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 | |
|---|---|---|---|---|---|---|
1676
Casella Waste Systems
CWST
$5.77B
| $4.75M | 0.01% |
709,700
-137,542
| -16% | -$829K |
|
1677
Greif
GEF
$4.97B
| $4.75M | 0.01% |
+145,000
| New | +$4M |
|
1678
Interparfums
IPAR
$3.67B
| $4.75M | 0.01% |
153,700
-10,508
| -6% | -$274K |
|
|
AGEN
1679
Agenus
AGEN
$329M
| $4.74M | 0.01% |
58,099
-3,251
| -5% | -$219K |
|
|
BBOX
1680
DELISTED
Black Box Corp
BBOX
| $4.72M | 0.01% |
350,700
+52,749
| +18% | +$566K |
|
1681
AMN Healthcare
AMN
$1.34B
| $4.72M | 0.01% |
140,500
-276,300
| -66% | -$7.9M |
|
1682
StealthGas
GASS
$352M
| $4.72M | 0.01% |
1,337,100
-21,000
| -2% | -$64.4K |
|
|
SIVB
1683
DELISTED
SVB Financial Group
SIVB
| $4.71M | 0.01% |
46,157
+18,800
| +69% | +$1.82M |
|
|
COBZ
1684
DELISTED
CoBiz Financial,Inc
COBZ
| $4.7M | 0.01% |
398,000
+41,300
| +12% | +$465K |
|
|
FONR
1685
DELISTED
Fonar
FONR
| $4.7M | 0.01% |
305,716
+14,800
| +5% | +$230K |
|
1686
Tompkins Financial
TMP
$1.46B
| $4.69M | 0.01% |
73,300
+18,100
| +33% | +$1.03M |
|
1687
Standard Motor Products
SMP
$870M
| $4.67M | 0.01% |
134,900
-8,100
| -6% | -$279K |
|
1688
Bank of Marin Bancorp
BMRC
$458M
| $4.67M | 0.01% |
189,600
+10,798
| +6% | +$272K |
|
1689
United Natural Foods
UNFI
$2.93B
| $4.66M | 0.01% |
115,650
-62,700
| -35% | -$2.31M |
|
|
AIQ
1690
DELISTED
Alliance Healthcare Services
AIQ
| $4.66M | 0.01% |
648,160
+10,900
| +2% | +$79.5K |
|
1691
Consolidated Water Co
CWCO
$500M
| $4.66M | 0.01% |
382,749
+58,449
| +18% | +$657K |
|
1692
Teledyne Technologies
TDY
$31.5B
| $4.64M | 0.01% |
52,700
+29,000
| +122% | +$2.41M |
|
|
KW
1693
DELISTED
Kennedy-Wilson Holdings
KW
| $4.64M | 0.01% |
211,700
+145,500
| +220% | +$2.88M |
|
1694
Simulations Plus
SLP
$371M
| $4.63M | 0.01% |
524,058
-1,942
| -0.4% | -$19K |
|
1695
Kadant
KAI
$3.95B
| $4.62M | 0.01% |
102,400
+5,205
| +5% | +$206K |
|
1696
National Presto Industries
NPK
$1B
| $4.62M | 0.01% |
55,117
-18,083
| -25% | -$1.45M |
|
1697
IDEX
IEX
$17.6B
| $4.61M | 0.01% |
+55,625
| New | +$4.17M |
|
|
WSR
1698
DELISTED
Whitestone REIT
WSR
| $4.61M | 0.01% |
366,400
-29,497
| -7% | -$331K |
|
1699
Trex
TREX
$5.06B
| $4.6M | 0.01% |
384,000
+75,200
| +24% | +$733K |
|
|
EXFO
1700
DELISTED
EXFO INC.
EXFO
| $4.6M | 0.01% |
1,236,500
+21,600
| +2% | +$65.5K |
|
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.