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 | |
|---|---|---|---|---|---|---|
651
Omnicom Group
OMC
$23.5B
| $26M | 0.04% |
301,100
+297,500
| +8,264% | +$25.4M |
|
|
TRCO
652
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $25.9M | 0.04% |
695,100
+253,100
| +57% | +$8.57M |
|
653
Strategic Education
STRA
$1.81B
| $25.9M | 0.04% |
321,300
-26,400
| -8% | -$2.11M |
|
654
Titan International
TWI
$450M
| $25.8M | 0.04% |
2,490,300
-115,700
| -4% | -$1.37M |
|
|
BERY
655
DELISTED
Berry Global Group, Inc.
BERY
| $25.7M | 0.04% |
576,155
-160,989
| -22% | -$7.41M |
|
656
National Healthcare
NHC
$3.47B
| $25.6M | 0.04% |
359,426
+30,526
| +9% | +$2.26M |
|
|
GXP
657
DELISTED
Great Plains Energy Incorporated
GXP
| $25.6M | 0.04% |
874,915
-247,000
| -22% | -$6.93M |
|
658
Lindsay Corp
LNN
$1.18B
| $25.6M | 0.04% |
290,100
-12,600
| -4% | -$986K |
|
659
Orion
OEC
$364M
| $25.5M | 0.04% |
1,243,900
+198,400
| +19% | +$4.08M |
|
660
Spectrum Brands
SPB
$2.03B
| $25.4M | 0.04% |
182,800
+178,300
| +3,962% | +$23.7M |
|
|
LVLT
661
DELISTED
Level 3 Communications Inc
LVLT
| $25.3M | 0.04% |
442,523
+318,950
| +258% | +$18.4M |
|
|
CNH
662
CNH Industrial
CNH
$17.3B
| $25.3M | 0.04% |
3,013,505
+2,853,909
| +1,788% | +$23.2M |
|
|
RIC
663
DELISTED
Richmont Mines Inc.
RIC
| $25.3M | 0.04% |
3,563,900
-299,100
| -8% | -$2.36M |
|
664
Atlassian
TEAM
$39.4B
| $25.3M | 0.04% |
844,800
-204,400
| -19% | -$5.77M |
|
|
MRO
665
DELISTED
Marathon Oil Corporation
MRO
| $25.3M | 0.04% |
1,598,446
-1,283,300
| -45% | -$21.1M |
|
|
AVP
666
DELISTED
Avon Products, Inc.
AVP
| $25.2M | 0.04% |
5,732,800
-2,187,500
| -28% | -$10.9M |
|
|
WIFI
667
DELISTED
Boingo Wireless, Inc.
WIFI
| $25.2M | 0.04% |
1,941,005
+172,305
| +10% | +$2.06M |
|
668
Box
BOX
$4.48B
| $25.2M | 0.04% |
1,544,400
+1,265,600
| +454% | +$21.4M |
|
669
HCA Healthcare
HCA
$89.8B
| $25.1M | 0.04% |
+282,100
| New | +$23.5M |
|
670
Center Bancorp
CNOB
$1.81B
| $25M | 0.04% |
1,031,676
+181,600
| +21% | +$4.49M |
|
671
DexCom
DXCM
$34.3B
| $25M | 0.03% |
1,180,572
+630,000
| +114% | +$12.3M |
|
|
GTY
672
Getty Realty Corp
GTY
$2.04B
| $25M | 0.03% |
988,712
+134,700
| +16% | +$3.46M |
|
673
Alibaba
BABA
$300B
| $25M | 0.03% |
231,500
-338,800
| -59% | -$34.5M |
|
|
CUTR
674
DELISTED
Cutera, Inc.
CUTR
| $25M | 0.03% |
1,205,400
+142,140
| +13% | +$2.8M |
|
|
UHT
675
Universal Health Realty Income Trust
UHT
$573M
| $24.9M | 0.03% |
386,600
+41,500
| +12% | +$2.63M |
|
Similar funds
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.