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 | |
|---|---|---|---|---|---|---|
2401
Radiant Logistics
RLGT
$414M
| $1.56M | ﹤0.01% |
293,600
+40,600
| +16% | +$202K |
|
2402
Investar Holding Corp
ISTR
$426M
| $1.55M | ﹤0.01% |
64,500
-13,235
| -17% | -$300K |
|
2403
Landmark Bancorp
LARK
$197M
| $1.55M | ﹤0.01% |
85,294
+5,120
| +6% | +$96.3K |
|
2404
RF Industries
RFIL
$148M
| $1.54M | ﹤0.01% |
654,400
-2,700
| -0.4% | -$5.2K |
|
|
EVBN
2405
DELISTED
Evans Bancorp Inc
EVBN
| $1.54M | ﹤0.01% |
35,600
+200
| +0.6% | +$8.27K |
|
|
VYNT
2406
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
| $1.54M | ﹤0.01% |
3,796
-2
| -0.1% | -$1.04K |
|
|
GBL
2407
DELISTED
GAMCO Investors, Inc.
GBL
| $1.54M | ﹤0.01% |
51,600
+9,900
| +24% | +$294K |
|
2408
Cerus
CERS
$572M
| $1.53M | ﹤0.01% |
560,214
+480,114
| +599% | +$1.18M |
|
2409
LXP Industrial Trust
LXP
$3.58B
| $1.53M | ﹤0.01% |
+29,876
| New | +$1.49M |
|
|
SAUC
2410
DELISTED
Diversified Restaurant Holdings, Inc. Common stock
SAUC
| $1.53M | ﹤0.01% |
733,900
+90,100
| +14% | +$204K |
|
2411
Biglari Holdings Class B
BH
$1.22B
| $1.52M | ﹤0.01% |
6,840
+660
| +11% | +$149K |
|
|
WTT
2412
DELISTED
Wireless Telecom Group, Inc.
WTT
| $1.51M | ﹤0.01% |
904,500
-9,600
| -1% | -$14.2K |
|
|
BVH
2413
DELISTED
Bluegreen Vacations Holding Corporation
BVH
| $1.51M | ﹤0.01% |
+40,960
| New | +$1.39M |
|
|
PBT
2414
Permian Basin Royalty Trust
PBT
$1.6B
| $1.51M | ﹤0.01% |
172,901
-9,900
| -5% | -$85.8K |
|
2415
Vericel Corp
VCEL
$2.25B
| $1.5M | ﹤0.01% |
+250,192
| New | +$960K |
|
2416
Q2 Holdings
QTWO
$4.02B
| $1.5M | ﹤0.01% |
36,000
-102,100
| -74% | -$3.99M |
|
2417
INNOVATE Corp
VATE
$104M
| $1.49M | ﹤0.01% |
28,275
-19,008
| -40% | -$1.01M |
|
2418
Altimmune
ALT
$562M
| $1.49M | ﹤0.01% |
21,425
-649
| -3% | -$48.3K |
|
2419
The Bancorp
TBBK
$2.83B
| $1.49M | ﹤0.01% |
+180,300
| New | +$1.4M |
|
|
NSH
2420
DELISTED
NuStar GP Holdings LLC
NSH
| $1.49M | ﹤0.01% |
67,600
+5,400
| +9% | +$121K |
|
2421
Lifeway Foods
LWAY
$377M
| $1.49M | ﹤0.01% |
166,900
+12,200
| +8% | +$111K |
|
|
BRT
2422
BRT Apartments
BRT
$270M
| $1.48M | ﹤0.01% |
138,060
+17,200
| +14% | +$144K |
|
|
CYBE
2423
DELISTED
Cyberoptics Corp
CYBE
| $1.48M | ﹤0.01% |
91,100
-198,800
| -69% | -$3.52M |
|
|
STKL
2424
DELISTED
SunOpta
STKL
| $1.48M | ﹤0.01% |
169,930
+33,633
| +25% | +$305K |
|
2425
Gorman-Rupp
GRC
$2.13B
| $1.47M | ﹤0.01% |
45,200
-8,515
| -16% | -$245K |
|
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.