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 | |
|---|---|---|---|---|---|---|
|
XL
751
DELISTED
XL Group Ltd.
XL
| $23.7M | 0.03% |
540,100
-34,600
| -6% | -$1.46M |
|
752
Carriage Services
CSV
$555M
| $23.6M | 0.03% |
876,700
+19,100
| +2% | +$513K |
|
753
Omnicom Group
OMC
$24.2B
| $23.6M | 0.03% |
284,800
-16,300
| -5% | -$1.36M |
|
754
Towne Bank
TOWN
$3.5B
| $23.5M | 0.03% |
763,287
+46,600
| +7% | +$1.44M |
|
755
Safety Insurance
SAFT
$1.52B
| $23.5M | 0.03% |
343,686
+32,700
| +11% | +$2.24M |
|
756
Arthur J. Gallagher & Co
AJG
$65B
| $23.4M | 0.03% |
408,000
+368,300
| +928% | +$20.8M |
|
|
LPT
757
DELISTED
Liberty Property Trust
LPT
| $23.3M | 0.03% |
571,800
+399,424
| +232% | +$16.4M |
|
758
Andersons Inc
ANDE
$2.21B
| $23.2M | 0.03% |
680,076
+124,000
| +22% | +$4.43M |
|
759
NMI Holdings
NMIH
$3.42B
| $23.2M | 0.03% |
2,024,900
+44,182
| +2% | +$496K |
|
|
ANH
760
DELISTED
Anworth Mortgage Asset Corporation
ANH
| $23.2M | 0.03% |
3,856,920
+328,800
| +9% | +$1.94M |
|
761
SL Green Realty
SLG
$4.08B
| $23.2M | 0.03% |
+226,272
| New | +$23.1M |
|
762
Grupo Aeroportuario del Sureste
ASR
$8.01B
| $23.1M | 0.03% |
110,000
-9,400
| -8% | -$1.83M |
|
763
LivePerson
LPSN
$35.9M
| $23.1M | 0.03% |
140,140
+22,153
| +19% | +$3.04M |
|
|
CTLT
764
DELISTED
CATALENT, INC.
CTLT
| $23.1M | 0.03% |
+657,900
| New | +$21.6M |
|
|
PBPB
765
DELISTED
Potbelly
PBPB
| $23.1M | 0.03% |
2,006,900
-42,822
| -2% | -$523K |
|
766
Cadence Design Systems
CDNS
$89.2B
| $23.1M | 0.03% |
688,900
-536,200
| -44% | -$17.8M |
|
767
ScottsMiracle-Gro
SMG
$3.59B
| $23M | 0.03% |
257,151
-649
| -0.3% | -$58.5K |
|
|
UNVR
768
DELISTED
Univar Solutions Inc.
UNVR
| $23M | 0.03% |
787,600
+422,400
| +116% | +$12.8M |
|
769
Forrester Research
FORR
$224M
| $22.9M | 0.03% |
585,600
+31,400
| +6% | +$1.24M |
|
|
ENZ
770
DELISTED
Enzo Biochem, Inc.
ENZ
| $22.8M | 0.03% |
2,069,600
+27,200
| +1% | +$253K |
|
|
PGEM
771
DELISTED
Ply Gem Holdings, Inc.
PGEM
| $22.8M | 0.03% |
1,272,548
+34,648
| +3% | +$621K |
|
772
Center Bancorp
CNOB
$1.81B
| $22.8M | 0.03% |
1,011,176
-20,500
| -2% | -$467K |
|
773
Apollo Global Management
APO
$84.8B
| $22.8M | 0.03% |
861,934
+194,102
| +29% | +$5.17M |
|
774
Sabesp
SBS
$16.5B
| $22.8M | 0.03% |
12,323,573
-1,751,155
| -12% | -$3.23M |
|
775
Trimble
TRMB
$13.4B
| $22.6M | 0.03% |
633,844
+508,500
| +406% | +$17.6M |
|
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.