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 | |
|---|---|---|---|---|---|---|
76
ICU Medical
ICUI
$4.55B
| $91.7M | 0.2% |
812,800
+50,200
| +7% | +$5.55M |
|
|
DISH
77
DELISTED
DISH Network Corp.
DISH
| $90.3M | 0.2% |
1,579,907
-64,772
| -4% | -$3.97M |
|
78
Cinemark Holdings
CNK
$4.25B
| $89.7M | 0.2% |
2,682,100
-711,335
| -21% | -$24.6M |
|
79
Baidu
BIDU
$35.9B
| $89.5M | 0.2% |
473,400
+143,800
| +44% | +$26.5M |
|
80
Walt Disney
DIS
$179B
| $89.3M | 0.19% |
+850,007
| New | +$94.7M |
|
81
Markel Group
MKL
$22.8B
| $88.9M | 0.19% |
100,681
+12,800
| +15% | +$11.1M |
|
82
Edwards Lifesciences
EW
$54B
| $87.3M | 0.19% |
3,315,300
+1,147,428
| +53% | +$29.8M |
|
|
LNKD
83
DELISTED
LinkedIn Corporation
LNKD
| $86.9M | 0.19% |
+386,000
| New | +$87.6M |
|
84
Euronet Worldwide
EEFT
$2.64B
| $86.5M | 0.19% |
1,194,545
+135,845
| +13% | +$10.4M |
|
85
United Therapeutics
UTHR
$22.1B
| $86.5M | 0.19% |
552,078
-314,700
| -36% | -$45.8M |
|
|
POT
86
DELISTED
Potash Corp Of Saskatchewan
POT
| $85.9M | 0.19% |
5,014,799
-113,000
| -2% | -$2.25M |
|
87
Texas Instruments
TXN
$257B
| $85.6M | 0.19% |
1,561,900
+1,285,900
| +466% | +$71.8M |
|
88
Carnival Corporation Ltd
CCL
$38B
| $84.9M | 0.18% |
+1,557,800
| New | +$80.6M |
|
|
MZTI
89
The Marzetti Company
MZTI
$3.15B
| $84.6M | 0.18% |
732,600
+1,638
| +0.2% | +$179K |
|
90
Starbucks
SBUX
$122B
| $83.2M | 0.18% |
+1,385,584
| New | +$84.4M |
|
91
General Dynamics
GD
$106B
| $82.9M | 0.18% |
603,300
+480,600
| +392% | +$68.7M |
|
92
American Electric Power
AEP
$67.3B
| $82.7M | 0.18% |
1,420,000
+105,986
| +8% | +$6.01M |
|
|
AZPN
93
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $82.7M | 0.18% |
2,189,700
-4,009
| -0.2% | -$151K |
|
94
United Airlines
UAL
$41B
| $81.6M | 0.18% |
1,424,400
+846,100
| +146% | +$48.9M |
|
|
ANDV
95
DELISTED
Andeavor
ANDV
| $80.8M | 0.18% |
766,400
+719,700
| +1,541% | +$77.6M |
|
96
Danaher
DHR
$146B
| $79.6M | 0.17% |
+1,275,072
| New | +$79.8M |
|
97
Honeywell
HON
$72.9B
| $79.5M | 0.17% |
+854,481
| New | +$78.4M |
|
98
Analog Devices
ADI
$188B
| $79.5M | 0.17% |
+1,436,400
| New | +$84.5M |
|
99
Sherwin-Williams
SHW
$88.5B
| $78.9M | 0.17% |
911,700
-649,800
| -42% | -$56.2M |
|
|
ECHO
100
EchoStar
ECHO
$25.6B
| $77.6M | 0.17% |
2,448,602
+59,276
| +2% | +$1.99M |
|
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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.