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 | |
|---|---|---|---|---|---|---|
|
CADE
626
DELISTED
Cadence Bank
CADE
| $20.9M | 0.04% |
980,600
+455,087
| +87% | +$9.45M |
|
627
Hanover Insurance
THG
$7.77B
| $20.9M | 0.04% |
231,400
-29,700
| -11% | -$2.45M |
|
628
Cohen & Steers
CNS
$4.4B
| $20.9M | 0.04% |
536,200
+30,300
| +6% | +$954K |
|
|
MXIM
629
DELISTED
Maxim Integrated Products
MXIM
| $20.8M | 0.04% |
566,600
-981,500
| -63% | -$32.9M |
|
|
POT
630
DELISTED
Potash Corp Of Saskatchewan
POT
| $20.8M | 0.04% |
1,222,299
-3,792,500
| -76% | -$63.8M |
|
631
Commercial Metals
CMC
$7.98B
| $20.8M | 0.04% |
1,225,000
+1,082,700
| +761% | +$15.9M |
|
632
Travel + Leisure Co
TNL
$4.58B
| $20.8M | 0.04% |
601,816
-574,792
| -49% | -$18.2M |
|
633
East-West Bancorp
EWBC
$18.6B
| $20.7M | 0.04% |
+637,433
| New | +$20.8M |
|
634
World Kinect Corp
WKC
$1.9B
| $20.7M | 0.04% |
425,900
+219,300
| +106% | +$9.41M |
|
635
LXP Industrial Trust
LXP
$3.58B
| $20.6M | 0.04% |
479,026
+56,310
| +13% | +$2.17M |
|
|
XXIA
636
DELISTED
Ixia
XXIA
| $20.6M | 0.04% |
1,649,320
+306,400
| +23% | +$3.25M |
|
637
Cavco Industries
CVCO
$4.67B
| $20.5M | 0.04% |
219,400
-11,600
| -5% | -$955K |
|
|
TWO
638
Two Harbors Investment
TWO
$1.26B
| $20.5M | 0.04% |
322,365
+132,640
| +70% | +$8.2M |
|
639
Scotiabank
BNS
$111B
| $20.4M | 0.04% |
427,108
+258,472
| +153% | +$10.6M |
|
640
Truist Financial
TFC
$64.7B
| $20.4M | 0.04% |
+613,700
| New | +$20.4M |
|
641
Open Text
OTEX
$6.02B
| $20.4M | 0.04% |
786,400
+444,400
| +130% | +$10.7M |
|
|
AUY
642
DELISTED
Yamana Gold, Inc.
AUY
| $20.4M | 0.04% |
6,702,275
+1,775,475
| +36% | +$4.34M |
|
|
SYKE
643
DELISTED
SYKES Enterprises Inc
SYKE
| $20.4M | 0.04% |
674,400
+30,100
| +5% | +$879K |
|
|
PBPB
644
DELISTED
Potbelly
PBPB
| $20.3M | 0.04% |
1,488,200
+428,800
| +40% | +$5.14M |
|
645
CVS Health
CVS
$121B
| $20.2M | 0.04% |
+195,105
| New | +$19M |
|
|
RIC
646
DELISTED
Richmont Mines Inc.
RIC
| $20.2M | 0.04% |
3,579,200
+309,700
| +9% | +$1.35M |
|
647
Chemed
CHE
$7.02B
| $20.1M | 0.04% |
148,200
+62,200
| +72% | +$8.41M |
|
|
WRI
648
DELISTED
Weingarten Realty Investors
WRI
| $20.1M | 0.04% |
535,000
+367,800
| +220% | +$13M |
|
649
Flex
FLEX
$45.9B
| $20.1M | 0.04% |
2,207,536
-3,047,721
| -58% | -$24.5M |
|
650
American Financial Group
AFG
$12.1B
| $20M | 0.04% |
284,400
+253,900
| +832% | +$17.4M |
|
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.