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 | |
|---|---|---|---|---|---|---|
726
Curtiss-Wright
CW
$25.4B
| $25M | 0.03% |
272,000
+94,600
| +53% | +$8.53M |
|
|
ABB
727
DELISTED
ABB Ltd
ABB
| $24.9M | 0.03% |
999,300
+108,763
| +12% | +$2.67M |
|
|
WBMD
728
DELISTED
WebMD Health Corp.
WBMD
| $24.8M | 0.03% |
422,913
+155,600
| +58% | +$8.67M |
|
|
RIC
729
DELISTED
Richmont Mines Inc.
RIC
| $24.7M | 0.03% |
3,171,400
-392,500
| -11% | -$2.93M |
|
730
Bankunited
BKU
$3.41B
| $24.6M | 0.03% |
730,100
-58,600
| -7% | -$2.02M |
|
731
CNA Financial
CNA
$13.8B
| $24.6M | 0.03% |
503,800
-113,900
| -18% | -$5.21M |
|
732
Pultegroup
PHM
$24.9B
| $24.4M | 0.03% |
995,665
-2,930,702
| -75% | -$68.4M |
|
733
Liberty Media Series C
FWONK
$26B
| $24.4M | 0.03% |
688,535
+420,676
| +157% | +$14M |
|
734
Idacorp
IDA
$8.16B
| $24.3M | 0.03% |
285,100
+64,330
| +29% | +$5.52M |
|
|
PTR
735
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $24.3M | 0.03% |
396,700
+62,600
| +19% | +$4.25M |
|
|
RWT
736
Redwood Trust
RWT
$599M
| $24.2M | 0.03% |
1,422,000
+25,000
| +2% | +$422K |
|
|
NUVA
737
DELISTED
NuVasive, Inc.
NUVA
| $24.2M | 0.03% |
314,888
+257,700
| +451% | +$19.3M |
|
|
AD
738
Array Digital Infrastructure
AD
$3.09B
| $24.1M | 0.03% |
628,300
+1,600
| +0.3% | +$61.9K |
|
739
Deutsche Bank
DB
$72.1B
| $24M | 0.03% |
1,350,438
-2,621,358
| -66% | -$46.4M |
|
740
Nabors Industries
NBR
$1.35B
| $24M | 0.03% |
59,018
-30,334
| -34% | -$15.3M |
|
741
Central Pacific Financial
CPF
$1B
| $24M | 0.03% |
761,853
-104,300
| -12% | -$3.23M |
|
742
CAE Inc. Common Shares
CAE
$8.47B
| $24M | 0.03% |
1,390,200
-387,300
| -22% | -$6.17M |
|
|
UBNK
743
DELISTED
United Financial Bancorp, Inc.
UBNK
| $23.9M | 0.03% |
1,433,739
+1,127
| +0.1% | +$19.1K |
|
744
S&P Global
SPGI
$125B
| $23.8M | 0.03% |
162,900
-517,500
| -76% | -$71.9M |
|
745
Brink's
BCO
$4.72B
| $23.8M | 0.03% |
354,700
-45,200
| -11% | -$2.78M |
|
|
BMTC
746
DELISTED
Bryn Mawr Bank Corp
BMTC
| $23.8M | 0.03% |
559,000
+12,900
| +2% | +$533K |
|
|
FGL
747
DELISTED
Fidelity & Guaranty Life
FGL
| $23.8M | 0.03% |
764,900
+128,243
| +20% | +$3.75M |
|
|
BFYT
748
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
| $23.7M | 0.03% |
1,010,400
+410,197
| +68% | +$8.19M |
|
749
Future Fuel
FF
$249M
| $23.7M | 0.03% |
1,571,100
+1,500
| +0.1% | +$22K |
|
|
DCT
750
DELISTED
DCT Industrial Trust Inc.
DCT
| $23.7M | 0.03% |
443,075
+269,800
| +156% | +$14.1M |
|
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.