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 | |
|---|---|---|---|---|---|---|
2301
Northrim BanCorp
NRIM
$604M
| $2.15M | ﹤0.01% |
254,000
-114,800
| -31% | -$1M |
|
2302
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.24B
| $2.15M | ﹤0.01% |
+26,747
| New | +$2.15M |
|
|
INTX
2303
DELISTED
Intersections, Inc.
INTX
| $2.14M | ﹤0.01% |
946,800
-100
| -0% | -$255 |
|
2304
Enel Chile
ENIC
$6.18B
| $2.13M | ﹤0.01% |
375,100
-41,467
| -10% | -$237K |
|
|
CDMO
2305
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $2.13M | ﹤0.01% |
549,106
+1,916
| +0.4% | +$8.21K |
|
2306
PAR Technology
PAR
$773M
| $2.12M | ﹤0.01% |
227,100
-88,600
| -28% | -$838K |
|
2307
Howmet Aerospace
HWM
$115B
| $2.12M | ﹤0.01% |
101,451
-2,590,135
| -96% | -$50.4M |
|
2308
Grupo SIMEC
SIM
$4.68B
| $2.11M | ﹤0.01% |
225,200
+2,300
| +1% | +$22.8K |
|
2309
iShares MSCI Canada ETF
EWC
$6.55B
| $2.1M | ﹤0.01% |
+70,900
| New | +$2.06M |
|
|
GAU
2310
Galiano Gold
GAU
$557M
| $2.1M | ﹤0.01% |
2,975,880
+2,886,280
| +3,221% | +$2.34M |
|
|
AMJ
2311
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
| $2.1M | ﹤0.01% |
+76,400
| New | +$2.07M |
|
2312
Frequency Electronics
FEIM
$852M
| $2.1M | ﹤0.01% |
223,900
+2,700
| +1% | +$25.3K |
|
2313
ACI Worldwide
ACIW
$5.36B
| $2.1M | ﹤0.01% |
92,433
-124,200
| -57% | -$2.88M |
|
2314
Riverview Bancorp
RVSB
$107M
| $2.09M | ﹤0.01% |
241,502
+87,302
| +57% | +$775K |
|
|
ECHO
2315
DELISTED
Echo Global Logistics, Inc.
ECHO
| $2.09M | ﹤0.01% |
+74,700
| New | +$1.79M |
|
2316
LCNB Corp
LCNB
$284M
| $2.09M | ﹤0.01% |
102,200
+1,104
| +1% | +$23K |
|
|
GWR
2317
DELISTED
Genesee & Wyoming Inc.
GWR
| $2.09M | ﹤0.01% |
26,550
-24,800
| -48% | -$1.85M |
|
|
VBTX
2318
DELISTED
Veritex Holdings
VBTX
| $2.09M | ﹤0.01% |
75,600
-50,212
| -40% | -$1.36M |
|
2319
IRIDEX
IRIX
$14.6M
| $2.08M | ﹤0.01% |
272,900
+31,000
| +13% | +$265K |
|
|
TREC
2320
DELISTED
Trecora Resources
TREC
| $2.08M | ﹤0.01% |
153,700
-57,500
| -27% | -$727K |
|
|
ROIC
2321
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $2.07M | ﹤0.01% |
+103,800
| New | +$1.99M |
|
2322
Trex
TREX
$5.04B
| $2.07M | ﹤0.01% |
76,400
-106,800
| -58% | -$2.72M |
|
|
NM
2323
DELISTED
Navios Maritime Holdings Inc.
NM
| $2.07M | ﹤0.01% |
172,400
+15,710
| +10% | +$240K |
|
|
MTLS
2324
Materialise
MTLS
$396M
| $2.07M | ﹤0.01% |
162,700
-45,800
| -22% | -$666K |
|
2325
The GEO Group
GEO
$4.04B
| $2.06M | ﹤0.01% |
+87,491
| New | +$2.22M |
|
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.