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 | |
|---|---|---|---|---|---|---|
551
Encompass Health
EHC
$12.2B
| $24M | 0.05% |
802,469
+611,908
| +321% | +$16.9M |
|
|
MTSC
552
DELISTED
MTS Systems Corp
MTSC
| $24M | 0.05% |
393,800
+10,800
| +3% | +$594K |
|
553
Glacier Bancorp
GBCI
$6.48B
| $24M | 0.05% |
942,460
+321,460
| +52% | +$7.81M |
|
554
Comfort Systems
FIX
$60.8B
| $23.9M | 0.05% |
753,300
-13,100
| -2% | -$371K |
|
|
ARR
555
Armour Residential REIT
ARR
$2.37B
| $23.9M | 0.05% |
221,900
+36,340
| +20% | +$3.6M |
|
556
DigitalBridge
DBRG
$2.94B
| $23.7M | 0.05% |
523,100
+315,750
| +152% | +$13.9M |
|
557
Pricesmart
PSMT
$5.55B
| $23.7M | 0.05% |
279,900
+143,700
| +106% | +$11.2M |
|
558
EQT Corp
EQT
$33.8B
| $23.6M | 0.04% |
645,706
-71,643
| -10% | -$2.29M |
|
|
KYO
559
DELISTED
Kyocera Adr
KYO
| $23.6M | 0.04% |
534,100
+17,800
| +3% | +$771K |
|
|
WBK
560
DELISTED
Westpac Banking Corporation
WBK
| $23.6M | 0.04% |
1,013,700
+138,100
| +16% | +$3.07M |
|
|
NATI
561
DELISTED
National Instruments Corp
NATI
| $23.6M | 0.04% |
782,166
+506,166
| +183% | +$14.5M |
|
562
Methode Electronics
MEI
$593M
| $23.5M | 0.04% |
803,680
-43,800
| -5% | -$1.19M |
|
563
Adtran
ADTN
$658M
| $23.5M | 0.04% |
1,161,700
+217,472
| +23% | +$4.02M |
|
|
SE
564
DELISTED
Spectra Energy Corp Wi
SE
| $23.4M | 0.04% |
765,600
-311,600
| -29% | -$8.79M |
|
|
FISV
565
Fiserv Inc
FISV
$29.5B
| $23.4M | 0.04% |
456,408
-42,600
| -9% | -$2.02M |
|
|
PRA
566
DELISTED
ProAssurance
PRA
| $23.3M | 0.04% |
460,600
+144,400
| +46% | +$7.13M |
|
567
Genpact
G
$5.78B
| $23.2M | 0.04% |
853,100
+304,000
| +55% | +$7.7M |
|
568
COPT Defense Properties
CDP
$4.23B
| $23.1M | 0.04% |
882,100
+347,600
| +65% | +$8.05M |
|
|
DDC
569
DELISTED
Dominion Diamond Corporation
DDC
| $23.1M | 0.04% |
2,084,398
+161,900
| +8% | +$1.77M |
|
570
McCormick & Company Non-Voting
MKC
$14.6B
| $23.1M | 0.04% |
464,400
+324,400
| +232% | +$14.6M |
|
571
Grupo Aeroportuario del Sureste
ASR
$8.01B
| $23.1M | 0.04% |
153,700
+10,800
| +8% | +$1.48M |
|
572
Vera Bradley
VRA
$94.7M
| $23.1M | 0.04% |
1,133,300
+251,800
| +29% | +$4.12M |
|
573
W.R. Berkley
WRB
$26.2B
| $23M | 0.04% |
1,383,750
+1,148,850
| +489% | +$17.7M |
|
574
Portland General Electric
POR
$5.92B
| $22.9M | 0.04% |
580,000
+105,700
| +22% | +$4.05M |
|
575
Veeva Systems
VEEV
$41B
| $22.9M | 0.04% |
914,500
+103,300
| +13% | +$2.53M |
|
Similar funds
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.