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 | |
|---|---|---|---|---|---|---|
1951
Greenlight Captial
GLRE
$514M
| $3.39M | ﹤0.01% |
162,272
-35,810
| -18% | -$747K |
|
|
ABAX
1952
DELISTED
Abaxis Inc
ABAX
| $3.39M | ﹤0.01% |
63,900
-23,201
| -27% | -$1.14M |
|
|
FENG
1953
Phoenix New Media
FENG
$18.1M
| $3.39M | ﹤0.01% |
214,635
+7,218
| +3% | +$138K |
|
1954
Heartland Express
HTLD
$989M
| $3.38M | ﹤0.01% |
162,533
+105,500
| +185% | +$2.1M |
|
1955
Albemarle
ALB
$16.1B
| $3.38M | ﹤0.01% |
32,008
+27,700
| +643% | +$3.01M |
|
1956
Energy Recovery
ERII
$426M
| $3.38M | ﹤0.01% |
407,300
-34,600
| -8% | -$277K |
|
|
YUME
1957
DELISTED
YuMe, Inc.
YUME
| $3.38M | ﹤0.01% |
718,100
+198,223
| +38% | +$875K |
|
1958
Maui Land & Pineapple Co
MLP
$304M
| $3.37M | ﹤0.01% |
166,100
+141,499
| +575% | +$2.32M |
|
1959
AMN Healthcare
AMN
$1.34B
| $3.37M | ﹤0.01% |
+86,200
| New | +$3.31M |
|
1960
Transact Technologies
TACT
$53.2M
| $3.37M | ﹤0.01% |
398,301
+6,930
| +2% | +$58.8K |
|
1961
Heritage Financial
HFWA
$1.22B
| $3.36M | ﹤0.01% |
126,900
+1,900
| +2% | +$47.6K |
|
1962
Global Indemnity Group
GBLI
$395M
| $3.36M | ﹤0.01% |
86,664
+1,900
| +2% | +$73.7K |
|
|
CBK
1963
DELISTED
Christopher & Banks Corporation
CBK
| $3.36M | ﹤0.01% |
2,562,200
+119,900
| +5% | +$153K |
|
|
MAG
1964
DELISTED
MAG Silver
MAG
| $3.35M | ﹤0.01% |
256,511
+168,211
| +190% | +$2.1M |
|
1965
Safe Bulkers
SB
$789M
| $3.34M | ﹤0.01% |
1,459,100
+189,500
| +15% | +$418K |
|
|
EXA
1966
DELISTED
EXA Corporation
EXA
| $3.33M | ﹤0.01% |
241,700
-100
| -0% | -$1.34K |
|
|
NW.PRC.CL
1967
DELISTED
Natwest Bank Ads Series C
NW.PRC.CL
| $3.33M | ﹤0.01% |
126,900
-15,854
| -11% | -$416K |
|
|
PMT
1968
PennyMac Mortgage Investment
PMT
$824M
| $3.33M | ﹤0.01% |
182,000
+47,470
| +35% | +$845K |
|
|
FSBK
1969
DELISTED
First South Bancorp Inc/VA
FSBK
| $3.33M | ﹤0.01% |
201,200
+49,600
| +33% | +$693K |
|
1970
EPAM Systems
EPAM
$5.18B
| $3.32M | ﹤0.01% |
39,500
+19,600
| +98% | +$1.58M |
|
1971
Jefferies Financial Group
JEF
$12.7B
| $3.31M | ﹤0.01% |
141,528
-60,851
| -30% | -$1.39M |
|
1972
PayPal
PYPL
$52.7B
| $3.31M | ﹤0.01% |
+61,600
| New | +$3.03M |
|
1973
ORIX
IX
$43.6B
| $3.3M | ﹤0.01% |
212,000
-139,525
| -40% | -$2.18M |
|
|
PBFX
1974
DELISTED
PBF LOGISTICS LP
PBFX
| $3.3M | ﹤0.01% |
169,414
+13,297
| +9% | +$268K |
|
|
UMPQ
1975
DELISTED
Umpqua Holdings Corp
UMPQ
| $3.3M | ﹤0.01% |
179,696
-350,482
| -66% | -$6.22M |
|
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.