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 | |
|---|---|---|---|---|---|---|
601
Strategic Education
STRA
$1.86B
| $31M | 0.04% |
332,900
+11,600
| +4% | +$1.02M |
|
602
Strategy Inc
MSTR
$38.2B
| $31M | 0.04% |
1,618,000
+555,000
| +52% | +$10.3M |
|
603
Power Integrations
POWI
$3.48B
| $31M | 0.04% |
850,800
+118,400
| +16% | +$3.92M |
|
|
VIVO
604
DELISTED
Meridian Bioscience Inc
VIVO
| $31M | 0.04% |
1,967,300
-20,976
| -1% | -$302K |
|
605
Exponent
EXPO
$3.24B
| $30.9M | 0.04% |
1,061,400
+323,200
| +44% | +$9.66M |
|
606
M&T Bank
MTB
$36.6B
| $30.9M | 0.04% |
190,790
-47,600
| -20% | -$7.51M |
|
|
IBA
607
DELISTED
Industrias Bachoco SAB De C.V.
IBA
| $30.8M | 0.04% |
532,000
+500
| +0.1% | +$27.5K |
|
|
CLVS
608
DELISTED
Clovis Oncology, Inc.
CLVS
| $30.5M | 0.04% |
326,200
+172,800
| +113% | +$10.6M |
|
|
AKRX
609
DELISTED
Akorn Inc
AKRX
| $30.5M | 0.04% |
+909,904
| New | +$29.6M |
|
610
Valmont Industries
VMI
$9.5B
| $30.5M | 0.04% |
203,700
-11,100
| -5% | -$1.67M |
|
611
Graham Holdings Company
GHC
$4.97B
| $30.5M | 0.04% |
50,800
+3,600
| +8% | +$2.16M |
|
612
Credicorp
BAP
$29.8B
| $30.5M | 0.04% |
169,800
-166,100
| -49% | -$27.7M |
|
613
BWX Technologies
BWXT
$15.6B
| $30.5M | 0.04% |
624,800
-56,900
| -8% | -$2.76M |
|
614
Banco Bradesco
BBD
$34.3B
| $30.4M | 0.04% |
+6,287,996
| New | +$31.9M |
|
615
Ambev
ABEV
$43.8B
| $30.4M | 0.04% |
5,532,700
+4,423,500
| +399% | +$25.2M |
|
616
Gartner
IT
$11.6B
| $30.4M | 0.04% |
245,909
-156,991
| -39% | -$18.2M |
|
|
TARO
617
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $30.3M | 0.04% |
270,766
-35,434
| -12% | -$4M |
|
|
DMC
618
Del Monte Corp
DMC
$1.44B
| $30.3M | 0.04% |
595,800
-33,600
| -5% | -$1.82M |
|
|
MB
619
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
| $30.2M | 0.04% |
1,110,900
+340,300
| +44% | +$9.36M |
|
|
PGTI
620
DELISTED
PGT, Inc.
PGTI
| $30.1M | 0.04% |
2,353,729
-81,500
| -3% | -$934K |
|
621
West Pharmaceutical
WST
$24.4B
| $30.1M | 0.04% |
318,600
+314,500
| +7,671% | +$28.9M |
|
622
B2Gold
BTG
$6.7B
| $30.1M | 0.04% |
10,700,597
-631,500
| -6% | -$1.66M |
|
623
Kulicke & Soffa
KLIC
$5.01B
| $30M | 0.04% |
1,577,428
-452,300
| -22% | -$9.52M |
|
624
Coherent
COHR
$64B
| $30M | 0.04% |
874,500
-216,091
| -20% | -$7M |
|
625
Williams Companies
WMB
$89.3B
| $29.9M | 0.04% |
986,200
+458,200
| +87% | +$13.6M |
|
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.