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 | |
|---|---|---|---|---|---|---|
|
CSRA
776
DELISTED
CSRA Inc.
CSRA
| $22.6M | 0.03% |
710,351
+200,251
| +39% | +$6M |
|
777
Capri Holdings
CPRI
$1.77B
| $22.5M | 0.03% |
621,000
+303,800
| +96% | +$11M |
|
|
PBCT
778
DELISTED
People's United Financial Inc
PBCT
| $22.5M | 0.03% |
1,274,586
+517,377
| +68% | +$8.99M |
|
779
Insperity
NSP
$2.05B
| $22.5M | 0.03% |
633,266
+313,098
| +98% | +$12.7M |
|
780
First Interstate BancSystem
FIBK
$3.7B
| $22.5M | 0.03% |
603,919
+239,219
| +66% | +$8.98M |
|
781
Visteon
VC
$2.86B
| $22.4M | 0.03% |
219,309
+77,009
| +54% | +$7.61M |
|
|
NAVG
782
DELISTED
Navigators Group Inc
NAVG
| $22.4M | 0.03% |
407,492
+70,200
| +21% | +$3.73M |
|
783
Enanta Pharmaceuticals
ENTA
$391M
| $22.3M | 0.03% |
620,500
+52,807
| +9% | +$1.69M |
|
784
ITT
ITT
$19.4B
| $22.3M | 0.03% |
555,500
+302,300
| +119% | +$12.1M |
|
785
Alarm.com
ALRM
$2.74B
| $22.3M | 0.03% |
593,000
+226,000
| +62% | +$7.57M |
|
|
ZVO
786
DELISTED
Zovio Inc. Common Stock
ZVO
| $22.3M | 0.03% |
1,507,558
+198,900
| +15% | +$2.67M |
|
|
GNCMA
787
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
| $22.2M | 0.03% |
606,400
-17,100
| -3% | -$618K |
|
788
Elbit Systems
ESLT
$36.5B
| $22.2M | 0.03% |
179,535
-19,700
| -10% | -$2.37M |
|
|
BBT
789
Beacon Financial Corp
BBT
$2.71B
| $22.2M | 0.03% |
631,043
+122,886
| +24% | +$4.42M |
|
790
Federal Realty Investment Trust
FRT
$10.3B
| $22.2M | 0.03% |
175,300
+119,300
| +213% | +$15.4M |
|
791
Sociedad Química y Minera de Chile
SQM
$20.6B
| $22.2M | 0.03% |
670,900
-114,600
| -15% | -$4.03M |
|
792
ICICI Bank
IBN
$106B
| $22.1M | 0.03% |
+2,464,750
| New | +$20.8M |
|
793
Crown Holdings
CCK
$12.9B
| $22.1M | 0.03% |
370,500
-496,400
| -57% | -$28M |
|
794
Mativ Holdings
MATV
$667M
| $22.1M | 0.03% |
593,400
+28,100
| +5% | +$1.11M |
|
795
Otter Tail
OTTR
$3.9B
| $22M | 0.03% |
555,510
+127,110
| +30% | +$5M |
|
796
Washington Trust Bancorp
WASH
$767M
| $22M | 0.03% |
426,168
+1,800
| +0.4% | +$89.6K |
|
|
SYKE
797
DELISTED
SYKES Enterprises Inc
SYKE
| $21.9M | 0.03% |
653,673
+32,100
| +5% | +$1.02M |
|
798
CDW
CDW
$17.8B
| $21.9M | 0.03% |
349,498
-239,100
| -41% | -$14.3M |
|
|
KBAL
799
DELISTED
Kimball International
KBAL
| $21.8M | 0.03% |
1,308,991
+233,800
| +22% | +$4.05M |
|
800
Citizens Financial Group
CFG
$31.2B
| $21.8M | 0.03% |
611,600
-840,200
| -58% | -$29.8M |
|
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.