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 | |
|---|---|---|---|---|---|---|
|
CPN
326
DELISTED
Calpine Corporation
CPN
| $39M | 0.07% |
2,567,700
+1,218,600
| +90% | +$17.1M |
|
327
Myriad Genetics
MYGN
$300M
| $38.7M | 0.07% |
1,034,800
+85,200
| +9% | +$3.21M |
|
328
AGNC Investment
AGNC
$13B
| $38.7M | 0.07% |
2,074,929
+1,240,829
| +149% | +$22M |
|
329
Crown Holdings
CCK
$13.1B
| $38.6M | 0.07% |
779,100
+745,800
| +2,240% | +$35M |
|
|
DF
330
DELISTED
Dean Foods Company
DF
| $38.5M | 0.07% |
2,220,650
-97,200
| -4% | -$1.84M |
|
331
Kearny Financial
KRNY
$600M
| $38.4M | 0.07% |
3,110,021
+116,020
| +4% | +$1.39M |
|
332
Essential Utilities
WTRG
$11.3B
| $38.4M | 0.07% |
1,206,917
-186,000
| -13% | -$5.76M |
|
|
AHL
333
DELISTED
ASPEN Insurance Holding Limited
AHL
| $38.1M | 0.07% |
798,000
+183,900
| +30% | +$8.39M |
|
334
Coty
COTY
$2.44B
| $37.9M | 0.07% |
1,363,300
-645,300
| -32% | -$16.9M |
|
335
AptarGroup
ATR
$8.52B
| $37.9M | 0.07% |
482,800
+230,400
| +91% | +$16.9M |
|
336
Boston Properties
BXP
$10.8B
| $37.8M | 0.07% |
+297,400
| New | +$35.3M |
|
337
C.H. Robinson
CHRW
$17.2B
| $37.7M | 0.07% |
+507,808
| New | +$34.8M |
|
|
ACC
338
DELISTED
American Campus Communities, Inc.
ACC
| $37.5M | 0.07% |
796,500
+256,600
| +48% | +$11.1M |
|
339
Ecopetrol
EC
$34.7B
| $37.4M | 0.07% |
4,349,000
+1,061,700
| +32% | +$7.49M |
|
340
Cigna
CI
$72.5B
| $37.4M | 0.07% |
272,500
+247,200
| +977% | +$33.9M |
|
341
Voya Financial
VOYA
$9.04B
| $37.2M | 0.07% |
1,251,200
+648,800
| +108% | +$19.6M |
|
|
MRO
342
DELISTED
Marathon Oil Corporation
MRO
| $37.2M | 0.07% |
3,339,346
+1,727,774
| +107% | +$16.1M |
|
343
M&T Bank
MTB
$36.5B
| $37.2M | 0.07% |
335,070
+183,900
| +122% | +$20M |
|
344
Smith & Nephew
SNN
$12.4B
| $37M | 0.07% |
1,111,500
+809,200
| +268% | +$26.5M |
|
345
Ciena
CIEN
$62.1B
| $37M | 0.07% |
1,943,174
-55,200
| -3% | -$1.02M |
|
|
HRC
346
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $37M | 0.07% |
734,700
-86,800
| -11% | -$4.1M |
|
347
Enterprise Products Partners
EPD
$81.9B
| $36.8M | 0.07% |
1,493,049
+712,900
| +91% | +$16.6M |
|
|
TWX
348
DELISTED
Time Warner Inc
TWX
| $36.7M | 0.07% |
505,734
-536,900
| -51% | -$37M |
|
|
GXP
349
DELISTED
Great Plains Energy Incorporated
GXP
| $36.4M | 0.07% |
1,128,915
+471,315
| +72% | +$13.7M |
|
350
Signet Jewelers
SIG
$3.6B
| $36.3M | 0.07% |
293,000
-166,200
| -36% | -$18.9M |
|
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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.