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 | |
|---|---|---|---|---|---|---|
626
T-Mobile US
TMUS
$197B
| $29.7M | 0.04% |
+490,450
| New | +$32M |
|
627
Teck Resources
TECK
$31.3B
| $29.7M | 0.04% |
1,714,476
+815,600
| +91% | +$15.6M |
|
628
National Healthcare
NHC
$3.44B
| $29.6M | 0.04% |
422,500
+63,074
| +18% | +$4.5M |
|
629
NiSource
NI
$20.2B
| $29.6M | 0.04% |
1,166,000
-731,000
| -39% | -$18.2M |
|
630
Tower Semiconductor
TSEM
$28.6B
| $29.5M | 0.04% |
1,238,386
+93,200
| +8% | +$2.2M |
|
|
MFA
631
MFA Financial
MFA
$931M
| $29.5M | 0.04% |
878,050
+256,891
| +41% | +$8.5M |
|
632
Entegris
ENTG
$25B
| $29.4M | 0.04% |
1,338,990
+409,200
| +44% | +$9.87M |
|
633
Energizer
ENR
$1.55B
| $29.4M | 0.04% |
611,800
+75,800
| +14% | +$4.12M |
|
634
STMicroelectronics
STM
$48.1B
| $29.4M | 0.04% |
2,042,869
-3,257,050
| -61% | -$51.4M |
|
635
Titan International
TWI
$438M
| $29.4M | 0.04% |
2,445,600
-44,700
| -2% | -$482K |
|
636
Southside Bancshares
SBSI
$984M
| $29.2M | 0.04% |
835,010
-35,596
| -4% | -$1.19M |
|
637
Renasant Corp
RNST
$4B
| $29.2M | 0.04% |
666,639
-54,600
| -8% | -$2.29M |
|
|
CMO
638
DELISTED
Capstead Mortgage Corp.
CMO
| $28.9M | 0.04% |
2,773,100
-161,800
| -6% | -$1.73M |
|
|
GOLD
639
DELISTED
Randgold Resources Ltd
GOLD
| $28.9M | 0.04% |
326,600
+223,900
| +218% | +$20.5M |
|
640
Lamar Advertising Co
LAMR
$15.8B
| $28.8M | 0.04% |
391,800
+280,388
| +252% | +$20.1M |
|
641
Loews
L
$23B
| $28.8M | 0.04% |
614,900
+175,800
| +40% | +$8.23M |
|
642
United Parcel Service
UPS
$89.8B
| $28.8M | 0.04% |
260,200
-582,000
| -69% | -$62.2M |
|
643
Fidelity National Financial
FNF
$13.1B
| $28.7M | 0.04% |
923,440
+433,250
| +88% | +$12.5M |
|
|
EXAS
644
DELISTED
Exact Sciences
EXAS
| $28.6M | 0.04% |
808,600
+457,300
| +130% | +$14.1M |
|
|
GTY
645
Getty Realty Corp
GTY
$2.05B
| $28.5M | 0.04% |
1,136,312
+147,600
| +15% | +$3.78M |
|
646
ATN International
ATNI
$491M
| $28.5M | 0.04% |
416,300
+22,300
| +6% | +$1.51M |
|
|
EBSB
647
DELISTED
Meridian Bancorp, Inc.
EBSB
| $28.5M | 0.04% |
1,683,758
+91,700
| +6% | +$1.58M |
|
|
SRDX
648
DELISTED
Surmodics
SRDX
| $28.3M | 0.04% |
1,004,338
+1,617
| +0.2% | +$39K |
|
|
ORIT
649
DELISTED
Oritani Financial Corp. New
ORIT
| $28.3M | 0.04% |
1,657,725
-32,700
| -2% | -$552K |
|
650
BGC Group
BGC
$5.2B
| $28.2M | 0.04% |
3,471,612
+1,399,344
| +68% | +$10.5M |
|
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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.