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 | |
|---|---|---|---|---|---|---|
2876
Alexandria Real Estate Equities
ARE
$8.27B
| $345K | ﹤0.01% |
3,100
-47,700
| -94% | -$5.12M |
|
|
AT
2877
DELISTED
Atlantic Power Corporation
AT
| $343K | ﹤0.01% |
136,930
+89,395
| +188% | +$222K |
|
|
MAGN
2878
Magnera Corp
MAGN
$443M
| $342K | ﹤0.01% |
1,100
-1,692
| -61% | -$489K |
|
2879
MediWound
MDWD
$179M
| $340K | ﹤0.01% |
10,614
+1,128
| +12% | +$46K |
|
|
AEY
2880
DELISTED
ADDvantage Technologies Group
AEY
| $339K | ﹤0.01% |
19,170
+1,380
| +8% | +$24.3K |
|
2881
Public Service Enterprise Group
PEG
$37.8B
| $338K | ﹤0.01% |
7,700
-805,100
| -99% | -$33.6M |
|
2882
Euroseas
ESEA
$525M
| $336K | ﹤0.01% |
30,521
+6,729
| +28% | +$85.9K |
|
|
NRT
2883
North European Oil Royalty Trust
NRT
$83.5M
| $335K | ﹤0.01% |
50,752
+18,652
| +58% | +$133K |
|
2884
Safe Bulkers
SB
$760M
| $335K | ﹤0.01% |
291,700
+150,800
| +107% | +$206K |
|
|
GLDD
2885
DELISTED
Great Lakes Dredge & Dock
GLDD
| $333K | ﹤0.01% |
79,263
+25,063
| +46% | +$102K |
|
|
MAG
2886
DELISTED
MAG Silver
MAG
| $332K | ﹤0.01% |
+30,095
| New | +$388K |
|
2887
Willamette Valley Vineyards
WVVI
$12M
| $332K | ﹤0.01% |
41,400
+1,400
| +4% | +$11.3K |
|
2888
Beasley Broadcasting Group
BBGI
$39.3M
| $326K | ﹤0.01% |
2,650
+450
| +20% | +$50.6K |
|
|
RELV
2889
DELISTED
Reliv International Inc
RELV
| $326K | ﹤0.01% |
70,180
+16,680
| +31% | +$75.5K |
|
|
SRSC
2890
DELISTED
SEARS Canada Inc.
SRSC
| $326K | ﹤0.01% |
191,865
+41,465
| +28% | +$77.6K |
|
|
ETRM
2891
DELISTED
EnteroMedics Inc.
ETRM
| $326K | ﹤0.01% |
162,765
+106,602
| +190% | +$559K |
|
|
STRS
2892
DELISTED
STRATUS PPTYS INC
STRS
| $321K | ﹤0.01% |
9,800
-10,900
| -53% | -$309K |
|
|
KS
2893
DELISTED
KapStone Paper and Pack Corp.
KS
| $320K | ﹤0.01% |
14,500
-52,300
| -78% | -$1.06M |
|
|
FAC
2894
DELISTED
First Acceptance Corp.
FAC
| $320K | ﹤0.01% |
307,600
+9,300
| +3% | +$9.7K |
|
2895
BioCryst Pharmaceuticals
BCRX
$2.71B
| $316K | ﹤0.01% |
+49,903
| New | +$260K |
|
2896
Designer Brands
DBI
$311M
| $309K | ﹤0.01% |
13,630
-105,900
| -89% | -$2.4M |
|
2897
Pure Cycle
PCYO
$273M
| $309K | ﹤0.01% |
56,200
+19,000
| +51% | +$99.6K |
|
2898
Omnicom Group
OMC
$23.5B
| $306K | ﹤0.01% |
+3,600
| New | +$302K |
|
|
MTL.PR
2899
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
| $305K | ﹤0.01% |
271,900
+49,100
| +22% | +$46.5K |
|
2900
Ziff Davis
ZD
$1.92B
| $303K | ﹤0.01% |
+4,255
| New | +$271K |
|
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.