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 | 16.06% |
| 2 | Technology | 13.71% |
| 3 | Financials | 10.21% |
| 4 | Industrials | 9.72% |
| 5 | Consumer Discretionary | 9.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
BCE
BCE
$21.8B
| $97.1M | 0.11% |
2,022,300
+478,000
| +31% | +$22.8M |
|
|
AMWD
202
DELISTED
American Woodmark
AMWD
| $96.7M | 0.11% |
742,101
+83,801
| +13% | +$8.81M |
|
203
Baxter International
BAX
$14.3B
| $96.1M | 0.11% |
1,486,913
+1,018,800
| +218% | +$65.4M |
|
204
TFS Financial
TFSL
$4.83B
| $95.7M | 0.11% |
6,406,222
+89,770
| +1% | +$1.38M |
|
|
PPL
205
PPL Corp
PPL
$26.5B
| $95.6M | 0.11% |
3,088,700
+2,889,200
| +1,448% | +$104M |
|
206
Brown & Brown
BRO
$23.9B
| $95.5M | 0.11% |
3,710,600
+828,400
| +29% | +$20.8M |
|
207
MSCI
MSCI
$40.8B
| $94.7M | 0.1% |
748,115
+313,894
| +72% | +$39.2M |
|
|
PF
208
DELISTED
Pinnacle Foods, Inc.
PF
| $94.6M | 0.1% |
1,590,800
-276,800
| -15% | -$15.6M |
|
|
MZTI
209
The Marzetti Company
MZTI
$3.15B
| $94.3M | 0.1% |
730,200
-62,662
| -8% | -$7.91M |
|
|
JNPR
210
DELISTED
Juniper Networks
JNPR
| $94.3M | 0.1% |
3,308,291
-2,638,246
| -44% | -$71.3M |
|
211
Exelixis
EXEL
$12.7B
| $93.7M | 0.1% |
3,081,960
-716,700
| -19% | -$19.1M |
|
|
P
212
Everpure Inc
P
$36.4B
| $93.4M | 0.1% |
5,887,800
+2,042,985
| +53% | +$34M |
|
213
Thor Industries
THO
$4.23B
| $93.2M | 0.1% |
618,300
+217,018
| +54% | +$30.2M |
|
|
CCMP
214
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $93M | 0.1% |
988,917
+219,708
| +29% | +$20.2M |
|
|
TXNM
215
TXNM Energy Inc
TXNM
$5.91B
| $92.9M | 0.1% |
2,296,300
+412,100
| +22% | +$17.7M |
|
216
Healthcare Realty
HR
$6.56B
| $92.5M | 0.1% |
3,080,293
-140,179
| -4% | -$4.24M |
|
217
Choice Hotels
CHH
$4.62B
| $92.2M | 0.1% |
1,187,600
+348,800
| +42% | +$25.5M |
|
218
Cooper Companies
COO
$15B
| $92.1M | 0.1% |
1,691,392
+861,792
| +104% | +$50.4M |
|
|
HRC
219
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $92M | 0.1% |
1,090,900
+500,669
| +85% | +$40.5M |
|
220
Hanover Insurance
THG
$7.73B
| $91.8M | 0.1% |
849,200
-20,400
| -2% | -$2.1M |
|
|
AKRX
221
DELISTED
Akorn Inc
AKRX
| $91.3M | 0.1% |
2,832,600
+139,100
| +5% | +$4.56M |
|
|
WP
222
DELISTED
Worldpay, Inc.
WP
| $91.2M | 0.1% |
1,239,700
-254,600
| -17% | -$18.2M |
|
223
Cintas
CTAS
$82.1B
| $91M | 0.1% |
2,335,472
-1,250,000
| -35% | -$47.5M |
|
224
Louisiana-Pacific
LPX
$5.28B
| $91M | 0.1% |
3,464,000
+783,116
| +29% | +$21.2M |
|
|
NTRI
225
DELISTED
NutriSystem, Inc.
NTRI
| $90.6M | 0.1% |
1,721,500
-308,973
| -15% | -$16.2M |
|
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 16% of assets, up from 16% 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.