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 | |
|---|---|---|---|---|---|---|
|
NVTA
2201
DELISTED
Invitae Corporation
NVTA
| $2.13M | ﹤0.01% |
192,200
+81,500
| +74% | +$782K |
|
|
YUME
2202
DELISTED
YuMe, Inc.
YUME
| $2.13M | ﹤0.01% |
519,877
+59,350
| +13% | +$216K |
|
|
UWN
2203
DELISTED
Nevada Gold & Casinos, Ltd.
UWN
| $2.13M | ﹤0.01% |
997,880
+50,480
| +5% | +$104K |
|
2204
BCB Bancorp
BCBP
$163M
| $2.12M | ﹤0.01% |
127,100
+17,100
| +16% | +$250K |
|
|
VSTO
2205
DELISTED
Vista Outdoor Inc.
VSTO
| $2.12M | ﹤0.01% |
+102,769
| New | +$2.54M |
|
|
XRM
2206
DELISTED
Xerium Technologies Inc (new)
XRM
| $2.12M | ﹤0.01% |
330,500
-15,600
| -5% | -$84.4K |
|
|
NDRM
2207
DELISTED
NeuroDerm Ltd. Ordinary Shares
NDRM
| $2.11M | ﹤0.01% |
79,626
-1,316
| -2% | -$32.6K |
|
2208
Baytex Energy
BTE
$3B
| $2.1M | ﹤0.01% |
614,797
-512,394
| -45% | -$2M |
|
|
HALL
2209
DELISTED
Hallmark Financial Services, Inc.
HALL
| $2.1M | ﹤0.01% |
19,029
-1,231
| -6% | -$137K |
|
2210
Westlake Chemical Partners
WLKP
$764M
| $2.1M | ﹤0.01% |
83,535
+39,888
| +91% | +$965K |
|
2211
Algonquin Power & Utilities
AQN
$4.48B
| $2.09M | ﹤0.01% |
218,500
-914,300
| -81% | -$8.23M |
|
|
AOI
2212
DELISTED
Alliance One International
AOI
| $2.09M | ﹤0.01% |
162,480
-20,700
| -11% | -$325K |
|
|
VWTR
2213
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
| $2.09M | ﹤0.01% |
149,000
-24,507
| -14% | -$348K |
|
|
TLRA
2214
DELISTED
Telaria, Inc.
TLRA
| $2.09M | ﹤0.01% |
1,043,200
-129,900
| -11% | -$291K |
|
2215
Century Aluminum
CENX
$4.59B
| $2.08M | ﹤0.01% |
163,999
-67,267
| -29% | -$893K |
|
|
AMRI
2216
DELISTED
Albany Molecular Research Inc
AMRI
| $2.08M | ﹤0.01% |
148,342
-209,558
| -59% | -$3.43M |
|
2217
Terex
TEX
$7.57B
| $2.08M | ﹤0.01% |
+66,200
| New | +$2.08M |
|
2218
Ark Restaurants
ARKR
$20.2M
| $2.07M | ﹤0.01% |
82,000
+7,100
| +9% | +$175K |
|
|
CHUBK
2219
DELISTED
CommerceHub, Inc. Series C Common Stock
CHUBK
| $2.07M | ﹤0.01% |
+133,400
| New | +$2.06M |
|
|
MPX
2220
DELISTED
Marine Products Corp
MPX
| $2.06M | ﹤0.01% |
189,607
+7,389
| +4% | +$85.2K |
|
|
HCCI
2221
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $2.06M | ﹤0.01% |
150,400
+25,600
| +21% | +$373K |
|
|
VTTI
2222
DELISTED
VTTI Energy Partners LP
VTTI
| $2.05M | ﹤0.01% |
108,003
-56,314
| -34% | -$1.03M |
|
2223
Silicom
SILC
$258M
| $2.05M | ﹤0.01% |
41,247
+14,562
| +55% | +$576K |
|
2224
Western Midstream Partners
WES
$20B
| $2.05M | ﹤0.01% |
44,452
-181,157
| -80% | -$8.2M |
|
2225
Live Oak Bancshares
LOB
$2.01B
| $2.04M | ﹤0.01% |
94,300
+11,900
| +14% | +$252K |
|
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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.