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 | |
|---|---|---|---|---|---|---|
376
Morningstar
MORN
$7.31B
| $46.1M | 0.06% |
586,200
-39,900
| -6% | -$3.1M |
|
|
AWH
377
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $46M | 0.06% |
866,300
+234,100
| +37% | +$12.5M |
|
|
SIX
378
DELISTED
Six Flags Entertainment Corp.
SIX
| $45.9M | 0.06% |
772,000
+762,200
| +7,778% | +$45.7M |
|
379
Crown Holdings
CCK
$13.1B
| $45.9M | 0.06% |
866,900
-558,000
| -39% | -$29.8M |
|
380
Methode Electronics
MEI
$596M
| $45.9M | 0.06% |
1,006,300
-81,380
| -7% | -$3.47M |
|
381
Quad
QUAD
$504M
| $45.8M | 0.06% |
1,815,800
-9,600
| -0.5% | -$246K |
|
|
CS
382
DELISTED
Credit Suisse Group
CS
| $45.7M | 0.06% |
3,082,044
-940,644
| -23% | -$14.4M |
|
383
Molina Healthcare
MOH
$10.6B
| $45.6M | 0.06% |
999,700
-134,200
| -12% | -$7.02M |
|
384
NETGEAR
NTGR
$651M
| $45.5M | 0.06% |
918,576
+202,776
| +28% | +$11.1M |
|
385
Banco de Chile
BCH
$20.5B
| $45.5M | 0.06% |
1,984,139
+193,958
| +11% | +$4.45M |
|
386
Brown & Brown
BRO
$23.6B
| $45.3M | 0.06% |
2,172,600
+2,073,400
| +2,090% | +$44.9M |
|
387
Gerdau
GGB
$9.4B
| $45.2M | 0.06% |
16,507,007
-6,835,500
| -29% | -$21.2M |
|
388
NiSource
NI
$20.2B
| $45.1M | 0.06% |
1,897,000
-54,400
| -3% | -$1.24M |
|
|
MIC
389
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $45.1M | 0.06% |
559,400
-59,584
| -10% | -$4.72M |
|
390
Cable One
CABO
$194M
| $44.6M | 0.06% |
71,353
+46,353
| +185% | +$29M |
|
391
MGIC Investment
MTG
$6.3B
| $44.5M | 0.06% |
4,394,200
-3,602,000
| -45% | -$37.9M |
|
|
DENN
392
DELISTED
Denny's
DENN
| $44.5M | 0.06% |
3,594,311
+337,111
| +10% | +$4.19M |
|
|
CARB
393
DELISTED
Carbonite Inc
CARB
| $44.4M | 0.06% |
2,186,400
+190,000
| +10% | +$3.57M |
|
394
Amkor Technology
AMKR
$14B
| $44.3M | 0.06% |
3,825,100
-649,200
| -15% | -$6.7M |
|
395
Rayonier
RYN
$6.44B
| $44.1M | 0.06% |
1,716,169
-287,681
| -14% | -$7.36M |
|
396
Qiagen
QGEN
$8.84B
| $43.9M | 0.06% |
+1,428,633
| New | +$44M |
|
|
GRA
397
DELISTED
W.R. Grace & Co.
GRA
| $43.9M | 0.06% |
629,300
+295,500
| +89% | +$20.7M |
|
398
Waterstone Financial
WSBF
$376M
| $43.8M | 0.06% |
2,402,574
+39,300
| +2% | +$718K |
|
|
ALXN
399
DELISTED
Alexion Pharmaceuticals
ALXN
| $43.8M | 0.06% |
+360,942
| New | +$46.5M |
|
400
United Rentals
URI
$70.4B
| $43.8M | 0.06% |
349,923
+261,100
| +294% | +$31.8M |
|
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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.