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 | Financials | 11.92% |
| 2 | Healthcare | 11.63% |
| 3 | Technology | 11.35% |
| 4 | Industrials | 10.55% |
| 5 | Consumer Staples | 10.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
American International
AIG
$40.4B
| $88.4M | 0.17% |
+1,636,160
| New | +$88.4M |
|
102
Usana Health Sciences
USNA
$254M
| $88.3M | 0.17% |
1,454,400
-93,966
| -6% | -$5.53M |
|
103
ICU Medical
ICUI
$4.55B
| $87.7M | 0.17% |
842,000
+29,200
| +4% | +$2.79M |
|
104
Euronet Worldwide
EEFT
$2.64B
| $86M | 0.16% |
1,159,945
-34,600
| -3% | -$2.44M |
|
105
America Movil
AMX
$70.3B
| $85.9M | 0.16% |
5,533,200
+1,518,100
| +38% | +$21M |
|
106
Pinnacle West Capital
PNW
$12.1B
| $85.5M | 0.16% |
1,138,300
+176,600
| +18% | +$12.1M |
|
107
BCE
BCE
$21.8B
| $84.8M | 0.16% |
1,860,671
-137,600
| -7% | -$5.75M |
|
108
Coca-Cola Europacific Partners
CCEP
$47.1B
| $83.8M | 0.16% |
1,651,392
+244,100
| +17% | +$11.8M |
|
109
Digital Realty Trust
DLR
$70.6B
| $82.5M | 0.16% |
932,000
+155,700
| +20% | +$12.6M |
|
110
Capitol Federal Financial
CFFN
$1.09B
| $82.4M | 0.16% |
6,210,897
+295,900
| +5% | +$3.69M |
|
111
Old Republic International
ORI
$10.2B
| $81.6M | 0.16% |
4,464,285
+3,540,900
| +383% | +$63.8M |
|
112
Humana
HUM
$44.8B
| $81.6M | 0.16% |
446,000
+317,200
| +246% | +$55M |
|
113
Ultrapar
UGP
$6.37B
| $81M | 0.15% |
8,402,000
-309,200
| -4% | -$2.45M |
|
114
United Airlines
UAL
$41B
| $80.6M | 0.15% |
1,346,100
-78,300
| -5% | -$4.16M |
|
|
MZTI
115
The Marzetti Company
MZTI
$3.15B
| $80.6M | 0.15% |
728,600
-4,000
| -0.5% | -$429K |
|
116
Chunghwa Telecom
CHT
$32.9B
| $80.3M | 0.15% |
2,379,948
+197,864
| +9% | +$6.25M |
|
117
DaVita
DVA
$11.4B
| $80.1M | 0.15% |
1,091,500
+167,400
| +18% | +$11.3M |
|
118
Cinemark Holdings
CNK
$4.25B
| $79.3M | 0.15% |
2,213,400
-468,700
| -17% | -$14.9M |
|
119
British American Tobacco
BTI
$122B
| $79.3M | 0.15% |
1,356,400
+139,000
| +11% | +$7.65M |
|
120
Mid-America Apartment Communities
MAA
$15.3B
| $79.2M | 0.15% |
775,000
+125,638
| +19% | +$11.7M |
|
121
Philip Morris
PM
$290B
| $78.9M | 0.15% |
804,500
+406,700
| +102% | +$37.3M |
|
122
Regeneron Pharmaceuticals
REGN
$82.1B
| $78.2M | 0.15% |
216,962
+109,700
| +102% | +$45.2M |
|
123
Molina Healthcare
MOH
$10.2B
| $77.9M | 0.15% |
1,208,150
+159,572
| +15% | +$9.48M |
|
124
Northrop Grumman
NOC
$81.8B
| $77.7M | 0.15% |
+392,500
| New | +$74.1M |
|
125
Pan American Silver
PAAS
$21.8B
| $77.6M | 0.15% |
7,139,712
+1,922,912
| +37% | +$16.5M |
|
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 Financials at 12% of assets, up from 11% a quarter earlier, followed by Healthcare and Technology.
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.