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 | |
|---|---|---|---|---|---|---|
|
FBRC
2801
DELISTED
FBR & Co. Common Stock
FBRC
| $438K | ﹤0.01% |
33,700
-800
| -2% | -$10.4K |
|
|
JMBA
2802
DELISTED
Jamba, Inc.
JMBA
| $437K | ﹤0.01% |
+42,460
| New | +$440K |
|
|
STV
2803
DELISTED
China Digital Tv Hldgs Co Ltd
STV
| $436K | ﹤0.01% |
298,713
+105,637
| +55% | +$143K |
|
|
CYAN
2804
DELISTED
Cyanotech Corp
CYAN
| $434K | ﹤0.01% |
100,900
+3,300
| +3% | +$12.8K |
|
|
NVTR
2805
DELISTED
Nuvectra Corporation Common Stock
NVTR
| $434K | ﹤0.01% |
86,200
+37,700
| +78% | +$212K |
|
|
PFIE
2806
DELISTED
Profire Energy, Inc
PFIE
| $433K | ﹤0.01% |
314,000
+103,800
| +49% | +$134K |
|
2807
Addus HomeCare
ADUS
$2.2B
| $431K | ﹤0.01% |
12,300
-37,800
| -75% | -$1.17M |
|
|
ANFI
2808
DELISTED
AMIRA NATURE FOODS LTD
ANFI
| $427K | ﹤0.01% |
+69,500
| New | +$516K |
|
|
ARCX
2809
DELISTED
Arc Logistics Partners LP
ARCX
| $427K | ﹤0.01% |
26,785
-6,918
| -21% | -$103K |
|
|
APU
2810
DELISTED
AmeriGas Partners, L.P.
APU
| $426K | ﹤0.01% |
8,900
-22,100
| -71% | -$1.01M |
|
2811
Perma-Fix Environmental Services
PESI
$412M
| $424K | ﹤0.01% |
108,700
+12,400
| +13% | +$52.2K |
|
|
CWAY
2812
DELISTED
Coastway Bancorp, Inc.
CWAY
| $424K | ﹤0.01% |
+27,100
| New | +$381K |
|
2813
Lantronix
LTRX
$272M
| $423K | ﹤0.01% |
248,550
+72,384
| +41% | +$112K |
|
|
CCRC
2814
DELISTED
China Customer Relations Centers, Inc
CCRC
| $423K | ﹤0.01% |
+24,600
| New | +$366K |
|
2815
Amtech Systems
ASYS
$280M
| $422K | ﹤0.01% |
99,236
+22,600
| +29% | +$102K |
|
|
SA
2816
Seabridge Gold
SA
$3.5B
| $422K | ﹤0.01% |
+51,400
| New | +$506K |
|
|
SUMR
2817
DELISTED
Summer Infant, Inc.
SUMR
| $422K | ﹤0.01% |
23,422
+255
| +1% | +$4.7K |
|
|
MSB
2818
Mesabi Trust
MSB
$306M
| $420K | ﹤0.01% |
+39,293
| New | +$398K |
|
|
VYNT
2819
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
| $419K | ﹤0.01% |
2,069
+891
| +76% | +$203K |
|
|
DDE
2820
DELISTED
Dover Downs Gaming & Entertain
DDE
| $419K | ﹤0.01% |
407,000
+17,000
| +4% | +$18.5K |
|
|
MCUR
2821
DELISTED
Macrocure Ltd.
MCUR
| $416K | ﹤0.01% |
300,400
+25,100
| +9% | +$39.6K |
|
|
UMH
2822
UMH Properties
UMH
$1.39B
| $415K | ﹤0.01% |
27,600
-20,500
| -43% | -$263K |
|
2823
California Water Service
CWT
$3.09B
| $414K | ﹤0.01% |
12,200
-21,800
| -64% | -$722K |
|
2824
Enphase Energy
ENPH
$5.39B
| $412K | ﹤0.01% |
+408,133
| New | +$468K |
|
|
CASM
2825
DELISTED
CAS Medical Systems, Inc.
CASM
| $411K | ﹤0.01% |
255,000
+4,601
| +2% | +$7.73K |
|
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.