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 | |
|---|---|---|---|---|---|---|
|
CBPO
676
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $24.9M | 0.03% |
249,000
+102,504
| +70% | +$11M |
|
677
Zebra Technologies
ZBRA
$17.9B
| $24.9M | 0.03% |
272,731
+226,000
| +484% | +$19.6M |
|
|
XOXO
678
DELISTED
Xo Group Inc
XOXO
| $24.8M | 0.03% |
1,442,500
-1,800
| -0.1% | -$32.8K |
|
679
Carnival Corporation Ltd
CCL
$37.9B
| $24.7M | 0.03% |
419,900
-302,000
| -42% | -$16.9M |
|
|
HDS
680
DELISTED
HD Supply Holdings, Inc.
HDS
| $24.6M | 0.03% |
598,900
-112,800
| -16% | -$4.77M |
|
|
SNI
681
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $24.6M | 0.03% |
+313,800
| New | +$24.3M |
|
|
CSBK
682
DELISTED
Clifton Bancorp Inc.
CSBK
| $24.6M | 0.03% |
1,517,762
+131,600
| +9% | +$2.12M |
|
|
PVTB
683
DELISTED
PrivateBancorp Inc
PVTB
| $24.5M | 0.03% |
412,747
-460,200
| -53% | -$25.8M |
|
|
PTR
684
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $24.5M | 0.03% |
334,100
+29,400
| +10% | +$2.27M |
|
685
Pilgrim's Pride
PPC
$6.4B
| $24.5M | 0.03% |
1,086,900
-775,100
| -42% | -$15.7M |
|
686
Stepan Co
SCL
$1.48B
| $24.5M | 0.03% |
310,300
+13,500
| +5% | +$1.05M |
|
687
Atlantic Union Bankshares
AUB
$6.06B
| $24.4M | 0.03% |
693,705
+9,500
| +1% | +$340K |
|
|
PGEM
688
DELISTED
Ply Gem Holdings, Inc.
PGEM
| $24.4M | 0.03% |
1,237,900
+412,500
| +50% | +$7.24M |
|
|
UBNK
689
DELISTED
United Financial Bancorp, Inc.
UBNK
| $24.4M | 0.03% |
1,432,612
+135,373
| +10% | +$2.38M |
|
690
Dominion Energy
D
$59.8B
| $24.3M | 0.03% |
312,900
-243,700
| -44% | -$18.4M |
|
691
Lennox International
LII
$14.5B
| $24.2M | 0.03% |
144,900
+37,800
| +35% | +$6.11M |
|
|
NUAN
692
DELISTED
Nuance Communications, Inc.
NUAN
| $24.2M | 0.03% |
1,616,140
-711,249
| -31% | -$10.1M |
|
693
Semtech
SMTC
$13B
| $24.1M | 0.03% |
713,552
+46,636
| +7% | +$1.57M |
|
|
SRDX
694
DELISTED
Surmodics
SRDX
| $24.1M | 0.03% |
1,002,721
+38,683
| +4% | +$948K |
|
|
GHL
695
DELISTED
Greenhill & Co., Inc.
GHL
| $24.1M | 0.03% |
822,600
-267,200
| -25% | -$7.78M |
|
696
Power Integrations
POWI
$3.57B
| $24.1M | 0.03% |
732,400
+18,400
| +3% | +$611K |
|
697
ScottsMiracle-Gro
SMG
$3.62B
| $24.1M | 0.03% |
257,800
+182,063
| +240% | +$16.9M |
|
698
Vornado Realty Trust
VNO
$7.33B
| $24.1M | 0.03% |
+296,631
| New | +$25.4M |
|
699
MSCI
MSCI
$40.9B
| $24M | 0.03% |
246,821
+215,000
| +676% | +$19.5M |
|
700
Trinity Industries
TRN
$2.3B
| $23.9M | 0.03% |
1,252,045
+69,450
| +6% | +$1.37M |
|
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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.