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 | |
|---|---|---|---|---|---|---|
|
TVTY
1251
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $8.5M | 0.02% |
841,989
+195,800
| +30% | +$2.2M |
|
|
AFSI
1252
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $8.49M | 0.02% |
+328,212
| New | +$8.72M |
|
|
HOS
1253
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $8.49M | 0.02% |
854,700
+534,500
| +167% | +$4.49M |
|
1254
Alamos Gold
AGI
$14B
| $8.46M | 0.02% |
1,600,149
+530,289
| +50% | +$2.18M |
|
|
ABCO
1255
DELISTED
Advisory Board Co
ABCO
| $8.45M | 0.02% |
+261,940
| New | +$9.79M |
|
1256
Brunswick
BC
$5.29B
| $8.44M | 0.02% |
175,900
-46,900
| -21% | -$2.03M |
|
1257
Brookfield Infrastructure Partners
BIP
$18.2B
| $8.41M | 0.02% |
503,244
+138,784
| +38% | +$2.01M |
|
1258
Embotelladora Andina Series B
AKO.B
$4.78B
| $8.4M | 0.02% |
440,700
+51,000
| +13% | +$877K |
|
|
BBBY
1259
Bed Bath & Beyond
BBBY
$420M
| $8.39M | 0.02% |
777,038
+203,510
| +35% | +$1.99M |
|
1260
Cathay General Bancorp
CATY
$4.33B
| $8.35M | 0.02% |
294,871
+129,800
| +79% | +$3.6M |
|
|
KBAL
1261
DELISTED
Kimball International
KBAL
| $8.35M | 0.02% |
735,291
+141,428
| +24% | +$1.49M |
|
1262
Hain Celestial
HAIN
$52.5M
| $8.34M | 0.02% |
203,822
-1,000,900
| -83% | -$37.6M |
|
|
WIFI
1263
DELISTED
Boingo Wireless, Inc.
WIFI
| $8.34M | 0.02% |
1,080,100
+159,200
| +17% | +$1.03M |
|
1264
Independent Bank Corp
IBCP
$851M
| $8.33M | 0.02% |
572,600
+49,841
| +10% | +$727K |
|
|
LQ
1265
DELISTED
La Quinta Holdings Inc.
LQ
| $8.32M | 0.02% |
665,400
+597,000
| +873% | +$6.78M |
|
|
SRC
1266
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $8.32M | 0.02% |
164,842
-58
| -0% | -$2.71K |
|
|
MNR
1267
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $8.32M | 0.02% |
699,400
+265,800
| +61% | +$2.86M |
|
1268
Build-A-Bear
BBW
$480M
| $8.3M | 0.02% |
639,367
+44,767
| +8% | +$575K |
|
|
SNOW
1269
DELISTED
Intrawest Resorts Holdings, Inc.
SNOW
| $8.27M | 0.02% |
967,510
+27,336
| +3% | +$226K |
|
|
CALY
1270
Callaway Golf Company
CALY
$2.95B
| $8.24M | 0.02% |
904,000
+505,400
| +127% | +$4.43M |
|
1271
Globus Medical
GMED
$11.5B
| $8.23M | 0.02% |
+346,700
| New | +$8.48M |
|
1272
Community Bank
CBU
$3.46B
| $8.23M | 0.02% |
215,400
+55,242
| +34% | +$2.06M |
|
1273
Metallus
MTUS
$899M
| $8.23M | 0.02% |
904,400
+265,800
| +42% | +$1.94M |
|
1274
Independent Bank
INDB
$4.07B
| $8.23M | 0.02% |
179,008
+24,419
| +16% | +$1.09M |
|
1275
S&T Bancorp
STBA
$1.81B
| $8.21M | 0.02% |
318,686
+162,886
| +105% | +$4.27M |
|
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.