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 | 14.75% |
| 2 | Technology | 13.74% |
| 3 | Healthcare | 12.69% |
| 4 | Industrials | 11.51% |
| 5 | Consumer Discretionary | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Titan Machinery
TITN
$422M
| $1.19M | ﹤0.01% |
+81,500
| New | +$972K |
|
|
AAV
2477
DELISTED
Advantage Oil & Gas Ltd
AAV
| $1.19M | ﹤0.01% |
175,800
-36,500
| -17% | -$256K |
|
|
MDLY
2478
DELISTED
Medley Management Inc
MDLY
| $1.19M | ﹤0.01% |
11,975
+5,545
| +86% | +$511K |
|
|
PER
2479
DELISTED
SANDRIDGE PERMIAN TRUST
PER
| $1.19M | ﹤0.01% |
401,992
+323,882
| +415% | +$984K |
|
2480
Fair Isaac
FICO
$23.7B
| $1.18M | ﹤0.01% |
+9,922
| New | +$1.18M |
|
|
DRNA
2481
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
| $1.18M | ﹤0.01% |
408,682
+84,682
| +26% | +$301K |
|
|
SXCP
2482
DELISTED
SunCoke Energy Partners, L.P.
SXCP
| $1.18M | ﹤0.01% |
61,086
-6,514
| -10% | -$121K |
|
|
CTLP
2483
DELISTED
Cantaloupe
CTLP
| $1.17M | ﹤0.01% |
270,900
-5,000
| -2% | -$22.7K |
|
2484
Ethan Allen Interiors
ETD
$578M
| $1.16M | ﹤0.01% |
31,600
-3,700
| -10% | -$124K |
|
2485
RF Industries
RFIL
$145M
| $1.16M | ﹤0.01% |
665,000
-7,600
| -1% | -$13.1K |
|
|
KTEC
2486
DELISTED
Key Technology Inc
KTEC
| $1.16M | ﹤0.01% |
100,400
-10,400
| -9% | -$115K |
|
|
HGG
2487
DELISTED
hhgregg Inc.
HGG
| $1.16M | ﹤0.01% |
811,800
+13,700
| +2% | +$22K |
|
2488
Gildan
GIL
$10.5B
| $1.16M | ﹤0.01% |
45,600
-117,900
| -72% | -$3.14M |
|
|
FNBC
2489
DELISTED
First NBC Bank Holding Company
FNBC
| $1.15M | ﹤0.01% |
158,000
-63,200
| -29% | -$500K |
|
2490
Hennessy Advisors
HNNA
$77.9M
| $1.15M | ﹤0.01% |
54,150
+10,050
| +23% | +$213K |
|
2491
Verastem
VSTM
$589M
| $1.15M | ﹤0.01% |
85,183
+10,216
| +14% | +$152K |
|
|
PNTR
2492
DELISTED
Pointer Telocation Ltd.
PNTR
| $1.14M | ﹤0.01% |
168,300
+20,400
| +14% | +$152K |
|
2493
Flanigan's Enterprises
BDL
$87M
| $1.13M | ﹤0.01% |
46,500
+300
| +0.6% | +$7K |
|
|
BLCM
2494
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $1.13M | ﹤0.01% |
+8,290
| New | +$1.47M |
|
2495
Great Elm Group
GEG
$67.4M
| $1.13M | ﹤0.01% |
300,654
+24,979
| +9% | +$106K |
|
|
JCTC
2496
Jewett-Cameron Trading
JCTC
$10.2M
| $1.12M | ﹤0.01% |
174,200
+6,400
| +4% | +$38.5K |
|
2497
AtriCure
ATRC
$2.22B
| $1.12M | ﹤0.01% |
57,200
-31,700
| -36% | -$575K |
|
|
MNTX
2498
DELISTED
Manitex International, Inc.
MNTX
| $1.12M | ﹤0.01% |
+163,100
| New | +$916K |
|
2499
Oceaneering
OII
$5.23B
| $1.12M | ﹤0.01% |
39,600
-375,200
| -90% | -$10.1M |
|
2500
OneMain Financial
OMF
$7.56B
| $1.11M | ﹤0.01% |
+50,300
| New | +$1.24M |
|
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 15% 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.