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 | |
|---|---|---|---|---|---|---|
|
CBPX
1326
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
| $9.25M | 0.01% |
396,813
-99,887
| -20% | -$2.42M |
|
|
AMRN
1327
Amarin Corp
AMRN
$296M
| $9.23M | 0.01% |
114,534
+28,024
| +32% | +$1.74M |
|
|
BFIN
1328
DELISTED
BankFinancial
BFIN
| $9.22M | 0.01% |
617,800
+63,500
| +11% | +$939K |
|
|
OKSB
1329
DELISTED
Southwest Bancorp Inc/OK
OKSB
| $9.2M | 0.01% |
359,933
+54,000
| +18% | +$1.37M |
|
1330
BancFirst
BANF
$3.88B
| $9.19M | 0.01% |
190,200
-3,400
| -2% | -$161K |
|
1331
NOV
NOV
$7.55B
| $9.18M | 0.01% |
278,610
-74,700
| -21% | -$2.58M |
|
1332
Hexcel
HXL
$7.8B
| $9.17M | 0.01% |
+173,700
| New | +$8.98M |
|
1333
Avista
AVA
$3.27B
| $9.16M | 0.01% |
215,800
+110,900
| +106% | +$4.63M |
|
|
RAS
1334
DELISTED
RAIT Financial Trust
RAS
| $9.15M | 0.01% |
4,178,700
+15,600
| +0.4% | +$40.1K |
|
1335
Horizon Bancorp
HBNC
$1.06B
| $9.14M | 0.01% |
520,542
+85,437
| +20% | +$1.48M |
|
|
LHCG
1336
DELISTED
LHC Group LLC
LHCG
| $9.12M | 0.01% |
134,400
-7,100
| -5% | -$424K |
|
|
STS
1337
DELISTED
Supreme Industries Inc Class A
STS
| $9.04M | 0.01% |
549,378
+172,275
| +46% | +$3.18M |
|
|
DCH
1338
Dauch Corp
DCH
$1.61B
| $9M | 0.01% |
+577,199
| New | +$9.4M |
|
|
CCN
1339
DELISTED
CardConnect Corp.
CCN
| $8.99M | 0.01% |
597,640
+463,061
| +344% | +$6.63M |
|
|
CSOD
1340
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $8.99M | 0.01% |
251,500
+235,700
| +1,492% | +$8.83M |
|
1341
Middleby
MIDD
$5.25B
| $8.99M | 0.01% |
+73,970
| New | +$9.77M |
|
|
STB
1342
DELISTED
Student Transportation Inc
STB
| $8.98M | 0.01% |
1,480,800
-4,871
| -0.3% | -$28.9K |
|
|
CSII
1343
DELISTED
Cardiovascular Systems, Inc.
CSII
| $8.97M | 0.01% |
278,301
+219,501
| +373% | +$6.69M |
|
1344
Powell Industries
POWL
$7.8B
| $8.93M | 0.01% |
837,300
+41,400
| +5% | +$460K |
|
|
WMC
1345
DELISTED
Western Asset Mortgage Capital Corporation
WMC
| $8.92M | 0.01% |
86,571
+28,380
| +49% | +$2.91M |
|
1346
Pinnacle West Capital
PNW
$12.3B
| $8.91M | 0.01% |
104,600
-216,100
| -67% | -$18.6M |
|
1347
Itaú Unibanco
ITUB
$80B
| $8.9M | 0.01% |
1,660,634
-3,231,292
| -66% | -$18.1M |
|
1348
Employers Holdings
EIG
$873M
| $8.9M | 0.01% |
210,300
+7,200
| +4% | +$289K |
|
1349
BlackLine
BL
$1.77B
| $8.88M | 0.01% |
248,400
+157,605
| +174% | +$5.22M |
|
|
MRSH
1350
Marsh
MRSH
$89.9B
| $8.86M | 0.01% |
113,700
-190,500
| -63% | -$14.4M |
|
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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.