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 | |
|---|---|---|---|---|---|---|
|
CARB
501
DELISTED
Carbonite Inc
CARB
| $32.7M | 0.05% |
1,996,400
+316,500
| +19% | +$5.4M |
|
502
Spok Holdings
SPOK
$230M
| $32.7M | 0.05% |
1,575,800
-37,784
| -2% | -$702K |
|
503
Valmont Industries
VMI
$9.5B
| $32.6M | 0.05% |
231,453
-168,747
| -42% | -$23.4M |
|
504
Renasant Corp
RNST
$4B
| $32.6M | 0.05% |
772,139
-21,100
| -3% | -$800K |
|
505
Cavco Industries
CVCO
$4.67B
| $32.5M | 0.05% |
325,600
-1,010
| -0.3% | -$97.2K |
|
506
Blackrock
BLK
$183B
| $32.4M | 0.05% |
+85,114
| New | +$31.2M |
|
507
SunCoke Energy
SXC
$788M
| $32.4M | 0.05% |
2,855,000
+555,689
| +24% | +$5.9M |
|
508
Haverty Furniture Companies
HVT
$450M
| $32.4M | 0.05% |
1,365,500
+21,200
| +2% | +$444K |
|
|
CADE
509
DELISTED
Cadence Bank
CADE
| $32.2M | 0.05% |
1,038,091
-93,809
| -8% | -$2.51M |
|
510
Acadia Healthcare
ACHC
$2.82B
| $32.1M | 0.05% |
+970,500
| New | +$37.7M |
|
511
Helmerich & Payne
HP
$4.3B
| $31.9M | 0.05% |
412,300
+335,200
| +435% | +$23.8M |
|
|
CNR
512
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $31.6M | 0.05% |
2,022,000
+142,400
| +8% | +$2.23M |
|
|
CMO
513
DELISTED
Capstead Mortgage Corp.
CMO
| $31.6M | 0.05% |
3,103,900
-109,400
| -3% | -$1.07M |
|
514
CNA Financial
CNA
$13.8B
| $31.4M | 0.05% |
757,700
-81,300
| -10% | -$3.09M |
|
515
Chipotle Mexican Grill
CMG
$41.3B
| $31.4M | 0.05% |
+4,165,000
| New | +$32.9M |
|
|
GOLD
516
DELISTED
Randgold Resources Ltd
GOLD
| $31.3M | 0.05% |
410,455
+351,955
| +602% | +$27.9M |
|
517
MGM Resorts International
MGM
$11.1B
| $31.3M | 0.05% |
1,084,540
+801,500
| +283% | +$22.2M |
|
518
ATN International
ATNI
$491M
| $31.2M | 0.05% |
389,400
-14,301
| -4% | -$1.02M |
|
519
Southside Bancshares
SBSI
$984M
| $31.1M | 0.05% |
845,186
+106,938
| +14% | +$3.69M |
|
|
DATA
520
DELISTED
Tableau Software, Inc.
DATA
| $31M | 0.05% |
735,100
+591,600
| +412% | +$27.6M |
|
521
Wheaton Precious Metals
WPM
$59.9B
| $31M | 0.05% |
1,602,597
+766,497
| +92% | +$16M |
|
522
Grupo Aeroportuario del Pacifico
PAC
$12.4B
| $30.7M | 0.05% |
372,500
-5,600
| -1% | -$505K |
|
523
Glacier Bancorp
GBCI
$6.48B
| $30.7M | 0.05% |
848,300
-100,500
| -11% | -$3.23M |
|
524
PACCAR
PCAR
$68.8B
| $30.7M | 0.05% |
720,567
-374,100
| -34% | -$15.1M |
|
|
GXP
525
DELISTED
Great Plains Energy Incorporated
GXP
| $30.7M | 0.05% |
1,121,915
+98,900
| +10% | +$2.7M |
|
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.