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 | |
|---|---|---|---|---|---|---|
|
CPN
2751
DELISTED
Calpine Corporation
CPN
| $517K | ﹤0.01% |
45,200
+16,100
| +55% | +$190K |
|
|
CGRN
2752
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
| $515K | ﹤0.01% |
75,711
+29,180
| +63% | +$286K |
|
2753
ImmuCell
ICCC
$99.3M
| $513K | ﹤0.01% |
86,200
+12,900
| +18% | +$78.5K |
|
|
ICD
2754
DELISTED
Independence Contract Drilling, Inc.
ICD
| $513K | ﹤0.01% |
3,830
-4,835
| -56% | -$542K |
|
2755
Martin Midstream Partners
MMLP
$93.9M
| $512K | ﹤0.01% |
27,878
+15,978
| +134% | +$294K |
|
|
I
2756
DELISTED
INTELSAT S. A.
I
| $512K | ﹤0.01% |
191,600
+84,200
| +78% | +$255K |
|
|
ERS
2757
DELISTED
Empire Resources, Inc.
ERS
| $505K | ﹤0.01% |
74,400
+28,100
| +61% | +$153K |
|
|
CWBC
2758
Community West Bancshares
CWBC
$706M
| $503K | ﹤0.01% |
25,200
-10,400
| -29% | -$173K |
|
|
RBCN
2759
DELISTED
Rubicon Technology, Inc.
RBCN
| $500K | ﹤0.01% |
83,290
+12,600
| +18% | +$70.2K |
|
|
VSR
2760
DELISTED
Versar, Inc.
VSR
| $500K | ﹤0.01% |
365,000
+18,500
| +5% | +$24.9K |
|
2761
Worthington Enterprises
WOR
$2.78B
| $498K | ﹤0.01% |
17,031
-43,145
| -72% | -$1.39M |
|
|
PRTY
2762
DELISTED
Party City Holdco Inc.
PRTY
| $498K | ﹤0.01% |
35,100
+18,700
| +114% | +$304K |
|
2763
Bel Fuse Inc Class A
BELFA
$3.4B
| $496K | ﹤0.01% |
19,600
+1,900
| +11% | +$43.2K |
|
|
HFBC
2764
DELISTED
HopFed Bancorp Inc
HFBC
| $494K | ﹤0.01% |
+36,700
| New | +$449K |
|
|
AGTC
2765
DELISTED
Applied Genetic Technologies Corporation
AGTC
| $493K | ﹤0.01% |
52,700
-156,100
| -75% | -$1.41M |
|
2766
Badger Meter
BMI
$3.91B
| $491K | ﹤0.01% |
13,300
-117,100
| -90% | -$4.09M |
|
2767
Korea Electric Power
KEP
$14.8B
| $491K | ﹤0.01% |
+26,589
| New | +$554K |
|
2768
Parke Bancorp
PKBK
$409M
| $491K | ﹤0.01% |
32,463
+9,730
| +43% | +$123K |
|
|
TSRI
2769
DELISTED
TSR Inc. New
TSRI
| $491K | ﹤0.01% |
85,350
+11,900
| +16% | +$70.2K |
|
2770
Navigator Holdings
NVGS
$1.26B
| $489K | ﹤0.01% |
52,600
-218,800
| -81% | -$1.81M |
|
2771
Genasys
GNSS
$77.4M
| $488K | ﹤0.01% |
285,400
+3,300
| +1% | +$5.72K |
|
2772
PBF Energy
PBF
$8.81B
| $488K | ﹤0.01% |
+17,500
| New | +$427K |
|
|
RXDX
2773
DELISTED
Ignyta, Inc.
RXDX
| $488K | ﹤0.01% |
92,100
+2,200
| +2% | +$12.8K |
|
|
LUNA
2774
DELISTED
Luna Innovations Incorporated
LUNA
| $485K | ﹤0.01% |
330,205
+59,200
| +22% | +$81.1K |
|
|
EMAN
2775
DELISTED
eMagin Corporation
EMAN
| $483K | ﹤0.01% |
224,700
-20,900
| -9% | -$48K |
|
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.