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 | |
|---|---|---|---|---|---|---|
826
Culp Inc
CULP
$43.8M
| $19.3M | 0.03% |
618,300
-9,000
| -1% | -$297K |
|
827
PTC
PTC
$16.1B
| $19.3M | 0.03% |
+366,700
| New | +$19.4M |
|
828
United Airlines
UAL
$40.6B
| $19.2M | 0.03% |
+272,363
| New | +$19.7M |
|
829
Silicon Motion
SIMO
$8.18B
| $19.2M | 0.03% |
410,779
+299,900
| +270% | +$12.8M |
|
830
McGrath RentCorp
MGRC
$2.94B
| $19.2M | 0.03% |
571,595
+152,800
| +36% | +$5.57M |
|
|
BKMU
831
DELISTED
Bank Mutual Corp
BKMU
| $19.2M | 0.03% |
2,040,153
+13,830
| +0.7% | +$133K |
|
832
Bio-Techne
TECH
$11.3B
| $19.2M | 0.03% |
754,400
+28,400
| +4% | +$733K |
|
|
DNB
833
DELISTED
Dun & Bradstreet
DNB
| $19.2M | 0.03% |
177,500
+73,200
| +70% | +$8.29M |
|
834
Mercado Libre
MELI
$92.7B
| $19M | 0.03% |
+90,000
| New | +$17.6M |
|
|
FDC
835
DELISTED
First Data Corporation
FDC
| $19M | 0.03% |
1,226,606
-390,596
| -24% | -$6.13M |
|
836
LKQ Corp
LKQ
$6.25B
| $19M | 0.03% |
648,460
+170,200
| +36% | +$5.29M |
|
837
FormFactor
FORM
$10.1B
| $18.9M | 0.03% |
1,592,454
-442,000
| -22% | -$5.12M |
|
|
FSP
838
Franklin Street Properties
FSP
$46.3M
| $18.8M | 0.03% |
1,551,200
+22,500
| +1% | +$279K |
|
|
ATRI
839
DELISTED
Atrion Corp
ATRI
| $18.8M | 0.03% |
40,201
+7,001
| +21% | +$3.33M |
|
840
Masco
MAS
$14.7B
| $18.8M | 0.03% |
553,600
-340,900
| -38% | -$11.4M |
|
841
Manulife Financial
MFC
$72.6B
| $18.8M | 0.03% |
+1,059,924
| New | +$19.5M |
|
842
AGCO
AGCO
$7.11B
| $18.8M | 0.03% |
311,800
+77,700
| +33% | +$4.78M |
|
|
BFS
843
Saul Centers
BFS
$850M
| $18.7M | 0.03% |
303,800
+15,500
| +5% | +$988K |
|
844
Park Aerospace
PKE
$828M
| $18.7M | 0.03% |
1,047,500
+29,600
| +3% | +$552K |
|
|
CLCT
845
DELISTED
Collectors Universe
CLCT
| $18.7M | 0.03% |
716,419
+10,900
| +2% | +$250K |
|
846
American Public Education
APEI
$826M
| $18.7M | 0.03% |
815,900
+15,400
| +2% | +$358K |
|
847
Voya Financial
VOYA
$9.01B
| $18.6M | 0.03% |
490,800
+32,500
| +7% | +$1.31M |
|
848
Preferred Bank
PFBC
$1.26B
| $18.6M | 0.03% |
347,055
+19,600
| +6% | +$1.06M |
|
849
United Parks & Resorts
PRKS
$2.01B
| $18.6M | 0.03% |
1,018,016
+630,016
| +162% | +$11.7M |
|
850
Pitney Bowes
PBI
$2.28B
| $18.5M | 0.03% |
1,414,026
+846,126
| +149% | +$12M |
|
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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.