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 | |
|---|---|---|---|---|---|---|
|
PCH
251
DELISTED
PotlatchDeltic
PCH
| $61.7M | 0.1% |
1,481,100
+69,000
| +5% | +$2.78M |
|
252
Stanley Black & Decker
SWK
$15.7B
| $61.6M | 0.1% |
536,962
+192,500
| +56% | +$22.9M |
|
253
Molina Healthcare
MOH
$10.2B
| $61.5M | 0.1% |
1,133,900
+23,700
| +2% | +$1.3M |
|
254
Boeing
BA
$184B
| $61.2M | 0.1% |
392,800
-162,500
| -29% | -$23.7M |
|
255
Fidelity National Financial
FNF
$12.8B
| $60.9M | 0.1% |
2,583,235
+2,060,802
| +394% | +$49.4M |
|
256
United Therapeutics
UTHR
$22.1B
| $60.4M | 0.1% |
421,200
+31,100
| +8% | +$3.97M |
|
257
UGI
UGI
$7.54B
| $60.1M | 0.1% |
1,303,550
-84,500
| -6% | -$3.78M |
|
258
O'Reilly Automotive
ORLY
$74.9B
| $59.8M | 0.09% |
3,222,000
+2,116,500
| +191% | +$38.7M |
|
259
Kimberly-Clark
KMB
$36.1B
| $59.7M | 0.09% |
523,200
-428,800
| -45% | -$49.8M |
|
|
CERN
260
DELISTED
Cerner Corp
CERN
| $59.3M | 0.09% |
1,252,504
+504,100
| +67% | +$26.8M |
|
261
Analog Devices
ADI
$188B
| $59.1M | 0.09% |
814,100
+541,800
| +199% | +$36.8M |
|
|
ABMD
262
DELISTED
Abiomed Inc
ABMD
| $59M | 0.09% |
523,900
-136,323
| -21% | -$15.8M |
|
263
Eversource Energy
ES
$26.8B
| $59M | 0.09% |
1,068,400
+353,120
| +49% | +$18.9M |
|
|
IQNT
264
DELISTED
Inteliquent, Inc.
IQNT
| $58.7M | 0.09% |
2,562,282
+518,082
| +25% | +$10.7M |
|
|
HOLX
265
DELISTED
Hologic
HOLX
| $58.7M | 0.09% |
1,463,618
+873,600
| +148% | +$33.7M |
|
266
Coca-Cola Femsa
KOF
$23B
| $58.3M | 0.09% |
917,800
+32,200
| +4% | +$2.25M |
|
267
Gerdau
GGB
$9.2B
| $58.2M | 0.09% |
23,342,507
-4,378,122
| -16% | -$11.9M |
|
|
SPN
268
DELISTED
Superior Energy Services, Inc.
SPN
| $57.9M | 0.09% |
343,040
-4,600
| -1% | -$768K |
|
269
CorVel
CRVL
$3.09B
| $57.9M | 0.09% |
4,742,700
+361,200
| +8% | +$4.13M |
|
270
Prologis
PLD
$133B
| $57.7M | 0.09% |
1,092,971
+308,871
| +39% | +$15.7M |
|
|
TARO
271
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $57.6M | 0.09% |
547,600
-82,300
| -13% | -$8.62M |
|
|
CS
272
DELISTED
Credit Suisse Group
CS
| $57.6M | 0.09% |
4,022,688
+2,328,530
| +137% | +$32.6M |
|
273
Viatris
VTRS
$18.7B
| $57.4M | 0.09% |
+1,504,000
| New | +$55.9M |
|
274
CVS Health
CVS
$120B
| $57.2M | 0.09% |
724,505
-215,500
| -23% | -$17.4M |
|
275
Brady Corp
BRC
$4.48B
| $57M | 0.09% |
1,517,900
+229,400
| +18% | +$8.25M |
|
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.