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 | |
|---|---|---|---|---|---|---|
|
WBA
51
DELISTED
Walgreens Boots Alliance
WBA
| $160M | 0.25% |
+1,928,300
| New | +$159M |
|
|
CHL
52
DELISTED
China Mobile Limited
CHL
| $158M | 0.25% |
3,017,000
+739,700
| +32% | +$41.6M |
|
53
Sempra
SRE
$55.9B
| $155M | 0.24% |
3,076,000
-340,200
| -10% | -$17.3M |
|
54
Best Buy
BBY
$17.6B
| $153M | 0.24% |
3,593,800
+821,200
| +30% | +$34.9M |
|
55
AvalonBay Communities
AVB
$26B
| $151M | 0.24% |
854,800
+134,600
| +19% | +$22.7M |
|
|
VGR
56
DELISTED
Vector Group Ltd.
VGR
| $150M | 0.24% |
10,773,217
+214,832
| +2% | +$2.79M |
|
57
DTE Energy
DTE
$28.6B
| $150M | 0.24% |
1,783,885
+464,360
| +35% | +$37.3M |
|
58
United Parcel Service
UPS
$88.8B
| $149M | 0.24% |
+1,303,800
| New | +$147M |
|
59
Altria Group
MO
$109B
| $148M | 0.23% |
2,193,800
-689,000
| -24% | -$44.4M |
|
60
Ford
F
$55.7B
| $148M | 0.23% |
12,192,909
+11,548,700
| +1,793% | +$140M |
|
|
61
Microsoft
MSFT
$3.74T
| $147M | 0.23% |
2,368,100
-3,728,484
| -61% | -$224M |
|
|
HA
62
DELISTED
Hawaiian Holdings, Inc.
HA
| $142M | 0.22% |
2,494,100
+183,700
| +8% | +$9.38M |
|
|
FLG
63
Flagstar Bank National Association
FLG
$5.89B
| $142M | 0.22% |
2,978,261
+60,688
| +2% | +$2.78M |
|
64
Waste Management
WM
$90.7B
| $140M | 0.22% |
1,978,000
+252,700
| +15% | +$16.9M |
|
65
Chevron
CVX
$386B
| $140M | 0.22% |
+1,191,484
| New | +$130M |
|
66
SiriusXM
SIRI
$9.61B
| $138M | 0.22% |
3,097,400
-2,006,350
| -39% | -$87.3M |
|
67
Netflix
NFLX
$311B
| $137M | 0.22% |
+11,055,000
| New | +$131M |
|
|
K
68
DELISTED
Kellanova
K
| $134M | 0.21% |
1,939,578
+1,160,211
| +149% | +$80.7M |
|
69
S&P Global
SPGI
$120B
| $134M | 0.21% |
+1,246,800
| New | +$149M |
|
70
PayPal
PYPL
$50.5B
| $133M | 0.21% |
+3,376,300
| New | +$136M |
|
71
Intercontinental Exchange
ICE
$84.9B
| $133M | 0.21% |
2,360,390
+208,400
| +10% | +$11.5M |
|
|
VMW
72
DELISTED
VMware, Inc
VMW
| $133M | 0.21% |
1,684,600
-263,300
| -14% | -$20.4M |
|
|
ECHO
73
EchoStar
ECHO
$25.6B
| $132M | 0.21% |
3,175,057
+121,662
| +4% | +$4.83M |
|
74
Advanced Micro Devices
AMD
$774B
| $131M | 0.21% |
11,530,326
+8,265,725
| +253% | +$69.3M |
|
75
Southwest Airlines
LUV
$22.3B
| $130M | 0.21% |
2,606,800
+900,300
| +53% | +$40.4M |
|
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.