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 | |
|---|---|---|---|---|---|---|
1801
Eastern Company
EML
$154M
| $4.19M | 0.01% |
195,173
+4,873
| +3% | +$97.2K |
|
1802
Old Dominion Freight Line
ODFL
$44.7B
| $4.17M | 0.01% |
+146,181
| New | +$4.32M |
|
1803
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $4.17M | 0.01% |
76,400
-38,400
| -33% | -$2.06M |
|
1804
Coca-Cola
KO
$376B
| $4.16M | 0.01% |
98,100
-943,200
| -91% | -$39.3M |
|
1805
Community Bank
CBU
$3.46B
| $4.16M | 0.01% |
75,629
-46,171
| -38% | -$2.69M |
|
|
XHR
1806
Xenia Hotels & Resorts
XHR
$1.76B
| $4.15M | 0.01% |
243,100
-85,400
| -26% | -$1.53M |
|
1807
EPR Properties
EPR
$4.73B
| $4.14M | 0.01% |
56,300
-78,000
| -58% | -$5.76M |
|
|
DALN
1808
DELISTED
DallasNews
DALN
| $4.12M | 0.01% |
167,584
-7,563
| -4% | -$191K |
|
|
ILG
1809
DELISTED
ILG, Inc Common Stock
ILG
| $4.12M | 0.01% |
196,429
-339,292
| -63% | -$6.38M |
|
|
NORD
1810
DELISTED
Nord Anglia Education, Inc.
NORD
| $4.11M | 0.01% |
162,200
+103,500
| +176% | +$2.42M |
|
1811
Globant
GLOB
$1.77B
| $4.1M | 0.01% |
112,700
-68,900
| -38% | -$2.4M |
|
1812
Avista
AVA
$3.24B
| $4.1M | 0.01% |
104,900
+88,200
| +528% | +$3.46M |
|
1813
Packaging Corp of America
PKG
$22.9B
| $4.09M | 0.01% |
44,700
-41,300
| -48% | -$3.79M |
|
1814
Macerich
MAC
$6.99B
| $4.09M | 0.01% |
63,519
-567,600
| -90% | -$38.2M |
|
1815
Citizens & Northern Corp
CZNC
$466M
| $4.08M | 0.01% |
175,109
+41,009
| +31% | +$993K |
|
|
TFCFA
1816
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $4.07M | 0.01% |
125,731
| – | – |
|
|
ABCD
1817
DELISTED
Cambium Learning Group, Inc.
ABCD
| $4.07M | 0.01% |
830,300
+54,200
| +7% | +$271K |
|
1818
CytomX Therapeutics
CTMX
$730M
| $4.05M | 0.01% |
234,800
+143,600
| +157% | +$1.89M |
|
|
GTT
1819
DELISTED
GTT Communications, Inc.
GTT
| $4.05M | 0.01% |
166,471
+117,171
| +238% | +$3.18M |
|
|
INN
1820
Summit Hotel Properties
INN
$656M
| $4.05M | 0.01% |
253,400
-282,812
| -53% | -$4.46M |
|
|
SMMF
1821
DELISTED
Summit Financial Group, Inc.
SMMF
| $4.04M | 0.01% |
187,335
+26,700
| +17% | +$643K |
|
1822
Kingstone Companies
KINS
$282M
| $4.03M | 0.01% |
252,813
+152,013
| +151% | +$2.09M |
|
1823
Diana Shipping
DSX
$307M
| $4.03M | 0.01% |
1,247,529
-86,249
| -6% | -$243K |
|
1824
Trimble
TRMB
$13.4B
| $4.01M | 0.01% |
+125,344
| New | +$3.88M |
|
1825
LiveRamp
RAMP
$2.31B
| $3.99M | 0.01% |
140,245
+22,745
| +19% | +$634K |
|
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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.