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 | |
|---|---|---|---|---|---|---|
951
Insulet
PODD
$10.1B
| $16.8M | 0.02% |
328,200
+179,500
| +121% | +$7.79M |
|
|
CHFN
952
DELISTED
Charter Financial Corp
CHFN
| $16.8M | 0.02% |
934,982
+58,600
| +7% | +$1.1M |
|
|
OPLN
953
Openlane
OPLN
$4.34B
| $16.8M | 0.02% |
1,057,593
+648,347
| +158% | +$10.6M |
|
954
Ralph Lauren
RL
$23.6B
| $16.8M | 0.02% |
227,200
+219,100
| +2,705% | +$16.4M |
|
955
Varonis Systems
VRNS
$5.26B
| $16.8M | 0.02% |
1,352,100
+1,320,000
| +4,112% | +$15.1M |
|
956
Pitney Bowes
PBI
$2.28B
| $16.7M | 0.02% |
1,109,175
-304,851
| -22% | -$4.45M |
|
957
Independent Bank Corp
IBCP
$854M
| $16.7M | 0.02% |
768,900
+1,600
| +0.2% | +$33.8K |
|
|
UBA
958
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $16.7M | 0.02% |
842,700
+210,600
| +33% | +$4.15M |
|
|
CTRL
959
DELISTED
Control4 Corporation
CTRL
| $16.7M | 0.02% |
850,400
+235,700
| +38% | +$4.24M |
|
960
Plexus
PLXS
$7.25B
| $16.7M | 0.02% |
317,200
+85,800
| +37% | +$4.55M |
|
961
Methanex
MEOH
$4.17B
| $16.7M | 0.02% |
378,098
+187,500
| +98% | +$8.19M |
|
962
QuidelOrtho
QDEL
$1.02B
| $16.6M | 0.02% |
612,487
+132,587
| +28% | +$3.28M |
|
|
MOBL
963
DELISTED
MobileIron, Inc.
MOBL
| $16.6M | 0.02% |
2,741,600
+1,616,600
| +144% | +$8.45M |
|
|
CAVM
964
DELISTED
Cavium, Inc.
CAVM
| $16.6M | 0.02% |
266,833
+250,800
| +1,564% | +$17.5M |
|
965
Merit Medical Systems
MMSI
$5.45B
| $16.6M | 0.02% |
434,412
+4,060
| +0.9% | +$136K |
|
966
Equifax
EFX
$21.2B
| $16.6M | 0.02% |
120,550
+21,355
| +22% | +$2.93M |
|
967
Applied Industrial Technologies
AIT
$13B
| $16.6M | 0.02% |
280,500
-33,200
| -11% | -$2.03M |
|
968
American Financial Group
AFG
$12B
| $16.5M | 0.02% |
165,900
+157,000
| +1,764% | +$15.4M |
|
|
BV
969
DELISTED
Bazaarvoice, Inc.
BV
| $16.4M | 0.02% |
3,314,200
+267,500
| +9% | +$1.23M |
|
970
Penske Automotive Group
PAG
$14.3B
| $16.3M | 0.02% |
371,700
+185,800
| +100% | +$8.19M |
|
971
Lesaka Technologies
LSAK
$408M
| $16.3M | 0.02% |
1,652,967
+195,767
| +13% | +$2M |
|
972
Veeva Systems
VEEV
$41B
| $16.2M | 0.02% |
265,000
-1,006,600
| -79% | -$58.1M |
|
|
CLD
973
DELISTED
Cloud Peak Energy Inc
CLD
| $16.2M | 0.02% |
4,592,000
+796,400
| +21% | +$2.91M |
|
974
Alpha and Omega Semiconductor
AOSL
$916M
| $16.2M | 0.02% |
968,900
+46,400
| +5% | +$824K |
|
|
RTEC
975
DELISTED
Rudolph Technologies Inc
RTEC
| $16.1M | 0.02% |
706,633
+94,897
| +16% | +$2.26M |
|
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.