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 |
Gilead Sciences
GILD
|
+$247M |
| 2 |
Johnson & Johnson
JNJ
|
+$225M |
| 3 |
MON
Monsanto Co
MON
|
+$213M |
| 4 |
AET
Aetna Inc
AET
|
+$208M |
| 5 |
Broadcom
AVGO
|
+$176M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bristol-Myers Squibb
BMY
|
+$227M |
| 2 |
Microsoft
MSFT
|
+$224M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$205M |
| 4 |
Nike
NKE
|
+$187M |
| 5 |
Pfizer
PFE
|
+$184M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.12% |
| 2 | Technology | 12.96% |
| 3 | Healthcare | 12.08% |
| 4 | Industrials | 11.23% |
| 5 | Consumer Staples | 8.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Tesla
TSLA
$1.31T
| $66.5M | 0.11% |
+4,670,880
| New | +$61.4M |
|
227
Philip Morris
PM
$290B
| $66.4M | 0.11% |
725,600
+713,600
| +5,947% | +$66.1M |
|
228
CenterPoint Energy
CNP
$26.5B
| $66M | 0.1% |
2,678,700
+761,100
| +40% | +$17.8M |
|
229
Canadian Imperial Bank of Commerce
CM
$109B
| $66M | 0.1% |
1,618,242
+432,200
| +36% | +$16.9M |
|
230
IAMGOLD
IAG
$10.4B
| $65.5M | 0.1% |
17,019,100
+1,778,700
| +12% | +$6.65M |
|
231
Vale
VALE
$60.9B
| $65.3M | 0.1% |
8,574,500
+744,800
| +10% | +$5.46M |
|
|
YHOO
232
DELISTED
Yahoo Inc
YHOO
| $65.2M | 0.1% |
1,687,300
+960,100
| +132% | +$39.4M |
|
|
WR
233
DELISTED
Westar Energy Inc
WR
| $65.2M | 0.1% |
1,156,900
+735,300
| +174% | +$41.8M |
|
|
RPAI
234
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $64.9M | 0.1% |
4,235,555
+1,128,355
| +36% | +$17.4M |
|
235
McCormick & Company Non-Voting
MKC
$14.2B
| $64.6M | 0.1% |
1,385,000
+999,400
| +259% | +$46.6M |
|
|
KSU
236
DELISTED
Kansas City Southern
KSU
| $64.3M | 0.1% |
758,200
+319,300
| +73% | +$28.1M |
|
237
UnitedHealth
UNH
$361B
| $64.3M | 0.1% |
401,908
+395,008
| +5,725% | +$59M |
|
|
EVER
238
DELISTED
Everbank Financial Corp
EVER
| $64.2M | 0.1% |
3,300,000
+1,501,200
| +83% | +$29M |
|
|
EQC
239
DELISTED
Equity Commonwealth
EQC
| $64.1M | 0.1% |
2,120,498
+272,323
| +15% | +$8.06M |
|
240
Cintas
CTAS
$82.1B
| $63.9M | 0.1% |
2,212,272
+725,200
| +49% | +$20.4M |
|
241
Ultrapar
UGP
$6.34B
| $63.8M | 0.1% |
6,154,600
-780,600
| -11% | -$8.2M |
|
242
MSC Industrial Direct
MSM
$6.7B
| $63.2M | 0.1% |
684,400
-188,600
| -22% | -$15.6M |
|
243
Commault Systems
CVLT
$5.78B
| $63.1M | 0.1% |
1,228,400
-58,200
| -5% | -$3.12M |
|
|
BNCL
244
DELISTED
Beneficial Bancorp, Inc.
BNCL
| $63M | 0.1% |
3,423,082
+70,112
| +2% | +$1.15M |
|
|
SOHU
245
Sohu.com
SOHU
$371M
| $62.6M | 0.1% |
1,847,300
-111,817
| -6% | -$4.18M |
|
246
Medtronic
MDT
$116B
| $62.5M | 0.1% |
878,141
+686,900
| +359% | +$54M |
|
247
Cinemark Holdings
CNK
$4.25B
| $62.4M | 0.1% |
1,626,000
+11,700
| +0.7% | +$466K |
|
248
Papa John's
PZZA
$801M
| $61.9M | 0.1% |
723,400
+13,100
| +2% | +$1.09M |
|
249
EOG Resources
EOG
$75.2B
| $61.8M | 0.1% |
611,500
+334,700
| +121% | +$32.6M |
|
250
Cigna
CI
$72.4B
| $61.7M | 0.1% |
+462,900
| New | +$60.6M |
|
Similar funds
Jim Simons's Q4 2016 Portfolio in Review
As of Q4 2016, Jim Simons held 3,715 positions worth $63.2B, up 12% from $56.6B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.
Jim Simons deployed $5.07B of net new capital in Q4 2016, opening 418 new positions and adding to 1,792 existing holdings. Its largest new stake was Broadcom: 10,144,960 shares worth $179M.
By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $227M trimmed.
- Jim Simons's largest Q4 2016 buy was Broadcom: 10,144,960 shares worth $179M.
- Jim Simons added most to Gilead Sciences in Q4 2016, an estimated $247M increase.
- Jim Simons's biggest Q4 2016 reduction was Bristol-Myers Squibb, cutting an estimated $227M.
- Jim Simons fully exited Alphabet (Google) Class C in Q4 2016, selling an estimated $205M.
- Jim Simons's ten largest holdings make up 7.2% of its $63.2B portfolio in Q4 2016.
- Jim Simons opened 418 new positions and closed 494 in Q4 2016.
- Jim Simons's portfolio value rose 12% quarter-over-quarter to $63.2B.
Based on Renaissance Technologies's 13F filing for Q4 2016, filed 13 Feb 2017.