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 | |
|---|---|---|---|---|---|---|
|
HPP
1001
Hudson Pacific Properties
HPP
$777M
| $14.4M | 0.02% |
59,457
-39,000
| -40% | -$9.61M |
|
|
TEP
1002
DELISTED
Tallgrass Energy Partners, LP
TEP
| $14.4M | 0.02% |
270,600
-37,300
| -12% | -$1.91M |
|
1003
Planet Fitness
PLNT
$3.65B
| $14.3M | 0.02% |
744,018
+301,618
| +68% | +$6.23M |
|
1004
Brookfield
BN
$110B
| $14.3M | 0.02% |
1,099,722
-11,211
| -1% | -$142K |
|
|
MTSC
1005
DELISTED
MTS Systems Corp
MTSC
| $14.3M | 0.02% |
259,818
-38,700
| -13% | -$2.17M |
|
1006
Nelnet
NNI
$4.52B
| $14.3M | 0.02% |
325,700
-33,000
| -9% | -$1.58M |
|
1007
RB Global
RBA
$16B
| $14.2M | 0.02% |
432,600
+369,900
| +590% | +$12M |
|
1008
First Commonwealth Financial
FCF
$2.18B
| $14.2M | 0.02% |
1,071,900
+75,200
| +8% | +$1.04M |
|
1009
Insperity
NSP
$1.92B
| $14.2M | 0.02% |
320,168
+12,368
| +4% | +$492K |
|
|
BCOV
1010
DELISTED
Brightcove, Inc.
BCOV
| $14.2M | 0.02% |
1,593,500
+108,017
| +7% | +$858K |
|
1011
NOV
NOV
$7.45B
| $14.2M | 0.02% |
353,310
+342,400
| +3,138% | +$13.3M |
|
1012
Silgan Holdings
SLGN
$4.3B
| $14.1M | 0.02% |
475,880
+348,400
| +273% | +$10.2M |
|
|
WBMD
1013
DELISTED
WebMD Health Corp.
WBMD
| $14.1M | 0.02% |
267,313
+235,913
| +751% | +$12M |
|
1014
Keysight
KEYS
$60.6B
| $14.1M | 0.02% |
389,000
+259,000
| +199% | +$9.64M |
|
|
FPO
1015
DELISTED
First Potomac Realty Trust
FPO
| $14.1M | 0.02% |
1,367,000
+196,900
| +17% | +$2.03M |
|
|
SPN
1016
DELISTED
Superior Energy Services, Inc.
SPN
| $14M | 0.02% |
98,420
-244,620
| -71% | -$40.3M |
|
|
FLIC
1017
DELISTED
First of Long Island Corp
FLIC
| $14M | 0.02% |
517,481
+37,577
| +8% | +$1.03M |
|
|
MORE
1018
DELISTED
Monogram Residential Trust, Inc.
MORE
| $14M | 0.02% |
1,403,700
+1,157,600
| +470% | +$11.8M |
|
1019
Pembina Pipeline
PBA
$28.4B
| $14M | 0.02% |
440,706
+261,600
| +146% | +$8.32M |
|
1020
Aecom
ACM
$7.86B
| $14M | 0.02% |
392,677
-430,300
| -52% | -$15.7M |
|
|
PTNR
1021
DELISTED
Partner Communications
PTNR
| $14M | 0.02% |
2,672,200
+7,600
| +0.3% | +$43.9K |
|
|
ZVO
1022
DELISTED
Zovio Inc. Common Stock
ZVO
| $14M | 0.02% |
1,308,658
+64,200
| +5% | +$657K |
|
|
SASR
1023
DELISTED
Sandy Spring Bancorp Inc
SASR
| $14M | 0.02% |
340,400
+47,500
| +16% | +$1.97M |
|
1024
Visteon
VC
$2.84B
| $13.9M | 0.02% |
142,300
-133,700
| -48% | -$12.3M |
|
1025
Houlihan Lokey
HLI
$8.63B
| $13.9M | 0.02% |
404,300
+211,400
| +110% | +$6.74M |
|
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.