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 | |
|---|---|---|---|---|---|---|
|
TBNK
901
DELISTED
Territorial Bancorp Inc.
TBNK
| $17.1M | 0.02% |
549,600
+46,700
| +9% | +$1.51M |
|
|
HOUS
902
DELISTED
Anywhere Real Estate
HOUS
| $17.1M | 0.02% |
574,900
-1,374,600
| -71% | -$37.4M |
|
|
ENZ
903
DELISTED
Enzo Biochem, Inc.
ENZ
| $17.1M | 0.02% |
2,042,400
+76,900
| +4% | +$542K |
|
904
Moelis & Co
MC
$4.91B
| $17.1M | 0.02% |
443,860
+219,860
| +98% | +$7.96M |
|
|
CPL
905
DELISTED
CPFL Energia S.A.
CPL
| $17.1M | 0.02% |
1,041,511
+204,125
| +24% | +$3.31M |
|
|
VEDL
906
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $17.1M | 0.02% |
993,800
+182,600
| +23% | +$2.76M |
|
907
Reading International Class A
RDI
$32.7M
| $17M | 0.02% |
1,092,500
-1,900
| -0.2% | -$30.8K |
|
908
Lam Research
LRCX
$408B
| $16.9M | 0.02% |
1,320,000
-1,110,000
| -46% | -$13M |
|
909
Mercer International
MERC
$32.3M
| $16.9M | 0.02% |
1,445,800
+121,100
| +9% | +$1.43M |
|
910
Sun Life Financial
SLF
$44.4B
| $16.9M | 0.02% |
462,100
+276,400
| +149% | +$10.5M |
|
|
MMP
911
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $16.9M | 0.02% |
+219,593
| New | +$17M |
|
|
SN
912
DELISTED
Sanchez Energy Corporation
SN
| $16.8M | 0.02% |
1,765,598
+62,398
| +4% | +$698K |
|
913
SS&C Technologies
SSNC
$18.8B
| $16.8M | 0.02% |
475,100
+339,800
| +251% | +$11.4M |
|
|
SPIL
914
DELISTED
Siliconware Precision Industries Co Ltd
SPIL
| $16.8M | 0.02% |
2,070,543
+250,374
| +14% | +$1.94M |
|
|
FPRX
915
DELISTED
Five Prime Therapeutics, Inc.
FPRX
| $16.7M | 0.02% |
+462,901
| New | +$20.4M |
|
|
XLNX
916
DELISTED
Xilinx Inc
XLNX
| $16.7M | 0.02% |
288,399
-1,035,206
| -78% | -$60.8M |
|
|
JIVE
917
DELISTED
Jive Software, Inc.
JIVE
| $16.7M | 0.02% |
3,879,700
+532,800
| +16% | +$2.26M |
|
|
QADA
918
DELISTED
QAD Inc.
QADA
| $16.7M | 0.02% |
598,877
+25,800
| +5% | +$744K |
|
|
BPL
919
DELISTED
Buckeye Partners, L.P.
BPL
| $16.6M | 0.02% |
242,534
-388,900
| -62% | -$26.5M |
|
|
BMCH
920
DELISTED
BMC Stock Holdings, Inc
BMCH
| $16.5M | 0.02% |
731,600
+635,600
| +662% | +$12.9M |
|
921
Inogen
INGN
$154M
| $16.5M | 0.02% |
212,443
+65,743
| +45% | +$4.56M |
|
|
CELG
922
DELISTED
Celgene Corp
CELG
| $16.4M | 0.02% |
132,138
-619,200
| -82% | -$74.1M |
|
|
ZNH
923
DELISTED
China Southern Airlines Company Limited
ZNH
| $16.4M | 0.02% |
493,900
+6,900
| +1% | +$212K |
|
924
Descartes Systems
DSGX
$6.65B
| $16.4M | 0.02% |
715,500
+153,600
| +27% | +$3.38M |
|
|
CLDT
925
Chatham Lodging
CLDT
$590M
| $16.3M | 0.02% |
827,100
-144,700
| -15% | -$2.91M |
|
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.