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 | |
|---|---|---|---|---|---|---|
2151
National Bankshares
NKSH
$272M
| $2.37M | ﹤0.01% |
63,200
-3,600
| -5% | -$146K |
|
|
CALY
2152
Callaway Golf Company
CALY
$2.95B
| $2.37M | ﹤0.01% |
214,300
-503,100
| -70% | -$5.51M |
|
2153
Great Elm Group
GEG
$67.4M
| $2.37M | ﹤0.01% |
717,495
+416,841
| +139% | +$1.42M |
|
|
CTG
2154
DELISTED
Computer Task Group, Inc.
CTG
| $2.36M | ﹤0.01% |
428,000
+16,000
| +4% | +$81.6K |
|
2155
ResMed
RMD
$32.9B
| $2.35M | ﹤0.01% |
32,700
-352,600
| -92% | -$24.4M |
|
2156
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
| $2.35M | ﹤0.01% |
91,400
-203,400
| -69% | -$5.08M |
|
|
GST
2157
DELISTED
Gastar Exploration Inc.
GST
| $2.34M | ﹤0.01% |
1,521,474
+888,920
| +141% | +$1.46M |
|
2158
China Automotive Systems
CAAS
$142M
| $2.33M | ﹤0.01% |
467,433
-115,900
| -20% | -$583K |
|
|
GPL
2159
DELISTED
Great Panther Mining Limited
GPL
| $2.33M | ﹤0.01% |
141,940
-144,810
| -51% | -$2.67M |
|
|
AHGP
2160
DELISTED
Alliance Holdings GP
AHGP
| $2.33M | ﹤0.01% |
84,880
+7,225
| +9% | +$207K |
|
2161
Data I/O
DAIO
$33.1M
| $2.32M | ﹤0.01% |
464,300
+102,700
| +28% | +$475K |
|
2162
AudioCodes
AUDC
$253M
| $2.31M | ﹤0.01% |
329,400
-41,872
| -11% | -$279K |
|
2163
AMES National
ATLO
$281M
| $2.31M | ﹤0.01% |
75,400
+844
| +1% | +$26.9K |
|
2164
Hudbay
HBM
$11.8B
| $2.3M | ﹤0.01% |
351,832
-382,731
| -52% | -$2.86M |
|
|
TDAY
2165
USA Today Co
TDAY
$1B
| $2.3M | ﹤0.01% |
161,886
-40,214
| -20% | -$613K |
|
2166
LSI Industries
LYTS
$912M
| $2.3M | ﹤0.01% |
227,900
-8,300
| -4% | -$80.5K |
|
2167
Invesco Mortgage Capital
IVR
$805M
| $2.3M | ﹤0.01% |
+14,905
| New | +$2.25M |
|
|
PGNX
2168
DELISTED
Progenics Pharmaceuticals Inc
PGNX
| $2.3M | ﹤0.01% |
+243,389
| New | +$2.43M |
|
2169
Movado Group
MOV
$796M
| $2.29M | ﹤0.01% |
91,900
+63,000
| +218% | +$1.6M |
|
2170
NWPX Infrastructure Inc
NWPX
$1.11B
| $2.28M | ﹤0.01% |
145,300
-31,100
| -18% | -$544K |
|
2171
AstroNova
ALOT
$227M
| $2.28M | ﹤0.01% |
149,550
+6,100
| +4% | +$84.7K |
|
|
PHLT
2172
DELISTED
Performant Healthcare Inc
PHLT
| $2.28M | ﹤0.01% |
778,000
-2,200
| -0.3% | -$4.26K |
|
|
MGCD
2173
DELISTED
MGC Diagnostics Corporation
MGCD
| $2.28M | ﹤0.01% |
272,640
+5,600
| +2% | +$49.4K |
|
2174
CrossAmerica Partners
CAPL
$887M
| $2.28M | ﹤0.01% |
86,994
-26,343
| -23% | -$685K |
|
|
XBKS
2175
DELISTED
Xenith Bankshares, Inc. Common Stock
XBKS
| $2.27M | ﹤0.01% |
89,626
-26,800
| -23% | -$715K |
|
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.