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 | |
|---|---|---|---|---|---|---|
976
Westwood Holdings Group
WHG
$183M
| $15.1M | 0.02% |
283,000
+35,500
| +14% | +$2.03M |
|
977
Caesars Entertainment
CZR
$6.04B
| $15.1M | 0.02% |
795,500
-173,300
| -18% | -$2.92M |
|
|
LMOS
978
DELISTED
Lumos Networks Corp
LMOS
| $15.1M | 0.02% |
850,500
+272,000
| +47% | +$4.53M |
|
979
Crocs
CROX
$6.26B
| $15M | 0.02% |
2,127,636
+737,636
| +53% | +$5.12M |
|
980
First Bancorp
FBNC
$2.72B
| $15M | 0.02% |
512,600
-77,200
| -13% | -$2.25M |
|
|
SALE
981
DELISTED
RetailMeNot, Inc. Series 1
SALE
| $15M | 0.02% |
1,853,000
-29,400
| -2% | -$259K |
|
|
QEP
982
DELISTED
QEP RESOURCES, INC.
QEP
| $15M | 0.02% |
1,180,700
-306,300
| -21% | -$4.82M |
|
983
Phillips 66
PSX
$90B
| $15M | 0.02% |
+189,100
| New | +$15.2M |
|
|
CSRA
984
DELISTED
CSRA Inc.
CSRA
| $14.9M | 0.02% |
510,100
-859,502
| -63% | -$26.4M |
|
|
SGBK
985
DELISTED
Stonegate Bank
SGBK
| $14.9M | 0.02% |
317,000
+74,800
| +31% | +$3.39M |
|
|
HRC
986
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $14.7M | 0.02% |
208,600
-219,100
| -51% | -$13.9M |
|
987
Pathward Financial
CASH
$1.78B
| $14.7M | 0.02% |
498,000
-20,700
| -4% | -$640K |
|
988
Wipro
WIT
$19.3B
| $14.6M | 0.02% |
7,625,600
-477,867
| -6% | -$872K |
|
|
RDUS
989
DELISTED
Radius Recycling
RDUS
| $14.6M | 0.02% |
707,331
-372,765
| -35% | -$8.71M |
|
|
FRAN
990
DELISTED
Francesca's Holdings Corporation
FRAN
| $14.6M | 0.02% |
79,042
-38,075
| -33% | -$7.89M |
|
991
Mattel
MAT
$4.19B
| $14.5M | 0.02% |
568,000
-129,300
| -19% | -$3.46M |
|
|
CPN
992
DELISTED
Calpine Corporation
CPN
| $14.5M | 0.02% |
1,315,758
+1,270,558
| +2,811% | +$14.6M |
|
993
Huntington Bancshares
HBAN
$36.1B
| $14.5M | 0.02% |
1,084,844
-1,212,600
| -53% | -$16.6M |
|
994
Cedar Fair
FUN
$1.68B
| $14.5M | 0.02% |
214,050
-113,200
| -35% | -$7.43M |
|
|
BBG
995
DELISTED
Bill Barrett Corp
BBG
| $14.5M | 0.02% |
3,183,500
+239,424
| +8% | +$1.39M |
|
996
Cleveland-Cliffs
CLF
$6.99B
| $14.5M | 0.02% |
1,763,399
-7,784,600
| -82% | -$74M |
|
|
NBIS
997
Nebius Group N.V.
NBIS
$70.5B
| $14.5M | 0.02% |
+659,400
| New | +$15M |
|
998
First Interstate BancSystem
FIBK
$3.67B
| $14.5M | 0.02% |
364,700
-103,200
| -22% | -$4.3M |
|
999
WEX
WEX
$6.48B
| $14.4M | 0.02% |
139,500
+120,482
| +634% | +$13.4M |
|
|
LNW
1000
DELISTED
Light & Wonder
LNW
| $14.4M | 0.02% |
+610,048
| New | +$11.8M |
|
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.