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 | |
|---|---|---|---|---|---|---|
76
Target
TGT
$69.2B
| $129M | 0.2% |
+1,789,800
| New | +$130M |
|
77
Ball Corp
BALL
$16.6B
| $127M | 0.2% |
3,377,422
+765,600
| +29% | +$29.6M |
|
78
Intuitive Surgical
ISRG
$142B
| $127M | 0.2% |
1,799,019
+1,058,589
| +143% | +$77.8M |
|
79
Align Technology
ALGN
$12.3B
| $127M | 0.2% |
1,316,500
+372,300
| +39% | +$34.6M |
|
80
DuPont de Nemours
DD
$19.5B
| $126M | 0.2% |
872,490
+468,053
| +116% | +$65.2M |
|
|
FNSR
81
DELISTED
Finisar Corp
FNSR
| $126M | 0.2% |
4,160,600
+843,090
| +25% | +$25.9M |
|
82
RTX Corp
RTX
$302B
| $125M | 0.2% |
1,805,740
+919,237
| +104% | +$60.9M |
|
83
AutoZone
AZO
$49.7B
| $124M | 0.2% |
157,600
+59,200
| +60% | +$45.6M |
|
84
Herbalife
HLF
$1.23B
| $124M | 0.2% |
5,158,400
-599,400
| -10% | -$16.4M |
|
85
Welltower
WELL
$163B
| $123M | 0.19% |
1,837,200
-224,300
| -11% | -$14.9M |
|
86
Kinross Gold
KGC
$32.3B
| $121M | 0.19% |
38,818,472
+4,814,773
| +14% | +$16.9M |
|
87
Markel Group
MKL
$22.8B
| $120M | 0.19% |
132,300
+14,000
| +12% | +$12.5M |
|
88
UDR
UDR
$12B
| $120M | 0.19% |
3,277,800
+781,700
| +31% | +$26.8M |
|
89
GSK
GSK
$102B
| $119M | 0.19% |
2,468,400
+1,724,400
| +232% | +$85.2M |
|
90
Danaher
DHR
$146B
| $118M | 0.19% |
1,716,929
+750,233
| +78% | +$52.1M |
|
|
ATVI
91
DELISTED
Activision Blizzard
ATVI
| $117M | 0.19% |
+3,248,598
| New | +$130M |
|
|
BRCD
92
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $117M | 0.18% |
9,343,049
+2,014,724
| +27% | +$22.7M |
|
93
Clorox
CLX
$13.1B
| $116M | 0.18% |
964,000
-75,600
| -7% | -$8.92M |
|
94
Thermo Fisher Scientific
TMO
$224B
| $115M | 0.18% |
+813,644
| New | +$120M |
|
95
Abbott
ABT
$190B
| $114M | 0.18% |
2,980,400
+2,323,100
| +353% | +$92.1M |
|
|
BCR
96
DELISTED
CR Bard Inc.
BCR
| $114M | 0.18% |
509,400
-287,800
| -36% | -$62.5M |
|
97
TFS Financial
TFSL
$4.83B
| $114M | 0.18% |
5,982,022
+312,700
| +6% | +$5.76M |
|
98
Toyota
TM
$225B
| $114M | 0.18% |
971,800
-17,600
| -2% | -$2.05M |
|
99
Starbucks
SBUX
$122B
| $114M | 0.18% |
+2,050,084
| New | +$114M |
|
100
Eli Lilly
LLY
$1.08T
| $113M | 0.18% |
1,539,200
+617,000
| +67% | +$45.9M |
|
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.