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 | |
|---|---|---|---|---|---|---|
|
CRHM
2151
DELISTED
CRH Medical Corporation
CRHM
| $2.41M | ﹤0.01% |
423,220
+121,920
| +40% | +$791K |
|
|
UWN
2152
DELISTED
Nevada Gold & Casinos, Ltd.
UWN
| $2.41M | ﹤0.01% |
1,071,900
+74,020
| +7% | +$170K |
|
2153
LSI Industries
LYTS
$908M
| $2.41M | ﹤0.01% |
265,900
+38,000
| +17% | +$344K |
|
2154
First Mid Bancshares
FMBH
$1.38B
| $2.4M | ﹤0.01% |
70,200
+13,000
| +23% | +$441K |
|
2155
IRIDEX
IRIX
$15M
| $2.4M | ﹤0.01% |
243,000
+42,696
| +21% | +$420K |
|
2156
Lakeland Financial Corp
LKFN
$1.55B
| $2.4M | ﹤0.01% |
52,351
-8,600
| -14% | -$383K |
|
2157
Vitamin Cottage Natural Grocers
NGVC
$646M
| $2.4M | ﹤0.01% |
290,400
+16,800
| +6% | +$165K |
|
|
ALEX
2158
DELISTED
Alexander & Baldwin
ALEX
| $2.4M | ﹤0.01% |
58,013
-21,800
| -27% | -$934K |
|
2159
Columbia Banking Systems
COLB
$9.23B
| $2.39M | ﹤0.01% |
60,079
-66,000
| -52% | -$2.57M |
|
|
RENX
2160
DELISTED
RELX N.V.
RENX
| $2.39M | ﹤0.01% |
115,679
-96,838
| -46% | -$1.93M |
|
2161
UTStarcom
UTSI
$23.5M
| $2.38M | ﹤0.01% |
254,850
+47,551
| +23% | +$407K |
|
|
NPTN
2162
DELISTED
NEOPHOTONICS CORP
NPTN
| $2.38M | ﹤0.01% |
308,700
-93,600
| -23% | -$791K |
|
2163
KNOT Offshore Partners
KNOP
$370M
| $2.38M | ﹤0.01% |
103,807
-76,693
| -42% | -$1.74M |
|
|
JCAP
2164
DELISTED
Jernigan Capital, Inc.
JCAP
| $2.38M | ﹤0.01% |
108,200
+19,800
| +22% | +$452K |
|
|
DM
2165
DELISTED
Dominion Energy Midstream Ptr LP
DM
| $2.36M | ﹤0.01% |
81,900
+15,151
| +23% | +$453K |
|
2166
Paychex
PAYX
$43.5B
| $2.36M | ﹤0.01% |
+41,400
| New | +$2.43M |
|
2167
Seneca Foods Class A
SENEA
$1.29B
| $2.35M | ﹤0.01% |
75,600
-7,300
| -9% | -$246K |
|
2168
Wynn Resorts
WYNN
$10.6B
| $2.35M | ﹤0.01% |
+17,500
| New | +$2.2M |
|
2169
V2X
VVX
$2.6B
| $2.35M | ﹤0.01% |
72,600
-13,800
| -16% | -$384K |
|
2170
EyePoint Inc
EYPT
$1.22B
| $2.34M | ﹤0.01% |
136,800
+40,496
| +42% | +$771K |
|
2171
Globus Medical
GMED
$11.5B
| $2.33M | ﹤0.01% |
+70,400
| New | +$2.21M |
|
2172
Walker & Dunlop
WD
$1.45B
| $2.32M | ﹤0.01% |
+47,600
| New | +$2.22M |
|
2173
Independence Realty Trust
IRT
$4B
| $2.32M | ﹤0.01% |
234,900
+127,200
| +118% | +$1.21M |
|
2174
NLI Holdings
NL
$317M
| $2.32M | ﹤0.01% |
328,702
+108,298
| +49% | +$851K |
|
|
VOXX
2175
DELISTED
VOXX International Corporation Class A
VOXX
| $2.32M | ﹤0.01% |
282,400
+20,000
| +8% | +$127K |
|
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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 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.