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 | 17.2% |
| 2 | Technology | 14.19% |
| 3 | Financials | 12.33% |
| 4 | Consumer Staples | 10.22% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Gilat Satellite Networks
GILT
$895M
| $14.1M | 0.02% |
2,723,554
+13,500
| +0.5% | +$65.8K |
|
|
ASCMA
1052
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
| $14.1M | 0.02% |
914,700
+11,500
| +1% | +$160K |
|
|
FARM
1053
DELISTED
Farmer Brothers
FARM
| $14M | 0.02% |
464,400
+21,200
| +5% | +$698K |
|
|
ARR
1054
Armour Residential REIT
ARR
$2.37B
| $14M | 0.02% |
112,024
+2,560
| +2% | +$322K |
|
1055
MGE Energy Inc
MGEE
$3.06B
| $14M | 0.02% |
217,450
+27,700
| +15% | +$1.81M |
|
1056
Univest Financial
UVSP
$1.18B
| $14M | 0.02% |
466,889
-30,680
| -6% | -$880K |
|
1057
Texas Roadhouse
TXRH
$14.1B
| $14M | 0.02% |
+274,072
| New | +$13.2M |
|
1058
Western New England Bancorp
WNEB
$282M
| $13.9M | 0.02% |
1,374,409
+109,500
| +9% | +$1.13M |
|
|
CPL
1059
DELISTED
CPFL Energia S.A.
CPL
| $13.9M | 0.02% |
874,286
-167,225
| -16% | -$2.7M |
|
1060
ANI Pharmaceuticals
ANIP
$1.72B
| $13.9M | 0.02% |
297,400
+19,400
| +7% | +$936K |
|
|
SMI
1061
DELISTED
Semiconductor Manufacturing Intl
SMI
| $13.9M | 0.02% |
2,439,700
-130,700
| -5% | -$740K |
|
|
JOYY
1062
JOYY Inc
JOYY
$3.74B
| $13.9M | 0.02% |
239,300
-18,992
| -7% | -$1.01M |
|
1063
WPP
WPP
$5.82B
| $13.8M | 0.02% |
131,100
+12,705
| +11% | +$1.38M |
|
|
GRMN
1064
Garmin
GRMN
$59.8B
| $13.8M | 0.02% |
270,742
-549,400
| -67% | -$28.2M |
|
|
PTNR
1065
DELISTED
Partner Communications
PTNR
| $13.8M | 0.02% |
2,672,100
-100
| -0% | -$523 |
|
|
HTB
1066
HomeTrust Bancshares
HTB
$831M
| $13.8M | 0.02% |
565,655
-21,860
| -4% | -$537K |
|
1067
Marriott Vacations Worldwide
VAC
$4.1B
| $13.8M | 0.02% |
117,200
+101,000
| +623% | +$11.4M |
|
|
AHT
1068
Ashford Hospitality Trust
AHT
$19.8M
| $13.8M | 0.02% |
2,289
+127
| +6% | +$794K |
|
1069
CRA International
CRAI
$1.07B
| $13.7M | 0.02% |
377,800
+34,969
| +10% | +$1.23M |
|
1070
Village Super Market
VLGEA
$627M
| $13.7M | 0.02% |
527,500
+24,100
| +5% | +$625K |
|
1071
Trinity Industries
TRN
$2.3B
| $13.7M | 0.02% |
676,443
-575,602
| -46% | -$11.1M |
|
|
ACC
1072
DELISTED
American Campus Communities, Inc.
ACC
| $13.6M | 0.02% |
288,200
+87,500
| +44% | +$4.16M |
|
1073
Grupo Aeroportuario Centro Norte
OMAB
$5.28B
| $13.6M | 0.02% |
282,500
-31,900
| -10% | -$1.42M |
|
|
CTWS
1074
DELISTED
Connecticut Water Service Inc
CTWS
| $13.6M | 0.02% |
244,800
+2,600
| +1% | +$143K |
|
1075
HEICO Corp
HEI
$52.1B
| $13.6M | 0.02% |
369,139
+69,727
| +23% | +$2.57M |
|
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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 17% of assets, up from 16% 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.