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 | |
|---|---|---|---|---|---|---|
2376
CVD Equipment Corp
CVV
$55.2M
| $1.9M | ﹤0.01% |
163,700
+35,700
| +28% | +$411K |
|
|
BBQ
2377
DELISTED
BBQ Holdings, Inc. Common Stock
BBQ
| $1.9M | ﹤0.01% |
290,367
+29,967
| +12% | +$142K |
|
2378
Weyco Group
WEYS
$430M
| $1.9M | ﹤0.01% |
63,900
+24,800
| +63% | +$697K |
|
|
MTL
2379
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
| $1.9M | ﹤0.01% |
360,866
+332,466
| +1,171% | +$1.6M |
|
2380
DNOW Inc
DNOW
$2.98B
| $1.88M | ﹤0.01% |
170,700
+135,800
| +389% | +$1.55M |
|
|
JAX
2381
DELISTED
J. Alexander's Holdings, Inc.
JAX
| $1.88M | ﹤0.01% |
193,700
+34,300
| +22% | +$356K |
|
|
NGHC
2382
DELISTED
National General Holdings Corp
NGHC
| $1.87M | ﹤0.01% |
95,400
-328,500
| -77% | -$6.73M |
|
2383
Universal Insurance Holdings
UVE
$1.19B
| $1.87M | ﹤0.01% |
68,300
+52,300
| +327% | +$1.31M |
|
|
CCEC
2384
Capital Clean Energy Carriers
CCEC
$1.35B
| $1.86M | ﹤0.01% |
79,193
+277
| +0.4% | +$6.51K |
|
2385
Heartland Express
HTLD
$991M
| $1.86M | ﹤0.01% |
79,530
-3
| -0% | -$68 |
|
2386
iShares MSCI Taiwan ETF
EWT
$11.5B
| $1.85M | ﹤0.01% |
51,200
+44,700
| +688% | +$1.66M |
|
2387
American Superconductor
AMSC
$1.55B
| $1.85M | ﹤0.01% |
508,588
-45,700
| -8% | -$174K |
|
|
HEES
2388
DELISTED
H&E Equipment Services
HEES
| $1.85M | ﹤0.01% |
45,400
-97,400
| -68% | -$3.33M |
|
2389
Miller Industries
MLR
$645M
| $1.84M | ﹤0.01% |
71,299
+2,659
| +4% | +$72K |
|
2390
RF Industries
RFIL
$147M
| $1.84M | ﹤0.01% |
680,853
+26,453
| +4% | +$64.7K |
|
2391
HCI Group
HCI
$2.3B
| $1.84M | ﹤0.01% |
61,396
+43,000
| +234% | +$1.43M |
|
|
GVP
2392
DELISTED
GSE Systems, Inc.
GVP
| $1.83M | ﹤0.01% |
56,218
+978
| +2% | +$32.7K |
|
|
CISN
2393
DELISTED
Cision Ltd. Ordinary Share
CISN
| $1.82M | ﹤0.01% |
153,200
+43,600
| +40% | +$538K |
|
2394
Aptevo Therapeutics
APVO
$4.55M
| – | – |
0
| – | – |
|
|
FBMS
2395
DELISTED
The First Bancshares, Inc.
FBMS
| $1.82M | ﹤0.01% |
53,100
+12,170
| +30% | +$388K |
|
|
SPN
2396
DELISTED
Superior Energy Services, Inc.
SPN
| $1.82M | ﹤0.01% |
+18,853
| New | +$1.75M |
|
2397
LSI Industries
LYTS
$907M
| $1.81M | ﹤0.01% |
263,500
-13,000
| -5% | -$87.9K |
|
2398
First Hawaiian
FHB
$3.38B
| $1.81M | ﹤0.01% |
62,100
+28,400
| +84% | +$831K |
|
2399
Cato Corp
CATO
$67.7M
| $1.81M | ﹤0.01% |
113,750
-158,690
| -58% | -$2.3M |
|
2400
ICF International
ICFI
$1.59B
| $1.81M | ﹤0.01% |
34,400
-80,000
| -70% | -$4.31M |
|
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.