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 | |
|---|---|---|---|---|---|---|
|
JMEI
1176
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
| $10.9M | 0.02% |
294,180
+64,700
| +28% | +$2.69M |
|
1177
U-Haul Holding Co
UHAL
$14.5B
| $10.9M | 0.02% |
284,660
+144,000
| +102% | +$5.41M |
|
|
CRCM
1178
DELISTED
CARE.COM, INC.
CRCM
| $10.8M | 0.02% |
865,300
+235,200
| +37% | +$2.33M |
|
|
RESI
1179
DELISTED
Front Yard Residential Corporation Common Stock
RESI
| $10.8M | 0.02% |
707,700
+256,475
| +57% | +$3.34M |
|
1180
Brown-Forman Class A
BF.A
$13.1B
| $10.8M | 0.02% |
286,500
+38,375
| +15% | +$1.46M |
|
|
BPFH
1181
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $10.8M | 0.02% |
655,900
-258,700
| -28% | -$4.31M |
|
1182
United States Lime & Minerals
USLM
$3.42B
| $10.7M | 0.02% |
680,000
+24,500
| +4% | +$374K |
|
1183
ICF International
ICFI
$1.57B
| $10.7M | 0.02% |
259,800
+106,200
| +69% | +$5.14M |
|
|
PRMW
1184
DELISTED
Primo Water Corporation
PRMW
| $10.7M | 0.02% |
790,055
+74,800
| +10% | +$1.03M |
|
1185
National CineMedia
NCMI
$245M
| $10.7M | 0.02% |
84,910
+30,150
| +55% | +$4.06M |
|
|
NETI
1186
DELISTED
Eneti Inc.
NETI
| $10.7M | 0.02% |
125,190
+19,009
| +18% | +$1.33M |
|
1187
Ligand Pharmaceuticals
LGND
$5.7B
| $10.7M | 0.02% |
+162,087
| New | +$10.7M |
|
1188
HEICO Corp
HEI
$51.3B
| $10.7M | 0.01% |
299,412
-42,968
| -13% | -$1.43M |
|
|
MSFG
1189
DELISTED
MainSource Financial Group Inc
MSFG
| $10.7M | 0.01% |
324,400
+21,000
| +7% | +$699K |
|
1190
Liberty Broadband Class A
LBRDA
$5.13B
| $10.7M | 0.01% |
125,500
-5,400
| -4% | -$443K |
|
|
PRGX
1191
DELISTED
PRGX Global, Inc.
PRGX
| $10.7M | 0.01% |
1,667,810
+17,320
| +1% | +$105K |
|
|
HMHC
1192
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $10.7M | 0.01% |
1,050,800
+448,900
| +75% | +$4.69M |
|
|
TUP
1193
DELISTED
Tupperware Brands Corporation
TUP
| $10.7M | 0.01% |
169,800
+123,800
| +269% | +$7.33M |
|
|
AE
1194
DELISTED
Adams Resources & Energy Inc
AE
| $10.6M | 0.01% |
285,000
+1,900
| +0.7% | +$73.2K |
|
|
JBTM
1195
JBT Marel
JBTM
$6.04B
| $10.6M | 0.01% |
+120,900
| New | +$10.5M |
|
1196
Federal Agricultural Mortgage
AGM
$2.51B
| $10.6M | 0.01% |
184,600
+9,700
| +6% | +$561K |
|
1197
Sasol
SSL
$7.22B
| $10.6M | 0.01% |
361,158
-183,242
| -34% | -$5.35M |
|
|
NSU
1198
DELISTED
Nevsun Resources Ltd.
NSU
| $10.6M | 0.01% |
4,140,800
-2,066,800
| -33% | -$5.98M |
|
1199
Park National Corp
PRK
$3.73B
| $10.6M | 0.01% |
100,705
+23,479
| +30% | +$2.57M |
|
1200
Erie Indemnity
ERIE
$13.2B
| $10.6M | 0.01% |
86,271
-29,941
| -26% | -$3.49M |
|
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.