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 | |
|---|---|---|---|---|---|---|
2401
Imperial Oil
IMO
$65B
| $1.81M | ﹤0.01% |
57,895
+33,100
| +133% | +$1.03M |
|
2402
MarineMax
HZO
$1.15B
| $1.8M | ﹤0.01% |
+95,300
| New | +$1.84M |
|
2403
Axcelis
ACLS
$4.32B
| $1.8M | ﹤0.01% |
+62,699
| New | +$1.97M |
|
2404
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
| $1.79M | ﹤0.01% |
+17,000
| New | +$1.8M |
|
|
ARII
2405
DELISTED
American Railcar Industries, Inc.
ARII
| $1.79M | ﹤0.01% |
43,100
-57,623
| -57% | -$2.27M |
|
2406
Steven Madden
SHOO
$3.44B
| $1.79M | ﹤0.01% |
+57,567
| New | +$1.61M |
|
2407
Ameris Bancorp
ABCB
$6.02B
| $1.79M | ﹤0.01% |
37,166
-131,617
| -78% | -$6.37M |
|
2408
Peoples Financial Services
PFIS
$714M
| $1.79M | ﹤0.01% |
38,400
-4,459
| -10% | -$210K |
|
|
CBAY
2409
DELISTED
Cymabay Therapeutics
CBAY
| $1.79M | ﹤0.01% |
194,100
-376,100
| -66% | -$3.21M |
|
2410
ENI
E
$79.5B
| $1.78M | ﹤0.01% |
53,550
-92,800
| -63% | -$3.06M |
|
2411
Genie Energy
GNE
$383M
| $1.78M | ﹤0.01% |
407,297
-12,700
| -3% | -$67K |
|
|
ACH
2412
Accendra Health
ACH
$80.7M
| $1.77M | ﹤0.01% |
93,850
+68,100
| +264% | +$1.51M |
|
2413
Plains GP Holdings
PAGP
$5.07B
| $1.77M | ﹤0.01% |
+80,661
| New | +$1.7M |
|
|
VNET
2414
VNET Group
VNET
$2.17B
| $1.77M | ﹤0.01% |
+221,767
| New | +$1.61M |
|
|
SMED
2415
DELISTED
Sharps Compliance Corp
SMED
| $1.77M | ﹤0.01% |
432,300
+33,300
| +8% | +$140K |
|
2416
Q2 Holdings
QTWO
$4.03B
| $1.76M | ﹤0.01% |
47,900
+11,900
| +33% | +$488K |
|
|
MSB
2417
Mesabi Trust
MSB
$301M
| $1.76M | ﹤0.01% |
70,100
-23,408
| -25% | -$547K |
|
|
XRN
2418
Chiron Real Estate Inc
XRN
$495M
| $1.75M | ﹤0.01% |
+42,800
| New | +$1.91M |
|
|
SVM
2419
Silvercorp Metals
SVM
$2.69B
| $1.75M | ﹤0.01% |
667,700
+182,100
| +38% | +$464K |
|
|
ECOM
2420
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $1.75M | ﹤0.01% |
193,900
-33,100
| -15% | -$327K |
|
|
SOL
2421
DELISTED
Emeren Group
SOL
| $1.74M | ﹤0.01% |
654,960
+34,500
| +6% | +$98K |
|
2422
Aspen Aerogels
ASPN
$492M
| $1.73M | ﹤0.01% |
355,000
+31,800
| +10% | +$148K |
|
|
USAK
2423
DELISTED
USA Truck Inc
USAK
| $1.72M | ﹤0.01% |
95,094
+38,594
| +68% | +$625K |
|
|
EVBN
2424
DELISTED
Evans Bancorp Inc
EVBN
| $1.72M | ﹤0.01% |
41,100
+5,500
| +15% | +$235K |
|
2425
Alerian MLP ETF
AMLP
$13.2B
| $1.72M | ﹤0.01% |
+31,860
| New | +$1.7M |
|
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.