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 | |
|---|---|---|---|---|---|---|
|
MRO
1201
DELISTED
Marathon Oil Corporation
MRO
| $11.4M | 0.01% |
959,446
-639,000
| -40% | -$8.94M |
|
1202
Artesian Resources
ARTNA
$364M
| $11.4M | 0.01% |
301,700
+19,000
| +7% | +$712K |
|
1203
HubSpot
HUBS
$11.6B
| $11.3M | 0.01% |
172,557
+77,657
| +82% | +$5.24M |
|
|
IXYS
1204
DELISTED
IXYS Corp
IXYS
| $11.3M | 0.01% |
688,772
+317,500
| +86% | +$4.74M |
|
1205
Enovis
ENOV
$1.5B
| $11.3M | 0.01% |
167,038
+80,759
| +94% | +$5.51M |
|
1206
Marcus Corp
MCS
$926M
| $11.3M | 0.01% |
374,416
+68,016
| +22% | +$2.2M |
|
1207
Voya Financial
VOYA
$9.19B
| $11.3M | 0.01% |
306,300
-184,500
| -38% | -$6.71M |
|
1208
EPR Properties
EPR
$4.73B
| $11.3M | 0.01% |
157,200
+100,900
| +179% | +$7.35M |
|
1209
Plains GP Holdings
PAGP
$5.08B
| $11.3M | 0.01% |
430,461
-257,100
| -37% | -$7.18M |
|
|
BRG
1210
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
| $11.2M | 0.01% |
872,256
+135,556
| +18% | +$1.72M |
|
|
OMN
1211
DELISTED
OMNOVA Solutions Inc.
OMN
| $11.2M | 0.01% |
1,150,175
+25,100
| +2% | +$227K |
|
1212
Qualcomm
QCOM
$174B
| $11.2M | 0.01% |
+202,560
| New | +$11.3M |
|
|
GV
1213
DELISTED
Goldfield Corporation
GV
| $11.2M | 0.01% |
2,030,899
+90,900
| +5% | +$446K |
|
|
FITB
1214
Fifth Third Bancorp
FITB
$52.9B
| $11.2M | 0.01% |
+430,026
| New | +$10.6M |
|
|
TEN
1215
Tsakos Energy Navigation Ltd
TEN
$1.25B
| $11.2M | 0.01% |
465,080
-5,960
| -1% | -$136K |
|
|
ATRS
1216
DELISTED
Antares Pharma, Inc.
ATRS
| $11.1M | 0.01% |
3,462,469
+309,900
| +10% | +$878K |
|
1217
ASE Group
ASX
$102B
| $11.1M | 0.01% |
1,757,179
-274,600
| -14% | -$1.72M |
|
|
AEGN
1218
DELISTED
Aegion Corp
AEGN
| $11.1M | 0.01% |
506,396
-53,700
| -10% | -$1.13M |
|
1219
Ribbon Communications
RBBN
$379M
| $11.1M | 0.01% |
1,488,000
-115,900
| -7% | -$854K |
|
|
OAK
1220
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $11.1M | 0.01% |
237,370
+90,786
| +62% | +$4.2M |
|
1221
UMB Financial
UMBF
$11.5B
| $11M | 0.01% |
147,600
+2,700
| +2% | +$198K |
|
|
SC
1222
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $11M | 0.01% |
+865,600
| New | +$10.5M |
|
1223
Sumitomo Mitsui Financial
SMFG
$168B
| $11M | 0.01% |
1,404,339
+653,935
| +87% | +$4.86M |
|
|
CKH
1224
DELISTED
Seacor Holdings Inc.
CKH
| $11M | 0.01% |
332,121
+58,214
| +21% | +$3.08M |
|
|
PRGX
1225
DELISTED
PRGX Global, Inc.
PRGX
| $11M | 0.01% |
1,692,077
+24,267
| +1% | +$156K |
|
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.