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 | |
|---|---|---|---|---|---|---|
351
Allstate
ALL
$65.3B
| $48.1M | 0.08% |
648,300
-700
| -0.1% | -$49.3K |
|
352
Hanover Insurance
THG
$7.81B
| $48M | 0.08% |
527,200
+3,100
| +0.6% | +$259K |
|
353
Grand Canyon Education
LOPE
$3.7B
| $48M | 0.08% |
820,600
-183,300
| -18% | -$9.37M |
|
354
Celanese
CE
$4.77B
| $47.9M | 0.08% |
608,700
+192,200
| +46% | +$14.4M |
|
355
Hanmi Financial
HAFC
$958M
| $47.8M | 0.08% |
1,369,357
-11,200
| -0.8% | -$327K |
|
|
SSRI
356
DELISTED
Silver Standard Resources
SSRI
| $47.6M | 0.08% |
5,340,483
+275,500
| +5% | +$2.79M |
|
357
InterDigital
IDCC
$8.99B
| $47.3M | 0.07% |
518,100
-48,793
| -9% | -$3.91M |
|
|
PVTB
358
DELISTED
PrivateBancorp Inc
PVTB
| $47.3M | 0.07% |
+872,947
| New | +$42M |
|
359
Euronet Worldwide
EEFT
$2.61B
| $47.3M | 0.07% |
652,845
-108,200
| -14% | -$8.37M |
|
360
Amkor Technology
AMKR
$14.1B
| $47.2M | 0.07% |
4,474,300
+527,100
| +13% | +$5.62M |
|
361
Arista Networks
ANET
$263B
| $47.2M | 0.07% |
7,804,800
+2,697,600
| +53% | +$15.1M |
|
|
PX
362
DELISTED
Praxair Inc
PX
| $47.2M | 0.07% |
402,600
+284,400
| +241% | +$33.8M |
|
363
Etsy
ETSY
$7.26B
| $47.1M | 0.07% |
4,001,000
+205,300
| +5% | +$2.66M |
|
364
Martin Marietta Materials
MLM
$32.6B
| $46.6M | 0.07% |
+210,294
| New | +$43.2M |
|
365
Vulcan Materials
VMC
$36.4B
| $46.6M | 0.07% |
+371,965
| New | +$45M |
|
|
NLSN
366
DELISTED
Nielsen Holdings plc
NLSN
| $46.5M | 0.07% |
1,108,400
+723,700
| +188% | +$33.3M |
|
367
Hewlett Packard
HPE
$74.6B
| $46.3M | 0.07% |
+3,441,459
| New | +$46M |
|
368
Morningstar
MORN
$7.33B
| $46.1M | 0.07% |
626,100
+8,000
| +1% | +$588K |
|
369
Zoetis
ZTS
$29.9B
| $46M | 0.07% |
860,000
-248,100
| -22% | -$12.6M |
|
|
ELNK
370
DELISTED
EarthLink Holdings Corp.
ELNK
| $46M | 0.07% |
8,150,739
+310,539
| +4% | +$1.77M |
|
371
FedEx
FDX
$76.8B
| $45.9M | 0.07% |
246,600
-564,800
| -70% | -$104M |
|
372
Transocean
RIG
$6.37B
| $45.7M | 0.07% |
3,102,028
+1,525,528
| +97% | +$18.1M |
|
|
SBY
373
DELISTED
Silver Bay Realty Trust Corp.
SBY
| $45.7M | 0.07% |
2,665,500
+56,900
| +2% | +$978K |
|
|
WAGE
374
DELISTED
WageWorks, Inc.
WAGE
| $45.5M | 0.07% |
627,900
+71,500
| +13% | +$4.8M |
|
|
LTXB
375
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $45.1M | 0.07% |
1,047,479
+11,800
| +1% | +$441K |
|
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.