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 | |
|---|---|---|---|---|---|---|
|
AHL
301
DELISTED
ASPEN Insurance Holding Limited
AHL
| $53.5M | 0.08% |
972,300
-141,316
| -13% | -$7.21M |
|
|
SPLS
302
DELISTED
Staples Inc
SPLS
| $53.4M | 0.08% |
5,896,133
-1,177,206
| -17% | -$10.3M |
|
303
Northrop Grumman
NOC
$81.3B
| $53.3M | 0.08% |
229,300
-155,400
| -40% | -$36.1M |
|
|
CHS
304
DELISTED
Chicos FAS, Inc.
CHS
| $53.2M | 0.08% |
3,697,869
-587,431
| -14% | -$8.1M |
|
305
Loews
L
$23.2B
| $53.1M | 0.08% |
1,133,400
-110,900
| -9% | -$4.87M |
|
|
CSC
306
DELISTED
Computer Sciences
CSC
| $52.9M | 0.08% |
889,800
-339,600
| -28% | -$19.6M |
|
307
Gibraltar Industries
ROCK
$1.45B
| $52.7M | 0.08% |
1,264,600
+293,500
| +30% | +$12.1M |
|
308
Freeport-McMoran
FCX
$97B
| $52.4M | 0.08% |
3,973,671
+72,800
| +2% | +$931K |
|
309
Ambev
ABEV
$43.9B
| $52.4M | 0.08% |
10,674,019
+4,248,580
| +66% | +$22.9M |
|
310
Pan American Silver
PAAS
$22.2B
| $52.3M | 0.08% |
3,473,200
-850,617
| -20% | -$13.7M |
|
311
Dollar Tree
DLTR
$24.5B
| $52.3M | 0.08% |
678,103
-15,400
| -2% | -$1.24M |
|
312
Perrigo
PRGO
$1.7B
| $52.3M | 0.08% |
628,508
+343,200
| +120% | +$29.8M |
|
313
BCE
BCE
$21.5B
| $52.3M | 0.08% |
1,209,298
+487,327
| +67% | +$21.5M |
|
|
LSI
314
DELISTED
Life Storage, Inc.
LSI
| $52.3M | 0.08% |
919,800
-517,050
| -36% | -$28.7M |
|
315
WEC Energy
WEC
$35.4B
| $52.2M | 0.08% |
890,502
+491,800
| +123% | +$28.2M |
|
316
M&T Bank
MTB
$36.4B
| $52.2M | 0.08% |
333,670
-147,300
| -31% | -$19.9M |
|
|
UCB
317
United Community Banks
UCB
$4.36B
| $51.9M | 0.08% |
1,752,768
+231,100
| +15% | +$5.79M |
|
318
Cencora
COR
$61.3B
| $51.9M | 0.08% |
663,200
+495,600
| +296% | +$38.7M |
|
319
Children's Place
PLCE
$55.4M
| $51.3M | 0.08% |
508,360
+401,300
| +375% | +$36.2M |
|
320
Lennar Class A
LEN
$20.5B
| $51M | 0.08% |
+1,248,487
| New | +$50.5M |
|
321
Clean Harbors
CLH
$16.7B
| $50.9M | 0.08% |
915,400
+132,200
| +17% | +$6.66M |
|
322
WSFS Financial
WSFS
$4.15B
| $50.8M | 0.08% |
1,096,114
+28,400
| +3% | +$1.14M |
|
|
MIC
323
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $50.6M | 0.08% |
618,984
+280,484
| +83% | +$23M |
|
|
JNPR
324
DELISTED
Juniper Networks
JNPR
| $50.5M | 0.08% |
1,788,591
+745,900
| +72% | +$19.4M |
|
325
Gold Fields
GFI
$36.8B
| $50.4M | 0.08% |
16,752,500
+3,286,000
| +24% | +$11.8M |
|
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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.