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 | |
|---|---|---|---|---|---|---|
3451
TriMas Corp
TRS
$1.41B
| – | – |
-31,100
| Closed | -$579K |
|
3452
Travelers Companies
TRV
$78B
| – | – |
-45,672
| Closed | -$5.23M |
|
3453
Tractor Supply
TSCO
$18.5B
| – | – |
-1,140,000
| Closed | -$15.4M |
|
3454
Tyson Foods
TSN
$19.6B
| – | – |
-587,700
| Closed | -$43.9M |
|
3455
Toro Company
TTC
$9.28B
| – | – |
-28,400
| Closed | -$1.33M |
|
3456
Televisa
TV
$1.49B
| – | – |
-179,100
| Closed | -$4.6M |
|
3457
United Airlines
UAL
$40.5B
| – | – |
-20,500
| Closed | -$1.08M |
|
3458
CVR Partners
UAN
$1.27B
| – | – |
-1,410
| Closed | -$75K |
|
3459
Universal Electronics
UEIC
$74.1M
| – | – |
-20,343
| Closed | -$1.51M |
|
3460
United Natural Foods
UNFI
$2.88B
| – | – |
-228,450
| Closed | -$9.15M |
|
3461
Urban Outfitters
URBN
$6.65B
| – | – |
-1,042,900
| Closed | -$36M |
|
3462
US Bancorp
USB
$101B
| – | – |
-184,800
| Closed | -$7.93M |
|
3463
VEON
VEON
$3.88B
| – | – |
-11,412
| Closed | -$993K |
|
3464
Vipshop
VIPS
$6.93B
| – | – |
-546,400
| Closed | -$8.02M |
|
3465
Vince Holding Corp
VNCE
$76.6M
| – | – |
-11,323
| Closed | -$639K |
|
3466
Varonis Systems
VRNS
$4.81B
| – | – |
-96,900
| Closed | -$972K |
|
|
VRNT
3467
DELISTED
Verint Systems
VRNT
| – | – |
-502,273
| Closed | -$9.63M |
|
3468
Viasat
VSAT
$11.5B
| – | – |
-40,793
| Closed | -$3.04M |
|
3469
Vishay Intertechnology
VSH
$5.25B
| – | – |
-34,200
| Closed | -$482K |
|
3470
Wabtec
WAB
$49.9B
| – | – |
-202,800
| Closed | -$16.6M |
|
3471
Weibo
WB
$1.9B
| – | – |
-30,250
| Closed | -$1.52M |
|
3472
Warner Bros
WBD
$69B
| – | – |
-497,474
| Closed | -$13.4M |
|
3473
Western Digital
WDC
$157B
| – | – |
-6,640
| Closed | -$293K |
|
3474
Werner Enterprises
WERN
$2.24B
| – | – |
-443,863
| Closed | -$10.3M |
|
3475
Wendy's
WEN
$1.57B
| – | – |
-1,494,682
| Closed | -$16.1M |
|
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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.