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 | |
|---|---|---|---|---|---|---|
|
VMW
51
DELISTED
VMware, Inc
VMW
| $199M | 0.28% |
2,160,400
+475,800
| +28% | +$41.9M |
|
52
Netflix
NFLX
$311B
| $197M | 0.28% |
13,358,000
+2,303,000
| +21% | +$32.3M |
|
53
AvalonBay Communities
AVB
$26B
| $197M | 0.28% |
1,074,000
+219,200
| +26% | +$39.3M |
|
54
Mondelez International
MDLZ
$78.9B
| $197M | 0.28% |
4,573,598
+2,975,800
| +186% | +$132M |
|
|
RTN
55
DELISTED
Raytheon Company
RTN
| $197M | 0.27% |
1,289,200
+514,800
| +66% | +$77.5M |
|
56
FirstEnergy
FE
$27.1B
| $194M | 0.27% |
6,109,108
-632,992
| -9% | -$19.5M |
|
57
Alaska Air
ALK
$5.4B
| $192M | 0.27% |
2,085,800
-293,600
| -12% | -$27.8M |
|
58
Allegiant Air
ALGT
$2.37B
| $190M | 0.27% |
1,187,600
-23,800
| -2% | -$4.01M |
|
59
Tesla
TSLA
$1.31T
| $189M | 0.26% |
10,166,880
+5,496,000
| +118% | +$93M |
|
60
Ryanair
RYAAY
$30.8B
| $189M | 0.26% |
5,679,548
-143,222
| -2% | -$4.75M |
|
61
GSK
GSK
$102B
| $186M | 0.26% |
3,521,680
+1,053,280
| +43% | +$53.4M |
|
62
DTE Energy
DTE
$28.6B
| $185M | 0.26% |
2,133,565
+349,680
| +20% | +$29.6M |
|
|
PX
63
DELISTED
Praxair Inc
PX
| $185M | 0.26% |
1,560,700
+1,158,100
| +288% | +$136M |
|
64
Simon Property Group
SPG
$71.2B
| $185M | 0.26% |
1,074,905
+454,400
| +73% | +$81.2M |
|
65
Home Depot
HD
$353B
| $183M | 0.26% |
1,246,100
+654,100
| +110% | +$92.8M |
|
66
Novartis
NVS
$294B
| $183M | 0.26% |
2,743,684
+191,392
| +7% | +$12.8M |
|
67
UnitedHealth
UNH
$365B
| $180M | 0.25% |
1,094,926
+693,018
| +172% | +$113M |
|
|
YHOO
68
DELISTED
Yahoo Inc
YHOO
| $178M | 0.25% |
3,841,500
+2,154,200
| +128% | +$96.2M |
|
69
Analog Devices
ADI
$188B
| $173M | 0.24% |
2,113,089
+1,298,989
| +160% | +$102M |
|
70
Jazz Pharmaceuticals
JAZZ
$16.1B
| $168M | 0.24% |
1,160,963
-399,337
| -26% | -$52M |
|
71
Yum! Brands
YUM
$39.5B
| $168M | 0.23% |
2,625,400
+1,774,600
| +209% | +$116M |
|
72
National Grid
NGG
$80.7B
| $167M | 0.23% |
2,725,943
-323,917
| -11% | -$18.7M |
|
73
McDonald's
MCD
$194B
| $166M | 0.23% |
1,277,800
+1,175,200
| +1,145% | +$147M |
|
|
MBT
74
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $165M | 0.23% |
14,961,950
+4,311,200
| +40% | +$44.7M |
|
75
Align Technology
ALGN
$12.3B
| $164M | 0.23% |
1,426,800
+110,300
| +8% | +$11.1M |
|
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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.