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 | |
|---|---|---|---|---|---|---|
1701
Restaurant Brands International
QSR
$26.7B
| $4.8M | 0.01% |
+86,187
| New | +$4.51M |
|
1702
DHI Group
DHX
$174M
| $4.8M | 0.01% |
1,214,800
+26,900
| +2% | +$139K |
|
1703
National Health Investors
NHI
$3.5B
| $4.8M | 0.01% |
+66,033
| New | +$4.84M |
|
1704
Orion Group Holdings
ORN
$392M
| $4.79M | 0.01% |
641,700
-19,000
| -3% | -$180K |
|
|
PPBI
1705
DELISTED
Pacific Premier Bancorp
PPBI
| $4.79M | 0.01% |
124,300
-25,500
| -17% | -$980K |
|
|
MBFI
1706
DELISTED
MB Financial Corp
MBFI
| $4.77M | 0.01% |
+111,393
| New | +$4.99M |
|
1707
Ziff Davis
ZD
$1.92B
| $4.77M | 0.01% |
65,320
+61,065
| +1,435% | +$4.47M |
|
1708
Dynagas LNG Partners
DLNG
$138M
| $4.76M | 0.01% |
270,126
+109,302
| +68% | +$1.82M |
|
1709
Patrick Industries
PATK
$2.78B
| $4.74M | 0.01% |
+150,302
| New | +$5.2M |
|
|
OIIM
1710
DELISTED
02Micro International
OIIM
| $4.72M | 0.01% |
2,061,000
+27,700
| +1% | +$66.1K |
|
|
RFP
1711
DELISTED
Resolute Forest Products Inc.
RFP
| $4.72M | 0.01% |
865,600
-240,000
| -22% | -$1.19M |
|
1712
Jefferies Financial Group
JEF
$12.9B
| $4.71M | 0.01% |
202,379
-524,077
| -72% | -$11.7M |
|
1713
Ryman Hospitality Properties
RHP
$7.87B
| $4.71M | 0.01% |
76,141
+32,600
| +75% | +$2.05M |
|
|
APEX
1714
DELISTED
Apex Global Brands Inc. Common Stock
APEX
| $4.71M | 0.01% |
18,247
-1,921
| -10% | -$526K |
|
1715
M/I Homes
MHO
$3.9B
| $4.7M | 0.01% |
191,900
-71,700
| -27% | -$1.76M |
|
|
FFG
1716
DELISTED
FBL Financial Group
FFG
| $4.68M | 0.01% |
71,500
+44,300
| +163% | +$3.07M |
|
|
CLUB
1717
DELISTED
Town Sports International Holdings, Inc.
CLUB
| $4.68M | 0.01% |
1,317,100
+67,700
| +5% | +$220K |
|
1718
iShares MSCI Brazil ETF
EWZ
$8.55B
| $4.67M | 0.01% |
124,700
-96,700
| -44% | -$3.61M |
|
1719
Boston Beer
SAM
$1.9B
| $4.66M | 0.01% |
+32,200
| New | +$5.04M |
|
|
INFI
1720
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
| $4.65M | 0.01% |
1,439,241
-260,759
| -15% | -$642K |
|
|
MRLN
1721
DELISTED
Marlin Business Services Corp
MRLN
| $4.64M | 0.01% |
180,200
-2,700
| -1% | -$63.5K |
|
1722
Civista Bancshares
CIVB
$595M
| $4.64M | 0.01% |
209,300
+13,300
| +7% | +$288K |
|
1723
Kadant
KAI
$3.91B
| $4.63M | 0.01% |
78,100
+43,500
| +126% | +$2.64M |
|
1724
Gencor Industries
GENC
$264M
| $4.62M | 0.01% |
309,300
-7,500
| -2% | -$112K |
|
|
AVH
1725
DELISTED
AVIANCA HOLDINGS S.A.
AVH
| $4.62M | 0.01% |
598,848
+291,948
| +95% | +$2.38M |
|
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.