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 | |
|---|---|---|---|---|---|---|
3426
SM Energy
SM
$7.74B
| – | – |
-603,400
| Closed | -$23.3M |
|
3427
Super Micro Computer
SMCI
$23.2B
| – | – |
-1,650,000
| Closed | -$3.86M |
|
3428
Sonoco
SON
$5.68B
| – | – |
-16,800
| Closed | -$888K |
|
3429
Steris
STE
$22.9B
| – | – |
-297,300
| Closed | -$21.7M |
|
3430
Constellation Brands
STZ
$22.6B
| – | – |
-213,900
| Closed | -$35.6M |
|
3431
Stock Yards Bancorp
SYBT
$2.6B
| – | – |
-8,800
| Closed | -$290K |
|
3432
Synchrony
SYF
$25.5B
| – | – |
-1,972,700
| Closed | -$55.2M |
|
3433
Alaunos Therapeutics
TCRT
$4.66M
| – | – |
-2,103
| Closed | -$1.78M |
|
|
TEF
3434
DELISTED
Telefonica
TEF
| – | – |
-720,993
| Closed | -$5.65M |
|
3435
Tenax Therapeutics
TENX
$60.3M
| – | – |
-1
| Closed | -$58K |
|
3436
Telecom Argentina
TEO
$5.73B
| – | – |
-1,853,410
| Closed | -$33.9M |
|
3437
Terex
TEX
$7.6B
| – | – |
-154,000
| Closed | -$3.91M |
|
3438
Truist Financial
TFC
$64B
| – | – |
-1,577,154
| Closed | -$59.5M |
|
3439
Teleflex
TFX
$5.89B
| – | – |
-17,400
| Closed | -$2.92M |
|
3440
Gentherm
THRM
$1.25B
| – | – |
-55,464
| Closed | -$1.74M |
|
|
THS
3441
DELISTED
Treehouse Foods
THS
| – | – |
-246,900
| Closed | -$21.5M |
|
3442
Timken Company
TKR
$8.87B
| – | – |
-91,900
| Closed | -$3.23M |
|
3443
Tandy Leather Factory
TLF
$20.4M
| – | – |
-10,300
| Closed | -$79K |
|
3444
Teekay Tankers
TNK
$2.76B
| – | – |
-25,775
| Closed | -$522K |
|
3445
Tootsie Roll Industries
TR
$2.94B
| – | – |
-38,706
| Closed | -$1.06M |
|
3446
ReposiTrak
TRAK
$154M
| – | – |
-29,200
| Closed | -$345K |
|
3447
Targa Resources
TRGP
$57.7B
| – | – |
-274,486
| Closed | -$13.5M |
|
3448
TripAdvisor
TRIP
$1.23B
| – | – |
-39,300
| Closed | -$2.48M |
|
3449
Trimble
TRMB
$13.2B
| – | – |
-647,444
| Closed | -$18.5M |
|
3450
T. Rowe Price
TROW
$23.8B
| – | – |
-421,900
| Closed | -$28.1M |
|
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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.