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 | |
|---|---|---|---|---|---|---|
2451
EyePoint Inc
EYPT
$1.19B
| $1.65M | ﹤0.01% |
152,400
+5,990
| +4% | +$72.1K |
|
|
HMNF
2452
DELISTED
HMN Financial Inc
HMNF
| $1.64M | ﹤0.01% |
86,000
+4,100
| +5% | +$76K |
|
|
CWBC
2453
Community West Bancshares
CWBC
$706M
| $1.64M | ﹤0.01% |
81,200
+8,720
| +12% | +$178K |
|
2454
PDS Biotechnology
PDSB
$13.1M
| $1.64M | ﹤0.01% |
8,740
+105
| +1% | +$21.1K |
|
2455
Sumitomo Mitsui Financial
SMFG
$167B
| $1.64M | ﹤0.01% |
188,500
-1,366,400
| -88% | -$11.1M |
|
|
CTIC
2456
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
| $1.63M | ﹤0.01% |
609,849
+198,700
| +48% | +$582K |
|
2457
Ultralife
ULBI
$127M
| $1.62M | ﹤0.01% |
247,400
+29,606
| +14% | +$199K |
|
2458
Grupo Cibest SA
CIB
$22.9B
| $1.62M | ﹤0.01% |
40,800
-344,900
| -89% | -$14M |
|
|
IOTS
2459
DELISTED
Adesto Technologies Corp
IOTS
| $1.61M | ﹤0.01% |
250,200
+122,400
| +96% | +$928K |
|
2460
Hilltop Holdings
HTH
$2.28B
| $1.61M | ﹤0.01% |
63,684
-25,400
| -29% | -$623K |
|
|
EQGP
2461
DELISTED
EQGP Holdings, LP
EQGP
| $1.61M | ﹤0.01% |
+59,900
| New | +$1.62M |
|
2462
Universal Logistics Holdings
ULH
$509M
| $1.61M | ﹤0.01% |
67,700
+35,500
| +110% | +$794K |
|
|
XRM
2463
DELISTED
Xerium Technologies Inc (new)
XRM
| $1.61M | ﹤0.01% |
377,135
-12,765
| -3% | -$56.1K |
|
2464
Prothena Corp
PRTA
$458M
| $1.6M | ﹤0.01% |
+42,700
| New | +$2.17M |
|
2465
Kosmos Energy
KOS
$1.53B
| $1.6M | ﹤0.01% |
233,638
-211,000
| -47% | -$1.61M |
|
2466
Teekay Tankers
TNK
$2.93B
| $1.6M | ﹤0.01% |
142,864
+54,913
| +62% | +$675K |
|
|
AGTC
2467
DELISTED
Applied Genetic Technologies Corporation
AGTC
| $1.6M | ﹤0.01% |
444,428
+109,128
| +33% | +$412K |
|
2468
Flotek Industries
FTK
$1.32B
| $1.59M | ﹤0.01% |
56,798
+13,535
| +31% | +$385K |
|
|
PIR
2469
DELISTED
Pier 1 Imports, Inc.
PIR
| $1.58M | ﹤0.01% |
19,135
-21,345
| -53% | -$1.9M |
|
2470
Walker & Dunlop
WD
$1.48B
| $1.58M | ﹤0.01% |
+33,200
| New | +$1.69M |
|
|
ATTU
2471
DELISTED
Attunity Ltd
ATTU
| $1.57M | ﹤0.01% |
225,700
+44,400
| +24% | +$319K |
|
2472
Geron
GERN
$949M
| $1.57M | ﹤0.01% |
872,115
+222,235
| +34% | +$449K |
|
|
X
2473
DELISTED
US Steel
X
| $1.57M | ﹤0.01% |
+44,500
| New | +$1.29M |
|
|
CCIH
2474
DELISTED
Chinacache International Holdings Ltd
CCIH
| $1.56M | ﹤0.01% |
924,699
+177,600
| +24% | +$208K |
|
2475
Global Ship Lease
GSL
$1.51B
| $1.55M | ﹤0.01% |
167,313
+12,288
| +8% | +$130K |
|
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.