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 | |
|---|---|---|---|---|---|---|
926
Kaiser Aluminum
KALU
$2.99B
| $17.6M | 0.02% |
198,400
-18,900
| -9% | -$1.57M |
|
|
SASR
927
DELISTED
Sandy Spring Bancorp Inc
SASR
| $17.5M | 0.02% |
431,354
+90,954
| +27% | +$3.71M |
|
|
ACH
928
Accendra Health
ACH
$84.6M
| $17.5M | 0.02% |
542,750
+317,800
| +141% | +$10.4M |
|
|
NUAN
929
DELISTED
Nuance Communications, Inc.
NUAN
| $17.4M | 0.02% |
1,152,985
-463,155
| -29% | -$7.27M |
|
930
TransUnion
TRU
$15.2B
| $17.4M | 0.02% |
400,900
-529,400
| -57% | -$21.9M |
|
931
Crane NXT
CXT
$2.96B
| $17.3M | 0.02% |
628,774
-34,835
| -5% | -$942K |
|
932
UBS Group
UBS
$176B
| $17.3M | 0.02% |
1,019,600
-617,000
| -38% | -$10M |
|
|
SPIL
933
DELISTED
Siliconware Precision Industries Co Ltd
SPIL
| $17.3M | 0.02% |
2,170,269
+99,726
| +5% | +$810K |
|
934
Bio-Techne
TECH
$11.3B
| $17.3M | 0.02% |
588,400
-166,000
| -22% | -$4.54M |
|
935
Chesapeake Utilities
CPK
$3.25B
| $17.3M | 0.02% |
230,150
-2,300
| -1% | -$168K |
|
936
PTC
PTC
$16.1B
| $17.2M | 0.02% |
312,800
-53,900
| -15% | -$2.97M |
|
937
Ciena
CIEN
$62.7B
| $17.2M | 0.02% |
688,474
-1,850,500
| -73% | -$44.3M |
|
938
Timken Company
TKR
$9.03B
| $17.2M | 0.02% |
+372,300
| New | +$17.1M |
|
|
WPZ
939
DELISTED
Williams Partners L.P.
WPZ
| $17.1M | 0.02% |
427,534
+161,500
| +61% | +$6.46M |
|
|
SWIR
940
DELISTED
Sierra Wireless
SWIR
| $17.1M | 0.02% |
609,884
+132,701
| +28% | +$3.63M |
|
|
TBNK
941
DELISTED
Territorial Bancorp Inc.
TBNK
| $17.1M | 0.02% |
549,400
-200
| -0% | -$6.21K |
|
942
Oil-Dri
ODC
$1.27B
| $17.1M | 0.02% |
815,250
-12,200
| -1% | -$234K |
|
943
Hubbell
HUBB
$27.1B
| $17.1M | 0.02% |
150,900
-1,200
| -0.8% | -$139K |
|
944
Warner Bros
WBD
$69.6B
| $17.1M | 0.02% |
660,450
+364,400
| +123% | +$9.87M |
|
945
Camden National
CAC
$990M
| $17M | 0.02% |
396,149
+41,700
| +12% | +$1.76M |
|
946
Rithm Capital
RITM
$5.71B
| $17M | 0.02% |
1,090,998
-1,832,285
| -63% | -$30.3M |
|
947
OGE Energy
OGE
$9.69B
| $16.9M | 0.02% |
486,600
-450,600
| -48% | -$15.8M |
|
|
DHIL
948
DELISTED
Diamond Hill
DHIL
| $16.9M | 0.02% |
84,700
+5,900
| +7% | +$1.18M |
|
|
ANSS
949
DELISTED
Ansys
ANSS
| $16.9M | 0.02% |
+138,729
| New | +$16.3M |
|
950
First Industrial Realty Trust
FR
$8.4B
| $16.9M | 0.02% |
588,800
+535,685
| +1,009% | +$15.3M |
|
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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.