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 | |
|---|---|---|---|---|---|---|
551
Titan International
TWI
$438M
| $29.2M | 0.05% |
2,606,000
+193,200
| +8% | +$2.11M |
|
552
Shenandoah Telecom
SHEN
$744M
| $29.2M | 0.05% |
1,069,500
-178,600
| -14% | -$4.79M |
|
553
Ternium
TX
$10.7B
| $29.1M | 0.05% |
1,205,900
+269,600
| +29% | +$6.3M |
|
554
Glaukos
GKOS
$11.2B
| $29.1M | 0.05% |
849,000
+143,800
| +20% | +$4.92M |
|
555
Emergent Biosolutions
EBS
$230M
| $29M | 0.05% |
883,511
-294,600
| -25% | -$8.83M |
|
|
TIME
556
DELISTED
Time Inc.
TIME
| $28.9M | 0.05% |
1,617,100
+362,500
| +29% | +$5.38M |
|
557
Teradyne
TER
$64.2B
| $28.9M | 0.05% |
1,136,200
-91,100
| -7% | -$2.16M |
|
|
ELME
558
Elme Communities
ELME
$144M
| $28.8M | 0.05% |
880,000
+248,000
| +39% | +$7.57M |
|
559
RingCentral
RNG
$5.66B
| $28.7M | 0.05% |
1,394,500
+383,900
| +38% | +$8.39M |
|
560
Healthcare Realty
HR
$6.58B
| $28.7M | 0.05% |
984,800
+405,700
| +70% | +$11.9M |
|
561
Graham Holdings Company
GHC
$4.97B
| $28.6M | 0.05% |
55,900
+8,600
| +18% | +$4.19M |
|
|
PSB
562
DELISTED
PS Business Parks, Inc.
PSB
| $28.6M | 0.05% |
245,400
+10,000
| +4% | +$1.1M |
|
563
lululemon athletica
LULU
$13.6B
| $28.6M | 0.05% |
439,500
-512,200
| -54% | -$30.5M |
|
564
Chemours
CC
$2.3B
| $28.4M | 0.04% |
1,285,300
+498,000
| +63% | +$10.2M |
|
|
BUFF
565
DELISTED
Blue Buffalo Pet Products, Inc
BUFF
| $28.4M | 0.04% |
1,181,000
+93,400
| +9% | +$2.26M |
|
566
Masco
MAS
$14.7B
| $28.3M | 0.04% |
894,500
-961,800
| -52% | -$30.9M |
|
|
NFX
567
DELISTED
Newfield Exploration
NFX
| $28.2M | 0.04% |
+697,400
| New | +$29.6M |
|
|
ETFC
568
DELISTED
E*Trade Financial Corporation
ETFC
| $28.2M | 0.04% |
+815,040
| New | +$26M |
|
569
Provident Financial Services
PFS
$3.26B
| $28.2M | 0.04% |
996,000
+85,400
| +9% | +$2.13M |
|
570
First Merchants
FRME
$2.72B
| $28.1M | 0.04% |
747,229
+5,551
| +0.7% | +$176K |
|
|
XOXO
571
DELISTED
Xo Group Inc
XOXO
| $28.1M | 0.04% |
1,444,300
+39,800
| +3% | +$749K |
|
572
General Motors
GM
$75.8B
| $28.1M | 0.04% |
+805,800
| New | +$27.1M |
|
573
OceanFirst Financial
OCFC
$1.88B
| $28M | 0.04% |
933,791
-19,437
| -2% | -$452K |
|
|
ORIT
574
DELISTED
Oritani Financial Corp. New
ORIT
| $28M | 0.04% |
1,495,325
-90,600
| -6% | -$1.53M |
|
575
Strategic Education
STRA
$1.86B
| $28M | 0.04% |
347,700
+15,800
| +5% | +$1.03M |
|
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.