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 |
PepsiCo
PEP
|
+$192M |
| 2 |
Johnson & Johnson
JNJ
|
+$179M |
| 3 |
EMC
EMC CORPORATION
EMC
|
+$177M |
| 4 |
Chubb
CB
|
+$153M |
| 5 |
Eli Lilly
LLY
|
+$142M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$470M |
| 2 |
PRE
PARTNERRE LTD
PRE
|
+$186M |
| 3 |
Comcast
CMCSA
|
+$179M |
| 4 |
Pfizer
PFE
|
+$168M |
| 5 |
Gilead Sciences
GILD
|
+$144M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 11.92% |
| 2 | Healthcare | 11.63% |
| 3 | Technology | 11.35% |
| 4 | Industrials | 10.55% |
| 5 | Consumer Staples | 10.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3451
LG Display
LPL
$3.4B
| – | – |
-149,500
| Closed | -$1.56M |
|
3452
Southwest Airlines
LUV
$22B
| – | – |
-309,180
| Closed | -$13.3M |
|
3453
Las Vegas Sands
LVS
$29.6B
| – | – |
-51,200
| Closed | -$2.25M |
|
3454
LyondellBasell Industries
LYB
$20.1B
| – | – |
-359,400
| Closed | -$31.2M |
|
3455
Microchip Technology
MCHP
$42.3B
| – | – |
-19,072
| Closed | -$444K |
|
3456
Moody's
MCO
$84.7B
| – | – |
-33,500
| Closed | -$3.36M |
|
3457
Magna International
MGA
$18.7B
| – | – |
-556,284
| Closed | -$22.6M |
|
3458
Martin Marietta Materials
MLM
$32.8B
| – | – |
-46,494
| Closed | -$6.35M |
|
3459
Monro
MNRO
$354M
| – | – |
-17,500
| Closed | -$1.16M |
|
3460
Moog Inc Class B
MOG.B
| – | – |
-3,800
| Closed | -$231K |
|
3461
Motorcar Parts of America
MPAA
$234M
| – | – |
-55,800
| Closed | -$1.89M |
|
3462
Marathon Petroleum
MPC
$99.9B
| – | – |
-837,500
| Closed | -$43.4M |
|
3463
Morgan Stanley
MS
$343B
| – | – |
-161,267
| Closed | -$5.13M |
|
3464
MSCI
MSCI
$42B
| – | – |
-163,100
| Closed | -$11.8M |
|
3465
Vail Resorts
MTN
$5.21B
| – | – |
-24,400
| Closed | -$3.12M |
|
3466
Minerals Technologies
MTX
$2.26B
| – | – |
-126,900
| Closed | -$5.82M |
|
3467
Murphy Oil
MUR
$4.99B
| – | – |
-54,800
| Closed | -$1.23M |
|
3468
Nordic American Tanker
NAT
$1.4B
| – | – |
-33,163
| Closed | -$511K |
|
3469
Navient
NAVI
$867M
| – | – |
-1,214,721
| Closed | -$13.9M |
|
|
NCTY
3470
The9 Ltd
NCTY
$64.6M
| – | – |
-44
| Closed | -$42K |
|
3471
Nasdaq
NDAQ
$54.6B
| – | – |
-110,400
| Closed | -$2.14M |
|
3472
Newmont
NEM
$120B
| – | – |
-38,300
| Closed | -$689K |
|
3473
Netflix
NFLX
$326B
| – | – |
-6,273,000
| Closed | -$71.8M |
|
3474
NiSource
NI
$20.2B
| – | – |
-90,000
| Closed | -$1.76M |
|
3475
Nike
NKE
$61.3B
| – | – |
-46,400
| Closed | -$2.9M |
|
Similar funds
Jim Simons's Q1 2016 Portfolio in Review
As of Q1 2016, Jim Simons held 3,753 positions worth $52.6B, up 15% from $45.9B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.
Jim Simons deployed $5.31B of net new capital in Q1 2016, opening 498 new positions and adding to 2,018 existing holdings. Its largest new stake was EMC CORPORATION: 7,000,400 shares worth $187M.
By sector, the portfolio is most concentrated in Financials at 12% of assets, up from 11% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was Pfizer, an estimated $168M trimmed.
- Jim Simons's largest Q1 2016 buy was EMC CORPORATION: 7,000,400 shares worth $187M.
- Jim Simons added most to PepsiCo in Q1 2016, an estimated $192M increase.
- Jim Simons's biggest Q1 2016 reduction was Pfizer, cutting an estimated $168M.
- Jim Simons fully exited Apple in Q1 2016, selling an estimated $470M.
- Jim Simons's ten largest holdings make up 7.9% of its $52.6B portfolio in Q1 2016.
- Jim Simons opened 498 new positions and closed 403 in Q1 2016.
- Jim Simons's portfolio value rose 15% quarter-over-quarter to $52.6B.
Based on Renaissance Technologies's 13F filing for Q1 2016, filed 13 May 2016.