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 | |
|---|---|---|---|---|---|---|
|
VCRA
776
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $20.1M | 0.03% |
1,088,100
+31,400
| +3% | +$560K |
|
|
NILE
777
DELISTED
Blue Nile, Inc.
NILE
| $20.1M | 0.03% |
495,106
+37,806
| +8% | +$1.45M |
|
778
Kimco Realty
KIM
$16.2B
| $20.1M | 0.03% |
+799,395
| New | +$21.1M |
|
779
Monster Beverage
MNST
$90.1B
| $20.1M | 0.03% |
1,814,000
-2,254,000
| -55% | -$25.8M |
|
|
ETP
780
DELISTED
Energy Transfer Partners, L.P.
ETP
| $20.1M | 0.03% |
837,100
+392,500
| +88% | +$9.92M |
|
|
ODP
781
DELISTED
ODP
ODP
| $20.1M | 0.03% |
444,143
+273,433
| +160% | +$11.3M |
|
782
American Express
AXP
$232B
| $20M | 0.03% |
269,700
-2,042,200
| -88% | -$141M |
|
783
Brinker International
EAT
$10.5B
| $20M | 0.03% |
403,300
-180,100
| -31% | -$9.27M |
|
|
CLDT
784
Chatham Lodging
CLDT
$590M
| $20M | 0.03% |
971,800
-58,200
| -6% | -$1.12M |
|
785
First Interstate BancSystem
FIBK
$3.67B
| $19.9M | 0.03% |
467,900
-15,100
| -3% | -$548K |
|
786
Applied Industrial Technologies
AIT
$13B
| $19.9M | 0.03% |
334,850
+160,950
| +93% | +$8.74M |
|
|
JOYY
787
JOYY Inc
JOYY
$3.74B
| $19.9M | 0.03% |
+503,702
| New | +$23.7M |
|
788
Northwest Natural Holdings
NWN
$2.12B
| $19.8M | 0.03% |
331,900
+82,600
| +33% | +$4.8M |
|
789
Jabil
JBL
$38.4B
| $19.8M | 0.03% |
+838,400
| New | +$18.3M |
|
790
TriCo Bancshares
TCBK
$1.84B
| $19.8M | 0.03% |
580,392
-39,745
| -6% | -$1.18M |
|
|
FSP
791
Franklin Street Properties
FSP
$46.3M
| $19.8M | 0.03% |
1,528,700
+14,800
| +1% | +$179K |
|
|
SCMP
792
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
| $19.8M | 0.03% |
1,459,800
+106,800
| +8% | +$1.49M |
|
793
First American
FAF
$7.38B
| $19.8M | 0.03% |
539,762
+391,662
| +264% | +$15M |
|
|
LGTY
794
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $19.8M | 0.03% |
1,912,300
+80,800
| +4% | +$863K |
|
795
Spire
SR
$4.89B
| $19.7M | 0.03% |
305,600
+71,600
| +31% | +$4.5M |
|
796
Orion
OEC
$364M
| $19.7M | 0.03% |
1,045,500
+197,200
| +23% | +$3.76M |
|
797
Tenet Healthcare
THC
$21.5B
| $19.7M | 0.03% |
+1,325,875
| New | +$23.8M |
|
798
American Public Education
APEI
$826M
| $19.7M | 0.03% |
800,500
+27,900
| +4% | +$624K |
|
|
MFA
799
MFA Financial
MFA
$925M
| $19.6M | 0.03% |
640,600
+139,600
| +28% | +$4.19M |
|
800
Middlesex Water
MSEX
$1.1B
| $19.5M | 0.03% |
455,200
+39,600
| +10% | +$1.52M |
|
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.