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 | |
|---|---|---|---|---|---|---|
2326
Allient
ALNT
$1.85B
| $1.7M | ﹤0.01% |
126,600
+23,700
| +23% | +$349K |
|
|
ALTA
2327
DELISTED
Altabancorp
ALTA
| $1.69M | ﹤0.01% |
64,000
-20,900
| -25% | -$541K |
|
|
EFC
2328
Ellington Financial
EFC
$1.77B
| $1.69M | ﹤0.01% |
106,447
-71,515
| -40% | -$1.14M |
|
|
IIN
2329
DELISTED
IntriCon Corporation
IIN
| $1.68M | ﹤0.01% |
184,899
+10,499
| +6% | +$80.3K |
|
2330
Babcock & Wilcox
BW
$1.4B
| $1.68M | ﹤0.01% |
17,980
-14,058
| -44% | -$1.97M |
|
2331
Insteel Industries
IIIN
$630M
| $1.67M | ﹤0.01% |
46,200
-157,100
| -77% | -$5.66M |
|
|
CBD
2332
DELISTED
Companhia Brasileira de Distribuicao
CBD
| $1.67M | ﹤0.01% |
+87,000
| New | +$1.6M |
|
|
SBR
2333
Sabine Royalty Trust
SBR
$1.06B
| $1.67M | ﹤0.01% |
46,841
+10,080
| +27% | +$375K |
|
|
KWY
2334
Kingsway Corp
KWY
$285M
| $1.66M | ﹤0.01% |
286,900
+28,830
| +11% | +$175K |
|
|
CSII
2335
DELISTED
Cardiovascular Systems, Inc.
CSII
| $1.66M | ﹤0.01% |
58,800
-72,300
| -55% | -$1.92M |
|
2336
ClearOne Inc
CLRO
$14.9M
| $1.66M | ﹤0.01% |
11,133
-54
| -0.5% | -$9.35K |
|
2337
EyePoint Inc
EYPT
$1.16B
| $1.66M | ﹤0.01% |
96,304
+5,604
| +6% | +$99.6K |
|
|
CHUBA
2338
DELISTED
CommerceHub, Inc. Series A Common Stock
CHUBA
| $1.64M | ﹤0.01% |
+106,100
| New | +$1.65M |
|
|
ORM
2339
DELISTED
Owens Realty Mortgage, Inc.
ORM
| $1.64M | ﹤0.01% |
92,065
-19,835
| -18% | -$343K |
|
|
SALM
2340
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
| $1.64M | ﹤0.01% |
219,500
-9,000
| -4% | -$61.3K |
|
2341
Alico
ALCO
$304M
| $1.63M | ﹤0.01% |
61,691
-9,900
| -14% | -$261K |
|
|
MCRN
2342
DELISTED
Milacron Holdings Corp.
MCRN
| $1.63M | ﹤0.01% |
+87,500
| New | +$1.59M |
|
|
EHIC
2343
DELISTED
eHi Car Services Limited
EHIC
| $1.63M | ﹤0.01% |
160,900
+52,000
| +48% | +$527K |
|
2344
Agree Realty
ADC
$9.33B
| $1.63M | ﹤0.01% |
33,900
-30,200
| -47% | -$1.43M |
|
|
ESL
2345
DELISTED
Esterline Technologies
ESL
| $1.63M | ﹤0.01% |
18,900
-54,393
| -74% | -$4.77M |
|
|
FSAM
2346
DELISTED
Fifth Street Asset Management Inc. Class A
FSAM
| $1.63M | ﹤0.01% |
353,500
+52,800
| +18% | +$317K |
|
2347
UTStarcom
UTSI
$22.9M
| $1.63M | ﹤0.01% |
207,299
+3,500
| +2% | +$25.7K |
|
2348
Texas Pacific Land
TPL
$24B
| $1.62M | ﹤0.01% |
+52,200
| New | +$1.76M |
|
2349
Marriott Vacations Worldwide
VAC
$4.14B
| $1.62M | ﹤0.01% |
+16,200
| New | +$1.46M |
|
|
PRTY
2350
DELISTED
Party City Holdco Inc.
PRTY
| $1.61M | ﹤0.01% |
114,900
+79,800
| +227% | +$1.15M |
|
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.