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 | |
|---|---|---|---|---|---|---|
301
LivaNova
LIVN
$4.33B
| $62.3M | 0.08% |
1,018,500
-387,100
| -28% | -$21.9M |
|
302
Liberty Global Class C
LBTYK
$3.4B
| $62.3M | 0.08% |
1,998,615
+320,200
| +19% | +$9.99M |
|
|
MMP
303
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $62.1M | 0.08% |
871,016
+651,423
| +297% | +$47.8M |
|
|
BUFF
304
DELISTED
Blue Buffalo Pet Products, Inc
BUFF
| $61.9M | 0.08% |
2,715,500
+488,800
| +22% | +$11.6M |
|
305
Ultrapar
UGP
$6.34B
| $61.8M | 0.08% |
5,255,400
-270,600
| -5% | -$3.12M |
|
306
Brown & Brown
BRO
$23.9B
| $61.6M | 0.08% |
2,860,800
+688,200
| +32% | +$14.8M |
|
|
SFR
307
DELISTED
Starwood Waypoint Homes
SFR
| $61.5M | 0.08% |
1,791,800
+82,221
| +5% | +$2.83M |
|
308
Melco Resorts & Entertainment
MLCO
$2.16B
| $61.4M | 0.08% |
2,735,100
+2,239,963
| +452% | +$48.8M |
|
309
Rayonier Advanced Materials
RYAM
$590M
| $61.2M | 0.08% |
3,892,500
+701,200
| +22% | +$10M |
|
|
FLIR
310
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $61M | 0.08% |
1,761,060
+395,500
| +29% | +$14.4M |
|
311
Dollar General
DG
$26.5B
| $60.9M | 0.08% |
844,300
-94,300
| -10% | -$6.79M |
|
312
Norfolk Southern
NSC
$75.2B
| $60.8M | 0.08% |
499,600
+257,500
| +106% | +$30.3M |
|
|
SHPG
313
DELISTED
Shire pic
SHPG
| $60.4M | 0.08% |
365,277
+46,100
| +14% | +$8.06M |
|
314
National Beverage
FIZZ
$2.89B
| $60.3M | 0.08% |
1,290,000
+162,000
| +14% | +$7.21M |
|
|
TXNM
315
TXNM Energy Inc
TXNM
$5.91B
| $60.3M | 0.08% |
1,577,200
+237,000
| +18% | +$9.02M |
|
316
Yum China
YUMC
$16.3B
| $60.3M | 0.08% |
1,528,100
+1,235,000
| +421% | +$44.6M |
|
317
Exelixis
EXEL
$12.7B
| $60.1M | 0.08% |
2,439,110
+881,050
| +57% | +$18.6M |
|
|
AMWD
318
DELISTED
American Woodmark
AMWD
| $59.6M | 0.08% |
623,500
-10,400
| -2% | -$954K |
|
319
Huazhu Hotels Group
HTHT
$12.8B
| $59.5M | 0.08% |
2,952,400
-106,764
| -3% | -$1.96M |
|
320
Sun Communities
SUI
$14.5B
| $59.3M | 0.08% |
676,700
+509,700
| +305% | +$43.7M |
|
|
SPLS
321
DELISTED
Staples Inc
SPLS
| $59.2M | 0.08% |
5,883,279
-256,838
| -4% | -$2.4M |
|
|
BRFS
322
DELISTED
BRF SA
BRFS
| $58.9M | 0.08% |
4,993,037
-2,398,908
| -32% | -$30.7M |
|
323
Rogers Communications
RCI
$19.1B
| $58.7M | 0.07% |
1,243,200
+365,000
| +42% | +$16.9M |
|
324
Sprouts Farmers Market
SFM
$7.87B
| $58.3M | 0.07% |
2,573,600
+1,137,200
| +79% | +$26.3M |
|
325
Teradata
TDC
$2.5B
| $58.3M | 0.07% |
1,975,700
-851,100
| -30% | -$24.9M |
|
Similar funds
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.