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 | |
|---|---|---|---|---|---|---|
376
Methode Electronics
MEI
$598M
| $45M | 0.07% |
1,087,680
-64,500
| -6% | -$2.37M |
|
377
Myriad Genetics
MYGN
$307M
| $44.8M | 0.07% |
2,686,174
-245,500
| -8% | -$4.44M |
|
378
Macerich
MAC
$7.02B
| $44.7M | 0.07% |
631,119
+334,500
| +113% | +$23.9M |
|
|
ZNGA
379
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $44.6M | 0.07% |
17,360,300
-2,407,300
| -12% | -$6.79M |
|
380
American Water Works
AWK
$27.1B
| $44.5M | 0.07% |
614,900
+419,300
| +214% | +$30.3M |
|
381
Ecopetrol
EC
$35.3B
| $43.9M | 0.07% |
4,855,300
+214,000
| +5% | +$1.88M |
|
|
CSRA
382
DELISTED
CSRA Inc.
CSRA
| $43.6M | 0.07% |
1,369,602
+275,602
| +25% | +$8.06M |
|
383
Ubiquiti
UI
$35.3B
| $43.6M | 0.07% |
754,200
+113,400
| +18% | +$6.19M |
|
384
Waterstone Financial
WSBF
$384M
| $43.5M | 0.07% |
2,363,274
+107,400
| +5% | +$1.9M |
|
385
RenaissanceRe
RNR
$13.3B
| $43.4M | 0.07% |
318,915
-73,682
| -19% | -$9.44M |
|
|
VVC
386
DELISTED
Vectren Corporation
VVC
| $43.4M | 0.07% |
831,800
-98,000
| -11% | -$4.86M |
|
387
J&J Snack Foods
JJSF
$1.7B
| $43.3M | 0.07% |
324,600
+4,350
| +1% | +$537K |
|
388
NiSource
NI
$20.2B
| $43.2M | 0.07% |
1,951,400
+1,803,000
| +1,215% | +$40.1M |
|
389
Coca-Cola
KO
$376B
| $43.2M | 0.07% |
1,041,300
+743,400
| +250% | +$30.9M |
|
390
KKR & Co
KKR
$104B
| $43.2M | 0.07% |
2,803,950
+2,301,100
| +458% | +$34.7M |
|
391
Dover
DOV
$27.8B
| $43.1M | 0.07% |
712,710
+674,580
| +1,769% | +$39M |
|
392
Perdoceo Education
PRDO
$2B
| $43.1M | 0.07% |
4,274,462
+353,662
| +9% | +$3.08M |
|
393
Allison Transmission
ALSN
$10.2B
| $42.8M | 0.07% |
1,271,600
+786,500
| +162% | +$24.5M |
|
|
PDM
394
Piedmont Realty Trust
PDM
$1.21B
| $42.6M | 0.07% |
2,039,700
-369,900
| -15% | -$7.46M |
|
395
Dominion Energy
D
$60.3B
| $42.6M | 0.07% |
556,600
-168,900
| -23% | -$12.4M |
|
396
Intuit
INTU
$98.1B
| $42.5M | 0.07% |
371,248
-151,700
| -29% | -$17M |
|
397
Telkom Indonesia
TLK
$14.4B
| $42.3M | 0.07% |
1,451,300
+165,700
| +13% | +$5.01M |
|
398
Bausch Health
BHC
$2.34B
| $42.3M | 0.07% |
2,913,089
+2,480,600
| +574% | +$45.5M |
|
399
Royal Caribbean
RCL
$83.1B
| $42.2M | 0.07% |
+514,800
| New | +$40.5M |
|
|
CDK
400
DELISTED
CDK Global, Inc.
CDK
| $42.2M | 0.07% |
706,400
+128,700
| +22% | +$7.36M |
|
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.