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 | |
|---|---|---|---|---|---|---|
276
Accenture
ACN
$108B
| $56.9M | 0.09% |
485,410
+213,410
| +78% | +$25.3M |
|
277
Boston Scientific
BSX
$73.9B
| $56.8M | 0.09% |
2,625,305
+741,300
| +39% | +$16.2M |
|
|
CVA
278
DELISTED
Covanta Holding Corporation
CVA
| $56.5M | 0.09% |
3,624,816
+335,416
| +10% | +$4.99M |
|
279
Logitech
LOGI
$14.6B
| $56.4M | 0.09% |
2,276,542
-107,900
| -5% | -$2.58M |
|
280
Kohl's
KSS
$2.14B
| $56.3M | 0.09% |
1,139,700
+757,800
| +198% | +$37.5M |
|
281
Mohawk Industries
MHK
$9.07B
| $56.3M | 0.09% |
281,700
+136,900
| +95% | +$26.9M |
|
|
SPR
282
DELISTED
Spirit AeroSystems
SPR
| $56.1M | 0.09% |
962,000
+368,500
| +62% | +$20M |
|
283
Coeur Mining
CDE
$19.4B
| $55.9M | 0.09% |
6,152,928
+925,300
| +18% | +$9.51M |
|
284
REX American Resources
REX
$1.43B
| $55.9M | 0.09% |
3,393,600
+240,000
| +8% | +$3.57M |
|
285
Becton Dickinson
BDX
$48.8B
| $55.8M | 0.09% |
+345,272
| New | +$57.3M |
|
286
TransDigm Group
TDG
$68.7B
| $55.5M | 0.09% |
+223,000
| New | +$58.6M |
|
287
Newell Brands
NWL
$2.57B
| $55.4M | 0.09% |
1,240,427
+733,500
| +145% | +$35.5M |
|
288
Braskem
BAK
$881M
| $55.3M | 0.09% |
2,605,400
+424,000
| +19% | +$7.49M |
|
289
Shopify
SHOP
$194B
| $55.1M | 0.09% |
12,860,000
-366,080
| -3% | -$1.54M |
|
|
VISN
290
Vistance Networks Inc
VISN
$2.7B
| $55.1M | 0.09% |
1,481,600
+489,100
| +49% | +$16.7M |
|
291
Liberty Global Class C
LBTYK
$3.46B
| $54.9M | 0.09% |
+1,847,215
| New | +$56.8M |
|
292
Valero Energy
VLO
$93.6B
| $54.8M | 0.09% |
+801,388
| New | +$49.3M |
|
|
MXIM
293
DELISTED
Maxim Integrated Products
MXIM
| $54.6M | 0.09% |
1,416,500
+413,700
| +41% | +$16.2M |
|
294
DaVita
DVA
$11.4B
| $54.2M | 0.09% |
844,500
-469,000
| -36% | -$29.2M |
|
|
EDE
295
DELISTED
Empire District Electric
EDE
| $54.2M | 0.09% |
1,588,643
+403,326
| +34% | +$13.8M |
|
296
Yum! Brands
YUM
$40.4B
| $53.9M | 0.09% |
+850,800
| New | +$53.4M |
|
|
LLL
297
DELISTED
L3 Technologies, Inc.
LLL
| $53.9M | 0.09% |
354,110
-71,990
| -17% | -$10.8M |
|
298
MPLX
MPLX
$60.7B
| $53.8M | 0.09% |
1,554,267
+1,163,500
| +298% | +$37.8M |
|
299
Enbridge
ENB
$113B
| $53.7M | 0.09% |
1,275,569
+649,200
| +104% | +$27.7M |
|
300
Alcoa
AA
$14B
| $53.7M | 0.08% |
1,911,296
+1,627,951
| +575% | +$44.2M |
|
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.