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 | |
|---|---|---|---|---|---|---|
901
Cincinnati Financial
CINF
$26.5B
| $16.7M | 0.03% |
220,400
-43,200
| -16% | -$3.21M |
|
|
DHIL
902
DELISTED
Diamond Hill
DHIL
| $16.6M | 0.03% |
79,100
+3,100
| +4% | +$605K |
|
|
CHK
903
DELISTED
Chesapeake Energy Corporation
CHK
| $16.6M | 0.03% |
+11,833
| New | +$15.5M |
|
904
Open Text
OTEX
$5.8B
| $16.6M | 0.03% |
536,416
-70,184
| -12% | -$2.19M |
|
|
TBNK
905
DELISTED
Territorial Bancorp Inc.
TBNK
| $16.5M | 0.03% |
502,900
+22,600
| +5% | +$691K |
|
906
Antero Resources
AR
$11.5B
| $16.5M | 0.03% |
695,800
-209,300
| -23% | -$5.37M |
|
907
ArcBest
ARCB
$3.28B
| $16.4M | 0.03% |
594,135
+108,335
| +22% | +$2.78M |
|
908
Caesars Entertainment
CZR
$6.04B
| $16.4M | 0.03% |
968,800
-182,100
| -16% | -$2.55M |
|
909
McGrath RentCorp
MGRC
$2.94B
| $16.4M | 0.03% |
418,795
+86,200
| +26% | +$3.01M |
|
910
Winmark
WINA
$1.26B
| $16.4M | 0.03% |
130,100
+1,300
| +1% | +$147K |
|
911
Lennox International
LII
$14.5B
| $16.4M | 0.03% |
107,100
+14,000
| +15% | +$2.14M |
|
912
Vera Bradley
VRA
$96.7M
| $16.3M | 0.03% |
1,392,850
-27,550
| -2% | -$379K |
|
913
Ventas
VTR
$45.7B
| $16.3M | 0.03% |
261,102
+189,802
| +266% | +$12M |
|
914
Liberty Latin America Class C
LILAK
$1.67B
| $16.3M | 0.03% |
+898,609
| New | +$18M |
|
915
Marathon Petroleum
MPC
$97.8B
| $16.3M | 0.03% |
+323,200
| New | +$14.7M |
|
|
AVTA
916
DELISTED
Avantax, Inc. Common Stock
AVTA
| $16.3M | 0.03% |
1,102,700
-173,400
| -14% | -$2.34M |
|
|
DHC
917
Diversified Healthcare Trust
DHC
$2.02B
| $16.2M | 0.03% |
856,300
+545,700
| +176% | +$10.6M |
|
918
SPX Corp
SPXC
$10.9B
| $16.2M | 0.03% |
682,800
-224,200
| -25% | -$4.92M |
|
|
ZLTQ
919
DELISTED
ZELTIQ Aesthetics, Inc.
ZLTQ
| $16.2M | 0.03% |
372,100
+210,500
| +130% | +$8.49M |
|
920
Independent Bank Corp
IBCP
$854M
| $16.1M | 0.03% |
743,600
+79,100
| +12% | +$1.46M |
|
|
EEP
921
DELISTED
Enbridge Energy Partners
EEP
| $16.1M | 0.03% |
+631,600
| New | +$15.4M |
|
|
FARM
922
DELISTED
Farmer Brothers
FARM
| $16.1M | 0.03% |
438,200
-76,800
| -15% | -$2.6M |
|
923
Oil-Dri
ODC
$1.27B
| $16.1M | 0.03% |
841,546
-2,104
| -0.2% | -$38.9K |
|
924
TTM Technologies
TTMI
$14.6B
| $16M | 0.03% |
1,175,614
-740,369
| -39% | -$9.65M |
|
925
First Bancorp
FBNC
$2.72B
| $16M | 0.03% |
589,800
+281,000
| +91% | +$6.48M |
|
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.