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 | |
|---|---|---|---|---|---|---|
|
MON
76
DELISTED
Monsanto Co
MON
| $160M | 0.22% |
1,413,900
-1,451,900
| -51% | -$161M |
|
|
CHL
77
DELISTED
China Mobile Limited
CHL
| $157M | 0.22% |
2,851,500
-165,500
| -5% | -$9.24M |
|
|
VGR
78
DELISTED
Vector Group Ltd.
VGR
| $157M | 0.22% |
12,311,913
+1,538,696
| +14% | +$20.7M |
|
|
ECHO
79
EchoStar
ECHO
$25.6B
| $157M | 0.22% |
3,391,131
+216,074
| +7% | +$9.43M |
|
|
80
Walt Disney
DIS
$179B
| $156M | 0.22% |
1,377,600
-2,246,307
| -62% | -$247M |
|
81
Motorola Solutions
MSI
$77.3B
| $155M | 0.22% |
1,797,415
+610,650
| +51% | +$49.9M |
|
82
Teva Pharmaceuticals
TEVA
$42.5B
| $155M | 0.22% |
4,817,763
+2,651,900
| +122% | +$90.5M |
|
83
American Tower
AMT
$79B
| $154M | 0.22% |
1,269,639
+424,600
| +50% | +$46.7M |
|
|
B
84
Barrick Mining
B
$67.2B
| $154M | 0.21% |
8,087,799
-4,164,303
| -34% | -$76.8M |
|
85
UDR
UDR
$12B
| $152M | 0.21% |
4,205,000
+927,200
| +28% | +$33.1M |
|
86
Markel Group
MKL
$22.8B
| $152M | 0.21% |
155,281
+22,981
| +17% | +$21.7M |
|
87
Idexx Laboratories
IDXX
$46.2B
| $151M | 0.21% |
975,600
+362,400
| +59% | +$50M |
|
88
Intuit
INTU
$92B
| $150M | 0.21% |
1,296,148
+924,900
| +249% | +$111M |
|
89
Intuitive Surgical
ISRG
$142B
| $149M | 0.21% |
1,754,730
-44,289
| -2% | -$3.5M |
|
|
XYZ
90
Block Inc
XYZ
$47.5B
| $148M | 0.21% |
8,578,500
+7,422,000
| +642% | +$116M |
|
91
ConocoPhillips
COP
$151B
| $148M | 0.21% |
2,961,813
+2,513,900
| +561% | +$121M |
|
92
Mid-America Apartment Communities
MAA
$15.3B
| $146M | 0.2% |
1,433,141
+470,800
| +49% | +$46.5M |
|
93
Fortinet
FTNT
$119B
| $146M | 0.2% |
18,977,000
+5,886,500
| +45% | +$41.6M |
|
94
Clorox
CLX
$13.1B
| $145M | 0.2% |
1,077,700
+113,700
| +12% | +$14.7M |
|
95
Halliburton
HAL
$28.2B
| $144M | 0.2% |
2,922,895
+1,312,000
| +81% | +$70.6M |
|
96
Caterpillar
CAT
$388B
| $143M | 0.2% |
+1,546,900
| New | +$146M |
|
97
Boston Scientific
BSX
$74.2B
| $142M | 0.2% |
5,726,705
+3,101,400
| +118% | +$75.4M |
|
|
BRCD
98
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $141M | 0.2% |
11,301,302
+1,958,253
| +21% | +$24.3M |
|
99
Abbott
ABT
$190B
| $139M | 0.19% |
3,124,266
+143,866
| +5% | +$6.22M |
|
|
NTRI
100
DELISTED
NutriSystem, Inc.
NTRI
| $138M | 0.19% |
2,487,900
+30,000
| +1% | +$1.24M |
|
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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.