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 | |
|---|---|---|---|---|---|---|
1501
Adecoagro
AGRO
$1.31B
| $6.75M | 0.01% |
589,300
+370,800
| +170% | +$4.36M |
|
1502
Monarch Casino & Resort
MCRI
$2.2B
| $6.74M | 0.01% |
228,200
-22,320
| -9% | -$577K |
|
1503
Travere Therapeutics
TVTX
$5.79B
| $6.73M | 0.01% |
364,800
+323,500
| +783% | +$6.33M |
|
1504
Rush Enterprises Class A
RUSHA
$9.62B
| $6.71M | 0.01% |
456,476
+205,826
| +82% | +$3.04M |
|
|
LBY
1505
DELISTED
Libbey, Inc.
LBY
| $6.71M | 0.01% |
460,287
+32,787
| +8% | +$534K |
|
|
JOY
1506
DELISTED
Joy Global Inc
JOY
| $6.71M | 0.01% |
237,525
-165,900
| -41% | -$4.67M |
|
|
TFCF
1507
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $6.65M | 0.01% |
209,392
| – | – |
|
1508
Provident Financial
PROV
$113M
| $6.65M | 0.01% |
356,600
+14,300
| +4% | +$270K |
|
1509
Crawford & Co Class B
CRD.B
$585M
| $6.65M | 0.01% |
662,900
+42,700
| +7% | +$473K |
|
|
LPT
1510
DELISTED
Liberty Property Trust
LPT
| $6.64M | 0.01% |
172,376
-90,324
| -34% | -$3.53M |
|
|
OAK
1511
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $6.64M | 0.01% |
146,584
-218,286
| -60% | -$9.52M |
|
1512
TTEC Holdings
TTEC
$77.4M
| $6.64M | 0.01% |
224,300
-15,000
| -6% | -$452K |
|
1513
Mistras Group
MG
$584M
| $6.64M | 0.01% |
310,500
-36,000
| -10% | -$816K |
|
1514
Wheaton Precious Metals
WPM
$59.9B
| $6.61M | 0.01% |
317,197
-1,285,400
| -80% | -$26.7M |
|
1515
Manchester United
MANU
$4.02B
| $6.6M | 0.01% |
390,700
+8,000
| +2% | +$129K |
|
1516
MakeMyTrip
MMYT
$5.71B
| $6.59M | 0.01% |
190,567
+94,400
| +98% | +$3.03M |
|
1517
BOK Financial
BOKF
$8.85B
| $6.59M | 0.01% |
+84,142
| New | +$6.86M |
|
1518
GSI Technology
GSIT
$260M
| $6.57M | 0.01% |
755,000
-2,707
| -0.4% | -$18.6K |
|
|
PRSU
1519
Pursuit Attractions and Hospitality Inc
PRSU
$1.29B
| $6.54M | 0.01% |
144,800
-57,874
| -29% | -$2.62M |
|
1520
Harley-Davidson
HOG
$2.9B
| $6.49M | 0.01% |
107,300
-276,200
| -72% | -$16.2M |
|
1521
Dime Commercial Bancshares
DCOM
$1.82B
| $6.47M | 0.01% |
184,900
+41,800
| +29% | +$1.5M |
|
|
OME
1522
DELISTED
Omega Protein
OME
| $6.46M | 0.01% |
322,426
+74,526
| +30% | +$1.74M |
|
1523
Grupo Cibest SA
CIB
$22.7B
| $6.46M | 0.01% |
162,100
+13,000
| +9% | +$495K |
|
1524
CareTrust REIT
CTRE
$9.18B
| $6.42M | 0.01% |
381,900
+214,400
| +128% | +$3.33M |
|
1525
Insulet
PODD
$10.2B
| $6.41M | 0.01% |
148,700
+21,700
| +17% | +$931K |
|
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.