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 | |
|---|---|---|---|---|---|---|
|
PCH
326
DELISTED
PotlatchDeltic
PCH
| $32.8M | 0.07% |
1,083,216
+75,463
| +7% | +$2.36M |
|
|
MBLY
327
DELISTED
Mobileye N.V.
MBLY
| $32.7M | 0.07% |
774,400
+514,000
| +197% | +$23M |
|
|
DFT
328
DELISTED
DuPont Fabros Technology Inc.
DFT
| $32.7M | 0.07% |
1,027,400
-793
| -0.1% | -$24.7K |
|
329
PACCAR
PCAR
$69.8B
| $32.5M | 0.07% |
1,027,317
+425,400
| +71% | +$14.5M |
|
|
BRCM
330
DELISTED
BROADCOM CORP CL-A
BRCM
| $32.5M | 0.07% |
561,357
+144,565
| +35% | +$7.78M |
|
331
National Beverage
FIZZ
$2.89B
| $32.4M | 0.07% |
1,426,400
+107,400
| +8% | +$2.08M |
|
|
DEG
332
DELISTED
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
| $32.4M | 0.07% |
1,333,200
+127,200
| +11% | +$3.02M |
|
|
VIVO
333
DELISTED
Meridian Bioscience Inc
VIVO
| $32.3M | 0.07% |
1,574,576
+183,321
| +13% | +$3.51M |
|
|
PAY
334
DELISTED
Verifone Systems Inc
PAY
| $32.2M | 0.07% |
1,150,919
+643,400
| +127% | +$18.6M |
|
335
WSFS Financial
WSFS
$4.14B
| $32.1M | 0.07% |
993,405
+76,305
| +8% | +$2.44M |
|
336
Consolidated Edison
ED
$39.8B
| $31.8M | 0.07% |
494,700
+21,300
| +4% | +$1.37M |
|
337
Vornado Realty Trust
VNO
$7.24B
| $31.8M | 0.07% |
393,242
-843,509
| -68% | -$66.5M |
|
|
RDS.A
338
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $31.7M | 0.07% |
730,874
-300,980
| -29% | -$14.3M |
|
339
Evercore
EVR
$11.7B
| $31.6M | 0.07% |
584,400
+109,500
| +23% | +$5.91M |
|
340
Brown-Forman Class B
BF.B
$12.9B
| $31.6M | 0.07% |
994,297
+921,094
| +1,258% | +$30.7M |
|
341
International Paper
IP
$22.1B
| $31.6M | 0.07% |
884,189
-357,559
| -29% | -$13.8M |
|
|
CY
342
DELISTED
Cypress Semiconductor
CY
| $31.5M | 0.07% |
3,210,259
+327,100
| +11% | +$3.25M |
|
343
Cintas
CTAS
$82.1B
| $31.4M | 0.07% |
1,380,272
+1,141,600
| +478% | +$26M |
|
|
PRMW
344
DELISTED
Primo Water Corporation
PRMW
| $31.4M | 0.07% |
2,855,800
+116,300
| +4% | +$1.22M |
|
345
Cheesecake Factory
CAKE
$5.63B
| $31.3M | 0.07% |
678,445
+341,645
| +101% | +$16.7M |
|
346
LyondellBasell Industries
LYB
$20.7B
| $31.2M | 0.07% |
359,400
-269,700
| -43% | -$24.8M |
|
347
Assurant
AIZ
$13.9B
| $31.2M | 0.07% |
387,685
+313,934
| +426% | +$25.9M |
|
348
West Pharmaceutical
WST
$24.7B
| $31M | 0.07% |
514,500
-84,000
| -14% | -$5.05M |
|
|
AEPI
349
DELISTED
AEP Industries Inc
AEPI
| $30.9M | 0.07% |
400,946
+83,546
| +26% | +$6.66M |
|
350
Carter's
CRI
$1.46B
| $30.8M | 0.07% |
345,600
+94,900
| +38% | +$8.47M |
|
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.