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 | |
|---|---|---|---|---|---|---|
2251
Beasley Broadcasting Group
BBGI
$41.6M
| $2.36M | ﹤0.01% |
8,800
-200
| -2% | -$45.4K |
|
2252
RH
RH
$3.44B
| $2.35M | ﹤0.01% |
+27,300
| New | +$2.47M |
|
|
KDNY
2253
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $2.35M | ﹤0.01% |
62,760
-23,420
| -27% | -$1.02M |
|
2254
Boise Cascade
BCC
$2.92B
| $2.35M | ﹤0.01% |
58,882
-18,918
| -24% | -$701K |
|
|
BRT
2255
BRT Apartments
BRT
$268M
| $2.35M | ﹤0.01% |
198,940
+60,880
| +44% | +$649K |
|
2256
Greif Class B
GEF.B
$4.21B
| $2.34M | ﹤0.01% |
33,800
-700
| -2% | -$44.7K |
|
2257
Regal Rexnord
RRX
$11.7B
| $2.34M | ﹤0.01% |
+30,500
| New | +$2.37M |
|
2258
Dave & Buster's
PLAY
$359M
| $2.32M | ﹤0.01% |
42,100
-215,600
| -84% | -$11M |
|
|
BBOX
2259
DELISTED
Black Box Corp
BBOX
| $2.32M | ﹤0.01% |
654,400
+163,000
| +33% | +$537K |
|
|
TRT
2260
Trio-Tech International
TRT
$115M
| $2.31M | ﹤0.01% |
659,800
+233,760
| +55% | +$749K |
|
|
SGEN
2261
DELISTED
Seagen Inc. Common Stock
SGEN
| $2.31M | ﹤0.01% |
43,113
-75,800
| -64% | -$4.43M |
|
2262
Tejon Ranch
TRC
$442M
| $2.3M | ﹤0.01% |
110,899
+51,159
| +86% | +$1.05M |
|
|
DEST
2263
DELISTED
Destination Maternity Corporation
DEST
| $2.3M | ﹤0.01% |
775,100
-73,400
| -9% | -$185K |
|
2264
Seneca Foods Class A
SENEA
$1.28B
| $2.3M | ﹤0.01% |
74,700
+300
| +0.4% | +$9.94K |
|
2265
Amplify Energy
AMPY
$189M
| $2.29M | ﹤0.01% |
138,300
+56,900
| +70% | +$913K |
|
2266
Urban One Class D
UONEK
$24.6M
| $2.28M | ﹤0.01% |
130,524
+2,624
| +2% | +$44.1K |
|
|
QCP
2267
DELISTED
Quality Care Properties, Inc.
QCP
| $2.28M | ﹤0.01% |
165,300
+87,600
| +113% | +$1.34M |
|
2268
Forward Air
FWRD
$659M
| $2.27M | ﹤0.01% |
+39,539
| New | +$2.26M |
|
|
SOHO
2269
DELISTED
Sotherly Hotels
SOHO
| $2.27M | ﹤0.01% |
351,900
+86,600
| +33% | +$553K |
|
|
BVH
2270
DELISTED
Bluegreen Vacations Holding Corporation
BVH
| $2.27M | ﹤0.01% |
56,940
+15,980
| +39% | +$628K |
|
2271
Genco Shipping & Trading
GNK
$1.14B
| $2.27M | ﹤0.01% |
170,230
+25,600
| +18% | +$307K |
|
2272
Limoneira
LMNR
$253M
| $2.26M | ﹤0.01% |
100,800
+10,800
| +12% | +$250K |
|
2273
Vitamin Cottage Natural Grocers
NGVC
$641M
| $2.26M | ﹤0.01% |
252,700
-44,000
| -15% | -$290K |
|
|
ASNA
2274
DELISTED
Ascena Retail Group, Inc.
ASNA
| $2.26M | ﹤0.01% |
48,030
+45,135
| +1,559% | +$1.9M |
|
2275
Sunstone Hotel Investors
SHO
$2.03B
| $2.25M | ﹤0.01% |
136,096
-455,900
| -77% | -$7.55M |
|
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.