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 |
Alphabet (Google) Class A
GOOGL
|
+$373M |
| 2 |
Costco
COST
|
+$283M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$270M |
| 4 |
Pfizer
PFE
|
+$240M |
| 5 |
Microsoft
MSFT
|
+$225M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CVS Health
CVS
|
+$274M |
| 2 |
EMC
EMC CORPORATION
EMC
|
+$228M |
| 3 |
GAS
AGL Resources Inc
GAS
|
+$216M |
| 4 |
TE
TECO ENERGY INC
TE
|
+$136M |
| 5 |
Charter Communications
CHTR
|
+$133M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.61% |
| 2 | Healthcare | 12.42% |
| 3 | Financials | 11.99% |
| 4 | Consumer Staples | 9.6% |
| 5 | Industrials | 9.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SEE
3476
DELISTED
Sealed Air
SEE
| – | – |
-495,200
| Closed | -$22.8M |
|
3477
Shinhan Financial Group
SHG
$34.3B
| – | – |
-22,300
| Closed | -$730K |
|
3478
Steven Madden
SHOO
$3.53B
| – | – |
-177,417
| Closed | -$4.04M |
|
3479
SLB Ltd
SLB
$79.7B
| – | – |
-1,176,504
| Closed | -$93M |
|
3480
StoneX
SNEX
$7.96B
| – | – |
-38,966
| Closed | -$210K |
|
3481
S&P Global
SPGI
$120B
| – | – |
-357,600
| Closed | -$38.4M |
|
3482
Sportsman's Warehouse
SPWH
$46.8M
| – | – |
-245,600
| Closed | -$1.98M |
|
3483
E.W. Scripps
SSP
$307M
| – | – |
-93,281
| Closed | -$1.48M |
|
|
STKL
3484
DELISTED
SunOpta
STKL
| – | – |
-158,230
| Closed | -$663K |
|
3485
Stereotaxis
STXS
$145M
| – | – |
-248,700
| Closed | -$244K |
|
3486
Suncor Energy
SU
$74B
| – | – |
-1,005,266
| Closed | -$27.8M |
|
3487
Sunoco
SUN
$13.8B
| – | – |
-181,200
| Closed | -$5.43M |
|
|
TGNA
3488
DELISTED
TEGNA Inc
TGNA
| – | – |
-1,163,750
| Closed | -$17.3M |
|
3489
Target
TGT
$69.2B
| – | – |
-10,900
| Closed | -$761K |
|
3490
TJX Companies
TJX
$172B
| – | – |
-2,167,600
| Closed | -$83.7M |
|
3491
Turkcell
TKC
$4.72B
| – | – |
-115,919
| Closed | -$1.06M |
|
3492
Talphera
TLPH
$76.3M
| – | – |
-1,055
| Closed | -$57K |
|
|
TMHC
3493
DELISTED
Taylor Morrison
TMHC
| – | – |
-12,100
| Closed | -$180K |
|
3494
T-Mobile US
TMUS
$192B
| – | – |
-782,850
| Closed | -$33.9M |
|
3495
Travel + Leisure Co
TNL
$4.52B
| – | – |
-102,112
| Closed | -$3.28M |
|
3496
Texas Pacific Land
TPL
$25.2B
| – | – |
-40,491
| Closed | -$759K |
|
3497
Texas Roadhouse
TXRH
$13.8B
| – | – |
-8,672
| Closed | -$395K |
|
3498
Textron
TXT
$15.2B
| – | – |
-197,200
| Closed | -$7.21M |
|
3499
Energy Fuels
UUUU
$3.69B
| – | – |
-43,719
| Closed | -$99K |
|
3500
Vermilion Energy
VET
$1.73B
| – | – |
-79,900
| Closed | -$2.54M |
|
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Jim Simons's Q3 2016 Portfolio in Review
As of Q3 2016, Jim Simons held 3,713 positions worth $56.6B, up 7.7% from $52.5B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.
Jim Simons deployed $1.92B of net new capital in Q3 2016, opening 414 new positions and adding to 1,834 existing holdings. Its largest new stake was FedEx: 811,400 shares worth $142M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 14% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was CVS Health, an estimated $274M trimmed.
- Jim Simons's largest Q3 2016 buy was FedEx: 811,400 shares worth $142M.
- Jim Simons added most to Alphabet (Google) Class A in Q3 2016, an estimated $373M increase.
- Jim Simons's biggest Q3 2016 reduction was CVS Health, cutting an estimated $274M.
- Jim Simons fully exited EMC CORPORATION in Q3 2016, selling an estimated $228M.
- Jim Simons's ten largest holdings make up 7.9% of its $56.6B portfolio in Q3 2016.
- Jim Simons opened 414 new positions and closed 416 in Q3 2016.
- Jim Simons's portfolio value rose 7.7% quarter-over-quarter to $56.6B.
Based on Renaissance Technologies's 13F filing for Q3 2016, filed 14 Nov 2016.