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 | |
|---|---|---|---|---|---|---|
|
HABT
926
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
| $16.3M | 0.02% |
918,400
+144,400
| +19% | +$2.2M |
|
927
Apollo Global Management
APO
$81.9B
| $16.2M | 0.02% |
667,832
+652,498
| +4,255% | +$14.5M |
|
928
Columbia Sportswear
COLM
$2.88B
| $16.2M | 0.02% |
+276,402
| New | +$15.5M |
|
929
Otter Tail
OTTR
$3.87B
| $16.2M | 0.02% |
428,400
+65,500
| +18% | +$2.48M |
|
|
WPX
930
DELISTED
WPX Energy, Inc.
WPX
| $16.2M | 0.02% |
1,211,500
+389,500
| +47% | +$5.2M |
|
|
ZIXI
931
DELISTED
Zix Corporation
ZIXI
| $16.2M | 0.02% |
3,367,890
+331,490
| +11% | +$1.64M |
|
932
Curtiss-Wright
CW
$26.7B
| $16.2M | 0.02% |
177,400
+175,300
| +8,348% | +$16.9M |
|
933
Lockheed Martin
LMT
$140B
| $16.2M | 0.02% |
60,500
-620,400
| -91% | -$162M |
|
|
IRBT
934
DELISTED
iRobot
IRBT
| $16.2M | 0.02% |
+244,304
| New | +$14.4M |
|
|
SMI
935
DELISTED
Semiconductor Manufacturing Intl
SMI
| $16.1M | 0.02% |
2,570,400
+118,800
| +5% | +$818K |
|
936
IDEX
IEX
$17.7B
| $16.1M | 0.02% |
172,425
+82,300
| +91% | +$7.56M |
|
937
Chesapeake Utilities
CPK
$3.25B
| $16.1M | 0.02% |
232,450
+11,450
| +5% | +$763K |
|
938
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
| $16.1M | 0.02% |
460,200
+417,000
| +965% | +$15.1M |
|
939
Mercury Insurance
MCY
$5.84B
| $16.1M | 0.02% |
263,400
-45,600
| -15% | -$2.72M |
|
940
Innospec
IOSP
$2.29B
| $16.1M | 0.02% |
248,100
+151,700
| +157% | +$10.2M |
|
|
SNV
941
DELISTED
Synovus
SNV
| $15.9M | 0.02% |
387,273
-357,300
| -48% | -$14.9M |
|
942
Independent Bank Corp
IBCP
$850M
| $15.9M | 0.02% |
767,300
+23,700
| +3% | +$501K |
|
943
NetApp
NTAP
$39.6B
| $15.9M | 0.02% |
379,032
-578,600
| -60% | -$22.8M |
|
944
SPX Corp
SPXC
$10.9B
| $15.9M | 0.02% |
654,100
-28,700
| -4% | -$711K |
|
945
Alpha and Omega Semiconductor
AOSL
$1.09B
| $15.9M | 0.02% |
922,500
+176,000
| +24% | +$3.49M |
|
946
Bank of Hawaii
BOH
$3.13B
| $15.9M | 0.02% |
+192,461
| New | +$16.4M |
|
|
OKS
947
DELISTED
Oneok Partners LP
OKS
| $15.8M | 0.02% |
293,300
-293,400
| -50% | -$14.7M |
|
948
Canadian Natural Resources
CNQ
$98.1B
| $15.8M | 0.02% |
+984,652
| New | +$14.9M |
|
|
MDP
949
DELISTED
Meredith Corporation
MDP
| $15.8M | 0.02% |
+244,449
| New | +$15M |
|
950
Travelers Companies
TRV
$77.2B
| $15.8M | 0.02% |
+130,872
| New | +$15.7M |
|
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.