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 | |
|---|---|---|---|---|---|---|
|
CLBH
2776
DELISTED
Carolina Bank Holdings Inc
CLBH
| $483K | ﹤0.01% |
18,700
-2,933
| -14% | -$66.3K |
|
|
TMHC
2777
DELISTED
Taylor Morrison
TMHC
| $480K | ﹤0.01% |
+24,900
| New | +$468K |
|
|
ARGO
2778
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $480K | ﹤0.01% |
8,375
-97,417
| -92% | -$5.2M |
|
|
AVID
2779
DELISTED
Avid Technology Inc
AVID
| $480K | ﹤0.01% |
109,100
+4,300
| +4% | +$23.9K |
|
2780
ACNB Corp
ACNB
$656M
| $478K | ﹤0.01% |
15,300
+5,000
| +49% | +$146K |
|
|
NAK
2781
Northern Dynasty Minerals
NAK
$930M
| $478K | ﹤0.01% |
232,100
+152,892
| +193% | +$178K |
|
|
DTEA
2782
DELISTED
DAVIDsTEA Inc. Common Stock
DTEA
| $478K | ﹤0.01% |
69,800
-59,900
| -46% | -$602K |
|
|
FLNA
2783
Filana Therapeutics
FLNA
$45.1M
| $477K | ﹤0.01% |
119,455
-10,572
| -8% | -$49K |
|
|
SORL
2784
DELISTED
SORL Auto Parts, Inc.
SORL
| $474K | ﹤0.01% |
156,000
+109,300
| +234% | +$438K |
|
|
KNL
2785
DELISTED
Knoll, Inc.
KNL
| $466K | ﹤0.01% |
16,700
-43,300
| -72% | -$1.06M |
|
|
SKIS
2786
DELISTED
Peak Resorts, Inc.
SKIS
| $460K | ﹤0.01% |
82,800
+13,200
| +19% | +$64.2K |
|
|
OCRX
2787
DELISTED
Ocera Therapeutics, Inc.
OCRX
| $460K | ﹤0.01% |
219,100
+33,300
| +18% | +$77.7K |
|
2788
Sypris Solutions
SYPR
$46.8M
| $459K | ﹤0.01% |
522,100
-600
| -0.1% | -$579 |
|
2789
Cineverse
CNVS
$68.2M
| $458K | ﹤0.01% |
15,897
+3,934
| +33% | +$134K |
|
2790
Highway Holdings
HIHO
$5.04M
| $457K | ﹤0.01% |
140,500
+11,600
| +9% | +$43.7K |
|
|
TRT
2791
Trio-Tech International
TRT
$118M
| $450K | ﹤0.01% |
271,600
+4,400
| +2% | +$7.36K |
|
2792
Flexible Solutions
FSI
$63.1M
| $449K | ﹤0.01% |
337,700
+88,500
| +36% | +$146K |
|
2793
Daxor
DXR
$59.5M
| $448K | ﹤0.01% |
54,300
+300
| +0.6% | +$2.51K |
|
2794
Marten Transport
MRTN
$1.22B
| $448K | ﹤0.01% |
+48,043
| New | +$432K |
|
2795
Synaptics
SYNA
$4.3B
| $445K | ﹤0.01% |
8,300
-128,600
| -94% | -$7.44M |
|
|
SGM
2796
DELISTED
Stonegate Mortgage Corporation
SGM
| $445K | ﹤0.01% |
74,500
+17,100
| +30% | +$79.9K |
|
|
OCIP
2797
DELISTED
OCI Partners LP
OCIP
| $444K | ﹤0.01% |
53,190
-11,500
| -18% | -$73.6K |
|
|
PFBX
2798
DELISTED
Peoples Financial Corp/MS
PFBX
| $444K | ﹤0.01% |
27,500
+1,000
| +4% | +$12.7K |
|
2799
BlueLinx
BXC
$701M
| $442K | ﹤0.01% |
59,160
+13,100
| +28% | +$104K |
|
|
FGNX
2800
FG Nexus Inc
FGNX
$40.2M
| $438K | ﹤0.01% |
450
-54
| -11% | -$50.4K |
|
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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 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.