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 | |
|---|---|---|---|---|---|---|
451
Avery Dennison
AVY
$13.7B
| $42M | 0.05% |
475,700
+35,400
| +8% | +$2.96M |
|
|
WIN
452
DELISTED
Windstream Holdings Inc
WIN
| $42M | 0.05% |
2,163,907
-6,940
| -0.3% | -$168K |
|
|
SNP
453
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $41.9M | 0.05% |
533,600
+137,870
| +35% | +$11.2M |
|
454
Carlisle Companies
CSL
$15B
| $41.9M | 0.05% |
439,500
-92,700
| -17% | -$9.37M |
|
455
Banco Santander Chile
BSAC
$16.2B
| $41.9M | 0.05% |
1,648,427
+23,900
| +1% | +$587K |
|
456
Cooper-Standard Automotive
CPS
$485M
| $41.9M | 0.05% |
415,200
+79,200
| +24% | +$8.48M |
|
457
Tucows
TCX
$138M
| $41.8M | 0.05% |
781,051
+20,400
| +3% | +$1.18M |
|
458
Qualys
QLYS
$6.8B
| $41.7M | 0.05% |
1,023,000
+105,100
| +11% | +$4.22M |
|
|
BERY
459
DELISTED
Berry Global Group, Inc.
BERY
| $41.7M | 0.05% |
797,262
+221,107
| +38% | +$11.1M |
|
460
Bausch Health
BHC
$2.35B
| $41.6M | 0.05% |
+2,402,589
| New | +$28.8M |
|
461
Trade Desk
TTD
$6.82B
| $41.5M | 0.05% |
8,283,000
+5,461,000
| +194% | +$25M |
|
462
Sonoco
SON
$5.76B
| $41.5M | 0.05% |
806,800
+661,500
| +455% | +$34M |
|
463
Northwest Bancshares
NWBI
$2.31B
| $41.3M | 0.05% |
2,644,554
+576,154
| +28% | +$9.19M |
|
464
Oneok
OKE
$58.5B
| $41.1M | 0.05% |
788,200
-851,200
| -52% | -$44M |
|
465
United Microelectronic
UMC
$48.6B
| $41M | 0.05% |
16,795,799
+4,708,210
| +39% | +$9.47M |
|
|
CVA
466
DELISTED
Covanta Holding Corporation
CVA
| $40.9M | 0.05% |
3,095,100
-261,116
| -8% | -$3.79M |
|
|
AGU
467
DELISTED
Agrium
AGU
| $40.8M | 0.05% |
450,600
+233,512
| +108% | +$21.6M |
|
468
Ubiquiti
UI
$35.3B
| $40.8M | 0.05% |
784,300
+19,300
| +3% | +$955K |
|
469
KKR & Co
KKR
$104B
| $40.6M | 0.05% |
2,184,950
+1,479,300
| +210% | +$27.1M |
|
470
MGIC Investment
MTG
$6.32B
| $40.4M | 0.05% |
3,606,900
-787,300
| -18% | -$8.47M |
|
471
UnitedHealth
UNH
$359B
| $40.4M | 0.05% |
217,800
-877,126
| -80% | -$154M |
|
472
US Physical Therapy
USPH
$1.23B
| $40.4M | 0.05% |
668,074
+63,074
| +10% | +$4.03M |
|
|
LNW
473
DELISTED
Light & Wonder
LNW
| $40.2M | 0.05% |
1,538,848
+928,800
| +152% | +$22.1M |
|
474
Veeco
VECO
$3.26B
| $40.1M | 0.05% |
1,441,237
+214,477
| +17% | +$6.59M |
|
475
Franco-Nevada
FNV
$44.6B
| $40.1M | 0.05% |
556,100
+27,500
| +5% | +$1.95M |
|
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.