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 | |
|---|---|---|---|---|---|---|
676
CoreCivic
CXW
$3.13B
| $19.3M | 0.04% |
603,300
+300,300
| +99% | +$8.77M |
|
677
Wolverine World Wide
WWW
$1.63B
| $19.3M | 0.04% |
1,049,300
+199,380
| +23% | +$3.47M |
|
678
Herc Holdings
HRI
$5.64B
| $19.3M | 0.04% |
+610,733
| New | +$17.9M |
|
679
Principal Financial Group
PFG
$24.6B
| $19.3M | 0.04% |
+489,000
| New | +$18.8M |
|
680
Halliburton
HAL
$27.4B
| $19.3M | 0.04% |
+539,695
| New | +$17.6M |
|
|
RPXC
681
DELISTED
RPX Corporation
RPXC
| $19.2M | 0.04% |
1,707,500
+368,700
| +28% | +$3.92M |
|
682
Wendy's
WEN
$1.65B
| $19.2M | 0.04% |
1,764,182
+1,669,000
| +1,753% | +$16.5M |
|
|
CRZO
683
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $19.2M | 0.04% |
+620,842
| New | +$15.6M |
|
684
MaxLinear
MXL
$6.95B
| $19.2M | 0.04% |
1,036,787
-198,900
| -16% | -$3.16M |
|
685
A.O. Smith
AOS
$8.49B
| $19.2M | 0.04% |
502,000
+184,800
| +58% | +$6.46M |
|
686
Lindsay Corp
LNN
$1.17B
| $19.1M | 0.04% |
266,700
+56,000
| +27% | +$4.02M |
|
687
Community Health Systems
CYH
$419M
| $19.1M | 0.04% |
+1,245,566
| New | +$19M |
|
688
National Healthcare
NHC
$3.44B
| $19M | 0.04% |
305,400
+15,028
| +5% | +$936K |
|
|
ISLE
689
DELISTED
Isle of Capri Casinos Inc
ISLE
| $19M | 0.04% |
1,355,900
-37,000
| -3% | -$456K |
|
690
Crane NXT
CXT
$2.96B
| $19M | 0.04% |
1,014,560
+386,650
| +62% | +$6.6M |
|
691
Orthofix Medical
OFIX
$415M
| $18.9M | 0.04% |
456,379
+201,020
| +79% | +$7.88M |
|
|
SJR
692
DELISTED
Shaw Communications Inc.
SJR
| $18.9M | 0.04% |
980,166
+332,766
| +51% | +$5.83M |
|
|
WFT
693
DELISTED
Weatherford International plc
WFT
| $18.9M | 0.04% |
2,431,230
+2,185,100
| +888% | +$14.7M |
|
694
MDU Resources
MDU
$4.27B
| $18.9M | 0.04% |
2,554,013
+2,407,923
| +1,648% | +$16.2M |
|
695
Unilever
UL
$135B
| $18.9M | 0.04% |
371,769
+204,533
| +122% | +$9.95M |
|
696
Federated Hermes
FHI
$4.74B
| $18.8M | 0.04% |
652,700
+194,600
| +42% | +$5.12M |
|
697
First Merchants
FRME
$2.72B
| $18.8M | 0.04% |
797,029
+7,995
| +1% | +$183K |
|
698
Banner Corp
BANR
$2.5B
| $18.7M | 0.04% |
445,499
+26,600
| +6% | +$1.09M |
|
|
CSBK
699
DELISTED
Clifton Bancorp Inc.
CSBK
| $18.7M | 0.04% |
1,236,400
-92,662
| -7% | -$1.34M |
|
700
Coherent
COHR
$64B
| $18.7M | 0.04% |
860,910
+391,132
| +83% | +$7.77M |
|
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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.