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 | |
|---|---|---|---|---|---|---|
|
EMBJ
526
Embraer S.A. ADS
EMBJ
$13.2B
| $33M | 0.05% |
1,493,500
+37,300
| +3% | +$849K |
|
|
CCMP
527
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $32.8M | 0.05% |
428,000
+10,100
| +2% | +$693K |
|
528
OGE Energy
OGE
$9.69B
| $32.8M | 0.05% |
937,200
+234,000
| +33% | +$8.15M |
|
529
Casella Waste Systems
CWST
$5.76B
| $32.8M | 0.05% |
2,322,342
+622,381
| +37% | +$7.72M |
|
530
EQT Corp
EQT
$33.8B
| $32.7M | 0.05% |
+983,162
| New | +$32.8M |
|
531
Choice Hotels
CHH
$4.75B
| $32.7M | 0.05% |
521,800
+320,500
| +159% | +$18.8M |
|
532
FIVE9
FIVN
$2.33B
| $32.6M | 0.05% |
1,981,500
+525,400
| +36% | +$8.62M |
|
533
Tenaris
TS
$26.8B
| $32.5M | 0.05% |
+953,099
| New | +$32.4M |
|
|
AUO
534
DELISTED
AU Optronics Corp
AUO
| $32.5M | 0.05% |
8,510,684
+1,835,184
| +27% | +$7.23M |
|
535
EXL Service
EXLS
$5.2B
| $32.5M | 0.05% |
3,432,000
+184,500
| +6% | +$1.73M |
|
536
Salesforce
CRM
$158B
| $32.5M | 0.05% |
+393,800
| New | +$31.5M |
|
537
BWX Technologies
BWXT
$15.8B
| $32.4M | 0.05% |
681,700
+306,600
| +82% | +$13.4M |
|
|
SJR
538
DELISTED
Shaw Communications Inc.
SJR
| $32.4M | 0.05% |
1,562,400
+598,100
| +62% | +$12.6M |
|
|
BRSL
539
Brightstar Lottery PLC
BRSL
$2.08B
| $32.3M | 0.05% |
1,362,800
+200,000
| +17% | +$5.21M |
|
|
SNP
540
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $32.3M | 0.05% |
395,730
+44,200
| +13% | +$3.45M |
|
541
BJ's Restaurants
BJRI
$1.48B
| $32.2M | 0.05% |
797,400
-53,500
| -6% | -$1.98M |
|
542
B2Gold
BTG
$6.88B
| $32.1M | 0.04% |
11,332,097
+1,350,100
| +14% | +$4.06M |
|
543
Celanese
CE
$4.75B
| $32M | 0.04% |
356,000
-252,700
| -42% | -$22.1M |
|
544
HDFC Bank
HDB
$119B
| $31.8M | 0.04% |
1,690,800
-4,504,000
| -73% | -$78.4M |
|
545
Itron
ITRI
$4.49B
| $31.6M | 0.04% |
520,961
-15,000
| -3% | -$932K |
|
546
First Horizon
FHN
$12.3B
| $31.6M | 0.04% |
1,705,744
+764,163
| +81% | +$15M |
|
|
PSB
547
DELISTED
PS Business Parks, Inc.
PSB
| $31.4M | 0.04% |
273,800
+28,400
| +12% | +$3.27M |
|
548
Amdocs
DOX
$6.08B
| $31.2M | 0.04% |
511,900
+132,200
| +35% | +$7.95M |
|
|
UNIT
549
Uniti Group
UNIT
$2.31B
| $31.1M | 0.04% |
1,204,100
-713,086
| -37% | -$19M |
|
550
PVH
PVH
$3.76B
| $31M | 0.04% |
300,070
+127,200
| +74% | +$11.8M |
|
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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.