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 | |
|---|---|---|---|---|---|---|
|
XHR
1426
Xenia Hotels & Resorts
XHR
$1.77B
| $7.9M | 0.01% |
407,700
+164,600
| +68% | +$3M |
|
1427
Park National Corp
PRK
$3.75B
| $7.84M | 0.01% |
75,605
-25,100
| -25% | -$2.62M |
|
1428
Invesco Mortgage Capital
IVR
$805M
| $7.81M | 0.01% |
46,740
+31,835
| +214% | +$5.15M |
|
|
ALOG
1429
DELISTED
Analogic Corp
ALOG
| $7.81M | 0.01% |
107,500
+91,000
| +552% | +$6.52M |
|
|
MTSC
1430
DELISTED
MTS Systems Corp
MTSC
| $7.81M | 0.01% |
150,718
-109,100
| -42% | -$5.56M |
|
1431
CarMax
KMX
$8.45B
| $7.78M | 0.01% |
+123,400
| New | +$7.45M |
|
|
AVDL
1432
DELISTED
Avadel Pharmaceuticals
AVDL
| $7.7M | 0.01% |
698,273
+686,373
| +5,768% | +$6.89M |
|
1433
Artisan Partners
APAM
$3.01B
| $7.68M | 0.01% |
+250,100
| New | +$7.19M |
|
|
FARO
1434
DELISTED
Faro Technologies
FARO
| $7.67M | 0.01% |
203,000
-41,200
| -17% | -$1.46M |
|
1435
Texas Pacific Land
TPL
$24.7B
| $7.67M | 0.01% |
234,927
+182,727
| +350% | +$5.9M |
|
1436
Celestica
CLS
$42.7B
| $7.67M | 0.01% |
564,588
-144,200
| -20% | -$2.02M |
|
|
HF
1437
DELISTED
HFF Inc.
HF
| $7.66M | 0.01% |
220,300
-92,500
| -30% | -$2.85M |
|
1438
A.O. Smith
AOS
$8.45B
| $7.64M | 0.01% |
135,700
-118,500
| -47% | -$6.4M |
|
|
NSU
1439
DELISTED
Nevsun Resources Ltd.
NSU
| $7.62M | 0.01% |
3,161,900
-978,900
| -24% | -$2.34M |
|
1440
Community Trust Bancorp
CTBI
$1.43B
| $7.62M | 0.01% |
174,100
-7,100
| -4% | -$311K |
|
1441
Information Services Group
III
$250M
| $7.6M | 0.01% |
1,849,611
-49,939
| -3% | -$179K |
|
1442
Avient
AVNT
$4.22B
| $7.6M | 0.01% |
196,158
-55,200
| -22% | -$2.05M |
|
1443
WaFd
WAFD
$2.8B
| $7.59M | 0.01% |
228,700
-114,800
| -33% | -$3.8M |
|
|
EVBG
1444
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $7.57M | 0.01% |
310,900
+257,200
| +479% | +$6.13M |
|
|
BLMT
1445
DELISTED
BSB Bancorp, Inc.
BLMT
| $7.56M | 0.01% |
258,600
+14,300
| +6% | +$417K |
|
1446
TTEC Holdings
TTEC
$79.4M
| $7.56M | 0.01% |
185,200
-39,100
| -17% | -$1.42M |
|
|
HAPN
1447
Happen Inc
HAPN
$2.26B
| $7.54M | 0.01% |
+273,660
| New | +$7.78M |
|
|
TGNA
1448
DELISTED
TEGNA Inc
TGNA
| $7.53M | 0.01% |
522,800
-2,310,950
| -82% | -$35.5M |
|
1449
Malibu Boats
MBUU
$571M
| $7.52M | 0.01% |
290,600
+18,300
| +7% | +$432K |
|
|
PERY
1450
DELISTED
Perry Ellis International Inc
PERY
| $7.51M | 0.01% |
385,900
-90,000
| -19% | -$1.76M |
|
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.