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 | |
|---|---|---|---|---|---|---|
851
Ericsson
ERIC
$33.4B
| $15M | 0.03% |
1,494,100
+825,131
| +123% | +$7.6M |
|
|
INVX
852
Innovex International
INVX
$2.15B
| $15M | 0.03% |
247,200
+214,200
| +649% | +$11.9M |
|
853
Willis Towers Watson
WTW
$31B
| $15M | 0.03% |
126,080
-70,749
| -36% | -$8.15M |
|
|
EMBJ
854
Embraer S.A. ADS
EMBJ
$13.2B
| $14.9M | 0.03% |
566,900
+310,700
| +121% | +$8.52M |
|
|
LOCK
855
DELISTED
LifeLock, Inc.
LOCK
| $14.9M | 0.03% |
1,237,500
+917,800
| +287% | +$10.8M |
|
|
SEP
856
DELISTED
Spectra Engy Parters Lp
SEP
| $14.9M | 0.03% |
+310,200
| New | +$14.1M |
|
|
FTR
857
DELISTED
Frontier Communications Corp.
FTR
| $14.9M | 0.03% |
+177,682
| New | +$12.9M |
|
858
Kohl's
KSS
$2.19B
| $14.9M | 0.03% |
+319,600
| New | +$15M |
|
859
Patterson-UTI
PTEN
$4.2B
| $14.9M | 0.03% |
842,938
+632,200
| +300% | +$9.43M |
|
860
Matsons
MATX
$6.41B
| $14.8M | 0.03% |
368,700
-3,100
| -0.8% | -$121K |
|
|
PINC
861
DELISTED
Premier
PINC
| $14.8M | 0.03% |
443,700
+36,200
| +9% | +$1.18M |
|
862
Southside Bancshares
SBSI
$979M
| $14.8M | 0.03% |
609,782
-50,618
| -8% | -$1.1M |
|
863
Simpson Manufacturing
SSD
$7.99B
| $14.8M | 0.03% |
386,600
+151,200
| +64% | +$5.12M |
|
|
GK
864
DELISTED
G&K Services Inc
GK
| $14.7M | 0.03% |
201,100
-35,500
| -15% | -$2.31M |
|
865
Sonida Senior Living
SNDA
$1.88B
| $14.7M | 0.03% |
52,887
-5,037
| -9% | -$1.31M |
|
866
Bloomin' Brands
BLMN
$975M
| $14.7M | 0.03% |
870,700
+45,196
| +5% | +$760K |
|
867
RE/MAX Holdings
RMAX
$263M
| $14.7M | 0.03% |
427,800
+25,600
| +6% | +$861K |
|
|
DHC
868
Diversified Healthcare Trust
DHC
$2.02B
| $14.7M | 0.03% |
820,200
-527,000
| -39% | -$8.22M |
|
869
Cousins Properties
CUZ
$4.85B
| $14.7M | 0.03% |
500,597
+458,045
| +1,076% | +$11.7M |
|
870
Seaboard Corp
SEB
$4.02B
| $14.7M | 0.03% |
4,881
+115
| +2% | +$322K |
|
|
LPT
871
DELISTED
Liberty Property Trust
LPT
| $14.7M | 0.03% |
438,000
+294,200
| +205% | +$8.84M |
|
872
Qualcomm
QCOM
$173B
| $14.6M | 0.03% |
+285,860
| New | +$13.9M |
|
873
Ovintiv
OVV
$17.5B
| $14.6M | 0.03% |
+478,300
| New | +$11M |
|
|
GTY
874
Getty Realty Corp
GTY
$2.04B
| $14.5M | 0.03% |
733,212
+138,212
| +23% | +$2.49M |
|
875
Sabre
SABR
$831M
| $14.5M | 0.03% |
502,400
-121,000
| -19% | -$3.23M |
|
Similar funds
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.