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 | 14.75% |
| 2 | Technology | 13.74% |
| 3 | Healthcare | 12.69% |
| 4 | Industrials | 11.51% |
| 5 | Consumer Discretionary | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
926
Fomento Económico Mexicano
FMX
$40B
| $16M | 0.03% |
209,900
-58,900
| -22% | -$5.04M |
|
927
Encompass Health
EHC
$12.3B
| $16M | 0.03% |
486,333
+73,157
| +18% | +$2.37M |
|
|
RST
928
DELISTED
ROSETTA STONE INC
RST
| $15.9M | 0.03% |
1,788,700
-64,600
| -3% | -$518K |
|
929
Alpha and Omega Semiconductor
AOSL
$916M
| $15.9M | 0.03% |
746,500
+39,100
| +6% | +$845K |
|
930
Safety Insurance
SAFT
$1.52B
| $15.9M | 0.03% |
215,186
+46,886
| +28% | +$3.28M |
|
|
ENLK
931
DELISTED
EnLink Midstream Partners, LP
ENLK
| $15.8M | 0.03% |
860,300
+593,400
| +222% | +$10.3M |
|
|
NAVG
932
DELISTED
Navigators Group Inc
NAVG
| $15.8M | 0.03% |
269,000
+31,000
| +13% | +$1.61M |
|
|
XYZ
933
Block Inc
XYZ
$49.9B
| $15.8M | 0.02% |
+1,156,500
| New | +$14.4M |
|
|
NATI
934
DELISTED
National Instruments Corp
NATI
| $15.8M | 0.02% |
511,466
-200,200
| -28% | -$5.83M |
|
|
CBPO
935
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $15.8M | 0.02% |
146,496
-115,604
| -44% | -$13.5M |
|
|
CLD
936
DELISTED
Cloud Peak Energy Inc
CLD
| $15.7M | 0.02% |
2,799,000
+1,112,900
| +66% | +$6.72M |
|
937
Village Super Market
VLGEA
$627M
| $15.7M | 0.02% |
506,500
+240,200
| +90% | +$7.8M |
|
938
PVH
PVH
$3.76B
| $15.6M | 0.02% |
172,870
+121,800
| +238% | +$12.8M |
|
939
Sasol
SSL
$7.17B
| $15.6M | 0.02% |
544,400
+9,100
| +2% | +$250K |
|
940
Cable One
CABO
$191M
| $15.5M | 0.02% |
25,000
+19,100
| +324% | +$11.3M |
|
941
Synopsys
SNPS
$78.8B
| $15.5M | 0.02% |
+263,234
| New | +$15.7M |
|
|
TRCO
942
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $15.5M | 0.02% |
442,000
+111,000
| +34% | +$3.79M |
|
943
Pearson
PSO
$9.78B
| $15.4M | 0.02% |
1,545,400
-151,800
| -9% | -$1.47M |
|
|
SN
944
DELISTED
Sanchez Energy Corporation
SN
| $15.4M | 0.02% |
1,703,200
-572,198
| -25% | -$4.59M |
|
|
SWC
945
DELISTED
Stillwater Mining Co
SWC
| $15.4M | 0.02% |
954,100
-419,000
| -31% | -$5.99M |
|
|
BBT
946
Beacon Financial Corp
BBT
$2.71B
| $15.4M | 0.02% |
417,081
+110,300
| +36% | +$3.55M |
|
947
Seacoast Banking Corp of Florida
SBCF
$3.44B
| $15.4M | 0.02% |
696,000
+188,800
| +37% | +$3.59M |
|
948
Tapestry
TPR
$25.9B
| $15.3M | 0.02% |
+437,500
| New | +$16M |
|
949
Bassett Furniture
BSET
$171M
| $15.3M | 0.02% |
503,500
+3,600
| +0.7% | +$97.3K |
|
950
Mercury Systems
MRCY
$6.7B
| $15.3M | 0.02% |
506,035
-122,300
| -19% | -$3.47M |
|
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 15% 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.