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 | |
|---|---|---|---|---|---|---|
|
CCXI
1501
DELISTED
ChemoCentryx, Inc.
CCXI
| $6.77M | 0.01% |
723,151
+106,570
| +17% | +$782K |
|
|
SIR
1502
DELISTED
SELECT INCOME REIT
SIR
| $6.76M | 0.01% |
640,412
-164,483
| -20% | -$1.8M |
|
1503
Asure Software
ASUR
$247M
| $6.76M | 0.01% |
462,876
+47,400
| +11% | +$610K |
|
1504
Kratos Defense & Security Solutions
KTOS
$12B
| $6.76M | 0.01% |
569,499
+549,199
| +2,705% | +$5.24M |
|
|
PBIP
1505
DELISTED
Prudential Bancorp, Inc.
PBIP
| $6.76M | 0.01% |
372,090
-17,489
| -4% | -$316K |
|
|
THR
1506
DELISTED
Thermon Group Holdings
THR
| $6.76M | 0.01% |
352,400
-71,800
| -17% | -$1.41M |
|
1507
Deckers Outdoor
DECK
$12.7B
| $6.74M | 0.01% |
+592,800
| New | +$6.18M |
|
1508
Tootsie Roll Industries
TR
$3.05B
| $6.74M | 0.01% |
+252,459
| New | +$7.02M |
|
1509
GE Aerospace
GE
$380B
| $6.74M | 0.01% |
52,033
-242,070
| -82% | -$33.2M |
|
1510
Customers Bancorp
CUBI
$2.83B
| $6.73M | 0.01% |
238,120
-36,700
| -13% | -$1.08M |
|
1511
Ooma
OOMA
$570M
| $6.73M | 0.01% |
841,100
+61,100
| +8% | +$623K |
|
|
TEN
1512
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $6.72M | 0.01% |
+116,200
| New | +$6.71M |
|
|
IRBT
1513
DELISTED
iRobot
IRBT
| $6.69M | 0.01% |
79,500
-164,804
| -67% | -$14.2M |
|
1514
Pegasystems
PEGA
$5.31B
| $6.67M | 0.01% |
228,648
-42,000
| -16% | -$1.11M |
|
|
PZN
1515
DELISTED
Pzena Investment Management, Inc. Class A
PZN
| $6.67M | 0.01% |
656,600
+52,200
| +9% | +$498K |
|
1516
Tetra Tech
TTEK
$9.31B
| $6.66M | 0.01% |
727,500
-486,100
| -40% | -$4.33M |
|
1517
Koppers
KOP
$887M
| $6.64M | 0.01% |
183,700
+5,700
| +3% | +$220K |
|
|
GRFS
1518
Grifois
GRFS
$5.34B
| $6.64M | 0.01% |
314,078
+78,874
| +34% | +$1.65M |
|
|
VSM
1519
DELISTED
Versum Materials, Inc.
VSM
| $6.63M | 0.01% |
+203,900
| New | +$6.36M |
|
1520
Bank of N.T. Butterfield & Son
NTB
$2.49B
| $6.63M | 0.01% |
194,300
+56,800
| +41% | +$1.89M |
|
|
TA
1521
DELISTED
TravelCenters of America LLC
TA
| $6.61M | 0.01% |
322,320
| – | – |
|
|
REIS
1522
DELISTED
Reis, Inc.
REIS
| $6.59M | 0.01% |
310,100
-1,600
| -0.5% | -$30.7K |
|
1523
Houlihan Lokey
HLI
$9.06B
| $6.59M | 0.01% |
188,700
-215,600
| -53% | -$7.32M |
|
|
ELLI
1524
DELISTED
Ellie Mae Inc
ELLI
| $6.58M | 0.01% |
59,900
-8,500
| -12% | -$920K |
|
1525
Rio Tinto
RIO
$156B
| $6.58M | 0.01% |
+155,500
| New | +$6.23M |
|
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.