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 |
Bristol-Myers Squibb
BMY
|
+$382M |
| 2 |
Pfizer
PFE
|
+$266M |
| 3 |
EA
Electronic Arts
EA
|
+$240M |
| 4 |
Eli Lilly
LLY
|
+$221M |
| 5 |
Colgate-Palmolive
CL
|
+$216M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Booking.com
BKNG
|
+$358M |
| 2 |
Comcast
CMCSA
|
+$263M |
| 3 |
Meta Platforms (Facebook)
META
|
+$258M |
| 4 |
AET
Aetna Inc
AET
|
+$257M |
| 5 |
Tesla
TSLA
|
+$189M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 16.13% |
| 2 | Technology | 13.55% |
| 3 | Financials | 11.85% |
| 4 | Consumer Staples | 10.18% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3201
CF Bankshares
CFBK
$235M
| – | – |
-4,655
| Closed | -$55K |
|
3202
Cleveland-Cliffs
CLF
$6.93B
| – | – |
-1,763,399
| Closed | -$14.5M |
|
3203
CONMED
CNMD
$1.49B
| – | – |
-42,481
| Closed | -$1.89M |
|
3204
CNO Financial Group
CNO
$5.07B
| – | – |
-407,700
| Closed | -$8.36M |
|
3205
Compass Diversified
CODI
$924M
| – | – |
-199,623
| Closed | -$3.31M |
|
|
CPAC
3206
Cementos Pacasmayo
CPAC
$1.03B
| – | – |
-20,509
| Closed | -$230K |
|
3207
Cardiff Oncology
CRDF
$76.6M
| – | – |
-405
| Closed | -$33K |
|
3208
Carter's
CRI
$1.44B
| – | – |
-339,200
| Closed | -$30.5M |
|
3209
Salesforce
CRM
$165B
| – | – |
-393,800
| Closed | -$32.5M |
|
3210
CSX Corp
CSX
$92.9B
| – | – |
-337,200
| Closed | -$5.23M |
|
|
CTLP
3211
DELISTED
Cantaloupe
CTLP
| – | – |
-123,800
| Closed | -$526K |
|
|
CVGW
3212
DELISTED
Calavo Growers
CVGW
| – | – |
-142,320
| Closed | -$8.63M |
|
3213
Covenant Logistics
CVLG
$880M
| – | – |
-112,000
| Closed | -$1.05M |
|
3214
CEL-SCI Corp
CVM
$26M
| – | – |
-57
| Closed | -$4K |
|
3215
CVS Health
CVS
$121B
| – | – |
-1,414,005
| Closed | -$111M |
|
|
CYBR
3216
DELISTED
CyberArk
CYBR
| – | – |
-98,900
| Closed | -$5.03M |
|
3217
Dominion Energy
D
$60.3B
| – | – |
-312,900
| Closed | -$24.3M |
|
3218
Donaldson
DCI
$11.1B
| – | – |
-82,300
| Closed | -$3.75M |
|
3219
DuPont de Nemours
DD
$19.5B
| – | – |
-170,549
| Closed | -$27.4M |
|
3220
D.R. Horton
DHI
$41.9B
| – | – |
-467,438
| Closed | -$15.6M |
|
3221
Dine Brands
DIN
$440M
| – | – |
-22,900
| Closed | -$1.25M |
|
3222
Diodes
DIOD
$4.48B
| – | – |
-29,527
| Closed | -$710K |
|
|
DVAX
3223
DELISTED
Dynavax Technologies
DVAX
| – | – |
-574,051
| Closed | -$3.42M |
|
3224
DexCom
DXCM
$34.5B
| – | – |
-1,180,572
| Closed | -$25M |
|
|
AXIA
3225
DELISTED
AXIA Energia
AXIA
| – | – |
-21,342
| Closed | -$92K |
|
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Jim Simons's Q2 2017 Portfolio in Review
As of Q2 2017, Jim Simons held 3,586 positions worth $78.4B, up 9.5% from $71.6B the previous quarter. Its ten largest holdings account for 9% of the portfolio.
Jim Simons deployed $4.59B of net new capital in Q2 2017, opening 398 new positions and adding to 1,648 existing holdings. Its largest new stake was Pfizer: 8,421,609 shares worth $268M.
By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Comcast, an estimated $263M trimmed.
- Jim Simons's largest Q2 2017 buy was Pfizer: 8,421,609 shares worth $268M.
- Jim Simons added most to Bristol-Myers Squibb in Q2 2017, an estimated $382M increase.
- Jim Simons's biggest Q2 2017 reduction was Comcast, cutting an estimated $263M.
- Jim Simons fully exited Booking.com in Q2 2017, selling an estimated $358M.
- Jim Simons's ten largest holdings make up 9% of its $78.4B portfolio in Q2 2017.
- Jim Simons opened 398 new positions and closed 418 in Q2 2017.
- Jim Simons's portfolio value rose 9.5% quarter-over-quarter to $78.4B.
Based on Renaissance Technologies's 13F filing for Q2 2017, filed 11 Aug 2017.