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 | |
|---|---|---|---|---|---|---|
2851
Citizens Community Bancorp
CZWI
$200M
| $375K | ﹤0.01% |
30,200
+16,700
| +124% | +$190K |
|
|
FTD
2852
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $374K | ﹤0.01% |
15,700
-24,600
| -61% | -$543K |
|
|
RHE
2853
DELISTED
Regional Health Properties, Inc.
RHE
| $372K | ﹤0.01% |
21,217
+75
| +0.4% | +$1.53K |
|
2854
FS Bancorp
FSBW
$325M
| $370K | ﹤0.01% |
+20,600
| New | +$331K |
|
|
BREW
2855
DELISTED
Craft Brew Alliance, Inc.
BREW
| $370K | ﹤0.01% |
21,900
-154,200
| -88% | -$2.54M |
|
2856
LGL Group
LGL
$93.3M
| $369K | ﹤0.01% |
194,922
+1,326
| +0.7% | +$2.29K |
|
2857
Bristow Group
VTOL
$1.36B
| $368K | ﹤0.01% |
+10,850
| New | +$237K |
|
|
WRN
2858
Western Copper and Gold
WRN
$543M
| $367K | ﹤0.01% |
265,640
+223,740
| +534% | +$204K |
|
|
AGRX
2859
DELISTED
Agile Therapeutics
AGRX
| $365K | ﹤0.01% |
32
+22
| +220% | +$308K |
|
|
BVSN
2860
DELISTED
Broadvision Inc Com
BVSN
| $365K | ﹤0.01% |
78,600
+1,500
| +2% | +$7.39K |
|
2861
Tonix Pharmaceuticals
TNXP
$214M
| – | – |
0
| – | – |
|
|
VIA
2862
DELISTED
Viacom Inc. Class A
VIA
| $363K | ﹤0.01% |
+9,430
| New | +$387K |
|
2863
Manitowoc
MTW
$727M
| $362K | ﹤0.01% |
15,150
-135,950
| -90% | -$2.8M |
|
|
FOE
2864
DELISTED
Ferro Corporation
FOE
| $360K | ﹤0.01% |
25,100
-183,600
| -88% | -$2.6M |
|
|
MICR
2865
DELISTED
Micron Solutions, Inc.
MICR
| $360K | ﹤0.01% |
94,700
+200
| +0.2% | +$806 |
|
|
DRWI
2866
DELISTED
DragonWave Inc
DRWI
| $359K | ﹤0.01% |
138,016
-9,752
| -7% | -$29K |
|
2867
Cerus
CERS
$572M
| $357K | ﹤0.01% |
+82,000
| New | +$427K |
|
|
SLCT
2868
DELISTED
Select Bancorp, Inc.
SLCT
| $356K | ﹤0.01% |
+36,100
| New | +$323K |
|
2869
Eledon Pharmaceuticals
ELDN
$291M
| $351K | ﹤0.01% |
2,217
+884
| +66% | +$169K |
|
2870
CPI Aerostructures
CVU
$75M
| $350K | ﹤0.01% |
+37,800
| New | +$278K |
|
|
PSV
2871
DELISTED
Hermitage Offshore Services Ltd.
PSV
| $350K | ﹤0.01% |
12,720
-1,340
| -10% | -$42.9K |
|
2872
Eagle Bancorp Montana
EBMT
$188M
| $348K | ﹤0.01% |
+16,500
| New | +$289K |
|
2873
Vermilion Energy
VET
$1.73B
| $348K | ﹤0.01% |
+8,288
| New | +$338K |
|
|
INDT
2874
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
| $346K | ﹤0.01% |
10,900
+1,100
| +11% | +$34.2K |
|
|
JMP
2875
DELISTED
JMP Group LLC
JMP
| $346K | ﹤0.01% |
56,375
+33,042
| +142% | +$195K |
|
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.