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 | |
|---|---|---|---|---|---|---|
|
EQC
301
DELISTED
Equity Commonwealth
EQC
| $58.9M | 0.08% |
1,885,975
-234,523
| -11% | -$7.28M |
|
302
Liberty Global Class C
LBTYK
$3.4B
| $58.8M | 0.08% |
1,678,415
-168,800
| -9% | -$5.82M |
|
303
Grand Canyon Education
LOPE
$3.76B
| $58.7M | 0.08% |
819,600
-1,000
| -0.1% | -$62.1K |
|
304
Berkshire Hathaway Class B
BRK.B
$1.11T
| $58.6M | 0.08% |
351,400
-93,300
| -21% | -$15.6M |
|
305
Nabors Industries
NBR
$1.3B
| $58.4M | 0.08% |
89,352
+71,972
| +414% | +$55.1M |
|
|
AMWD
306
DELISTED
American Woodmark
AMWD
| $58.2M | 0.08% |
633,900
-25,701
| -4% | -$2.06M |
|
|
SFR
307
DELISTED
Starwood Waypoint Homes
SFR
| $58M | 0.08% |
1,709,579
+1,045,779
| +158% | +$33.3M |
|
308
Centene
CNC
$32.1B
| $57.9M | 0.08% |
1,625,232
+711,800
| +78% | +$23.8M |
|
|
SCG
309
DELISTED
Scana
SCG
| $57.7M | 0.08% |
883,300
+350,300
| +66% | +$24.2M |
|
|
UCB
310
United Community Banks
UCB
$4.36B
| $57.5M | 0.08% |
2,078,168
+325,400
| +19% | +$9.26M |
|
311
JB Hunt Transport Services
JBHT
$24.9B
| $57.4M | 0.08% |
625,344
+505,800
| +423% | +$49M |
|
312
Honeywell
HON
$72.9B
| $57.3M | 0.08% |
508,333
+300,660
| +145% | +$33.2M |
|
313
Canadian Imperial Bank of Commerce
CM
$109B
| $57.1M | 0.08% |
1,324,200
-294,042
| -18% | -$12.8M |
|
314
Trane Technologies
TT
$106B
| $56.8M | 0.08% |
697,919
-356,149
| -34% | -$28.3M |
|
315
Carlisle Companies
CSL
$15.5B
| $56.6M | 0.08% |
532,200
+201,000
| +61% | +$21.6M |
|
316
TC Energy
TRP
$66.3B
| $56.4M | 0.08% |
1,221,103
+618,900
| +103% | +$28.9M |
|
317
Brady Corp
BRC
$4.48B
| $56.3M | 0.08% |
1,457,100
-60,800
| -4% | -$2.29M |
|
318
Pan American Silver
PAAS
$21.8B
| $56.3M | 0.08% |
3,213,417
-259,783
| -7% | -$4.72M |
|
319
MSC Industrial Direct
MSM
$6.7B
| $56.2M | 0.08% |
547,000
-137,400
| -20% | -$13.9M |
|
320
Regions Financial
RF
$26.9B
| $56.1M | 0.08% |
+3,863,221
| New | +$57M |
|
321
Burlington
BURL
$22.6B
| $56M | 0.08% |
575,800
+326,100
| +131% | +$28.9M |
|
|
SHPG
322
DELISTED
Shire pic
SHPG
| $55.6M | 0.08% |
+319,177
| New | +$55.8M |
|
|
ISLE
323
DELISTED
Isle of Capri Casinos Inc
ISLE
| $55.6M | 0.08% |
2,108,424
+131,324
| +7% | +$3.25M |
|
324
Sinclair Inc
SBGI
$989M
| $55.5M | 0.08% |
1,371,571
+1,342,400
| +4,602% | +$49.5M |
|
|
AHL
325
DELISTED
ASPEN Insurance Holding Limited
AHL
| $55.3M | 0.08% |
1,061,690
+89,390
| +9% | +$4.96M |
|
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.