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 | |
|---|---|---|---|---|---|---|
976
Glacier Bancorp
GBCI
$6.48B
| $16.1M | 0.02% |
440,900
-418,760
| -49% | -$14.3M |
|
977
State Street Health Care Select Sector SPDR ETF
XLV
$44B
| $16.1M | 0.02% |
203,700
+167,900
| +469% | +$12.8M |
|
978
Mitsubishi UFJ Financial
MUFG
$260B
| $16.1M | 0.02% |
2,387,171
+459,271
| +24% | +$2.93M |
|
979
TAL Education Group
TAL
$6.58B
| $16.1M | 0.02% |
789,600
+343,800
| +77% | +$6.75M |
|
|
KSU
980
DELISTED
Kansas City Southern
KSU
| $16.1M | 0.02% |
153,700
-295,100
| -66% | -$27.7M |
|
|
FRAN
981
DELISTED
Francesca's Holdings Corporation
FRAN
| $16.1M | 0.02% |
122,309
+43,267
| +55% | +$7.02M |
|
982
Mercury Insurance
MCY
$5.84B
| $16M | 0.02% |
297,000
+33,600
| +13% | +$1.91M |
|
|
HABT
983
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
| $16M | 0.02% |
1,012,700
+94,300
| +10% | +$1.68M |
|
984
Aaon
AAON
$7.23B
| $16M | 0.02% |
649,313
-91,950
| -12% | -$2.23M |
|
|
RATE
985
DELISTED
Bankrate Inc
RATE
| $15.9M | 0.02% |
1,241,100
-161,900
| -12% | -$1.74M |
|
|
BDN
986
Brandywine Realty Trust
BDN
$541M
| $15.9M | 0.02% |
908,998
+879,598
| +2,992% | +$15.1M |
|
|
NUTR
987
DELISTED
Nutraceutical International Co
NUTR
| $15.9M | 0.02% |
381,600
-207,000
| -35% | -$7.39M |
|
988
Barrett Business Services
BBSI
$756M
| $15.8M | 0.02% |
1,106,400
+299,660
| +37% | +$4.27M |
|
|
PFC
989
DELISTED
Premier Financial Corp. Common Stock
PFC
| $15.8M | 0.02% |
600,000
-13,000
| -2% | -$345K |
|
990
Civeo
CVEO
$345M
| $15.8M | 0.02% |
625,500
-1,000
| -0.2% | -$29.8K |
|
991
Commercial Vehicle Group
CVGI
$128M
| $15.8M | 0.02% |
1,864,305
+622,305
| +50% | +$5.08M |
|
992
Hooker Furnishings Corp
HOFT
$160M
| $15.7M | 0.02% |
381,765
-41,562
| -10% | -$1.72M |
|
|
MGP
993
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $15.7M | 0.02% |
537,600
+505,185
| +1,558% | +$14.3M |
|
994
Federal Agricultural Mortgage
AGM
$2.58B
| $15.7M | 0.02% |
242,500
+57,900
| +31% | +$3.5M |
|
|
SFLY
995
DELISTED
Shutterfly, Inc.
SFLY
| $15.6M | 0.02% |
+328,300
| New | +$16.3M |
|
|
POLY
996
DELISTED
Plantronics, Inc.
POLY
| $15.5M | 0.02% |
296,500
+204,900
| +224% | +$11M |
|
|
AAWW
997
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $15.5M | 0.02% |
297,296
+196,196
| +194% | +$10.3M |
|
998
UFP Technologies
UFPT
$2.48B
| $15.5M | 0.02% |
546,300
+10,900
| +2% | +$292K |
|
999
MSCI
MSCI
$40.9B
| $15.4M | 0.02% |
149,621
-97,200
| -39% | -$9.78M |
|
|
TVPT
1000
DELISTED
Travelport Worldwide Limited
TVPT
| $15.3M | 0.02% |
1,115,000
+274,764
| +33% | +$3.65M |
|
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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.