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 |
Apple
AAPL
|
+$510M |
| 2 |
Pfizer
PFE
|
+$265M |
| 3 |
Gilead Sciences
GILD
|
+$212M |
| 4 |
Comcast
CMCSA
|
+$191M |
| 5 |
Meta Platforms (Facebook)
META
|
+$184M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$369M |
| 2 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
+$330M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$230M |
| 4 |
Amgen
AMGN
|
+$223M |
| 5 |
Teva Pharmaceuticals
TEVA
|
+$145M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.47% |
| 2 | Healthcare | 12.72% |
| 3 | Financials | 10.51% |
| 4 | Industrials | 9.69% |
| 5 | Consumer Staples | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Insperity
NSP
$1.92B
| $12.2M | 0.03% |
506,200
-513,200
| -50% | -$11.6M |
|
|
BRSS
852
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
| $12.2M | 0.03% |
572,100
+226,500
| +66% | +$5.1M |
|
853
Plains GP Holdings
PAGP
$4.98B
| $12.2M | 0.03% |
+483,365
| New | +$16.9M |
|
|
ASEI
854
DELISTED
AMER SCIENCE & ENGR INC.
ASEI
| $12.2M | 0.03% |
293,700
+17,600
| +6% | +$701K |
|
855
A.O. Smith
AOS
$8.51B
| $12.2M | 0.03% |
317,200
+258,200
| +438% | +$9.74M |
|
856
Reading International Class A
RDI
$32.7M
| $12.1M | 0.03% |
924,167
+61,967
| +7% | +$904K |
|
|
ZIXI
857
DELISTED
Zix Corporation
ZIXI
| $12M | 0.03% |
2,371,129
+517,529
| +28% | +$2.65M |
|
858
Royal Gold
RGLD
$19.7B
| $12M | 0.03% |
330,200
+27,629
| +9% | +$1.15M |
|
|
SALE
859
DELISTED
RetailMeNot, Inc. Series 1
SALE
| $12M | 0.03% |
1,213,300
+112,950
| +10% | +$1.09M |
|
860
TC Energy
TRP
$66.3B
| $12M | 0.03% |
368,503
-484,300
| -57% | -$16M |
|
861
IQVIA
IQV
$39.8B
| $12M | 0.03% |
175,100
-74,200
| -30% | -$5.07M |
|
|
SIGM
862
DELISTED
Sigma Designs Inc
SIGM
| $12M | 0.03% |
1,901,300
-95,326
| -5% | -$753K |
|
863
Quaker Houghton
KWR
$2.91B
| $12M | 0.03% |
155,400
-10,700
| -6% | -$865K |
|
864
UFP Technologies
UFPT
$2.5B
| $12M | 0.03% |
502,800
+9,300
| +2% | +$222K |
|
|
ETFC
865
DELISTED
E*Trade Financial Corporation
ETFC
| $12M | 0.03% |
403,840
+278,700
| +223% | +$8.01M |
|
|
ABAX
866
DELISTED
Abaxis Inc
ABAX
| $12M | 0.03% |
214,671
+109,076
| +103% | +$5.52M |
|
|
EDR
867
DELISTED
Education Realty Trust Inc
EDR
| $12M | 0.03% |
315,500
+107,100
| +51% | +$3.83M |
|
868
Preferred Bank
PFBC
$1.26B
| $11.9M | 0.03% |
360,755
-4,000
| -1% | -$135K |
|
|
AVTA
869
DELISTED
Avantax, Inc. Common Stock
AVTA
| $11.9M | 0.03% |
1,212,570
+117,407
| +11% | +$1.3M |
|
870
Beazer Homes USA
BZH
$874M
| $11.9M | 0.03% |
1,034,080
+304,660
| +42% | +$4.17M |
|
|
CLCT
871
DELISTED
Collectors Universe
CLCT
| $11.9M | 0.03% |
765,338
-1,563
| -0.2% | -$25.5K |
|
872
Salesforce
CRM
$158B
| $11.9M | 0.03% |
+151,200
| New | +$11.8M |
|
|
PPS
873
DELISTED
Post Properties
PPS
| $11.8M | 0.03% |
200,200
+75,200
| +60% | +$4.45M |
|
|
TBNK
874
DELISTED
Territorial Bancorp Inc.
TBNK
| $11.8M | 0.03% |
426,300
+13,900
| +3% | +$391K |
|
875
Unitil
UTL
$984M
| $11.8M | 0.03% |
329,200
+33,200
| +11% | +$1.19M |
|
Similar funds
Jim Simons's Q4 2015 Portfolio in Review
As of Q4 2015, Jim Simons held 3,639 positions worth $45.9B, up 9.5% from $41.9B the previous quarter. Its ten largest holdings account for 9.3% of the portfolio.
Jim Simons deployed $3.07B of net new capital in Q4 2015, opening 509 new positions and adding to 1,872 existing holdings. Its largest new stake was Apple: 17,852,932 shares worth $470M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 11% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $369M trimmed.
- Jim Simons's largest Q4 2015 buy was Apple: 17,852,932 shares worth $470M.
- Jim Simons added most to Gilead Sciences in Q4 2015, an estimated $212M increase.
- Jim Simons's biggest Q4 2015 reduction was Alphabet (Google) Class C, cutting an estimated $369M.
- Jim Simons fully exited SIGMA - ALDRICH CORP in Q4 2015, selling an estimated $330M.
- Jim Simons's ten largest holdings make up 9.3% of its $45.9B portfolio in Q4 2015.
- Jim Simons opened 509 new positions and closed 386 in Q4 2015.
- Jim Simons's portfolio value rose 9.5% quarter-over-quarter to $45.9B.
Based on Renaissance Technologies's 13F filing for Q4 2015, filed 11 Feb 2016.