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 | |
|---|---|---|---|---|---|---|
|
RXDX
2326
DELISTED
Ignyta, Inc.
RXDX
| $2.06M | ﹤0.01% |
77,100
+21,860
| +40% | +$355K |
|
2327
Maximus
MMS
$2.9B
| $2.05M | ﹤0.01% |
+28,700
| New | +$1.93M |
|
|
WPRT
2328
Westport Fuel Systems
WPRT
$33.4M
| $2.05M | ﹤0.01% |
54,513
+45,084
| +478% | +$1.47M |
|
2329
FB Financial Corp
FBK
$3.1B
| $2.05M | ﹤0.01% |
48,800
-20,300
| -29% | -$824K |
|
|
LUNA
2330
DELISTED
Luna Innovations Incorporated
LUNA
| $2.04M | ﹤0.01% |
841,005
+263,700
| +46% | +$517K |
|
2331
Pluri
PLUR
$18.5M
| $2.04M | ﹤0.01% |
18,504
-1,190
| -6% | -$149K |
|
2332
Iron Mountain
IRM
$38.1B
| $2.04M | ﹤0.01% |
+54,062
| New | +$2.15M |
|
2333
Five Point Holdings
FPH
$368M
| $2.04M | ﹤0.01% |
144,600
+89,300
| +161% | +$1.22M |
|
|
AOI
2334
DELISTED
Alliance One International
AOI
| $2.04M | ﹤0.01% |
153,859
+7,279
| +5% | +$90.4K |
|
2335
Alico
ALCO
$303M
| $2.04M | ﹤0.01% |
69,091
+4,347
| +7% | +$140K |
|
|
CVGW
2336
DELISTED
Calavo Growers
CVGW
| $2.04M | ﹤0.01% |
24,120
-17,400
| -42% | -$1.28M |
|
|
TRIB
2337
Trinity Biotech
TRIB
$7.79M
| $2.03M | ﹤0.01% |
2,659
+803
| +43% | +$621K |
|
2338
Arbutus Biopharma
ABUS
$924M
| $2.03M | ﹤0.01% |
402,573
+241,963
| +151% | +$1.42M |
|
2339
Aegon
AEG
$14B
| $2.03M | ﹤0.01% |
396,531
+345,535
| +678% | +$1.68M |
|
2340
Fair Isaac
FICO
$23.6B
| $2.03M | ﹤0.01% |
+13,250
| New | +$2.01M |
|
2341
First Bank
FRBA
$471M
| $2.03M | ﹤0.01% |
146,600
+113,903
| +348% | +$1.52M |
|
2342
CryoPort
CYRX
$761M
| $2.02M | ﹤0.01% |
235,100
-5,900
| -2% | -$46.3K |
|
2343
Harvard Bioscience
HBIO
$30.3M
| $2.02M | ﹤0.01% |
61,213
+708
| +1% | +$23.9K |
|
2344
Kamada
KMDA
$436M
| $2.01M | ﹤0.01% |
424,100
-8,300
| -2% | -$39.1K |
|
|
GPL
2345
DELISTED
Great Panther Mining Limited
GPL
| $2.01M | ﹤0.01% |
155,910
+28,640
| +23% | +$347K |
|
2346
Lindblad Expeditions
LIND
$2.23B
| $2M | ﹤0.01% |
204,700
+70,900
| +53% | +$737K |
|
2347
Expro Ltd
XPRO
$2.13B
| $2M | ﹤0.01% |
+50,117
| New | +$2M |
|
2348
State Street Financial Select Sector SPDR ETF
XLF
$59.4B
| $1.99M | ﹤0.01% |
71,400
-183,500
| -72% | -$4.94M |
|
2349
NNN REIT
NNN
$8.89B
| $1.99M | ﹤0.01% |
+46,100
| New | +$1.93M |
|
|
HF
2350
DELISTED
HFF Inc.
HF
| $1.98M | ﹤0.01% |
40,700
-100,800
| -71% | -$4.44M |
|
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.