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 | |
|---|---|---|---|---|---|---|
401
BWX Technologies
BWXT
$15.6B
| $32.3M | 0.06% |
961,800
+765,700
| +390% | +$23.6M |
|
402
NRG Energy
NRG
$25.2B
| $32.1M | 0.06% |
2,470,716
+1,963,400
| +387% | +$22.4M |
|
403
National Beverage
FIZZ
$2.93B
| $32.1M | 0.06% |
1,515,000
+88,600
| +6% | +$1.76M |
|
404
HSBC
HSBC
$357B
| $31.9M | 0.06% |
+1,151,959
| New | +$34.1M |
|
405
Textron
TXT
$15.1B
| $31.9M | 0.06% |
874,700
+421,700
| +93% | +$14.8M |
|
406
Carnival Corporation Ltd
CCL
$39B
| $31.9M | 0.06% |
603,600
-954,200
| -61% | -$46.2M |
|
407
US Physical Therapy
USPH
$1.23B
| $31.7M | 0.06% |
638,100
-53,100
| -8% | -$2.64M |
|
408
Assurant
AIZ
$13.9B
| $31.7M | 0.06% |
411,100
+23,415
| +6% | +$1.78M |
|
|
AWH
409
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $31.7M | 0.06% |
907,100
-3,500
| -0.4% | -$120K |
|
|
ARRS
410
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $31.5M | 0.06% |
1,374,498
-668,222
| -33% | -$16.4M |
|
|
PBCT
411
DELISTED
People's United Financial Inc
PBCT
| $31.3M | 0.06% |
1,966,200
+310,100
| +19% | +$4.65M |
|
412
United Parcel Service
UPS
$89.9B
| $31.3M | 0.06% |
+296,800
| New | +$28.8M |
|
413
Cleveland-Cliffs
CLF
$6.93B
| $31.3M | 0.06% |
10,432,099
+3,605,299
| +53% | +$7.55M |
|
414
Regency Centers
REG
$14.1B
| $31.3M | 0.06% |
417,700
+310,500
| +290% | +$22.2M |
|
|
SIX
415
DELISTED
Six Flags Entertainment Corp.
SIX
| $31.3M | 0.06% |
563,400
+289,800
| +106% | +$14.9M |
|
416
NETGEAR
NTGR
$652M
| $31.2M | 0.06% |
773,900
+127,000
| +20% | +$4.88M |
|
417
Televisa
TV
$1.5B
| $31.2M | 0.06% |
1,137,600
+458,800
| +68% | +$12M |
|
418
ING
ING
$102B
| $31.1M | 0.06% |
2,602,910
+2,117,700
| +436% | +$25.4M |
|
419
Watsco Inc
WSO
$12.9B
| $30.9M | 0.06% |
229,700
+192,300
| +514% | +$23.3M |
|
|
GIMO
420
DELISTED
Gigamon Inc.
GIMO
| $30.9M | 0.06% |
996,600
+191,200
| +24% | +$4.99M |
|
421
Evertec
EVTC
$1.91B
| $30.9M | 0.06% |
2,211,100
+775,300
| +54% | +$10.5M |
|
|
FNSR
422
DELISTED
Finisar Corp
FNSR
| $30.8M | 0.06% |
1,685,910
+120,300
| +8% | +$1.73M |
|
423
Empire State Realty Trust
ESRT
$838M
| $30.7M | 0.06% |
1,754,083
+472,283
| +37% | +$7.8M |
|
424
Transocean
RIG
$6.38B
| $30.7M | 0.06% |
3,359,749
+2,492,549
| +287% | +$24.8M |
|
425
KeyCorp
KEY
$24.6B
| $30.7M | 0.06% |
+2,776,963
| New | +$31M |
|
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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.