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 | |
|---|---|---|---|---|---|---|
|
POT
701
DELISTED
Potash Corp Of Saskatchewan
POT
| $22.8M | 0.04% |
1,259,999
+1,226,999
| +3,718% | +$21.3M |
|
702
FormFactor
FORM
$10.3B
| $22.8M | 0.04% |
2,034,454
-451,068
| -18% | -$4.81M |
|
|
LDL
703
DELISTED
Lydall, Inc.
LDL
| $22.7M | 0.04% |
367,400
+32,500
| +10% | +$1.8M |
|
|
CCF
704
DELISTED
Chase Corporation
CCF
| $22.7M | 0.04% |
271,300
+10,104
| +4% | +$768K |
|
|
UHT
705
Universal Health Realty Income Trust
UHT
$573M
| $22.6M | 0.04% |
345,100
+44,300
| +15% | +$2.66M |
|
706
Lindsay Corp
LNN
$1.17B
| $22.6M | 0.04% |
302,700
+17,600
| +6% | +$1.39M |
|
|
GRA
707
DELISTED
W.R. Grace & Co.
GRA
| $22.6M | 0.04% |
333,800
-222,000
| -40% | -$15.2M |
|
708
ConocoPhillips
COP
$150B
| $22.5M | 0.04% |
447,913
-349,600
| -44% | -$16.1M |
|
|
PTR
709
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $22.5M | 0.04% |
304,700
+83,100
| +38% | +$5.86M |
|
710
Harley-Davidson
HOG
$2.9B
| $22.4M | 0.04% |
383,500
+368,800
| +2,509% | +$21M |
|
711
Quanex
NX
$981M
| $22.4M | 0.04% |
1,101,200
-77,900
| -7% | -$1.44M |
|
712
News Corp Class A
NWSA
$15.6B
| $22.3M | 0.04% |
1,944,300
-72,300
| -4% | -$894K |
|
713
Fortune Brands Innovations
FBIN
$5.78B
| $22.2M | 0.04% |
486,603
+97,227
| +25% | +$4.59M |
|
714
Hyatt Hotels
H
$16.9B
| $22.2M | 0.04% |
+401,800
| New | +$21.2M |
|
|
CAJ
715
DELISTED
Canon, Inc.
CAJ
| $22.2M | 0.04% |
788,800
-165,200
| -17% | -$4.75M |
|
|
BMTC
716
DELISTED
Bryn Mawr Bank Corp
BMTC
| $22.2M | 0.04% |
526,200
+28,000
| +6% | +$988K |
|
717
Visteon
VC
$2.86B
| $22.2M | 0.04% |
276,000
+40,300
| +17% | +$3.03M |
|
|
CEO
718
DELISTED
CNOOC Limited
CEO
| $22.2M | 0.04% |
178,800
+2,200
| +1% | +$285K |
|
719
Amdocs
DOX
$6.23B
| $22.1M | 0.04% |
379,700
-95,600
| -20% | -$5.64M |
|
720
Acacia Research
ACTG
$449M
| $22.1M | 0.04% |
3,401,800
+418,500
| +14% | +$2.72M |
|
721
Willis Towers Watson
WTW
$31B
| $22.1M | 0.03% |
180,497
+164,920
| +1,059% | +$20.6M |
|
|
ANAT
722
DELISTED
American National Group, Inc. Common Stock
ANAT
| $22.1M | 0.03% |
177,100
+21,100
| +14% | +$2.58M |
|
723
Center Bancorp
CNOB
$1.81B
| $22.1M | 0.03% |
850,076
+62,000
| +8% | +$1.34M |
|
724
Natural Health Trends
NHTC
$15.4M
| $22.1M | 0.03% |
887,400
+38,600
| +5% | +$972K |
|
725
Towne Bank
TOWN
$3.5B
| $22M | 0.03% |
662,187
-2,400
| -0.4% | -$69.2K |
|
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.