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 | |
|---|---|---|---|---|---|---|
701
Helios Technologies
HLIO
$2.67B
| $26.1M | 0.03% |
611,475
-133,400
| -18% | -$5.37M |
|
702
Wayfair
W
$13.9B
| $26M | 0.03% |
338,000
+301,200
| +818% | +$17.9M |
|
|
XOXO
703
DELISTED
Xo Group Inc
XOXO
| $26M | 0.03% |
1,473,300
+30,800
| +2% | +$530K |
|
704
Aramark
ARMK
$16.1B
| $25.9M | 0.03% |
875,182
+676,988
| +342% | +$18.6M |
|
|
ALXN
705
DELISTED
Alexion Pharmaceuticals
ALXN
| $25.8M | 0.03% |
212,300
-148,642
| -41% | -$17.3M |
|
706
Aflac
AFL
$60.7B
| $25.8M | 0.03% |
+665,000
| New | +$25M |
|
707
Urban Outfitters
URBN
$6.53B
| $25.8M | 0.03% |
1,390,400
-663,500
| -32% | -$13.6M |
|
708
Shopify
SHOP
$204B
| $25.7M | 0.03% |
2,958,000
-10,512,000
| -78% | -$88.9M |
|
709
W.R. Berkley
WRB
$26.2B
| $25.7M | 0.03% |
1,251,788
+1,109,363
| +779% | +$22.5M |
|
|
FBR
710
DELISTED
Fibria Celulose Sa
FBR
| $25.6M | 0.03% |
2,523,300
-473,700
| -16% | -$4.74M |
|
711
Unitil
UTL
$992M
| $25.6M | 0.03% |
530,500
+37,500
| +8% | +$1.78M |
|
712
Onto Innovation
ONTO
$20.6B
| $25.6M | 0.03% |
1,011,500
+87,900
| +10% | +$2.48M |
|
713
Northwest Natural Holdings
NWN
$2.14B
| $25.6M | 0.03% |
427,100
+22,200
| +5% | +$1.34M |
|
|
HSII
714
DELISTED
Heidrick & Struggles
HSII
| $25.6M | 0.03% |
1,175,200
+15,298
| +1% | +$349K |
|
|
ALX
715
Alexander's
ALX
$1.4B
| $25.5M | 0.03% |
60,500
+14,900
| +33% | +$6.33M |
|
716
Silgan Holdings
SLGN
$4.46B
| $25.4M | 0.03% |
799,080
+323,200
| +68% | +$9.97M |
|
717
Cheesecake Factory
CAKE
$5.57B
| $25.4M | 0.03% |
+504,345
| New | +$29.8M |
|
718
Natural Health Trends
NHTC
$15.4M
| $25.4M | 0.03% |
910,600
+900
| +0.1% | +$25.7K |
|
|
CSBK
719
DELISTED
Clifton Bancorp Inc.
CSBK
| $25.3M | 0.03% |
1,532,562
+14,800
| +1% | +$243K |
|
|
SRC
720
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $25.3M | 0.03% |
760,854
-13,157
| -2% | -$493K |
|
|
MNR
721
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $25.2M | 0.03% |
1,674,797
+307,197
| +22% | +$4.54M |
|
|
AVP
722
DELISTED
Avon Products, Inc.
AVP
| $25.2M | 0.03% |
6,632,000
+899,200
| +16% | +$3.51M |
|
|
FIT
723
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $25.2M | 0.03% |
4,741,700
+3,126,706
| +194% | +$17.3M |
|
724
Lamb Weston
LW
$7.39B
| $25.1M | 0.03% |
569,300
+487,500
| +596% | +$21.4M |
|
725
Orion
OEC
$360M
| $25M | 0.03% |
1,254,612
+10,712
| +0.9% | +$203K |
|
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.