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 | |
|---|---|---|---|---|---|---|
2501
Curis
CRIS
$3.95M
| $1.11M | ﹤0.01% |
181
+109
| +151% | +$655K |
|
|
ACRE
2502
Ares Commercial Real Estate
ACRE
$266M
| $1.11M | ﹤0.01% |
80,937
-169,063
| -68% | -$2.25M |
|
|
LADR
2503
Ladder Capital
LADR
$1.29B
| $1.11M | ﹤0.01% |
+80,859
| New | +$1.08M |
|
|
CSCI
2504
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
| $1.11M | ﹤0.01% |
3,080
-973
| -24% | -$363K |
|
|
AMFW
2505
DELISTED
AMEC Foster Wheeler plc
AMFW
| $1.11M | ﹤0.01% |
194,100
-3,400
| -2% | -$20.5K |
|
|
CGNT
2506
DELISTED
Cogentix Medical, Inc.
CGNT
| $1.11M | ﹤0.01% |
550,537
+104,400
| +23% | +$213K |
|
|
BEBE
2507
DELISTED
Bebe Stores Inc
BEBE
| $1.11M | ﹤0.01% |
217,430
+5,480
| +3% | +$31.7K |
|
2508
CPI Card Group
PMTS
$329M
| $1.1M | ﹤0.01% |
53,274
+22,554
| +73% | +$518K |
|
|
DVCR
2509
DELISTED
Diversicare Healthcare Services Inc
DVCR
| $1.1M | ﹤0.01% |
106,200
+6,500
| +7% | +$74.7K |
|
2510
Shinhan Financial Group
SHG
$35.6B
| $1.1M | ﹤0.01% |
+29,300
| New | +$1.12M |
|
2511
Silicom
SILC
$276M
| $1.1M | ﹤0.01% |
26,685
-58,215
| -69% | -$2.28M |
|
|
PCO
2512
DELISTED
Pendrell Corporation - Class A
PCO
| $1.09M | ﹤0.01% |
1,621
+428
| +36% | +$284K |
|
2513
Lincoln Educational Services
LINC
$939M
| $1.09M | ﹤0.01% |
567,700
+142,100
| +33% | +$270K |
|
|
YRD
2514
Yiren Digital
YRD
$104M
| $1.09M | ﹤0.01% |
+52,600
| New | +$1.43M |
|
|
HNR
2515
DELISTED
Harvest Natural Resources
HNR
| $1.08M | ﹤0.01% |
174,191
+91,841
| +112% | +$428K |
|
2516
Dorchester Minerals
DMLP
$1.37B
| $1.07M | ﹤0.01% |
60,808
+28,108
| +86% | +$461K |
|
2517
Innovative Solutions & Support
ISSC
$426M
| $1.07M | ﹤0.01% |
320,500
+42,291
| +15% | +$138K |
|
2518
Suncor Energy
SU
$78.1B
| $1.06M | ﹤0.01% |
+32,540
| New | +$997K |
|
|
RBS.PRF.CL
2519
DELISTED
Royal Bk Of Scotland Gp
RBS.PRF.CL
| $1.06M | ﹤0.01% |
41,101
+4,501
| +12% | +$117K |
|
|
LTS
2520
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
| $1.06M | ﹤0.01% |
432,700
+66,000
| +18% | +$154K |
|
2521
Full House Resorts
FLL
$85.4M
| $1.05M | ﹤0.01% |
438,913
+107,413
| +32% | +$197K |
|
2522
V2X
VVX
$2.6B
| $1.05M | ﹤0.01% |
44,000
-14,800
| -25% | -$301K |
|
|
LMRK
2523
DELISTED
Landmark Infrastructure Partners LP Common Units
LMRK
| $1.04M | ﹤0.01% |
68,500
+3,256
| +5% | +$50.6K |
|
2524
PAR Technology
PAR
$764M
| $1.04M | ﹤0.01% |
186,300
+800
| +0.4% | +$4.24K |
|
2525
Metallus
MTUS
$907M
| $1.04M | ﹤0.01% |
67,200
-231,500
| -78% | -$3.1M |
|
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.