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 | |
|---|---|---|---|---|---|---|
1901
TE Connectivity
TEL
$62.2B
| $3.6M | 0.01% |
+48,300
| New | +$3.55M |
|
1902
Carlyle Group
CG
$18.3B
| $3.6M | 0.01% |
225,590
+115,190
| +104% | +$1.89M |
|
|
FGH
1903
DELISTED
FG Group Holdings Inc.
FGH
| $3.6M | 0.01% |
599,400
+57,100
| +11% | +$389K |
|
|
ALBO
1904
DELISTED
Albireo Pharma Inc
ALBO
| $3.59M | 0.01% |
149,632
+794
| +0.5% | +$17.3K |
|
|
IIJI
1905
DELISTED
Internet Initiative Japan Inc
IIJI
| $3.59M | 0.01% |
398,600
+400
| +0.1% | +$3.36K |
|
|
NM
1906
DELISTED
Navios Maritime Holdings Inc.
NM
| $3.59M | 0.01% |
191,970
+17,090
| +10% | +$307K |
|
|
ADSW
1907
DELISTED
Advanced Disposal Services Inc
ADSW
| $3.59M | 0.01% |
+158,800
| New | +$3.55M |
|
1908
Equity Bancshares
EQBK
$1.07B
| $3.56M | 0.01% |
112,200
+36,682
| +49% | +$1.2M |
|
|
SCX
1909
DELISTED
The L.S. Starrett Company
SCX
| $3.56M | 0.01% |
339,100
-10,700
| -3% | -$117K |
|
1910
RCM Technologies
RCMT
$205M
| $3.56M | 0.01% |
747,900
-6,000
| -0.8% | -$34K |
|
|
KIN
1911
DELISTED
Kindred Biosciences, Inc.
KIN
| $3.56M | 0.01% |
504,800
+153,200
| +44% | +$960K |
|
1912
Akebia Therapeutics
AKBA
$241M
| $3.55M | 0.01% |
386,267
+177,667
| +85% | +$1.73M |
|
|
ALEX
1913
DELISTED
Alexander & Baldwin
ALEX
| $3.55M | 0.01% |
79,813
-90,687
| -53% | -$4.02M |
|
1914
PENN Entertainment
PENN
$2.53B
| $3.53M | ﹤0.01% |
191,700
-526,700
| -73% | -$7.72M |
|
1915
Ampco-Pittsburgh
AP
$190M
| $3.53M | ﹤0.01% |
251,300
-8,500
| -3% | -$126K |
|
|
HIVE
1916
DELISTED
Aerohive Networks
HIVE
| $3.53M | ﹤0.01% |
837,900
-69,600
| -8% | -$350K |
|
1917
VSE Corp
VSEC
$6.48B
| $3.52M | ﹤0.01% |
86,400
-6,600
| -7% | -$255K |
|
1918
Consolidated Water Co
CWCO
$502M
| $3.52M | ﹤0.01% |
301,700
-115,787
| -28% | -$1.22M |
|
1919
Public Storage
PSA
$61.4B
| $3.5M | ﹤0.01% |
16,000
-150,334
| -90% | -$33.3M |
|
|
GDEN
1920
DELISTED
Golden Entertainment
GDEN
| $3.5M | ﹤0.01% |
264,600
+29,650
| +13% | +$356K |
|
1921
Knowles
KN
$3.23B
| $3.49M | ﹤0.01% |
+184,374
| New | +$3.37M |
|
1922
Mercury Systems
MRCY
$6.59B
| $3.48M | ﹤0.01% |
89,167
-416,868
| -82% | -$14.8M |
|
|
HEOP
1923
DELISTED
Heritage Oaks Bancorp
HEOP
| $3.48M | ﹤0.01% |
260,700
-15,800
| -6% | -$209K |
|
|
TRUE
1924
DELISTED
TrueCar
TRUE
| $3.47M | ﹤0.01% |
+224,400
| New | +$3.11M |
|
|
KLDX
1925
DELISTED
KLONDEX MINES LTD
KLDX
| $3.47M | ﹤0.01% |
891,101
+583,801
| +190% | +$2.94M |
|
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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.