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 |
PepsiCo
PEP
|
+$192M |
| 2 |
Johnson & Johnson
JNJ
|
+$179M |
| 3 |
EMC
EMC CORPORATION
EMC
|
+$177M |
| 4 |
Chubb
CB
|
+$153M |
| 5 |
Eli Lilly
LLY
|
+$142M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$470M |
| 2 |
PRE
PARTNERRE LTD
PRE
|
+$186M |
| 3 |
Comcast
CMCSA
|
+$179M |
| 4 |
Pfizer
PFE
|
+$168M |
| 5 |
Gilead Sciences
GILD
|
+$144M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 11.92% |
| 2 | Healthcare | 11.63% |
| 3 | Technology | 11.35% |
| 4 | Industrials | 10.55% |
| 5 | Consumer Staples | 10.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Bunge Global
BG
$21.4B
| $57.2M | 0.11% |
+1,009,400
| New | +$57.6M |
|
202
Ametek
AME
$58.8B
| $57M | 0.11% |
+1,140,050
| New | +$54.3M |
|
203
Elevance Health
ELV
$84.7B
| $56.6M | 0.11% |
407,200
+119,300
| +41% | +$15.9M |
|
|
MLNX
204
DELISTED
Mellanox Technologies, Ltd.
MLNX
| $56.5M | 0.11% |
1,040,683
+105,100
| +11% | +$4.87M |
|
205
Honda
HMC
$41.1B
| $55.8M | 0.11% |
2,041,700
+621,400
| +44% | +$17.1M |
|
|
HMIN
206
DELISTED
HOMEINNS HOTEL GROUP SPONSORED ADR
HMIN
| $55.8M | 0.11% |
1,564,400
+1,299,170
| +490% | +$44.9M |
|
207
Avery Dennison
AVY
$13.6B
| $55.7M | 0.11% |
771,900
+206,400
| +36% | +$13.4M |
|
208
DexCom
DXCM
$33.8B
| $55.5M | 0.11% |
3,271,772
+496,000
| +18% | +$8.29M |
|
|
WOOF
209
DELISTED
VCA Inc.
WOOF
| $55.4M | 0.11% |
960,800
-291,100
| -23% | -$15.1M |
|
|
PNRA
210
DELISTED
Panera Bread Co
PNRA
| $55.4M | 0.11% |
270,392
+38,592
| +17% | +$7.69M |
|
211
Canadian Pacific Kansas City
CP
$80.8B
| $55.4M | 0.11% |
2,086,000
+1,772,000
| +564% | +$43.2M |
|
212
Edison International
EIX
$26.9B
| $55.3M | 0.11% |
769,800
+581,800
| +309% | +$37.7M |
|
213
Post Holdings
POST
$3.56B
| $55.1M | 0.1% |
1,224,386
+239,590
| +24% | +$10.1M |
|
214
CorVel
CRVL
$3.09B
| $55.1M | 0.1% |
4,189,800
+94,500
| +2% | +$1.33M |
|
215
Illinois Tool Works
ITW
$83.5B
| $55M | 0.1% |
+537,000
| New | +$49.7M |
|
|
WBA
216
DELISTED
Walgreens Boots Alliance
WBA
| $54.6M | 0.1% |
648,000
+114,800
| +22% | +$9.17M |
|
217
Edgewell Personal Care
EPC
$1.32B
| $54.2M | 0.1% |
673,500
+31,600
| +5% | +$2.42M |
|
218
Stanley Black & Decker
SWK
$15.7B
| $54.1M | 0.1% |
513,962
+366,500
| +249% | +$35.6M |
|
219
Bread Financial
BFH
$4.36B
| $54M | 0.1% |
307,664
+245,588
| +396% | +$42.9M |
|
220
AngloGold Ashanti
AU
$49.3B
| $53.9M | 0.1% |
3,940,100
+1,217,400
| +45% | +$13.2M |
|
|
SHPG
221
DELISTED
Shire pic
SHPG
| $53.8M | 0.1% |
313,212
+35,100
| +13% | +$5.88M |
|
|
WBMD
222
DELISTED
WebMD Health Corp.
WBMD
| $53.6M | 0.1% |
855,900
+159,920
| +23% | +$8.57M |
|
|
HTS
223
DELISTED
HATTERAS FINANCIAL CORP
HTS
| $52.9M | 0.1% |
3,700,500
+1,408,000
| +61% | +$18.5M |
|
224
United Therapeutics
UTHR
$22.1B
| $52.9M | 0.1% |
474,578
-77,500
| -14% | -$9.81M |
|
225
Eversource Energy
ES
$26.8B
| $52.7M | 0.1% |
903,400
+161,400
| +22% | +$8.81M |
|
Similar funds
Jim Simons's Q1 2016 Portfolio in Review
As of Q1 2016, Jim Simons held 3,753 positions worth $52.6B, up 15% from $45.9B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.
Jim Simons deployed $5.31B of net new capital in Q1 2016, opening 498 new positions and adding to 2,018 existing holdings. Its largest new stake was EMC CORPORATION: 7,000,400 shares worth $187M.
By sector, the portfolio is most concentrated in Financials at 12% of assets, up from 11% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was Pfizer, an estimated $168M trimmed.
- Jim Simons's largest Q1 2016 buy was EMC CORPORATION: 7,000,400 shares worth $187M.
- Jim Simons added most to PepsiCo in Q1 2016, an estimated $192M increase.
- Jim Simons's biggest Q1 2016 reduction was Pfizer, cutting an estimated $168M.
- Jim Simons fully exited Apple in Q1 2016, selling an estimated $470M.
- Jim Simons's ten largest holdings make up 7.9% of its $52.6B portfolio in Q1 2016.
- Jim Simons opened 498 new positions and closed 403 in Q1 2016.
- Jim Simons's portfolio value rose 15% quarter-over-quarter to $52.6B.
Based on Renaissance Technologies's 13F filing for Q1 2016, filed 13 May 2016.