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 | |
|---|---|---|---|---|---|---|
501
Atlassian
TEAM
$42.1B
| $37.4M | 0.05% |
1,063,800
+219,000
| +26% | +$7.57M |
|
502
Gibraltar Industries
ROCK
$1.45B
| $37.4M | 0.05% |
1,049,300
-134,527
| -11% | -$4.75M |
|
503
Rayonier
RYN
$6.54B
| $37.3M | 0.05% |
1,429,589
-286,580
| -17% | -$7.38M |
|
|
COR
504
DELISTED
Coresite Realty Corporation
COR
| $37.2M | 0.05% |
358,900
+112,400
| +46% | +$11.3M |
|
505
Hanmi Financial
HAFC
$963M
| $36.7M | 0.05% |
1,291,157
-38,800
| -3% | -$1.11M |
|
|
EE
506
DELISTED
El Paso Electric Company
EE
| $36.7M | 0.05% |
709,337
+135,837
| +24% | +$7.1M |
|
|
PHH
507
DELISTED
PHH Corporation
PHH
| $36.7M | 0.05% |
2,662,400
+566,600
| +27% | +$7.57M |
|
|
Y
508
DELISTED
Alleghany Corp
Y
| $36.6M | 0.05% |
61,588
-1,363
| -2% | -$811K |
|
|
SYNH
509
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $36.3M | 0.05% |
621,300
+443,900
| +250% | +$23.1M |
|
510
Haemonetics
HAE
$4.11B
| $36.3M | 0.05% |
919,800
+101,200
| +12% | +$4.16M |
|
511
Semtech
SMTC
$12.4B
| $36.3M | 0.05% |
1,016,003
+302,451
| +42% | +$10.6M |
|
|
BEAT
512
DELISTED
BioTelemetry, Inc.
BEAT
| $36.3M | 0.05% |
1,085,600
-161,445
| -13% | -$4.82M |
|
513
US Bancorp
USB
$102B
| $36.3M | 0.05% |
+698,800
| New | +$36M |
|
|
PNRA
514
DELISTED
Panera Bread Co
PNRA
| $36.3M | 0.05% |
115,300
-492
| -0.4% | -$154K |
|
515
OceanFirst Financial
OCFC
$1.88B
| $36.1M | 0.05% |
1,332,791
+131,100
| +11% | +$3.58M |
|
|
LTXB
516
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $36.1M | 0.05% |
946,179
-73,700
| -7% | -$2.74M |
|
517
Haverty Furniture Companies
HVT
$450M
| $36.1M | 0.05% |
1,437,300
+36,200
| +3% | +$882K |
|
518
Hasbro
HAS
$13.6B
| $36.1M | 0.05% |
323,300
-278,600
| -46% | -$28.7M |
|
|
VCRA
519
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $36M | 0.05% |
1,364,000
+138,100
| +11% | +$3.54M |
|
520
White Mountains Insurance
WTM
$5.11B
| $35.9M | 0.05% |
41,300
+10,600
| +35% | +$9.2M |
|
521
Forestar Group
FOR
$1.51B
| $35.8M | 0.05% |
2,087,503
+1,512,103
| +263% | +$22.6M |
|
|
LKFT
522
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.84B
| $35.6M | 0.05% |
465,300
+154,100
| +50% | +$13M |
|
|
UHT
523
Universal Health Realty Income Trust
UHT
$573M
| $35.6M | 0.05% |
447,100
+60,500
| +16% | +$4.36M |
|
|
CEL
524
DELISTED
Cellcom Israel, Ltd.
CEL
| $35.5M | 0.05% |
3,702,700
-1,400
| -0% | -$13.8K |
|
|
CUDA
525
DELISTED
Barracuda Networks, Inc.
CUDA
| $35.5M | 0.05% |
1,538,300
+402,605
| +35% | +$8.87M |
|
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.