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 | |
|---|---|---|---|---|---|---|
726
AbbVie
ABBV
$443B
| $22M | 0.03% |
350,800
-1,567,656
| -82% | -$95.7M |
|
|
AF
727
DELISTED
Astoria Financial Corporation
AF
| $21.9M | 0.03% |
1,173,900
-318,250
| -21% | -$5.07M |
|
|
EE
728
DELISTED
El Paso Electric Company
EE
| $21.8M | 0.03% |
468,300
+145,200
| +45% | +$6.58M |
|
|
GTY
729
Getty Realty Corp
GTY
$2.05B
| $21.8M | 0.03% |
854,012
+73,626
| +9% | +$1.73M |
|
730
Honeywell
HON
$74.2B
| $21.7M | 0.03% |
+207,673
| New | +$21.1M |
|
731
Sociedad Química y Minera de Chile
SQM
$20.6B
| $21.7M | 0.03% |
755,900
+12,400
| +2% | +$353K |
|
|
DGI
732
DELISTED
DigitalGlobe Inc.
DGI
| $21.6M | 0.03% |
755,100
-220,700
| -23% | -$6.36M |
|
|
CALD
733
DELISTED
Callidus Software, Inc.
CALD
| $21.6M | 0.03% |
1,285,600
-179,000
| -12% | -$3.06M |
|
734
NNN REIT
NNN
$8.87B
| $21.6M | 0.03% |
+488,500
| New | +$21.6M |
|
735
Avery Dennison
AVY
$13.6B
| $21.6M | 0.03% |
307,200
-205,400
| -40% | -$14.9M |
|
|
WIFI
736
DELISTED
Boingo Wireless, Inc.
WIFI
| $21.6M | 0.03% |
1,768,700
+317,800
| +22% | +$3.56M |
|
737
Ionis Pharmaceuticals
IONS
$9.28B
| $21.5M | 0.03% |
449,514
+174,700
| +64% | +$6.91M |
|
738
Carriage Services
CSV
$555M
| $21.5M | 0.03% |
750,113
+92,813
| +14% | +$2.41M |
|
|
NRF
739
DELISTED
NorthStar Realty Finance Corp.
NRF
| $21.5M | 0.03% |
1,417,896
+1,195,963
| +539% | +$17.4M |
|
|
TWO
740
Two Harbors Investment
TWO
$1.26B
| $21.5M | 0.03% |
307,538
+90,550
| +42% | +$6.17M |
|
|
IMOS
741
ChipMOS TECHNOLOGIES
IMOS
$2.01B
| $21.4M | 0.03% |
1,289,477
-200,062
| -13% | -$3.83M |
|
|
ISCA
742
DELISTED
International Speedway Corp
ISCA
| $21.4M | 0.03% |
580,866
+121,900
| +27% | +$4.28M |
|
743
Future Fuel
FF
$249M
| $21.3M | 0.03% |
1,534,600
+99,800
| +7% | +$1.29M |
|
|
FCB
744
DELISTED
FCB Financial Holdings, Inc.
FCB
| $21.3M | 0.03% |
446,252
+386,052
| +641% | +$16M |
|
|
SYKE
745
DELISTED
SYKES Enterprises Inc
SYKE
| $21.2M | 0.03% |
736,080
-41,593
| -5% | -$1.16M |
|
746
Burlington
BURL
$22.4B
| $21.2M | 0.03% |
249,700
+54,100
| +28% | +$4.37M |
|
747
Jacobs Solutions
J
$16.8B
| $21.1M | 0.03% |
+448,528
| New | +$20.7M |
|
748
Casella Waste Systems
CWST
$5.79B
| $21.1M | 0.03% |
1,699,961
+420,619
| +33% | +$4.94M |
|
749
Smith & Nephew
SNN
$12.6B
| $21.1M | 0.03% |
701,250
-63,650
| -8% | -$1.87M |
|
|
WPG
750
DELISTED
Washington Prime Group Inc.
WPG
| $21.1M | 0.03% |
224,878
-106,166
| -32% | -$10.1M |
|
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.