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 | |
|---|---|---|---|---|---|---|
|
TPH
2076
DELISTED
Tri Pointe Homes
TPH
| $2.75M | ﹤0.01% |
208,822
+107,086
| +105% | +$1.34M |
|
|
HT
2077
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $2.74M | ﹤0.01% |
147,925
-275,100
| -65% | -$5.17M |
|
2078
Liberty Media Series A
FWONA
$23.9B
| $2.73M | ﹤0.01% |
81,286
-12,322
| -13% | -$388K |
|
2079
Barclays
BCS
$94.7B
| $2.72M | ﹤0.01% |
269,820
-681,936
| -72% | -$6.96M |
|
2080
Fortuna Silver Mines
FSM
$3.16B
| $2.7M | ﹤0.01% |
+552,200
| New | +$2.65M |
|
2081
Escalade
ESCA
$276M
| $2.7M | ﹤0.01% |
205,900
-4,900
| -2% | -$62K |
|
2082
Great Elm Group
GEG
$67.7M
| $2.7M | ﹤0.01% |
793,209
+75,714
| +11% | +$255K |
|
2083
LG Display
LPL
$3.5B
| $2.69M | ﹤0.01% |
+167,400
| New | +$2.38M |
|
|
YIN
2084
DELISTED
Yintech Investment Holdings Limited American Depositary Shares
YIN
| $2.69M | ﹤0.01% |
268,700
+152,600
| +131% | +$2.07M |
|
2085
CSP Inc
CSPI
$81.1M
| $2.69M | ﹤0.01% |
498,400
-4,200
| -0.8% | -$22.5K |
|
2086
Espey Mfg & Electronics Corp
ESP
$192M
| $2.69M | ﹤0.01% |
119,800
+2,300
| +2% | +$53.3K |
|
2087
Lloyds Banking Group
LYG
$90.1B
| $2.68M | ﹤0.01% |
759,700
+643,200
| +552% | +$2.28M |
|
|
VRTV
2088
DELISTED
VERITIV CORPORATION
VRTV
| $2.68M | ﹤0.01% |
59,500
+23,600
| +66% | +$1.08M |
|
|
CHUY
2089
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $2.67M | ﹤0.01% |
114,212
+397
| +0.3% | +$11K |
|
|
TESO
2090
DELISTED
Tesco Corp
TESO
| $2.67M | ﹤0.01% |
599,500
+374,600
| +167% | +$2.07M |
|
2091
Atlanta Braves Holdings Series A
BATRA
$3.68B
| $2.66M | ﹤0.01% |
111,370
+18,870
| +20% | +$455K |
|
|
BMCH
2092
DELISTED
BMC Stock Holdings, Inc
BMCH
| $2.65M | ﹤0.01% |
121,500
-610,100
| -83% | -$13.3M |
|
2093
Silicom
SILC
$285M
| $2.65M | ﹤0.01% |
59,832
+18,585
| +45% | +$915K |
|
|
FFWM
2094
DELISTED
First Foundation Inc
FFWM
| $2.65M | ﹤0.01% |
161,400
-109,880
| -41% | -$1.75M |
|
2095
Alliance Resource Partners
ARLP
$3.27B
| $2.65M | ﹤0.01% |
139,990
+65,600
| +88% | +$1.42M |
|
2096
Capital City Bank Group
CCBG
$898M
| $2.64M | ﹤0.01% |
129,099
+7,800
| +6% | +$157K |
|
2097
Hallador Energy
HNRG
$762M
| $2.63M | ﹤0.01% |
339,000
+6,800
| +2% | +$51K |
|
2098
Mueller Industries
MLI
$14.6B
| $2.63M | ﹤0.01% |
+346,000
| New | +$2.67M |
|
2099
Compañía de Cervecerías Unidas
CCU
$2.18B
| $2.63M | ﹤0.01% |
+100,104
| New | +$2.61M |
|
|
RBS.PRH.CL
2100
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
| $2.63M | ﹤0.01% |
99,000
-32,388
| -25% | -$842K |
|
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.