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 | |
|---|---|---|---|---|---|---|
451
Rogers Communications
RCI
$19.2B
| $38.8M | 0.05% |
878,200
+110,600
| +14% | +$4.64M |
|
452
Tucows
TCX
$142M
| $38.8M | 0.05% |
760,651
+40,600
| +6% | +$1.86M |
|
|
Y
453
DELISTED
Alleghany Corp
Y
| $38.7M | 0.05% |
62,951
+32,166
| +104% | +$20.1M |
|
454
Transocean
RIG
$6.38B
| $38.6M | 0.05% |
3,103,328
+1,300
| +0% | +$17.9K |
|
|
IPG
455
DELISTED
Interpublic Group of Companies
IPG
| $38.6M | 0.05% |
1,569,800
+52,000
| +3% | +$1.25M |
|
|
KSU
456
DELISTED
Kansas City Southern
KSU
| $38.5M | 0.05% |
448,800
-309,400
| -41% | -$26.5M |
|
457
Cadence Design Systems
CDNS
$89.9B
| $38.5M | 0.05% |
+1,225,100
| New | +$35.8M |
|
458
Ubiquiti
UI
$35.2B
| $38.4M | 0.05% |
765,000
+10,800
| +1% | +$590K |
|
|
SWFT
459
DELISTED
Swift Transportation Company
SWFT
| $38.4M | 0.05% |
+1,871,900
| New | +$41.7M |
|
460
RE/MAX Holdings
RMAX
$262M
| $38.4M | 0.05% |
645,500
+51,000
| +9% | +$2.89M |
|
461
Cooper Companies
COO
$14.9B
| $38.3M | 0.05% |
765,992
-86,400
| -10% | -$4.1M |
|
462
Sony
SONY
$137B
| $38.2M | 0.05% |
5,669,500
+891,000
| +19% | +$5.55M |
|
|
AJRD
463
DELISTED
Aerojet Rocketdyne Holdings
AJRD
| $38.2M | 0.05% |
1,758,295
+263,500
| +18% | +$5.21M |
|
|
CEL
464
DELISTED
Cellcom Israel, Ltd.
CEL
| $38.1M | 0.05% |
3,704,100
+10,800
| +0.3% | +$111K |
|
465
Enterprise Products Partners
EPD
$81.8B
| $38.1M | 0.05% |
1,379,122
-1,157,827
| -46% | -$32.3M |
|
|
TSS
466
DELISTED
Total System Services, Inc.
TSS
| $37.7M | 0.05% |
705,465
-111,200
| -14% | -$5.93M |
|
467
Cavco Industries
CVCO
$4.61B
| $37.7M | 0.05% |
323,500
-2,100
| -0.6% | -$228K |
|
468
American States Water
AWR
$3.47B
| $37.6M | 0.05% |
849,300
-9,000
| -1% | -$394K |
|
469
Service Corp International
SCI
$11.4B
| $37.4M | 0.05% |
+1,212,000
| New | +$36.5M |
|
|
DMC
470
Del Monte Corp
DMC
$1.43B
| $37.3M | 0.05% |
629,400
+34,900
| +6% | +$2.05M |
|
471
Cooper-Standard Automotive
CPS
$489M
| $37.3M | 0.05% |
336,000
+600
| +0.2% | +$65.4K |
|
472
National Bank Holdings
NBHC
$1.93B
| $37.2M | 0.05% |
1,144,300
-107,300
| -9% | -$3.46M |
|
473
Central Garden & Pet Co Class A
CENTA
$2.42B
| $37.2M | 0.05% |
1,338,375
+211,875
| +19% | +$5.49M |
|
|
VRE
474
DELISTED
Veris Residential
VRE
| $37M | 0.05% |
1,374,500
+94,600
| +7% | +$2.65M |
|
|
SPPI
475
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $36.9M | 0.05% |
5,679,800
+502,488
| +10% | +$2.81M |
|
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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.