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 |
Apple
AAPL
|
+$510M |
| 2 |
Pfizer
PFE
|
+$265M |
| 3 |
Gilead Sciences
GILD
|
+$212M |
| 4 |
Comcast
CMCSA
|
+$191M |
| 5 |
Meta Platforms (Facebook)
META
|
+$184M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$369M |
| 2 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
+$330M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$230M |
| 4 |
Amgen
AMGN
|
+$223M |
| 5 |
Teva Pharmaceuticals
TEVA
|
+$145M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.47% |
| 2 | Healthcare | 12.72% |
| 3 | Financials | 10.51% |
| 4 | Industrials | 9.69% |
| 5 | Consumer Staples | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3301
Dollar General
DG
$26.4B
| – | – |
-396,500
| Closed | -$28.7M |
|
3302
Quest Diagnostics
DGX
$26.3B
| – | – |
-107,620
| Closed | -$6.62M |
|
3303
Dollar Tree
DLTR
$24.7B
| – | – |
-84,367
| Closed | -$5.62M |
|
3304
DNOW Inc
DNOW
$3.02B
| – | – |
-84,690
| Closed | -$1.25M |
|
3305
Devon Energy
DVN
$49.4B
| – | – |
-242,800
| Closed | -$9.01M |
|
3306
Enphase Energy
ENPH
$5.42B
| – | – |
-29,600
| Closed | -$110K |
|
3307
EPR Properties
EPR
$4.65B
| – | – |
-234,100
| Closed | -$12.1M |
|
3308
Element Solutions
ESI
$9.33B
| – | – |
-1,486,500
| Closed | -$18.8M |
|
3309
Eaton
ETN
$180B
| – | – |
-354,711
| Closed | -$18.2M |
|
|
EVOK
3310
DELISTED
Evoke Pharma
EVOK
| – | – |
-92
| Closed | -$38K |
|
3311
East-West Bancorp
EWBC
$18.4B
| – | – |
-585,598
| Closed | -$22.5M |
|
3312
First Bancorp
FBP
$4.46B
| – | – |
-392,400
| Closed | -$1.4M |
|
3313
FedEx
FDX
$76.8B
| – | – |
-936,400
| Closed | -$135M |
|
|
FORTY
3314
Formula Systems
FORTY
$1.61B
| – | – |
-14,000
| Closed | -$382K |
|
3315
Forward Air
FWRD
$645M
| – | – |
-136,686
| Closed | -$5.67M |
|
|
TDAY
3316
USA Today Co
TDAY
$1.01B
| – | – |
-175,300
| Closed | -$2.71M |
|
3317
Genesco
GCO
$400M
| – | – |
-135,996
| Closed | -$7.76M |
|
3318
VanEck Gold Miners ETF
GDX
$27.9B
| – | – |
-164,100
| Closed | -$2.25M |
|
3319
Globant
GLOB
$1.64B
| – | – |
-131,700
| Closed | -$4.03M |
|
3320
Globus Medical
GMED
$11.3B
| – | – |
-143,945
| Closed | -$2.97M |
|
3321
Green Brick Partners
GRBK
$3.05B
| – | – |
-159,635
| Closed | -$1.73M |
|
|
GRFS
3322
Grifois
GRFS
$5.38B
| – | – |
-16,604
| Closed | -$252K |
|
3323
Halliburton
HAL
$28B
| – | – |
-687,795
| Closed | -$24.3M |
|
3324
Halozyme
HALO
$11.6B
| – | – |
-11,600
| Closed | -$156K |
|
3325
Hudbay
HBM
$12.5B
| – | – |
-76,982
| Closed | -$283K |
|
Similar funds
Jim Simons's Q4 2015 Portfolio in Review
As of Q4 2015, Jim Simons held 3,639 positions worth $45.9B, up 9.5% from $41.9B the previous quarter. Its ten largest holdings account for 9.3% of the portfolio.
Jim Simons deployed $3.07B of net new capital in Q4 2015, opening 509 new positions and adding to 1,872 existing holdings. Its largest new stake was Apple: 17,852,932 shares worth $470M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 11% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $369M trimmed.
- Jim Simons's largest Q4 2015 buy was Apple: 17,852,932 shares worth $470M.
- Jim Simons added most to Gilead Sciences in Q4 2015, an estimated $212M increase.
- Jim Simons's biggest Q4 2015 reduction was Alphabet (Google) Class C, cutting an estimated $369M.
- Jim Simons fully exited SIGMA - ALDRICH CORP in Q4 2015, selling an estimated $330M.
- Jim Simons's ten largest holdings make up 9.3% of its $45.9B portfolio in Q4 2015.
- Jim Simons opened 509 new positions and closed 386 in Q4 2015.
- Jim Simons's portfolio value rose 9.5% quarter-over-quarter to $45.9B.
Based on Renaissance Technologies's 13F filing for Q4 2015, filed 11 Feb 2016.