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 | |
|---|---|---|---|---|---|---|
1076
Ennis
EBF
$556M
| $13.5M | 0.02% |
708,500
+30,800
| +5% | +$518K |
|
1077
Seacoast Banking Corp of Florida
SBCF
$3.44B
| $13.5M | 0.02% |
560,500
-163,200
| -23% | -$3.89M |
|
|
HRC
1078
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $13.5M | 0.02% |
169,600
-39,000
| -19% | -$2.94M |
|
1079
SPX Corp
SPXC
$10.9B
| $13.5M | 0.02% |
536,400
-117,700
| -18% | -$2.94M |
|
|
EXK
1080
Endeavour Silver
EXK
$3.05B
| $13.5M | 0.02% |
4,421,900
-1,054,900
| -19% | -$3.26M |
|
|
MNTA
1081
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $13.5M | 0.02% |
797,400
+519,000
| +186% | +$7.9M |
|
1082
Expedia Group
EXPE
$39.1B
| $13.4M | 0.02% |
89,959
-671,500
| -88% | -$94.3M |
|
1083
Tapestry
TPR
$25.9B
| $13.3M | 0.02% |
+281,500
| New | +$12.3M |
|
1084
Atmos Energy
ATO
$28.7B
| $13.3M | 0.02% |
160,600
+11,600
| +8% | +$952K |
|
1085
IDEX
IEX
$17.7B
| $13.3M | 0.02% |
117,325
-55,100
| -32% | -$5.79M |
|
1086
Johnson Outdoors
JOUT
$499M
| $13.2M | 0.02% |
274,600
-6,100
| -2% | -$254K |
|
|
OKS
1087
DELISTED
Oneok Partners LP
OKS
| $13.2M | 0.02% |
259,000
-34,300
| -12% | -$1.74M |
|
|
WCC
1088
WESCO International
WCC
$17.8B
| $13.2M | 0.02% |
230,103
+215,703
| +1,498% | +$13.4M |
|
1089
Hackett Group
HCKT
$278M
| $13.2M | 0.02% |
850,144
-32,300
| -4% | -$547K |
|
|
ZAYO
1090
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $13.1M | 0.02% |
+424,913
| New | +$13.9M |
|
|
SP
1091
DELISTED
SP Plus Corporation
SP
| $13.1M | 0.02% |
428,500
+85,400
| +25% | +$2.65M |
|
1092
Sun Life Financial
SLF
$44.4B
| $13.1M | 0.02% |
365,800
-96,300
| -21% | -$3.32M |
|
1093
Watts Water Technologies
WTS
$12.9B
| $13.1M | 0.02% |
206,800
+120,300
| +139% | +$7.5M |
|
|
FPRX
1094
DELISTED
Five Prime Therapeutics, Inc.
FPRX
| $13M | 0.02% |
431,500
-31,401
| -7% | -$980K |
|
|
PCBK
1095
DELISTED
Pacific Continental Corp
PCBK
| $13M | 0.02% |
507,000
+7,844
| +2% | +$194K |
|
1096
SLM Corp
SLM
$5.22B
| $12.9M | 0.02% |
+1,120,719
| New | +$12.8M |
|
1097
Stoneridge
SRI
$197M
| $12.9M | 0.02% |
835,600
+209,000
| +33% | +$3.5M |
|
|
CSR
1098
Centerspace
CSR
$925M
| $12.9M | 0.02% |
207,010
-800
| -0.4% | -$48.3K |
|
|
PTHN
1099
DELISTED
Patheon N.V.
PTHN
| $12.8M | 0.02% |
368,300
+237,800
| +182% | +$7.33M |
|
|
STL
1100
DELISTED
Sterling Bancorp
STL
| $12.8M | 0.02% |
552,536
-197,873
| -26% | -$4.53M |
|
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 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.