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 | |
|---|---|---|---|---|---|---|
3326
Hallador Energy
HNRG
$737M
| – | – |
-49,588
| Closed | -$345K |
|
3327
HP
HPQ
$26B
| – | – |
-6,333,833
| Closed | -$73.7M |
|
3328
Harrow
HROW
$1.49B
| – | – |
-20,200
| Closed | -$130K |
|
3329
HSBC
HSBC
$357B
| – | – |
-383,808
| Closed | -$13M |
|
3330
Henry Schein
HSIC
$9.94B
| – | – |
-239,945
| Closed | -$12.5M |
|
3331
Heartland Express
HTLD
$940M
| – | – |
-245,533
| Closed | -$4.9M |
|
3332
Hancock Whitney
HWC
$6.28B
| – | – |
-97,383
| Closed | -$2.63M |
|
3333
Idacorp
IDA
$8.19B
| – | – |
-15,600
| Closed | -$1.01M |
|
3334
International Flavors & Fragrances
IFF
$21.5B
| – | – |
-49,200
| Closed | -$5.08M |
|
3335
Illumina
ILMN
$28.6B
| – | – |
-126,668
| Closed | -$21.7M |
|
3336
Incyte
INCY
$24.5B
| – | – |
-33,200
| Closed | -$3.66M |
|
3337
Iridium Communications
IRDM
$5.23B
| – | – |
-178,399
| Closed | -$1.1M |
|
3338
Independence Realty Trust
IRT
$3.91B
| – | – |
-164,658
| Closed | -$1.19M |
|
3339
Integer Holdings
ITGR
$4.25B
| – | – |
-31,703
| Closed | -$1.63M |
|
3340
ITT
ITT
$19.2B
| – | – |
-47,500
| Closed | -$1.59M |
|
3341
Itaú Unibanco
ITUB
$82.6B
| – | – |
-15,426,629
| Closed | -$45M |
|
3342
Illinois Tool Works
ITW
$82.9B
| – | – |
-229,300
| Closed | -$18.9M |
|
3343
Invesco
IVZ
$13.9B
| – | – |
-1,187,000
| Closed | -$37.1M |
|
3344
Jack Henry & Associates
JKHY
$10.8B
| – | – |
-347,520
| Closed | -$24.2M |
|
3345
GEE Group
JOB
$21.6M
| – | – |
-1,030
| Closed | -$4K |
|
|
K
3346
DELISTED
Kellanova
K
| – | – |
-197,132
| Closed | -$12.3M |
|
3347
Keurig Dr Pepper
KDP
$39.7B
| – | – |
-378,000
| Closed | -$29.9M |
|
3348
KeyCorp
KEY
$24.4B
| – | – |
-264,163
| Closed | -$3.44M |
|
3349
Kohl's
KSS
$2.14B
| – | – |
-544,800
| Closed | -$25.2M |
|
|
LADR
3350
Ladder Capital
LADR
$1.26B
| – | – |
-87,233
| Closed | -$1M |
|
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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.