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 |
Merck
MRK
|
+$468M |
| 2 |
Johnson & Johnson
JNJ
|
+$440M |
| 3 |
IBM
IBM
|
+$355M |
| 4 |
Booking.com
BKNG
|
+$332M |
| 5 |
RAI
Reynolds American Inc
RAI
|
+$331M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
LLTC
Linear Technology Corp
LLTC
|
+$482M |
| 2 |
Walt Disney
DIS
|
+$247M |
| 3 |
Visa
V
|
+$219M |
| 4 |
Deere & Co
DE
|
+$200M |
| 5 |
Johnson Controls International
JCI
|
+$179M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 15.02% |
| 2 | Technology | 13.31% |
| 3 | Financials | 12.25% |
| 4 | Industrials | 9.65% |
| 5 | Consumer Staples | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2651
FB Financial Corp
FBK
$3.1B
| $728K | ﹤0.01% |
+20,600
| New | +$607K |
|
|
AVNS
2652
DELISTED
Avanos Medical
AVNS
| $727K | ﹤0.01% |
+19,079
| New | +$743K |
|
2653
SK Telecom
SKM
$13.5B
| $723K | ﹤0.01% |
17,432
-120,600
| -87% | -$4.5M |
|
|
HNR
2654
DELISTED
Harvest Natural Resources
HNR
| $722K | ﹤0.01% |
108,701
-65,490
| -38% | -$430K |
|
|
NADL
2655
DELISTED
North Atlantic Drilling Ltd
NADL
| $721K | ﹤0.01% |
426,840
-27,100
| -6% | -$60.9K |
|
|
GLBR
2656
DELISTED
Global Brokerage, Inc. Class A Common Stock
GLBR
| $720K | ﹤0.01% |
266,730
+9,500
| +4% | +$41.3K |
|
2657
Enphase Energy
ENPH
$5.39B
| $717K | ﹤0.01% |
523,033
+114,900
| +28% | +$167K |
|
2658
Moog Inc Class A
MOG.A
$13.6B
| $714K | ﹤0.01% |
10,600
-36,245
| -77% | -$2.4M |
|
|
CVO
2659
DELISTED
Cenevo, Inc.
CVO
| $713K | ﹤0.01% |
141,947
+12,300
| +9% | +$76.2K |
|
|
BLPH
2660
DELISTED
Bellerophon Therapeutics, Inc.
BLPH
| $711K | ﹤0.01% |
31,827
+15,887
| +100% | +$250K |
|
2661
Diodes
DIOD
$4.93B
| $710K | ﹤0.01% |
29,527
-169,300
| -85% | -$4.21M |
|
|
KW
2662
DELISTED
Kennedy-Wilson Holdings
KW
| $710K | ﹤0.01% |
32,000
-16,520
| -34% | -$348K |
|
|
FRTA
2663
DELISTED
Forterra, Inc
FRTA
| $702K | ﹤0.01% |
+36,000
| New | +$693K |
|
2664
Alphatec Holdings
ATEC
$1.49B
| $701K | ﹤0.01% |
300,987
-12,558
| -4% | -$40.1K |
|
|
BCOM
2665
DELISTED
B Communications Ltd
BCOM
| $700K | ﹤0.01% |
35,000
+1,100
| +3% | +$21.8K |
|
2666
Kura Oncology
KURA
$882M
| $697K | ﹤0.01% |
79,200
+48,600
| +159% | +$356K |
|
|
CETV
2667
DELISTED
Central European Media Enterprises Ltd
CETV
| $695K | ﹤0.01% |
224,233
+159,854
| +248% | +$447K |
|
|
VRS
2668
DELISTED
Verso Corporation
VRS
| $694K | ﹤0.01% |
+115,700
| New | +$835K |
|
2669
Security National Financial
SNFCA
$242M
| $688K | ﹤0.01% |
160,988
+2,929
| +2% | +$12.8K |
|
2670
Colony Bankcorp
CBAN
$467M
| $687K | ﹤0.01% |
49,600
+10,400
| +27% | +$143K |
|
2671
Kinsale Capital Group
KNSL
$8.51B
| $686K | ﹤0.01% |
+21,400
| New | +$664K |
|
2672
Investar Holding Corp
ISTR
$424M
| $684K | ﹤0.01% |
+31,227
| New | +$634K |
|
|
JAX
2673
DELISTED
J. Alexander's Holdings, Inc.
JAX
| $677K | ﹤0.01% |
67,400
+7,800
| +13% | +$75.9K |
|
|
HTM
2674
DELISTED
U.S. Geothermal Inc.
HTM
| $675K | ﹤0.01% |
165,049
-31,077
| -16% | -$135K |
|
|
TGP
2675
DELISTED
Teekay LNG Partners L.P.
TGP
| $670K | ﹤0.01% |
+38,200
| New | +$671K |
|
Similar funds
Jim Simons's Q1 2017 Portfolio in Review
As of Q1 2017, Jim Simons held 3,652 positions worth $71.6B, up 13% from $63.2B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.
Jim Simons deployed $5.19B of net new capital in Q1 2017, opening 433 new positions and adding to 1,585 existing holdings. Its largest new stake was Merck: 7,716,460 shares worth $468M.
By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 12% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Walt Disney, an estimated $247M trimmed.
- Jim Simons's largest Q1 2017 buy was Merck: 7,716,460 shares worth $468M.
- Jim Simons added most to Johnson & Johnson in Q1 2017, an estimated $440M increase.
- Jim Simons's biggest Q1 2017 reduction was Walt Disney, cutting an estimated $247M.
- Jim Simons fully exited Linear Technology Corp in Q1 2017, selling an estimated $482M.
- Jim Simons's ten largest holdings make up 7.9% of its $71.6B portfolio in Q1 2017.
- Jim Simons opened 433 new positions and closed 462 in Q1 2017.
- Jim Simons's portfolio value rose 13% quarter-over-quarter to $71.6B.
Based on Renaissance Technologies's 13F filing for Q1 2017, filed 12 May 2017.