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 | |
|---|---|---|---|---|---|---|
|
XEC
1451
DELISTED
CIMAREX ENERGY CO
XEC
| $7.37M | 0.01% |
61,698
+8,800
| +17% | +$1.14M |
|
|
SPR
1452
DELISTED
Spirit AeroSystems
SPR
| $7.35M | 0.01% |
126,900
-835,100
| -87% | -$48.8M |
|
1453
Fossil Group
FOSL
$330M
| $7.35M | 0.01% |
421,000
+412,600
| +4,912% | +$8.75M |
|
1454
International Paper
IP
$21.8B
| $7.34M | 0.01% |
+152,592
| New | +$7.65M |
|
1455
Integra LifeSciences
IART
$1.42B
| $7.32M | 0.01% |
+173,660
| New | +$7.42M |
|
1456
Alkermes
ALKS
$8.3B
| $7.31M | 0.01% |
+124,886
| New | +$7.08M |
|
1457
James River Group Holdings
JRVR
$200M
| $7.3M | 0.01% |
170,400
+52,000
| +44% | +$2.16M |
|
|
TSC
1458
DELISTED
TriState Capital Holdings, Inc.
TSC
| $7.29M | 0.01% |
312,300
-8,500
| -3% | -$194K |
|
1459
New Jersey Resources
NJR
$5.64B
| $7.29M | 0.01% |
184,100
+52,600
| +40% | +$1.98M |
|
1460
Griffon
GFF
$4.8B
| $7.29M | 0.01% |
295,600
+91,500
| +45% | +$2.28M |
|
|
BGFV
1461
DELISTED
Big 5 Sporting Goods
BGFV
| $7.27M | 0.01% |
481,393
-259,269
| -35% | -$3.94M |
|
1462
Evolution Petroleum
EPM
$135M
| $7.26M | 0.01% |
907,800
-5,400
| -0.6% | -$46.1K |
|
|
UAM
1463
DELISTED
Universal American Corp
UAM
| $7.26M | 0.01% |
728,176
+162,050
| +29% | +$1.61M |
|
|
CSW
1464
CSW Industrials
CSW
$5.59B
| $7.25M | 0.01% |
197,400
-17,900
| -8% | -$654K |
|
|
OB
1465
DELISTED
Onebeacon Insurance Group Ltd
OB
| $7.23M | 0.01% |
452,100
+15,400
| +4% | +$245K |
|
|
MBVT
1466
DELISTED
Merchants Bancshares Inc
MBVT
| $7.21M | 0.01% |
148,011
+8,611
| +6% | +$439K |
|
|
XIN
1467
DELISTED
Xinyuan Real Estate
XIN
| $7.2M | 0.01% |
163,220
-29,370
| -15% | -$1.47M |
|
1468
American Vanguard Corp
AVD
$62.8M
| $7.19M | 0.01% |
433,394
-9,958
| -2% | -$166K |
|
1469
Piper Sandler
PIPR
$5.54B
| $7.18M | 0.01% |
450,000
+332,800
| +284% | +$5.89M |
|
1470
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
| $7.18M | 0.01% |
59,500
-36,600
| -38% | -$4.39M |
|
1471
Virtu Financial
VIRT
$5.05B
| $7.16M | 0.01% |
421,100
+339,691
| +417% | +$5.88M |
|
1472
Fresenius Medical Care
FMS
$12.6B
| $7.14M | 0.01% |
+169,500
| New | +$7.01M |
|
1473
Vishay Precision Group
VPG
$908M
| $7.14M | 0.01% |
451,800
+35,800
| +9% | +$597K |
|
|
SVC
1474
Service Properties Trust
SVC
$1.06B
| $7.12M | 0.01% |
45,148
-22,452
| -33% | -$3.52M |
|
|
TRR
1475
DELISTED
Trc Companies
TRR
| $7.11M | 0.01% |
407,600
-94,900
| -19% | -$1.02M |
|
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.