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 | |
|---|---|---|---|---|---|---|
|
GOGL
2601
DELISTED
Golden Ocean Group
GOGL
| $866K | ﹤0.01% |
183,800
+63,100
| +52% | +$257K |
|
|
ORBC
2602
DELISTED
ORBCOMM, Inc.
ORBC
| $864K | ﹤0.01% |
104,500
-169,200
| -62% | -$1.49M |
|
|
DVD
2603
DELISTED
Dover Motorsports
DVD
| $863K | ﹤0.01% |
375,200
+5,000
| +1% | +$11.8K |
|
|
MANT
2604
DELISTED
Mantech International Corp
MANT
| $862K | ﹤0.01% |
+20,400
| New | +$839K |
|
|
STZ.B
2605
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
| $858K | ﹤0.01% |
5,600
+200
| +4% | +$31.5K |
|
|
BRT
2606
BRT Apartments
BRT
$268M
| $856K | ﹤0.01% |
104,560
+7,600
| +8% | +$60K |
|
2607
Madrigal Pharmaceuticals
MDGL
$12.4B
| $856K | ﹤0.01% |
57,475
+4,488
| +8% | +$72.1K |
|
|
ONVI
2608
DELISTED
Onvia, Inc.
ONVI
| $856K | ﹤0.01% |
192,400
+600
| +0.3% | +$2.82K |
|
2609
Aptiv
APTV
$10.2B
| $855K | ﹤0.01% |
+12,700
| New | +$853K |
|
2610
1-800-Flowers.com
FLWS
$262M
| $853K | ﹤0.01% |
79,713
-30,087
| -27% | -$303K |
|
|
MSBF
2611
DELISTED
MSB Financial Corp.
MSBF
| $850K | ﹤0.01% |
57,834
+11,834
| +26% | +$164K |
|
2612
Genesis Energy
GEL
$1.94B
| $848K | ﹤0.01% |
23,530
-51,470
| -69% | -$1.8M |
|
2613
Zillow
ZG
$8.15B
| $846K | ﹤0.01% |
+23,200
| New | +$811K |
|
2614
Workiva
WK
$3.7B
| $833K | ﹤0.01% |
61,000
+23,800
| +64% | +$365K |
|
2615
Team
TISI
$101M
| $832K | ﹤0.01% |
2,120
-4,640
| -69% | -$1.6M |
|
2616
Movado Group
MOV
$815M
| $831K | ﹤0.01% |
28,900
-23,800
| -45% | -$613K |
|
|
LUB
2617
DELISTED
Luby's Inc.
LUB
| $825K | ﹤0.01% |
192,700
-7,300
| -4% | -$30.9K |
|
|
GPX
2618
DELISTED
GP Strategies Corp.
GPX
| $824K | ﹤0.01% |
28,794
-36,300
| -56% | -$961K |
|
|
UBP
2619
DELISTED
Urstadt Biddle Properties Inc.
UBP
| $823K | ﹤0.01% |
43,100
+500
| +1% | +$9.06K |
|
2620
Costamare
CMRE
$1.71B
| $822K | ﹤0.01% |
+146,700
| New | +$973K |
|
2621
Eagle Bancorp
EGBN
$877M
| $817K | ﹤0.01% |
13,400
-23,280
| -63% | -$1.28M |
|
|
IRS
2622
IRSA Inversiones y Representaciones
IRS
$1.24B
| $816K | ﹤0.01% |
45,928
+28,278
| +160% | +$503K |
|
2623
Pacira BioSciences
PCRX
$924M
| $814K | ﹤0.01% |
25,200
+400
| +2% | +$13.3K |
|
|
UFS
2624
DELISTED
DOMTAR CORPORATION (New)
UFS
| $812K | ﹤0.01% |
20,842
-132,600
| -86% | -$5.05M |
|
|
EMMS
2625
DELISTED
Emmis Communications Corp
EMMS
| $811K | ﹤0.01% |
254,482
+65,436
| +35% | +$216K |
|
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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.