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 | |
|---|---|---|---|---|---|---|
|
PTVCB
1226
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
| $11M | 0.01% |
448,800
-8,100
| -2% | -$198K |
|
|
PRO
1227
DELISTED
PROS Holdings
PRO
| $11M | 0.01% |
401,200
+171,500
| +75% | +$4.48M |
|
|
BPL
1228
DELISTED
Buckeye Partners, L.P.
BPL
| $11M | 0.01% |
171,834
-70,700
| -29% | -$4.65M |
|
|
XTLY
1229
DELISTED
Xactly Corporation
XTLY
| $10.9M | 0.01% |
698,700
+439,000
| +169% | +$5.87M |
|
|
IBKC
1230
DELISTED
IBERIABANK Corp
IBKC
| $10.9M | 0.01% |
134,048
-165,500
| -55% | -$13.1M |
|
1231
AngioDynamics
ANGO
$643M
| $10.9M | 0.01% |
673,710
+167,510
| +33% | +$2.65M |
|
|
CO
1232
DELISTED
Global Cord Blood Corporation
CO
| $10.9M | 0.01% |
1,151,100
+291,600
| +34% | +$2.33M |
|
|
UCTT
1233
Ultra Clean Holdings
UCTT
$3.96B
| $10.9M | 0.01% |
580,600
-136,100
| -19% | -$2.74M |
|
|
UCFC
1234
DELISTED
United Community Financial Corp
UCFC
| $10.9M | 0.01% |
1,309,604
+48,300
| +4% | +$403K |
|
|
SJI
1235
DELISTED
South Jersey Industries, Inc.
SJI
| $10.9M | 0.01% |
318,400
+86,600
| +37% | +$3.14M |
|
1236
IQVIA
IQV
$39.4B
| $10.9M | 0.01% |
121,547
+59,990
| +97% | +$5.07M |
|
1237
Stewart Information Services
STC
$2.07B
| $10.8M | 0.01% |
239,100
-37,700
| -14% | -$1.7M |
|
|
ARC
1238
DELISTED
ARC Document Solutions, Inc.
ARC
| $10.8M | 0.01% |
2,606,400
+46,500
| +2% | +$173K |
|
|
FNHC
1239
DELISTED
FedNat Holding Company Common Stock
FNHC
| $10.8M | 0.01% |
675,700
+9,500
| +1% | +$151K |
|
|
MOMO
1240
Hello Group
MOMO
$850M
| $10.8M | 0.01% |
292,400
-1,448,900
| -83% | -$55.5M |
|
1241
Five Below
FIVE
$13.5B
| $10.8M | 0.01% |
218,700
+145,400
| +198% | +$7.16M |
|
1242
Brown-Forman Class A
BF.A
$13.2B
| $10.8M | 0.01% |
273,500
-13,000
| -5% | -$520K |
|
1243
Universal Display
OLED
$4.12B
| $10.8M | 0.01% |
98,639
+39,400
| +67% | +$4.15M |
|
|
OLP
1244
One Liberty Properties
OLP
$531M
| $10.8M | 0.01% |
459,500
-29,489
| -6% | -$695K |
|
1245
National Health Investors
NHI
$3.57B
| $10.7M | 0.01% |
135,600
+69,567
| +105% | +$5.26M |
|
|
BCOV
1246
DELISTED
Brightcove, Inc.
BCOV
| $10.6M | 0.01% |
1,716,900
+123,400
| +8% | +$862K |
|
1247
Public Storage
PSA
$60.9B
| $10.6M | 0.01% |
51,000
+35,000
| +219% | +$7.53M |
|
1248
Opko Health
OPK
$993M
| $10.6M | 0.01% |
+1,615,691
| New | +$11.3M |
|
|
VVUS
1249
DELISTED
Vivus Inc
VVUS
| $10.6M | 0.01% |
870,910
+252,665
| +41% | +$2.77M |
|
|
BBG
1250
DELISTED
Bill Barrett Corp
BBG
| $10.6M | 0.01% |
3,452,400
+268,900
| +8% | +$1M |
|
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.