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 |
Apple
AAPL
|
+$437M |
| 2 |
Verizon
VZ
|
+$215M |
| 3 |
Comcast
CMCSA
|
+$137M |
| 4 |
Vodafone
VOD
|
+$137M |
| 5 |
Kinder Morgan
KMI
|
+$133M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$263M |
| 2 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
+$246M |
| 3 |
Walmart Inc
WMT
|
+$229M |
| 4 |
Pfizer
PFE
|
+$221M |
| 5 |
Costco
COST
|
+$184M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.93% |
| 2 | Consumer Discretionary | 13.29% |
| 3 | Healthcare | 11.79% |
| 4 | Industrials | 11% |
| 5 | Consumer Staples | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
McDonald's
MCD
$194B
| $835M | 2% |
8,521,387
+950,687
| +13% | +$90.9M |
|
|
NVO
2
Novo Nordisk
NVO
$207B
| $734M | 1.76% |
32,159,600
-477,400
| -1% | -$10.2M |
|
|
LLTC
3
DELISTED
Linear Technology Corp
LLTC
| $550M | 1.32% |
11,295,500
+418,000
| +4% | +$19.3M |
|
4
TSMC
TSM
$2.19T
| $506M | 1.21% |
25,289,551
-3,769,120
| -13% | -$67.5M |
|
|
5
Verizon
VZ
$196B
| $493M | 1.18% |
10,356,855
+4,554,538
| +78% | +$215M |
|
6
Colgate-Palmolive
CL
$73.6B
| $477M | 1.14% |
7,346,400
-2,000
| -0% | -$126K |
|
7
Hershey
HSY
$36.6B
| $470M | 1.13% |
4,498,674
+164,674
| +4% | +$16.8M |
|
|
8
Apple
AAPL
$4.45T
| $441M | 1.06% |
+22,998,136
| New | +$437M |
|
9
Alaska Air
ALK
$5.4B
| $438M | 1.05% |
9,378,602
+177,002
| +2% | +$7.34M |
|
10
GSK
GSK
$102B
| $375M | 0.9% |
5,607,840
+467,840
| +9% | +$31.6M |
|
11
Intel
INTC
$493B
| $362M | 0.87% |
14,007,700
+2,637,000
| +23% | +$65.8M |
|
12
Home Depot
HD
$353B
| $310M | 0.74% |
3,913,300
+923,400
| +31% | +$73.4M |
|
13
Eli Lilly
LLY
$1.08T
| $309M | 0.74% |
5,256,105
-1,805,595
| -26% | -$101M |
|
|
TWTC
14
DELISTED
TW TELECOM INC CL A COM
TWTC
| $279M | 0.67% |
8,936,100
+469,900
| +6% | +$14.2M |
|
|
15
Johnson & Johnson
JNJ
$626B
| $261M | 0.63% |
2,659,200
-2,839,200
| -52% | -$263M |
|
16
Philip Morris
PM
$290B
| $251M | 0.6% |
3,065,493
+87,793
| +3% | +$7.09M |
|
17
VeriSign
VRSN
$26B
| $251M | 0.6% |
4,649,900
+24,124
| +0.5% | +$1.37M |
|
18
Domino's
DPZ
$11.8B
| $249M | 0.6% |
3,232,600
+399,800
| +14% | +$29.5M |
|
19
Qualcomm
QCOM
$171B
| $231M | 0.55% |
2,925,400
+8,840
| +0.3% | +$666K |
|
|
CELG
20
DELISTED
Celgene Corp
CELG
| $224M | 0.54% |
3,213,660
+402,722
| +14% | +$31.9M |
|
21
TJX Companies
TJX
$172B
| $215M | 0.52% |
7,081,400
-1,222,400
| -15% | -$37M |
|
22
NetEase
NTES
$81.9B
| $200M | 0.48% |
14,854,500
-1,057,500
| -7% | -$15.3M |
|
23
Ryanair
RYAAY
$30.8B
| $190M | 0.46% |
7,862,156
-345,467
| -4% | -$7.56M |
|
|
WFM
24
DELISTED
Whole Foods Market Inc
WFM
| $189M | 0.45% |
3,719,100
-1,235,500
| -25% | -$65.8M |
|
25
Cboe Global Markets
CBOE
$29.5B
| $174M | 0.42% |
3,070,900
+340,800
| +12% | +$18.3M |
|
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Jim Simons's Q1 2014 Portfolio in Review
As of Q1 2014, Jim Simons held 3,290 positions worth $41.7B, down 0.16% from $41.8B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Jim Simons's Q1 2014 filing shows 474 new, 1,340 increased, 961 reduced and 495 closed positions. Its largest new stake was Apple: 22,998,136 shares worth $441M. The largest sale was Johnson & Johnson, an estimated $263M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Healthcare.
- Jim Simons's largest Q1 2014 buy was Apple: 22,998,136 shares worth $441M.
- Jim Simons added most to Verizon in Q1 2014, an estimated $215M increase.
- Jim Simons's biggest Q1 2014 reduction was Johnson & Johnson, cutting an estimated $263M.
- Jim Simons fully exited LIFE TECHNOLOGIES CORP COM STK (DE) in Q1 2014, selling an estimated $246M.
- Jim Simons's ten largest holdings make up 13% of its $41.7B portfolio in Q1 2014.
- Jim Simons opened 474 new positions and closed 495 in Q1 2014.
- Jim Simons's portfolio value fell 0.16% quarter-over-quarter to $41.7B.
Based on Renaissance Technologies's 13F filing for Q1 2014, filed 14 May 2014.