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 | |
|---|---|---|---|---|---|---|
1126
CareTrust REIT
CTRE
$9.18B
| $12.4M | 0.02% |
670,300
+288,400
| +76% | +$5.21M |
|
1127
Repligen
RGEN
$9.45B
| $12.4M | 0.02% |
299,400
-329,000
| -52% | -$12.5M |
|
1128
Bank of Hawaii
BOH
$3.13B
| $12.4M | 0.02% |
149,400
-43,061
| -22% | -$3.47M |
|
|
UFS
1129
DELISTED
DOMTAR CORPORATION (New)
UFS
| $12.4M | 0.02% |
322,642
+42,600
| +15% | +$1.6M |
|
|
WPX
1130
DELISTED
WPX Energy, Inc.
WPX
| $12.4M | 0.02% |
1,282,800
+71,300
| +6% | +$813K |
|
1131
Rollins
ROL
$17.4B
| $12.4M | 0.02% |
683,325
+135,731
| +25% | +$2.43M |
|
1132
Vail Resorts
MTN
$5.29B
| $12.3M | 0.02% |
60,800
+58,000
| +2,071% | +$11.7M |
|
1133
Western Digital
WDC
$168B
| $12.3M | 0.02% |
+184,094
| New | +$12.2M |
|
1134
Hartford Financial Services
HIG
$37.7B
| $12.3M | 0.02% |
+234,100
| New | +$11.6M |
|
|
ALJ
1135
DELISTED
Alon USA Energy Inc
ALJ
| $12.3M | 0.02% |
923,600
+285,700
| +45% | +$3.55M |
|
1136
Henry Schein
HSIC
$10.1B
| $12.3M | 0.02% |
171,120
-628,575
| -79% | -$43.8M |
|
|
IPG
1137
DELISTED
Interpublic Group of Companies
IPG
| $12.3M | 0.02% |
499,200
-1,070,600
| -68% | -$26.2M |
|
|
CLDT
1138
Chatham Lodging
CLDT
$590M
| $12.3M | 0.02% |
610,000
-217,100
| -26% | -$4.27M |
|
1139
Universal Corp
UVV
$1.12B
| $12.3M | 0.02% |
189,400
-3,042
| -2% | -$211K |
|
1140
Old Dominion Freight Line
ODFL
$44.1B
| $12.3M | 0.02% |
385,881
+239,700
| +164% | +$7.05M |
|
|
SVA
1141
DELISTED
Sinovac Biotech, Ltd
SVA
| $12.2M | 0.02% |
1,814,300
+134,810
| +8% | +$739K |
|
|
INWK
1142
DELISTED
InnerWorkings, Inc.
INWK
| $12.2M | 0.02% |
1,055,500
+453,200
| +75% | +$4.87M |
|
|
TGI
1143
DELISTED
Triumph Group
TGI
| $12.2M | 0.02% |
+387,100
| New | +$10.8M |
|
1144
Lantheus
LNTH
$6.57B
| $12.2M | 0.02% |
691,000
+77,200
| +13% | +$1.14M |
|
1145
SM Energy
SM
$7.71B
| $12.2M | 0.02% |
737,000
+603,300
| +451% | +$12M |
|
|
OB
1146
DELISTED
Onebeacon Insurance Group Ltd
OB
| $12.2M | 0.02% |
666,700
+214,600
| +47% | +$3.75M |
|
|
TFCFA
1147
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $12.1M | 0.02% |
428,500
+302,769
| +241% | +$8.71M |
|
1148
Wipro
WIT
$19.4B
| $12.1M | 0.02% |
6,214,933
-1,410,667
| -18% | -$2.7M |
|
1149
Mettler-Toledo International
MTD
$28.8B
| $12.1M | 0.02% |
20,588
-36,812
| -64% | -$20.2M |
|
1150
Copa Holdings
CPA
$6.14B
| $12.1M | 0.02% |
103,400
+14,200
| +16% | +$1.63M |
|
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.