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 |
Amazon
AMZN
|
+$729M |
| 2 |
Booking.com
BKNG
|
+$309M |
| 3 |
PepsiCo
PEP
|
+$294M |
| 4 |
Comcast
CMCSA
|
+$285M |
| 5 |
Netflix
NFLX
|
+$242M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$778M |
| 2 |
Walmart Inc
WMT
|
+$382M |
| 3 |
GE Aerospace
GE
|
+$361M |
| 4 |
NetEase
NTES
|
+$344M |
| 5 |
Becton Dickinson
BDX
|
+$343M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 16.7% |
| 2 | Technology | 14.02% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Financials | 10.92% |
| 5 | Industrials | 8.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Netflix
NFLX
$311B
| $381M | 0.42% |
12,908,000
+8,890,000
| +221% | +$242M |
|
27
ServiceNow
NOW
$132B
| $380M | 0.42% |
11,486,000
+4,667,000
| +68% | +$144M |
|
28
Gilead Sciences
GILD
$168B
| $379M | 0.42% |
5,032,800
-2,532,148
| -33% | -$201M |
|
29
Duke Energy
DUK
$96.1B
| $370M | 0.41% |
4,780,917
+478,900
| +11% | +$37M |
|
30
Progressive
PGR
$123B
| $361M | 0.4% |
5,931,400
+946,700
| +19% | +$54.1M |
|
31
Clorox
CLX
$13.1B
| $355M | 0.39% |
2,665,000
+304,400
| +13% | +$40.9M |
|
32
Dell
DELL
$285B
| $348M | 0.38% |
16,942,840
+3,758,503
| +29% | +$81M |
|
33
Waste Management
WM
$90.7B
| $335M | 0.37% |
3,980,000
+171,400
| +5% | +$14.7M |
|
|
ABMD
34
DELISTED
Abiomed Inc
ABMD
| $335M | 0.37% |
1,149,623
+66,900
| +6% | +$17M |
|
35
FirstEnergy
FE
$27.1B
| $332M | 0.36% |
9,755,700
+364,292
| +4% | +$11.7M |
|
36
GSK
GSK
$102B
| $317M | 0.35% |
6,490,240
-1,244,400
| -16% | -$58M |
|
37
Tapestry
TPR
$32.4B
| $308M | 0.34% |
5,856,400
+441,400
| +8% | +$21.8M |
|
38
BP
BP
$111B
| $298M | 0.33% |
7,902,534
+1,565,120
| +25% | +$59M |
|
39
DTE Energy
DTE
$28.6B
| $292M | 0.32% |
3,289,060
+582,682
| +22% | +$51.1M |
|
40
Eli Lilly
LLY
$1.08T
| $291M | 0.32% |
3,755,705
-516,400
| -12% | -$41.6M |
|
|
AZPN
41
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $289M | 0.32% |
3,667,900
+185,800
| +5% | +$14.7M |
|
42
UDR
UDR
$12B
| $284M | 0.31% |
7,967,600
+78,102
| +1% | +$2.75M |
|
|
WCG
43
DELISTED
Wellcare Health Plans, Inc.
WCG
| $282M | 0.31% |
1,457,000
+153,100
| +12% | +$30.7M |
|
44
UnitedHealth
UNH
$365B
| $267M | 0.29% |
1,245,626
+946,600
| +317% | +$216M |
|
45
Gaming and Leisure Properties
GLPI
$12.4B
| $264M | 0.29% |
7,881,489
+214,800
| +3% | +$7.44M |
|
46
AvalonBay Communities
AVB
$26B
| $262M | 0.29% |
1,591,514
+120,900
| +8% | +$19.8M |
|
47
Entergy
ETR
$49.7B
| $261M | 0.29% |
6,623,200
-974,200
| -13% | -$37.7M |
|
48
F5
FFIV
$23.4B
| $260M | 0.28% |
1,798,774
-397,000
| -18% | -$56.9M |
|
49
Fortinet
FTNT
$119B
| $257M | 0.28% |
24,004,500
+1,912,000
| +9% | +$18.6M |
|
50
Waters Corp
WAT
$40.7B
| $251M | 0.27% |
1,264,800
-164,249
| -11% | -$34M |
|
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Jim Simons's Q1 2018 Portfolio in Review
As of Q1 2018, Jim Simons held 3,782 positions worth $91.4B, up 0.81% from $90.7B the previous quarter. Its ten largest holdings account for 9% of the portfolio.
Jim Simons's Q1 2018 filing shows 474 new, 1,645 increased, 1,192 reduced and 438 closed positions. Its largest new stake was Amazon: 10,199,100 shares worth $738M. The largest sale was ExxonMobil, an estimated $778M.
By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jim Simons's largest Q1 2018 buy was Amazon: 10,199,100 shares worth $738M.
- Jim Simons added most to Booking.com in Q1 2018, an estimated $309M increase.
- Jim Simons's biggest Q1 2018 reduction was ExxonMobil, cutting an estimated $778M.
- Jim Simons fully exited Marathon Petroleum in Q1 2018, selling an estimated $132M.
- Jim Simons's ten largest holdings make up 9% of its $91.4B portfolio in Q1 2018.
- Jim Simons opened 474 new positions and closed 438 in Q1 2018.
- Jim Simons's portfolio value rose 0.81% quarter-over-quarter to $91.4B.
Based on Renaissance Technologies's 13F filing for Q1 2018, filed 14 May 2018.