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 |
PepsiCo
PEP
|
+$192M |
| 2 |
Johnson & Johnson
JNJ
|
+$179M |
| 3 |
EMC
EMC CORPORATION
EMC
|
+$177M |
| 4 |
Chubb
CB
|
+$153M |
| 5 |
Eli Lilly
LLY
|
+$142M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$470M |
| 2 |
PRE
PARTNERRE LTD
PRE
|
+$186M |
| 3 |
Comcast
CMCSA
|
+$179M |
| 4 |
Pfizer
PFE
|
+$168M |
| 5 |
Gilead Sciences
GILD
|
+$144M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 12.85% |
| 2 | Technology | 12.31% |
| 3 | Financials | 12.27% |
| 4 | Industrials | 10.64% |
| 5 | Consumer Staples | 10.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HES
1201
DELISTED
Hess
HES
| $9.18M | 0.02% |
174,400
-287,863
| -62% | -$12.7M |
|
|
NTL
1202
DELISTED
Nortel Invesora 1/20 Ser B Shr
NTL
| $9.17M | 0.02% |
485,200
-18,900
| -4% | -$321K |
|
1203
Lazard
LAZ
$4.43B
| $9.17M | 0.02% |
236,300
-228,800
| -49% | -$8.21M |
|
1204
AutoZone
AZO
$49.7B
| $9.16M | 0.02% |
11,500
-116,200
| -91% | -$87.9M |
|
1205
ENI
E
$79.4B
| $9.16M | 0.02% |
+303,050
| New | +$8.61M |
|
|
ESIO
1206
DELISTED
Electro Scientific Industries
ESIO
| $9.13M | 0.02% |
1,277,519
+206,099
| +19% | +$1.34M |
|
|
MDCO
1207
DELISTED
Medicines Co
MDCO
| $9.13M | 0.02% |
287,361
+38,329
| +15% | +$1.25M |
|
|
EFII
1208
DELISTED
Electronics for Imaging
EFII
| $9.13M | 0.02% |
+215,259
| New | +$8.78M |
|
1209
Moog Inc Class A
MOG.A
$13.8B
| $9.12M | 0.02% |
199,700
+17,200
| +9% | +$803K |
|
|
SFR
1210
DELISTED
Starwood Waypoint Homes
SFR
| $9.12M | 0.02% |
368,300
+218,000
| +145% | +$4.88M |
|
|
LTC
1211
LTC Properties
LTC
$2.19B
| $9.11M | 0.02% |
201,300
+4,500
| +2% | +$199K |
|
|
NE
1212
DELISTED
Noble Corporation
NE
| $9.1M | 0.02% |
+879,400
| New | +$7.98M |
|
1213
First American
FAF
$7.51B
| $9.1M | 0.02% |
+238,800
| New | +$8.5M |
|
|
JE
1214
DELISTED
Just Energy Group Inc
JE
| $9.09M | 0.02% |
46,391
-2,109
| -4% | -$429K |
|
1215
Tyler Technologies
TYL
$13.4B
| $9.04M | 0.02% |
+70,300
| New | +$9.77M |
|
|
SCMP
1216
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
| $9.03M | 0.02% |
825,700
+270,900
| +49% | +$3.42M |
|
1217
National Fuel Gas
NFG
$7.77B
| $9.02M | 0.02% |
180,200
+138,400
| +331% | +$6.37M |
|
1218
Merit Medical Systems
MMSI
$5.4B
| $9M | 0.02% |
486,900
-41,000
| -8% | -$711K |
|
1219
Erie Indemnity
ERIE
$13.4B
| $9M | 0.02% |
96,771
+50,071
| +107% | +$4.71M |
|
1220
Lam Research
LRCX
$411B
| $8.99M | 0.02% |
1,088,000
-6,563,560
| -86% | -$47.7M |
|
1221
Helmerich & Payne
HP
$4.44B
| $8.98M | 0.02% |
152,900
-186,200
| -55% | -$9.84M |
|
1222
U-Haul Holding Co
UHAL
$14.5B
| $8.96M | 0.02% |
250,660
-304,340
| -55% | -$10.6M |
|
1223
Vertex Pharmaceuticals
VRTX
$129B
| $8.95M | 0.02% |
112,617
+51,300
| +84% | +$4.64M |
|
|
NTI
1224
DELISTED
NORTHERN TIER ENERGY LP CLASS A
NTI
| $8.95M | 0.02% |
379,700
-266,100
| -41% | -$6.42M |
|
1225
HEICO Corp Class A
HEI.A
$38.1B
| $8.92M | 0.02% |
457,441
+143,310
| +46% | +$2.63M |
|
Similar funds
Jim Simons's Q1 2016 Portfolio in Review
As of Q1 2016, Jim Simons held 3,753 positions worth $52.6B, up 15% from $45.9B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.
Jim Simons deployed $5.31B of net new capital in Q1 2016, opening 498 new positions and adding to 2,018 existing holdings. Its largest new stake was EMC CORPORATION: 7,000,400 shares worth $187M.
By sector, the portfolio is most concentrated in Healthcare at 13% of assets, down from 14% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Pfizer, an estimated $168M trimmed.
- Jim Simons's largest Q1 2016 buy was EMC CORPORATION: 7,000,400 shares worth $187M.
- Jim Simons added most to PepsiCo in Q1 2016, an estimated $192M increase.
- Jim Simons's biggest Q1 2016 reduction was Pfizer, cutting an estimated $168M.
- Jim Simons fully exited Apple in Q1 2016, selling an estimated $470M.
- Jim Simons's ten largest holdings make up 7.9% of its $52.6B portfolio in Q1 2016.
- Jim Simons opened 498 new positions and closed 403 in Q1 2016.
- Jim Simons's portfolio value rose 15% quarter-over-quarter to $52.6B.
Based on Renaissance Technologies's 13F filing for Q1 2016, filed 13 May 2016.