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 | |
|---|---|---|---|---|---|---|
651
Colliers International
CIGI
$5.41B
| $24.8M | 0.04% |
674,500
-36,300
| -5% | -$1.37M |
|
|
SHOR
652
DELISTED
ShoreTel, Inc.
SHOR
| $24.6M | 0.04% |
3,442,284
-59,400
| -2% | -$425K |
|
653
Mercantile Bank Corp
MBWM
$1.06B
| $24.6M | 0.04% |
652,515
+7,200
| +1% | +$227K |
|
654
Arthur J. Gallagher & Co
AJG
$65B
| $24.6M | 0.04% |
+473,200
| New | +$23.8M |
|
|
BEAT
655
DELISTED
BioTelemetry, Inc.
BEAT
| $24.6M | 0.04% |
1,099,300
+72,100
| +7% | +$1.41M |
|
|
SRDX
656
DELISTED
Surmodics
SRDX
| $24.5M | 0.04% |
964,038
+103,900
| +12% | +$2.73M |
|
657
Atlantic Union Bankshares
AUB
$6.09B
| $24.5M | 0.04% |
684,205
+29,200
| +4% | +$918K |
|
658
Sensata Technologies
ST
$6.61B
| $24.5M | 0.04% |
627,800
-97,600
| -13% | -$3.72M |
|
659
Booz Allen Hamilton
BAH
$9.43B
| $24.3M | 0.04% |
673,994
-167,500
| -20% | -$5.68M |
|
660
8x8 Inc
EGHT
$303M
| $24.3M | 0.04% |
1,698,500
-246,930
| -13% | -$3.58M |
|
661
Power Integrations
POWI
$3.48B
| $24.2M | 0.04% |
714,000
+83,000
| +13% | +$2.72M |
|
662
Louisiana-Pacific
LPX
$5.18B
| $24.2M | 0.04% |
1,278,600
+1,168,800
| +1,064% | +$22.3M |
|
663
Stepan Co
SCL
$1.48B
| $24.2M | 0.04% |
296,800
+39,500
| +15% | +$3.05M |
|
|
SBNY
664
DELISTED
Signature Bank
SBNY
| $24M | 0.04% |
159,974
-309,200
| -66% | -$42.2M |
|
|
HRC
665
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $24M | 0.04% |
427,700
+116,800
| +38% | +$6.63M |
|
666
PPG Industries
PPG
$25.5B
| $24M | 0.04% |
253,300
+8,000
| +3% | +$764K |
|
667
Nordson
NDSN
$17.3B
| $24M | 0.04% |
214,014
+101,000
| +89% | +$10.6M |
|
|
HPP
668
Hudson Pacific Properties
HPP
$787M
| $24M | 0.04% |
98,457
-26,986
| -22% | -$6.31M |
|
669
ResMed
RMD
$32.9B
| $23.9M | 0.04% |
385,300
-1,036,300
| -73% | -$63.5M |
|
670
Exponent
EXPO
$3.24B
| $23.7M | 0.04% |
787,600
-336,600
| -30% | -$9.76M |
|
|
PLKI
671
DELISTED
Popeyes Louisiana Kitchen, Inc.
PLKI
| $23.7M | 0.04% |
392,300
-11,800
| -3% | -$676K |
|
672
Quaker Houghton
KWR
$2.95B
| $23.7M | 0.04% |
185,400
+9,800
| +6% | +$1.15M |
|
673
C.H. Robinson
CHRW
$17.5B
| $23.7M | 0.04% |
323,408
-128,300
| -28% | -$9.28M |
|
674
Philips
PHG
$26.8B
| $23.7M | 0.04% |
1,046,468
-1,280,333
| -55% | -$27.9M |
|
|
FBC
675
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $23.7M | 0.04% |
878,612
+270,612
| +45% | +$7.45M |
|
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.