX
$763M
| $2.37M | ﹤0.01% |
+241,000
| New | +$1.77M |
|
|
WNRL
2212
DELISTED
Western Refining Logistics, LP
WNRL
| $2.37M | ﹤0.01% |
+91,700
| New | +$2.32M |
|
2213
Helen of Troy
HELE
$701M
| $2.36M | ﹤0.01% |
24,400
-110,386
| -82% | -$10.6M |
|
2214
America's Car Mart
CRMT
$25.8M
| $2.36M | ﹤0.01% |
57,372
+47,000
| +453% | +$1.83M |
|
2215
Union Pacific
UNP
$175B
| $2.35M | ﹤0.01% |
20,300
-827,200
| -98% | -$88.7M |
|
2216
Ares Management
ARES
$32.5B
| $2.35M | ﹤0.01% |
126,000
+102,184
| +429% | +$1.86M |
|
2217
AmeriServ Financial
ASRV
$86.3M
| $2.35M | ﹤0.01% |
586,700
+32,053
| +6% | +$127K |
|
2218
Perion Network
PERI
$385M
| $2.34M | ﹤0.01% |
673,067
+26,600
| +4% | +$112K |
|
|
SCHW
2219
Charles Schwab
SCHW
$192B
| $2.34M | ﹤0.01% |
+53,500
| New | +$2.22M |
|
|
ALDW
2220
DELISTED
Alon USA Partners LP
ALDW
| $2.34M | ﹤0.01% |
202,870
+97,617
| +93% | +$1.09M |
|
|
SNT
2221
Senstar Technologies
SNT
$42.9M
| $2.32M | ﹤0.01% |
483,149
-31,800
| -6% | -$156K |
|
|
SHLO
2222
DELISTED
Shiloh Industries Inc
SHLO
| $2.32M | ﹤0.01% |
223,000
+27,100
| +14% | +$242K |
|
2223
Hilltop Holdings
HTH
$2.27B
| $2.32M | ﹤0.01% |
89,084
+68,800
| +339% | +$1.73M |
|
2224
AstroNova
ALOT
$226M
| $2.31M | ﹤0.01% |
177,950
+5,300
| +3% | +$71.6K |
|
2225
Dorchester Minerals
DMLP
$1.36B
| $2.31M | ﹤0.01% |
153,558
+41,306
| +37% | +$607K |
|
Similar funds
Jim Simons's Q3 2017 Portfolio in Review
As of Q3 2017, Jim Simons held 3,587 positions worth $85B, up 8.4% from $78.4B the previous quarter. Its ten largest holdings account for 8.5% of the portfolio.
Jim Simons deployed $2.91B of net new capital in Q3 2017, opening 418 new positions and adding to 1,684 existing holdings. Its largest new stake was ExxonMobil: 3,652,454 shares worth $299M.
By sector, the portfolio is most concentrated in Healthcare at 17% of assets, down from 17% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Electronic Arts, an estimated $280M trimmed.
- Jim Simons's largest Q3 2017 buy was ExxonMobil: 3,652,454 shares worth $299M.
- Jim Simons added most to Medtronic in Q3 2017, an estimated $495M increase.
- Jim Simons's biggest Q3 2017 reduction was Electronic Arts, cutting an estimated $280M.
- Jim Simons fully exited Amazon in Q3 2017, selling an estimated $290M.
- Jim Simons's ten largest holdings make up 8.5% of its $85B portfolio in Q3 2017.
- Jim Simons opened 418 new positions and closed 418 in Q3 2017.
- Jim Simons's portfolio value rose 8.4% quarter-over-quarter to $85B.
Based on Renaissance Technologies's 13F filing for Q3 2017, filed 13 Nov 2017.