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 | |
|---|---|---|---|---|---|---|
|
WSR
1726
DELISTED
Whitestone REIT
WSR
| $4.61M | 0.01% |
332,700
-45,100
| -12% | -$622K |
|
|
1727
Visa
V
$682B
| $4.6M | 0.01% |
51,800
-2,542,700
| -98% | -$219M |
|
|
HES
1728
DELISTED
Hess
HES
| $4.6M | 0.01% |
95,463
-107,000
| -53% | -$5.67M |
|
|
DEA
1729
Easterly Government Properties
DEA
$1.18B
| $4.6M | 0.01% |
92,922
+67,202
| +261% | +$3.35M |
|
1730
Beazer Homes USA
BZH
$874M
| $4.59M | 0.01% |
378,560
+194,400
| +106% | +$2.5M |
|
1731
Hope Bancorp
HOPE
$1.85B
| $4.58M | 0.01% |
239,194
-103,436
| -30% | -$2.17M |
|
|
ARAV
1732
DELISTED
Aravive, Inc. Common Stock
ARAV
| $4.58M | 0.01% |
35,783
+27,550
| +335% | +$2.91M |
|
1733
Element Solutions
ESI
$9.51B
| $4.58M | 0.01% |
351,900
+136,700
| +64% | +$1.68M |
|
1734
Gaia
GAIA
$33.3M
| $4.58M | 0.01% |
460,400
+25,805
| +6% | +$226K |
|
1735
GeoPark
GPRK
$608M
| $4.58M | 0.01% |
640,050
+291,573
| +84% | +$1.6M |
|
|
PNK
1736
DELISTED
Pinnacle Entertainment Inc.
PNK
| $4.58M | 0.01% |
+234,500
| New | +$3.87M |
|
|
AMBR
1737
DELISTED
Amber Road Inc
AMBR
| $4.56M | 0.01% |
590,500
-161,600
| -21% | -$1.34M |
|
|
OSG
1738
Octave Specialty Group
OSG
$212M
| $4.55M | 0.01% |
241,200
+80,400
| +50% | +$1.69M |
|
|
ACBI
1739
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
| $4.54M | 0.01% |
239,767
+47,951
| +25% | +$911K |
|
|
HNP
1740
DELISTED
Huaneng Power Intl, Inc.
HNP
| $4.54M | 0.01% |
170,500
-62,200
| -27% | -$1.68M |
|
|
STRR
1741
DELISTED
Star Equity Holdings
STRR
| $4.54M | 0.01% |
17,118
-4
| -0% | -$1.03K |
|
|
FIG
1742
DELISTED
Fortress Investment Group Llc
FIG
| $4.52M | 0.01% |
568,300
-247,800
| -30% | -$1.67M |
|
|
SNBC
1743
DELISTED
Sun Bancorp Inc
SNBC
| $4.52M | 0.01% |
185,079
-18,700
| -9% | -$469K |
|
1744
Fomento Económico Mexicano
FMX
$39.7B
| $4.51M | 0.01% |
51,000
-158,900
| -76% | -$12.9M |
|
1745
LeMaitre Vascular
LMAT
$1.87B
| $4.51M | 0.01% |
183,300
+64,200
| +54% | +$1.51M |
|
|
RAVN
1746
DELISTED
Raven Industries Inc
RAVN
| $4.49M | 0.01% |
154,600
-32,900
| -18% | -$892K |
|
|
CCXI
1747
DELISTED
ChemoCentryx, Inc.
CCXI
| $4.49M | 0.01% |
616,581
+146,000
| +31% | +$1.05M |
|
1748
AGNC Investment
AGNC
$13B
| $4.49M | 0.01% |
225,561
-544,602
| -71% | -$10.5M |
|
|
ITCI
1749
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $4.49M | 0.01% |
+276,000
| New | +$3.99M |
|
1750
1st Source
SRCE
$2.13B
| $4.48M | 0.01% |
95,440
-1,900
| -2% | -$86.6K |
|
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.