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 | |
|---|---|---|---|---|---|---|
26
National Grid
NGG
$80.7B
| $184M | 0.35% |
2,663,751
+665,729
| +33% | +$44.5M |
|
|
CVC
27
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $183M | 0.35% |
5,554,800
+897,500
| +19% | +$28.9M |
|
|
LSI
28
DELISTED
Life Storage, Inc.
LSI
| $183M | 0.35% |
2,324,700
+109,350
| +5% | +$7.96M |
|
29
Southern Company
SO
$106B
| $180M | 0.34% |
3,473,700
+990,300
| +40% | +$48.2M |
|
30
Crown Castle
CCI
$31.3B
| $179M | 0.34% |
2,074,903
+1,299,800
| +168% | +$110M |
|
31
Costco
COST
$419B
| $175M | 0.33% |
1,110,213
+514,213
| +86% | +$77.9M |
|
32
Huntington Ingalls Industries
HII
$12.9B
| $174M | 0.33% |
1,270,500
-218,200
| -15% | -$28.4M |
|
33
Herbalife
HLF
$1.23B
| $172M | 0.33% |
5,585,400
+3,747,000
| +204% | +$96.7M |
|
34
Welltower
WELL
$163B
| $171M | 0.33% |
2,466,000
+381,800
| +18% | +$24.6M |
|
|
JCP
35
DELISTED
J.C. Penney Company, Inc.
JCP
| $165M | 0.31% |
14,922,400
-3,009,800
| -17% | -$26.4M |
|
|
36
Chubb
CB
$134B
| $161M | 0.31% |
1,347,361
+1,327,661
| +6,739% | +$153M |
|
37
Kinross Gold
KGC
$32.3B
| $160M | 0.3% |
47,149,874
+14,107,775
| +43% | +$35M |
|
38
AstraZeneca
AZN
$246B
| $160M | 0.3% |
2,841,400
+361,550
| +15% | +$21.7M |
|
39
Ventas
VTR
$44.6B
| $160M | 0.3% |
2,540,400
-166,600
| -6% | -$9.37M |
|
|
40
Eli Lilly
LLY
$1.08T
| $159M | 0.3% |
2,213,605
+1,880,800
| +565% | +$142M |
|
41
American Electric Power
AEP
$67.3B
| $155M | 0.29% |
2,332,500
+912,500
| +64% | +$56.4M |
|
42
Palo Alto Networks
PANW
$313B
| $152M | 0.29% |
5,587,800
-2,554,200
| -31% | -$62.8M |
|
43
Target
TGT
$69.2B
| $151M | 0.29% |
1,837,200
+1,484,100
| +420% | +$112M |
|
|
FLG
44
Flagstar Bank National Association
FLG
$5.89B
| $149M | 0.28% |
3,133,342
+1,708,500
| +120% | +$79.1M |
|
|
VGR
45
DELISTED
Vector Group Ltd.
VGR
| $148M | 0.28% |
11,116,285
+789,860
| +8% | +$10.5M |
|
46
Edwards Lifesciences
EW
$54B
| $147M | 0.28% |
4,997,400
+1,682,100
| +51% | +$46.4M |
|
47
Clorox
CLX
$13.1B
| $145M | 0.28% |
1,153,500
-320,300
| -22% | -$40.7M |
|
48
Annaly Capital Management
NLY
$17.4B
| $141M | 0.27% |
3,442,175
+1,629,950
| +90% | +$63.9M |
|
49
FirstEnergy
FE
$27.1B
| $137M | 0.26% |
3,803,308
+153,300
| +4% | +$5.15M |
|
50
NextEra Energy
NEE
$179B
| $137M | 0.26% |
4,620,000
+1,734,800
| +60% | +$48.7M |
|
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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.