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 | |
|---|---|---|---|---|---|---|
2176
Consumer Portfolio Services
CPSS
$208M
| $2.27M | ﹤0.01% |
482,400
-35,500
| -7% | -$177K |
|
2177
LCNB Corp
LCNB
$285M
| $2.25M | ﹤0.01% |
94,529
+5,229
| +6% | +$117K |
|
2178
Arthur J. Gallagher & Co
AJG
$65B
| $2.25M | ﹤0.01% |
39,700
-433,500
| -92% | -$23.9M |
|
|
ITG
2179
DELISTED
Investment Technology Group Inc
ITG
| $2.24M | ﹤0.01% |
110,800
+64,700
| +140% | +$1.31M |
|
2180
Nokia
NOK
$59B
| $2.24M | ﹤0.01% |
413,280
-4,435,215
| -91% | -$22.3M |
|
2181
Frequency Electronics
FEIM
$856M
| $2.22M | ﹤0.01% |
201,900
+1,900
| +1% | +$20.9K |
|
2182
Atlanta Braves Holdings Series A
BATRA
$3.64B
| $2.21M | ﹤0.01% |
+92,500
| New | +$1.98M |
|
|
DGAS
2183
DELISTED
Delta Natural Gas Co Inc
DGAS
| $2.21M | ﹤0.01% |
72,900
+3,200
| +5% | +$91.6K |
|
2184
Crown Crafts
CRWS
$28.6M
| $2.21M | ﹤0.01% |
268,800
-18,700
| -7% | -$145K |
|
|
MCHB
2185
Mechanics Bancorp
MCHB
$3.79B
| $2.21M | ﹤0.01% |
79,100
-224,100
| -74% | -$6.16M |
|
|
CRAY
2186
DELISTED
Cray, Inc.
CRAY
| $2.21M | ﹤0.01% |
100,751
+41,100
| +69% | +$811K |
|
|
HMLP
2187
DELISTED
HOEGH LNG PARTNERS LP
HMLP
| $2.2M | ﹤0.01% |
112,097
+46,140
| +70% | +$895K |
|
2188
iShares MSCI South Korea ETF
EWY
$27.6B
| $2.2M | ﹤0.01% |
+35,500
| New | +$2.07M |
|
2189
Harte-Hanks
HHS
$20.8M
| $2.19M | ﹤0.01% |
156,310
+8,120
| +5% | +$124K |
|
2190
Harmonic Inc
HLIT
$1.42B
| $2.19M | ﹤0.01% |
367,500
-617,900
| -63% | -$3.39M |
|
|
PFBI
2191
DELISTED
Premier Financial Bancorp
PFBI
| $2.18M | ﹤0.01% |
129,538
+36,499
| +39% | +$557K |
|
2192
MBIA
MBI
$262M
| $2.18M | ﹤0.01% |
257,000
-888,600
| -78% | -$8.94M |
|
|
AMFW
2193
DELISTED
AMEC Foster Wheeler plc
AMFW
| $2.17M | ﹤0.01% |
329,300
+135,200
| +70% | +$793K |
|
|
TECD
2194
DELISTED
Tech Data Corp
TECD
| $2.16M | ﹤0.01% |
23,042
-8,800
| -28% | -$779K |
|
2195
uniQure
QURE
$3.26B
| $2.16M | ﹤0.01% |
374,000
+122,700
| +49% | +$738K |
|
2196
Franklin Covey
FC
$227M
| $2.16M | ﹤0.01% |
106,900
-1,000
| -0.9% | -$17.7K |
|
2197
First Internet Bancorp
INBK
$256M
| $2.15M | ﹤0.01% |
72,897
-52,303
| -42% | -$1.6M |
|
2198
Agilysys
AGYS
$3.25B
| $2.14M | ﹤0.01% |
226,000
+14,100
| +7% | +$135K |
|
|
ARQL
2199
DELISTED
Arqule Inc
ARQL
| $2.13M | ﹤0.01% |
2,012,700
-4,900
| -0.2% | -$6.54K |
|
|
DM
2200
DELISTED
Dominion Energy Midstream Ptr LP
DM
| $2.13M | ﹤0.01% |
66,749
-10,695
| -14% | -$335K |
|
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.