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 | |
|---|---|---|---|---|---|---|
2426
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
| $1.71M | ﹤0.01% |
+20,441
| New | +$1.72M |
|
2427
Landmark Bancorp
LARK
$196M
| $1.71M | ﹤0.01% |
87,266
+1,972
| +2% | +$37.5K |
|
2428
Repligen
RGEN
$9.41B
| $1.71M | ﹤0.01% |
47,200
-112,300
| -70% | -$4.07M |
|
|
LFC
2429
DELISTED
China Life Insurance Company Ltd.
LFC
| $1.71M | ﹤0.01% |
109,683
-73,100
| -40% | -$1.19M |
|
2430
ACNB Corp
ACNB
$658M
| $1.71M | ﹤0.01% |
57,900
+16,759
| +41% | +$479K |
|
2431
MYR Group
MYRG
$5.23B
| $1.71M | ﹤0.01% |
47,800
-122,000
| -72% | -$4.05M |
|
|
RUTH
2432
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $1.71M | ﹤0.01% |
78,800
-837
| -1% | -$17.6K |
|
2433
Walt Disney
DIS
$184B
| $1.7M | ﹤0.01% |
15,800
-174,607
| -92% | -$18M |
|
|
IPAS
2434
DELISTED
Ipass Inc Common Stock
IPAS
| $1.7M | ﹤0.01% |
326,770
-4,500
| -1% | -$27.4K |
|
2435
iShares MSCI Switzerland ETF
EWL
$2.21B
| $1.69M | ﹤0.01% |
+47,600
| New | +$1.66M |
|
2436
Digital Turbine
APPS
$1.54B
| $1.69M | ﹤0.01% |
945,874
+163,700
| +21% | +$269K |
|
2437
Radcom
RDCM
$171M
| $1.69M | ﹤0.01% |
85,290
-8,810
| -9% | -$179K |
|
2438
Ardelyx
ARDX
$1.03B
| $1.69M | ﹤0.01% |
256,000
+160,600
| +168% | +$952K |
|
|
JASN
2439
DELISTED
Jason Industries, Inc.
JASN
| $1.69M | ﹤0.01% |
712,800
+333,000
| +88% | +$673K |
|
|
BCRH
2440
DELISTED
BLUE CAPITAL REINSURANCE HOLDINGS LTD.
BCRH
| $1.69M | ﹤0.01% |
140,100
-11,000
| -7% | -$148K |
|
|
NPKI
2441
NPK International
NPKI
$1.2B
| $1.69M | ﹤0.01% |
195,892
+132,292
| +208% | +$1.2M |
|
|
ICAD
2442
DELISTED
iCAD Inc
ICAD
| $1.68M | ﹤0.01% |
488,660
-15,100
| -3% | -$60.8K |
|
|
MSON
2443
DELISTED
Misonix Inc
MSON
| $1.68M | ﹤0.01% |
177,400
+7,500
| +4% | +$75.6K |
|
|
BOLD
2444
DELISTED
Audentes Therapeutics, Inc
BOLD
| $1.67M | ﹤0.01% |
+53,500
| New | +$1.47M |
|
|
MRIN
2445
DELISTED
Marin Software
MRIN
| $1.67M | ﹤0.01% |
25,395
+2,485
| +11% | +$178K |
|
2446
Harte-Hanks
HHS
$32.2M
| $1.66M | ﹤0.01% |
175,121
+7,721
| +5% | +$77.8K |
|
|
QUMU
2447
DELISTED
Qumu Corp.
QUMU
| $1.66M | ﹤0.01% |
699,921
+22,018
| +3% | +$57.7K |
|
|
PBT
2448
Permian Basin Royalty Trust
PBT
$1.59B
| $1.66M | ﹤0.01% |
186,801
+13,900
| +8% | +$127K |
|
|
ELON
2449
DELISTED
Echelon Corp
ELON
| $1.66M | ﹤0.01% |
298,900
+6,100
| +2% | +$30.1K |
|
|
IBKC
2450
DELISTED
IBERIABANK Corp
IBKC
| $1.65M | ﹤0.01% |
21,348
-229,100
| -91% | -$17.6M |
|
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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.