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 | |
|---|---|---|---|---|---|---|
1976
SM Energy
SM
$7.71B
| $3.21M | ﹤0.01% |
+133,700
| New | +$3.7M |
|
1977
Caleres
CAL
$461M
| $3.21M | ﹤0.01% |
121,500
-43,100
| -26% | -$1.3M |
|
1978
Crawford & Co Class A
CRD.A
$632M
| $3.21M | ﹤0.01% |
393,872
-6,628
| -2% | -$57.6K |
|
1979
CarParts.com
PRTS
$50.3M
| $3.2M | ﹤0.01% |
95,620
-1,844
| -2% | -$62.2K |
|
1980
iShares China Large-Cap ETF
FXI
$4.16B
| $3.2M | ﹤0.01% |
+83,200
| New | +$3.13M |
|
1981
Ironwood Pharmaceuticals
IRWD
$674M
| $3.18M | ﹤0.01% |
+222,625
| New | +$3.04M |
|
|
STCN
1982
DELISTED
Steel Connect, Inc. Common Stock
STCN
| $3.18M | ﹤0.01% |
189,197
+19,585
| +12% | +$319K |
|
1983
NorthWestern Energy
NWE
$4.4B
| $3.18M | ﹤0.01% |
54,100
-41,300
| -43% | -$2.37M |
|
1984
Five Below
FIVE
$13.4B
| $3.17M | ﹤0.01% |
+73,300
| New | +$2.91M |
|
1985
Cass Information Systems
CASS
$750M
| $3.17M | ﹤0.01% |
63,345
+41,697
| +193% | +$2.09M |
|
1986
Transact Technologies
TACT
$52.5M
| $3.17M | ﹤0.01% |
391,371
+4,370
| +1% | +$32.1K |
|
1987
American Superconductor
AMSC
$1.53B
| $3.15M | ﹤0.01% |
459,588
+33,700
| +8% | +$227K |
|
|
VRNT
1988
DELISTED
Verint Systems
VRNT
| $3.14M | ﹤0.01% |
+142,104
| New | +$2.77M |
|
|
UCP
1989
DELISTED
UCP, Inc.
UCP
| $3.14M | ﹤0.01% |
309,139
+114,539
| +59% | +$1.27M |
|
1990
Biglari Holdings Class B
BH
$1.22B
| $3.14M | ﹤0.01% |
10,890
+1,785
| +20% | +$523K |
|
|
KTWO
1991
DELISTED
K2M Group Holdings, Inc
KTWO
| $3.13M | ﹤0.01% |
152,640
-34,360
| -18% | -$705K |
|
|
MOCO
1992
DELISTED
Mocon Inc
MOCO
| $3.13M | ﹤0.01% |
142,800
+9,904
| +7% | +$200K |
|
|
1993
Deere & Co
DE
$165B
| $3.12M | ﹤0.01% |
28,700
-1,843,100
| -98% | -$200M |
|
1994
Friedman Industries
FRD
$319M
| $3.12M | ﹤0.01% |
484,100
+7,700
| +2% | +$51.3K |
|
1995
Pixelworks
PXLW
$45.7M
| $3.12M | ﹤0.01% |
55,700
+27,342
| +96% | +$1.24M |
|
1996
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.33B
| $3.11M | ﹤0.01% |
28,100
-15,633
| -36% | -$1.73M |
|
|
FSB
1997
DELISTED
Franklin Financial Network, Inc.
FSB
| $3.1M | ﹤0.01% |
80,000
-53,100
| -40% | -$2.07M |
|
|
KNL
1998
DELISTED
Knoll, Inc.
KNL
| $3.1M | ﹤0.01% |
130,200
+113,500
| +680% | +$2.81M |
|
1999
Western Alliance Bancorporation
WAL
$8.92B
| $3.1M | ﹤0.01% |
63,104
+31,800
| +102% | +$1.59M |
|
2000
Heritage Financial
HFWA
$1.23B
| $3.09M | ﹤0.01% |
125,000
-3,600
| -3% | -$90.2K |
|
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.