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 |
Medtronic
MDT
|
+$495M |
| 2 |
ExxonMobil
XOM
|
+$290M |
| 3 |
FedEx
FDX
|
+$273M |
| 4 |
Netflix
NFLX
|
+$262M |
| 5 |
RTX Corp
RTX
|
+$234M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$290M |
| 2 |
EA
Electronic Arts
EA
|
+$280M |
| 3 |
Mastercard
MA
|
+$252M |
| 4 |
RAI
Reynolds American Inc
RAI
|
+$245M |
| 5 |
Johnson & Johnson
JNJ
|
+$242M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.15% |
| 2 | Technology | 16.1% |
| 3 | Financials | 11.82% |
| 4 | Industrials | 9.72% |
| 5 | Consumer Discretionary | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2376
State Street Utilities Select Sector SPDR ETF
XLU
$23B
| $1.64M | ﹤0.01% |
61,800
-8,800
| -12% | -$236K |
|
2377
Baytex Energy
BTE
$3.05B
| $1.64M | ﹤0.01% |
543,397
-62,700
| -10% | -$164K |
|
2378
Apogee Enterprises
APOG
$883M
| $1.63M | ﹤0.01% |
+33,683
| New | +$1.66M |
|
|
WSR
2379
DELISTED
Whitestone REIT
WSR
| $1.62M | ﹤0.01% |
124,400
-183,301
| -60% | -$2.34M |
|
|
BREW
2380
DELISTED
Craft Brew Alliance, Inc.
BREW
| $1.62M | ﹤0.01% |
92,197
+67,697
| +276% | +$1.2M |
|
|
CWBC
2381
Community West Bancshares
CWBC
$706M
| $1.62M | ﹤0.01% |
72,480
+48,280
| +200% | +$1.01M |
|
|
AYR
2382
DELISTED
Aircastle Ltd
AYR
| $1.61M | ﹤0.01% |
+72,400
| New | +$1.61M |
|
2383
AudioCodes
AUDC
$252M
| $1.61M | ﹤0.01% |
225,651
+18,751
| +9% | +$126K |
|
|
AIOT
2384
PowerFleet Inc
AIOT
$420M
| $1.61M | ﹤0.01% |
214,455
+74,640
| +53% | +$491K |
|
2385
Host Hotels & Resorts
HST
$15.7B
| $1.61M | ﹤0.01% |
+87,065
| New | +$1.58M |
|
|
CGNT
2386
DELISTED
Cogentix Medical, Inc.
CGNT
| $1.61M | ﹤0.01% |
628,737
+69,658
| +12% | +$153K |
|
2387
News Corp Class B
NWS
$17.9B
| $1.61M | ﹤0.01% |
117,800
+79,408
| +207% | +$1.1M |
|
2388
AZZ Inc
AZZ
$4.52B
| $1.61M | ﹤0.01% |
33,000
+23,900
| +263% | +$1.19M |
|
|
AMFW
2389
DELISTED
AMEC Foster Wheeler plc
AMFW
| $1.61M | ﹤0.01% |
237,757
-25,543
| -10% | -$149K |
|
2390
Comtech Telecommunications
CMTL
$53.3M
| $1.6M | ﹤0.01% |
+77,900
| New | +$1.49M |
|
2391
Insteel Industries
IIIN
$635M
| $1.6M | ﹤0.01% |
+61,240
| New | +$1.65M |
|
|
AOI
2392
DELISTED
Alliance One International
AOI
| $1.6M | ﹤0.01% |
146,580
-1,600
| -1% | -$20.5K |
|
|
BBOX
2393
DELISTED
Black Box Corp
BBOX
| $1.6M | ﹤0.01% |
491,400
+84,190
| +21% | +$451K |
|
2394
Consumer Portfolio Services
CPSS
$208M
| $1.59M | ﹤0.01% |
348,500
-83,000
| -19% | -$353K |
|
|
TACO
2395
DELISTED
Del Taco Restaurants, Inc. Common Stock
TACO
| $1.58M | ﹤0.01% |
+103,000
| New | +$1.4M |
|
|
GPL
2396
DELISTED
Great Panther Mining Limited
GPL
| $1.58M | ﹤0.01% |
127,270
-9,520
| -7% | -$123K |
|
|
NGD
2397
DELISTED
New Gold Inc
NGD
| $1.57M | ﹤0.01% |
+424,500
| New | +$1.47M |
|
2398
Minerva Neurosciences
NERV
$212M
| $1.56M | ﹤0.01% |
25,700
+23,850
| +1,289% | +$1.37M |
|
|
SOHO
2399
DELISTED
Sotherly Hotels
SOHO
| $1.56M | ﹤0.01% |
265,300
+52,500
| +25% | +$327K |
|
|
TRIB
2400
Trinity Biotech
TRIB
$8.2M
| $1.56M | ﹤0.01% |
1,856
+316
| +21% | +$264K |
|
Similar funds
Jim Simons's Q3 2017 Portfolio in Review
As of Q3 2017, Jim Simons held 3,587 positions worth $85B, up 8.4% from $78.4B the previous quarter. Its ten largest holdings account for 8.5% of the portfolio.
Jim Simons deployed $2.91B of net new capital in Q3 2017, opening 418 new positions and adding to 1,684 existing holdings. Its largest new stake was ExxonMobil: 3,652,454 shares worth $299M.
By sector, the portfolio is most concentrated in Healthcare at 17% of assets, down from 17% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Electronic Arts, an estimated $280M trimmed.
- Jim Simons's largest Q3 2017 buy was ExxonMobil: 3,652,454 shares worth $299M.
- Jim Simons added most to Medtronic in Q3 2017, an estimated $495M increase.
- Jim Simons's biggest Q3 2017 reduction was Electronic Arts, cutting an estimated $280M.
- Jim Simons fully exited Amazon in Q3 2017, selling an estimated $290M.
- Jim Simons's ten largest holdings make up 8.5% of its $85B portfolio in Q3 2017.
- Jim Simons opened 418 new positions and closed 418 in Q3 2017.
- Jim Simons's portfolio value rose 8.4% quarter-over-quarter to $85B.
Based on Renaissance Technologies's 13F filing for Q3 2017, filed 13 Nov 2017.