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 | |
|---|---|---|---|---|---|---|
1426
Helen of Troy
HELE
$699M
| $7.67M | 0.01% |
81,410
+200
| +0.2% | +$18.9K |
|
|
WLB
1427
DELISTED
Westmoreland Coal Company
WLB
| $7.66M | 0.01% |
527,500
+194,800
| +59% | +$3.1M |
|
|
GMS
1428
DELISTED
GMS Inc
GMS
| $7.66M | 0.01% |
+218,500
| New | +$6.76M |
|
|
CCC
1429
DELISTED
Calgon Carbon Corp
CCC
| $7.65M | 0.01% |
523,900
-24,300
| -4% | -$373K |
|
|
STS
1430
DELISTED
Supreme Industries Inc Class A
STS
| $7.64M | 0.01% |
377,103
+68,900
| +22% | +$1.29M |
|
|
TBHC
1431
DELISTED
The Brand House Collective
TBHC
| $7.63M | 0.01% |
615,700
+62,900
| +11% | +$790K |
|
|
LHCG
1432
DELISTED
LHC Group LLC
LHCG
| $7.63M | 0.01% |
141,500
+49,900
| +54% | +$2.42M |
|
|
CHA
1433
DELISTED
China Telecom Corporation, LTD
CHA
| $7.62M | 0.01% |
156,600
-25,000
| -14% | -$1.2M |
|
1434
Horizon Bancorp
HBNC
$1.05B
| $7.61M | 0.01% |
435,105
+74,850
| +21% | +$1.3M |
|
1435
Brookfield Renewable
BEP
$10.6B
| $7.6M | 0.01% |
480,296
+374,463
| +354% | +$5.84M |
|
|
ENOC
1436
DELISTED
EnerNOC, Inc.
ENOC
| $7.57M | 0.01% |
1,262,200
+61,862
| +5% | +$352K |
|
|
HZN
1437
DELISTED
Horizon Global Corporation
HZN
| $7.57M | 0.01% |
545,300
+28,200
| +5% | +$516K |
|
|
RPT
1438
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $7.55M | 0.01% |
538,400
-217,876
| -29% | -$3.37M |
|
1439
Koppers
KOP
$874M
| $7.54M | 0.01% |
178,000
+31,400
| +21% | +$1.32M |
|
1440
SITE Centers
SITC
$158M
| $7.54M | 0.01% |
466,808
+373,831
| +402% | +$6.9M |
|
|
BECN
1441
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $7.49M | 0.01% |
152,357
-18,000
| -11% | -$831K |
|
|
MJN
1442
DELISTED
Mead Johnson Nutrition Company
MJN
| $7.48M | 0.01% |
84,000
-941,700
| -92% | -$77.4M |
|
1443
RLJ Lodging Trust
RLJ
$1.67B
| $7.48M | 0.01% |
318,200
-56,100
| -15% | -$1.31M |
|
1444
Federal Realty Investment Trust
FRT
$10.3B
| $7.48M | 0.01% |
56,000
+40,600
| +264% | +$5.61M |
|
1445
RELX
RELX
$60.4B
| $7.47M | 0.01% |
377,528
+177,600
| +89% | +$3.32M |
|
1446
Ceragon Networks
CRNT
$198M
| $7.47M | 0.01% |
2,285,300
-50,170
| -2% | -$178K |
|
1447
Hecla Mining
HL
$11.9B
| $7.46M | 0.01% |
1,410,400
-128,300
| -8% | -$741K |
|
|
ULTI
1448
DELISTED
Ultimate Software Group Inc
ULTI
| $7.46M | 0.01% |
38,214
-5,534
| -13% | -$1.08M |
|
1449
Stantec
STN
$8.44B
| $7.44M | 0.01% |
286,797
-10,303
| -3% | -$270K |
|
|
CIO
1450
DELISTED
City Office REIT
CIO
| $7.43M | 0.01% |
611,900
+109,501
| +22% | +$1.38M |
|
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.