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 | |
|---|---|---|---|---|---|---|
701
Northwest Natural Holdings
NWN
$2.12B
| $23.9M | 0.03% |
404,900
+73,000
| +22% | +$4.31M |
|
702
Patterson-UTI
PTEN
$4.2B
| $23.9M | 0.03% |
984,198
+949,960
| +2,775% | +$25.6M |
|
|
MGI
703
DELISTED
MoneyGram International, Inc. New
MGI
| $23.7M | 0.03% |
1,412,391
+778,700
| +123% | +$10.5M |
|
|
IBKC
704
DELISTED
IBERIABANK Corp
IBKC
| $23.7M | 0.03% |
299,548
+258,600
| +632% | +$21.2M |
|
705
NRG Energy
NRG
$25.4B
| $23.7M | 0.03% |
1,265,316
+977,229
| +339% | +$16.2M |
|
706
Tyler Technologies
TYL
$13B
| $23.7M | 0.03% |
153,073
+79,373
| +108% | +$12.1M |
|
707
Mativ Holdings
MATV
$690M
| $23.4M | 0.03% |
565,300
+700
| +0.1% | +$30.2K |
|
|
QVCGA
708
DELISTED
QVC Group Inc Series A
QVCGA
| $23.4M | 0.03% |
24,074
+16,750
| +229% | +$15.7M |
|
|
AD
709
Array Digital Infrastructure
AD
$3.04B
| $23.4M | 0.03% |
626,700
-130,800
| -17% | -$5.38M |
|
710
United Microelectronic
UMC
$48.4B
| $23.3M | 0.03% |
12,087,589
+2,215,200
| +22% | +$4.21M |
|
711
SunCoke Energy
SXC
$801M
| $23.3M | 0.03% |
2,603,600
-251,400
| -9% | -$2.46M |
|
712
Carriage Services
CSV
$535M
| $23.3M | 0.03% |
857,600
+107,487
| +14% | +$2.88M |
|
713
Towne Bank
TOWN
$3.49B
| $23.2M | 0.03% |
716,687
+54,500
| +8% | +$1.77M |
|
|
RWT
714
Redwood Trust
RWT
$592M
| $23.2M | 0.03% |
1,397,000
+57,800
| +4% | +$931K |
|
715
New York Times
NYT
$10.3B
| $23.2M | 0.03% |
1,610,500
+226,100
| +16% | +$3.23M |
|
|
TYPE
716
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $23.2M | 0.03% |
1,152,200
-216,000
| -16% | -$4.51M |
|
|
GHDX
717
DELISTED
Genomic Health, Inc.
GHDX
| $23.1M | 0.03% |
733,200
+156,500
| +27% | +$4.63M |
|
718
Mercantile Bank Corp
MBWM
$1.06B
| $23M | 0.03% |
668,915
+16,400
| +3% | +$552K |
|
|
CSC
719
DELISTED
Computer Sciences
CSC
| $23M | 0.03% |
332,900
-556,900
| -63% | -$37M |
|
720
American Water Works
AWK
$26.8B
| $22.9M | 0.03% |
294,600
-320,300
| -52% | -$23.8M |
|
|
XL
721
DELISTED
XL Group Ltd.
XL
| $22.9M | 0.03% |
574,700
+93,400
| +19% | +$3.66M |
|
|
MDSO
722
DELISTED
Medidata Solutions, Inc.
MDSO
| $22.9M | 0.03% |
396,992
+337,098
| +563% | +$18.2M |
|
723
Nexstar Media Group
NXST
$5.7B
| $22.9M | 0.03% |
326,105
+270,005
| +481% | +$18.1M |
|
|
CLR
724
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $22.9M | 0.03% |
+503,200
| New | +$23.7M |
|
725
Madison Square Garden
MSGS
$9.97B
| $22.7M | 0.03% |
159,688
+95,619
| +149% | +$12.4M |
|
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.