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 | |
|---|---|---|---|---|---|---|
3301
Infosys
INFY
$49.5B
| – | – |
-1,090,800
| Closed | -$8.09M |
|
3302
Insmed
INSM
$29.3B
| – | – |
-120,500
| Closed | -$1.59M |
|
3303
Jacobs Solutions
J
$16.9B
| – | – |
-448,528
| Closed | -$21.1M |
|
3304
Jack in the Box
JACK
$359M
| – | – |
-244,700
| Closed | -$27.3M |
|
3305
Jabil
JBL
$38.3B
| – | – |
-838,400
| Closed | -$19.8M |
|
|
3306
Johnson Controls International
JCI
$93.2B
| – | – |
-4,355,744
| Closed | -$179M |
|
3307
KB Home
KBH
$3.48B
| – | – |
-317,300
| Closed | -$5.02M |
|
3308
KBR
KBR
$4.75B
| – | – |
-1,161,200
| Closed | -$19.4M |
|
3309
Korea Electric Power
KEP
$15.1B
| – | – |
-26,589
| Closed | -$491K |
|
3310
KLA
KLAC
$271B
| – | – |
-4,647,840
| Closed | -$36.6M |
|
3311
Kennametal
KMT
$2.33B
| – | – |
-868,000
| Closed | -$27.1M |
|
3312
Kite Realty
KRG
$5.28B
| – | – |
-57,100
| Closed | -$1.34M |
|
3313
Kornit Digital
KRNT
$815M
| – | – |
-17,200
| Closed | -$218K |
|
3314
Kohl's
KSS
$2.14B
| – | – |
-1,139,700
| Closed | -$56.3M |
|
|
HAPN
3315
Happen Inc
HAPN
$2.23B
| – | – |
-436,539
| Closed | -$11.5M |
|
3316
LCI Industries
LCII
$2.57B
| – | – |
-17,700
| Closed | -$1.91M |
|
3317
Lennar Class A
LEN
$20.7B
| – | – |
-1,248,487
| Closed | -$51M |
|
3318
Lifecore Biomedical
LFCR
$184M
| – | – |
-28,082
| Closed | -$388K |
|
3319
Liberty Latin America Class A
LILA
$1.7B
| – | – |
-67,565
| Closed | -$950K |
|
3320
El Pollo Loco
LOCO
$465M
| – | – |
-121,600
| Closed | -$1.5M |
|
3321
Lowe's Companies
LOW
$121B
| – | – |
-1,120,500
| Closed | -$79.7M |
|
3322
LG Display
LPL
$3.41B
| – | – |
-47,600
| Closed | -$612K |
|
3323
Lattice Semiconductor
LSCC
$18.1B
| – | – |
-389,890
| Closed | -$2.87M |
|
3324
LSB Industries
LXU
$710M
| – | – |
-192,660
| Closed | -$1.25M |
|
3325
La-Z-Boy
LZB
$1.66B
| – | – |
-24,800
| Closed | -$770K |
|
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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.