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 | |
|---|---|---|---|---|---|---|
326
Moody's
MCO
$82.8B
| $50.4M | 0.08% |
534,800
+460,800
| +623% | +$46.5M |
|
|
CZZ
327
DELISTED
Cosan Limited
CZZ
| $50.4M | 0.08% |
6,708,699
+2,069,799
| +45% | +$16.3M |
|
328
General Mills
GIS
$20.2B
| $50.3M | 0.08% |
814,100
-1,027,700
| -56% | -$63.7M |
|
|
PF
329
DELISTED
Pinnacle Foods, Inc.
PF
| $50.2M | 0.08% |
939,963
-386,337
| -29% | -$19.6M |
|
|
HOUS
330
DELISTED
Anywhere Real Estate
HOUS
| $50.2M | 0.08% |
1,949,500
+680,500
| +54% | +$16.8M |
|
331
Alibaba
BABA
$298B
| $50.1M | 0.08% |
+570,300
| New | +$54.9M |
|
332
Franco-Nevada
FNV
$45.5B
| $50.1M | 0.08% |
838,100
+571,800
| +215% | +$34.9M |
|
|
RICE
333
DELISTED
Rice Energy Inc.
RICE
| $49.9M | 0.08% |
2,338,800
+1,401,300
| +149% | +$33.4M |
|
|
MRO
334
DELISTED
Marathon Oil Corporation
MRO
| $49.9M | 0.08% |
+2,881,746
| New | +$46.3M |
|
335
Darden Restaurants
DRI
$25.2B
| $49.7M | 0.08% |
683,632
+55,332
| +9% | +$3.85M |
|
|
AMWD
336
DELISTED
American Woodmark
AMWD
| $49.6M | 0.08% |
659,601
-28,000
| -4% | -$2.16M |
|
337
Viavi Solutions
VIAV
$10.5B
| $49.6M | 0.08% |
6,066,688
-341,100
| -5% | -$2.65M |
|
338
Ametek
AME
$59.2B
| $49.5M | 0.08% |
1,019,150
+840,400
| +470% | +$39.8M |
|
|
AEPI
339
DELISTED
AEP Industries Inc
AEPI
| $49.5M | 0.08% |
426,146
+42,400
| +11% | +$4.81M |
|
340
Rayonier Advanced Materials
RYAM
$580M
| $49.4M | 0.08% |
3,196,000
+166,400
| +5% | +$2.32M |
|
341
CME Group
CME
$94.4B
| $49.1M | 0.08% |
425,592
+364,109
| +592% | +$40.5M |
|
|
BEAV
342
DELISTED
B/E Aerospace Inc
BEAV
| $49.1M | 0.08% |
815,506
-80,300
| -9% | -$4.62M |
|
343
Quad
QUAD
$506M
| $49.1M | 0.08% |
1,825,400
+349,800
| +24% | +$9.05M |
|
|
HBI
344
DELISTED
Hanesbrands
HBI
| $49M | 0.08% |
2,272,289
+1,045,389
| +85% | +$25M |
|
|
ISLE
345
DELISTED
Isle of Capri Casinos Inc
ISLE
| $48.8M | 0.08% |
1,977,100
+179,400
| +10% | +$4.04M |
|
|
UNIT
346
Uniti Group
UNIT
$2.31B
| $48.7M | 0.08% |
1,917,186
-624,814
| -25% | -$16.8M |
|
347
Kearny Financial
KRNY
$600M
| $48.6M | 0.08% |
3,122,521
+220,476
| +8% | +$3.24M |
|
|
INFO
348
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $48.5M | 0.08% |
1,369,166
+1,248,900
| +1,038% | +$44.9M |
|
349
Evertec
EVTC
$1.81B
| $48.4M | 0.08% |
2,729,000
+321,700
| +13% | +$5.33M |
|
350
Rayonier
RYN
$6.44B
| $48.4M | 0.08% |
2,003,850
-331
| -0% | -$8.01K |
|
Similar funds
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.