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 | |
|---|---|---|---|---|---|---|
1101
Highwoods Properties
HIW
$3.51B
| $12.8M | 0.02% |
253,200
+22,800
| +10% | +$1.16M |
|
1102
Benchmark Electronics
BHE
$2.94B
| $12.8M | 0.02% |
397,150
+82,900
| +26% | +$2.67M |
|
1103
Affiliated Managers Group
AMG
$9.57B
| $12.8M | 0.02% |
+76,969
| New | +$12.3M |
|
1104
KRONOS Worldwide
KRO
$905M
| $12.7M | 0.02% |
699,300
+61,400
| +10% | +$1.09M |
|
|
FONR
1105
DELISTED
Fonar
FONR
| $12.7M | 0.02% |
457,223
-19,493
| -4% | -$447K |
|
|
EXPR
1106
DELISTED
Express, Inc.
EXPR
| $12.7M | 0.02% |
93,965
+77,710
| +478% | +$12.1M |
|
1107
Helen of Troy
HELE
$696M
| $12.7M | 0.02% |
134,786
+53,376
| +66% | +$4.97M |
|
|
EARN
1108
Ellington Residential Mortgage REIT
EARN
$167M
| $12.7M | 0.02% |
864,302
+212,702
| +33% | +$3.16M |
|
|
FFKT
1109
DELISTED
Farmers Capital Bank Corp
FFKT
| $12.7M | 0.02% |
328,300
-6,100
| -2% | -$242K |
|
|
VISN
1110
Vistance Networks Inc
VISN
$2.62B
| $12.6M | 0.02% |
332,400
+212,400
| +177% | +$8.2M |
|
|
GOV
1111
DELISTED
Government Properties Income Trust
GOV
| $12.6M | 0.02% |
689,500
-295,000
| -30% | -$6.42M |
|
1112
Travelers Companies
TRV
$77.2B
| $12.6M | 0.02% |
99,700
-31,172
| -24% | -$3.84M |
|
1113
Interparfums
IPAR
$3.78B
| $12.6M | 0.02% |
343,713
+93,100
| +37% | +$3.34M |
|
1114
Hawaiian Electric Industries
HE
$2.06B
| $12.6M | 0.02% |
389,000
+18,700
| +5% | +$622K |
|
1115
Liquidity Services
LQDT
$1.35B
| $12.6M | 0.02% |
1,981,239
+357,240
| +22% | +$2.49M |
|
|
MDSO
1116
DELISTED
Medidata Solutions, Inc.
MDSO
| $12.6M | 0.02% |
160,694
-236,298
| -60% | -$16.5M |
|
|
WGL
1117
DELISTED
Wgl Holdings
WGL
| $12.6M | 0.02% |
+150,600
| New | +$12.5M |
|
1118
Arista Networks
ANET
$257B
| $12.6M | 0.02% |
1,340,800
-1,812,800
| -57% | -$16.4M |
|
1119
Wintrust Financial
WTFC
$11B
| $12.5M | 0.02% |
164,000
-23,400
| -12% | -$1.68M |
|
1120
Mesa Laboratories
MLAB
$631M
| $12.5M | 0.02% |
87,271
+7,771
| +10% | +$1.1M |
|
1121
Marriott International
MAR
$92.5B
| $12.5M | 0.02% |
+124,671
| New | +$12.5M |
|
|
MDCO
1122
DELISTED
Medicines Co
MDCO
| $12.5M | 0.02% |
328,832
+166,500
| +103% | +$7.42M |
|
1123
Hovnanian Enterprises
HOV
$793M
| $12.5M | 0.02% |
178,536
-6,480
| -4% | -$382K |
|
1124
Nelnet
NNI
$4.52B
| $12.5M | 0.02% |
265,200
-60,500
| -19% | -$2.64M |
|
|
DCOM
1125
DELISTED
Dime Community Bancshares
DCOM
| $12.5M | 0.02% |
635,372
-4,700
| -0.7% | -$93.6K |
|
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.