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 | |
|---|---|---|---|---|---|---|
|
CRCM
1001
DELISTED
CARE.COM, INC.
CRCM
| $15.3M | 0.02% |
1,014,600
+149,300
| +17% | +$2.09M |
|
|
PFPT
1002
DELISTED
Proofpoint, Inc.
PFPT
| $15.3M | 0.02% |
175,900
+136,000
| +341% | +$11.2M |
|
1003
Enterprise Financial Services Corp
EFSC
$2.41B
| $15.2M | 0.02% |
373,200
+92,300
| +33% | +$3.84M |
|
|
BBBY
1004
Bed Bath & Beyond
BBBY
$403M
| $15.2M | 0.02% |
1,243,154
+179,951
| +17% | +$2.16M |
|
|
FBC
1005
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $15.2M | 0.02% |
493,412
-120,700
| -20% | -$3.56M |
|
|
CBM
1006
DELISTED
Cambrex Corporation
CBM
| $15.2M | 0.02% |
254,202
+62,402
| +33% | +$3.51M |
|
1007
WesBanco
WSBC
$4.07B
| $15.1M | 0.02% |
382,942
-18,800
| -5% | -$729K |
|
|
TYPE
1008
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $15.1M | 0.02% |
825,800
-326,400
| -28% | -$6.39M |
|
1009
MasterCraft Boat Holdings
MCFT
$600M
| $15.1M | 0.02% |
772,900
+189,900
| +33% | +$3.4M |
|
1010
Descartes Systems
DSGX
$6.62B
| $15.1M | 0.02% |
620,400
-95,100
| -13% | -$2.27M |
|
|
HIBB
1011
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $15.1M | 0.02% |
+726,625
| New | +$17.9M |
|
|
CORR
1012
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $15.1M | 0.02% |
448,500
+107,000
| +31% | +$3.76M |
|
|
DRE
1013
DELISTED
Duke Realty Corp.
DRE
| $15M | 0.02% |
+538,200
| New | +$15.1M |
|
1014
Blackstone Mortgage Trust
BXMT
$2.41B
| $15M | 0.02% |
474,280
-88,900
| -16% | -$2.77M |
|
|
FLIC
1015
DELISTED
First of Long Island Corp
FLIC
| $15M | 0.02% |
523,281
+5,800
| +1% | +$159K |
|
1016
Zebra Technologies
ZBRA
$17.9B
| $15M | 0.02% |
148,831
-123,900
| -45% | -$12.3M |
|
|
FCE.A
1017
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $14.9M | 0.02% |
617,763
+84,363
| +16% | +$1.95M |
|
1018
Sally Beauty Holdings
SBH
$1.55B
| $14.9M | 0.02% |
735,600
+181,000
| +33% | +$3.49M |
|
|
LSXMA
1019
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $14.9M | 0.02% |
490,953
+115,713
| +31% | +$3.3M |
|
1020
Terreno Realty
TRNO
$7.5B
| $14.9M | 0.02% |
+441,300
| New | +$14M |
|
1021
Starwood Property Trust
STWD
$6.09B
| $14.9M | 0.02% |
663,284
+163,100
| +33% | +$3.65M |
|
1022
Westwood Holdings Group
WHG
$183M
| $14.8M | 0.02% |
260,600
-22,400
| -8% | -$1.24M |
|
1023
Akebia Therapeutics
AKBA
$248M
| $14.7M | 0.02% |
1,025,300
+639,033
| +165% | +$8.1M |
|
1024
Groupon
GRPN
$901M
| $14.7M | 0.02% |
191,700
-195,635
| -51% | -$13.6M |
|
|
INN
1025
Summit Hotel Properties
INN
$656M
| $14.7M | 0.02% |
788,642
+535,242
| +211% | +$9.34M |
|
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.