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 | |
|---|---|---|---|---|---|---|
|
TLP
2351
DELISTED
Transmontaigne
TLP
| $1.98M | ﹤0.01% |
50,200
-12,886
| -20% | -$527K |
|
2352
VanEck Oil Services ETF
OIH
$2.01B
| $1.98M | ﹤0.01% |
+3,795
| New | +$1.88M |
|
2353
St. Joe Company
JOE
$3.86B
| $1.97M | ﹤0.01% |
+109,000
| New | +$2.02M |
|
2354
Crown Crafts
CRWS
$30.7M
| $1.96M | ﹤0.01% |
304,529
+17,729
| +6% | +$112K |
|
2355
Hallador Energy
HNRG
$763M
| $1.96M | ﹤0.01% |
321,700
-97,500
| -23% | -$549K |
|
2356
Pampa Energía
PAM
$4.25B
| $1.96M | ﹤0.01% |
+29,100
| New | +$1.91M |
|
2357
Omega Flex
OFLX
$285M
| $1.96M | ﹤0.01% |
27,400
+12,500
| +84% | +$828K |
|
2358
Chicago Rivet & Machine Co
CVR
$9.92M
| $1.96M | ﹤0.01% |
61,500
+1,500
| +3% | +$46.6K |
|
2359
Triumph Financial Inc
TFIN
$1.87B
| $1.95M | ﹤0.01% |
62,000
-67,888
| -52% | -$2.14M |
|
|
NBSE
2360
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
| $1.95M | ﹤0.01% |
2,625
+654
| +33% | +$253K |
|
|
CJ
2361
DELISTED
C&J Energy Services, Inc.
CJ
| $1.95M | ﹤0.01% |
+58,300
| New | +$1.76M |
|
|
EPZM
2362
DELISTED
Epizyme, Inc
EPZM
| $1.95M | ﹤0.01% |
155,276
-75,112
| -33% | -$1.09M |
|
|
CAVM
2363
DELISTED
Cavium, Inc.
CAVM
| $1.95M | ﹤0.01% |
23,233
-361,499
| -94% | -$28M |
|
2364
BioCryst Pharmaceuticals
BCRX
$2.44B
| $1.95M | ﹤0.01% |
396,203
+169,700
| +75% | +$822K |
|
|
TELL
2365
DELISTED
Tellurian Inc.
TELL
| $1.94M | ﹤0.01% |
+199,600
| New | +$2.14M |
|
|
AFH
2366
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
| $1.94M | ﹤0.01% |
94,600
+20,300
| +27% | +$394K |
|
2367
Broadwind
BWEN
$125M
| $1.94M | ﹤0.01% |
714,490
-100,000
| -12% | -$273K |
|
2368
Network-1 Technologies
NTIP
$35.9M
| $1.94M | ﹤0.01% |
806,462
+38,462
| +5% | +$127K |
|
|
SIEN
2369
DELISTED
Sientra, Inc.
SIEN
| $1.94M | ﹤0.01% |
13,760
-3,410
| -20% | -$496K |
|
|
ATTO
2370
DELISTED
Atento S.A.
ATTO
| $1.93M | ﹤0.01% |
37,875
+23,473
| +163% | +$1.25M |
|
|
ORM
2371
DELISTED
Owens Realty Mortgage, Inc.
ORM
| $1.93M | ﹤0.01% |
120,700
-11,500
| -9% | -$196K |
|
2372
Old National Bancorp
ONB
$10.4B
| $1.93M | ﹤0.01% |
110,576
-20,400
| -16% | -$367K |
|
2373
CEMIG Preferred Shares
CIG
$5.49B
| $1.91M | ﹤0.01% |
1,823,029
+25,109
| +1% | +$28.5K |
|
|
CEQP
2374
DELISTED
Crestwood Equity Partners LP
CEQP
| $1.91M | ﹤0.01% |
73,942
-14,340
| -16% | -$349K |
|
|
WAGE
2375
DELISTED
WageWorks, Inc.
WAGE
| $1.9M | ﹤0.01% |
30,700
-589,500
| -95% | -$36.9M |
|
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.