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 | |
|---|---|---|---|---|---|---|
|
NMBL
251
DELISTED
Nimble Storage, Inc.
NMBL
| $67.5M | 0.09% |
5,403,300
+969,600
| +22% | +$9.49M |
|
252
Xylem
XYL
$28.8B
| $67.2M | 0.09% |
1,338,800
+538,900
| +67% | +$26.3M |
|
253
Herbalife
HLF
$1.23B
| $67.2M | 0.09% |
2,312,400
-2,846,000
| -55% | -$79.2M |
|
254
Braskem
BAK
$881M
| $66.4M | 0.09% |
3,262,800
+657,400
| +25% | +$13.8M |
|
255
OraSure Technologies
OSUR
$268M
| $66.4M | 0.09% |
5,132,003
+934,700
| +22% | +$9.67M |
|
256
Coca-Cola Femsa
KOF
$23B
| $66M | 0.09% |
921,100
+3,300
| +0.4% | +$216K |
|
257
Thomson Reuters
TRI
$45.4B
| $65.8M | 0.09% |
1,311,676
+1,185,954
| +943% | +$60.6M |
|
258
Keurig Dr Pepper
KDP
$39.7B
| $65.6M | 0.09% |
669,500
+573,900
| +600% | +$53.5M |
|
259
Dollar General
DG
$26.5B
| $65.4M | 0.09% |
+938,600
| New | +$68.7M |
|
260
Dollar Tree
DLTR
$24.6B
| $65.4M | 0.09% |
833,803
+155,700
| +23% | +$12M |
|
261
Dentsply Sirona
XRAY
$2.31B
| $65.2M | 0.09% |
1,044,558
+742,700
| +246% | +$44.7M |
|
262
Veeva Systems
VEEV
$38.4B
| $65.2M | 0.09% |
1,271,600
-645,200
| -34% | -$29M |
|
263
COPT Defense Properties
CDP
$4.13B
| $65M | 0.09% |
1,962,909
-385,391
| -16% | -$12.6M |
|
264
Healthpeak Properties
DOC
$14.1B
| $64.6M | 0.09% |
2,064,931
-1,420,269
| -41% | -$43.6M |
|
|
ATVI
265
DELISTED
Activision Blizzard
ATVI
| $64.3M | 0.09% |
1,289,498
-1,959,100
| -60% | -$86.1M |
|
266
CorVel
CRVL
$3.09B
| $63.7M | 0.09% |
4,392,459
-350,241
| -7% | -$4.61M |
|
267
Vale
VALE
$60.9B
| $63.7M | 0.09% |
6,702,200
-1,872,300
| -22% | -$18.6M |
|
268
Ball Corp
BALL
$16.6B
| $63.3M | 0.09% |
1,703,822
-1,673,600
| -50% | -$62.5M |
|
|
BT
269
DELISTED
BT Group plc (ADR)
BT
| $63.2M | 0.09% |
3,145,100
-571,500
| -15% | -$12M |
|
|
RPAI
270
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $63.1M | 0.09% |
4,378,402
+142,847
| +3% | +$2.13M |
|
271
NVR
NVR
$17.1B
| $63.1M | 0.09% |
29,930
+22,080
| +281% | +$41.8M |
|
272
HP
HPQ
$26.6B
| $62.8M | 0.09% |
+3,513,631
| New | +$56.8M |
|
273
Ally Financial
ALLY
$13.4B
| $62.8M | 0.09% |
3,089,800
+1,483,600
| +92% | +$31.5M |
|
274
Ultrapar
UGP
$6.34B
| $62.8M | 0.09% |
5,526,000
-628,600
| -10% | -$6.75M |
|
275
WD-40
WDFC
$3.13B
| $62.2M | 0.09% |
571,300
-3,400
| -0.6% | -$370K |
|
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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.