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 | |
|---|---|---|---|---|---|---|
1301
Arrow Financial
AROW
$730M
| $7.82M | 0.01% |
372,666
+39,523
| +12% | +$825K |
|
|
LION
1302
DELISTED
Fidelity Southern Corporation
LION
| $7.8M | 0.01% |
486,169
+27,650
| +6% | +$452K |
|
|
FGL
1303
DELISTED
Fidelity & Guaranty Life
FGL
| $7.78M | 0.01% |
296,600
+188,100
| +173% | +$4.77M |
|
1304
Eagle Bancorp
EGBN
$877M
| $7.78M | 0.01% |
161,980
-12,700
| -7% | -$597K |
|
1305
Neogen
NEOG
$2.53B
| $7.77M | 0.01% |
411,467
+77,867
| +23% | +$1.48M |
|
1306
NovaGold Resources
NG
$3.52B
| $7.74M | 0.01% |
1,534,780
+1,061,780
| +224% | +$4.89M |
|
1307
Utah Medical Products
UTMD
$230M
| $7.74M | 0.01% |
123,731
+14,731
| +14% | +$869K |
|
|
OLP
1308
One Liberty Properties
OLP
$530M
| $7.73M | 0.01% |
345,089
+2,200
| +0.6% | +$46.2K |
|
1309
ABM Industries
ABM
$2.83B
| $7.72M | 0.01% |
238,900
+45,900
| +24% | +$1.38M |
|
1310
Extra Space Storage
EXR
$31.4B
| $7.71M | 0.01% |
82,500
-125,500
| -60% | -$10.9M |
|
1311
Brown & Brown
BRO
$23.8B
| $7.71M | 0.01% |
430,600
+309,000
| +254% | +$4.96M |
|
|
BID
1312
DELISTED
Sotheby's
BID
| $7.7M | 0.01% |
+288,200
| New | +$6.92M |
|
1313
SPS Commerce
SPSC
$2.81B
| $7.7M | 0.01% |
358,600
+160,000
| +81% | +$4.02M |
|
1314
Mizuho Financial
MFG
$132B
| $7.7M | 0.01% |
2,618,300
+135,700
| +5% | +$441K |
|
|
CSFL
1315
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $7.68M | 0.01% |
515,700
+100,300
| +24% | +$1.45M |
|
1316
Century Aluminum
CENX
$4.7B
| $7.67M | 0.01% |
1,088,599
+859,900
| +376% | +$4.76M |
|
|
WFM
1317
DELISTED
Whole Foods Market Inc
WFM
| $7.67M | 0.01% |
246,648
-1,158,400
| -82% | -$36.3M |
|
1318
Silgan Holdings
SLGN
$4.46B
| $7.67M | 0.01% |
+288,480
| New | +$7.49M |
|
1319
Insteel Industries
IIIN
$634M
| $7.67M | 0.01% |
250,840
+66,000
| +36% | +$1.65M |
|
|
POWR
1320
DELISTED
POWERSECURE INTL INC COM STK (DE)
POWR
| $7.66M | 0.01% |
409,700
+257,100
| +168% | +$3.65M |
|
|
ASCMA
1321
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
| $7.66M | 0.01% |
516,900
+97,000
| +23% | +$1.23M |
|
1322
Mettler-Toledo International
MTD
$28.3B
| $7.65M | 0.01% |
+22,200
| New | +$7.14M |
|
1323
Deutsche Bank
DB
$72.4B
| $7.65M | 0.01% |
+505,883
| New | +$8.47M |
|
|
NS
1324
DELISTED
NuStar Energy L.P.
NS
| $7.65M | 0.01% |
189,400
-209,000
| -52% | -$7.28M |
|
|
ALX
1325
Alexander's
ALX
$1.39B
| $7.65M | 0.01% |
20,100
+200
| +1% | +$75.7K |
|
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.