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 | 16.13% |
| 2 | Technology | 13.55% |
| 3 | Financials | 11.85% |
| 4 | Consumer Staples | 10.18% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
AT&T
T
$168B
| $110M | 0.14% |
+3,852,075
| New | +$114M |
|
152
WEC Energy
WEC
$34.8B
| $110M | 0.14% |
1,784,802
+269,900
| +18% | +$16.7M |
|
153
Consolidated Edison
ED
$39.8B
| $109M | 0.14% |
1,351,500
+173,200
| +15% | +$14M |
|
154
Capitol Federal Financial
CFFN
$1.09B
| $109M | 0.14% |
7,681,597
+200,700
| +3% | +$2.87M |
|
155
United Therapeutics
UTHR
$22.1B
| $109M | 0.14% |
837,600
+331,400
| +65% | +$41.3M |
|
|
SOHU
156
Sohu.com
SOHU
$371M
| $108M | 0.14% |
2,398,900
+385,900
| +19% | +$16.5M |
|
157
British American Tobacco
BTI
$122B
| $108M | 0.14% |
1,572,000
-449,000
| -22% | -$31.2M |
|
158
Wells Fargo
WFC
$264B
| $107M | 0.14% |
+1,927,711
| New | +$103M |
|
159
Zoetis
ZTS
$31.1B
| $107M | 0.14% |
1,711,100
+579,400
| +51% | +$34.2M |
|
160
Eversource Energy
ES
$26.8B
| $106M | 0.14% |
1,742,000
+115,200
| +7% | +$7M |
|
161
Republic Services
RSG
$65.9B
| $105M | 0.13% |
1,653,800
+778,800
| +89% | +$49.3M |
|
162
Equinor
EQNR
$97.2B
| $105M | 0.13% |
6,330,576
+1,680,032
| +36% | +$28.8M |
|
|
WFM
163
DELISTED
Whole Foods Market Inc
WFM
| $104M | 0.13% |
2,461,148
+872,300
| +55% | +$31.8M |
|
164
Canadian Imperial Bank of Commerce
CM
$109B
| $103M | 0.13% |
2,526,286
+1,202,086
| +91% | +$48.5M |
|
165
Kraft Heinz
KHC
$29.2B
| $102M | 0.13% |
+1,192,800
| New | +$108M |
|
166
Halliburton
HAL
$28.2B
| $102M | 0.13% |
2,386,195
-536,700
| -18% | -$24.6M |
|
167
Huntington Ingalls Industries
HII
$12.9B
| $102M | 0.13% |
547,200
+111,000
| +25% | +$21.7M |
|
168
American Express
AXP
$230B
| $102M | 0.13% |
+1,205,200
| New | +$95.4M |
|
169
ICU Medical
ICUI
$4.55B
| $101M | 0.13% |
588,300
-108,549
| -16% | -$17.4M |
|
170
Welltower
WELL
$163B
| $101M | 0.13% |
1,351,600
-243,900
| -15% | -$17.8M |
|
171
Nike
NKE
$61.3B
| $101M | 0.13% |
+1,712,531
| New | +$92.4M |
|
172
Alaska Air
ALK
$5.4B
| $101M | 0.13% |
1,125,300
-960,500
| -46% | -$84.2M |
|
173
Edwards Lifesciences
EW
$54B
| $101M | 0.13% |
2,558,700
-220,200
| -8% | -$8.04M |
|
|
LLL
174
DELISTED
L3 Technologies, Inc.
LLL
| $100M | 0.13% |
601,400
+23,614
| +4% | +$3.94M |
|
175
Logitech
LOGI
$14.8B
| $100M | 0.13% |
2,737,131
+139,389
| +5% | +$4.83M |
|
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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 16% of assets, up from 15% 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.