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 | |
|---|---|---|---|---|---|---|
976
Ingredion
INGR
$6.54B
| $14.8M | 0.02% |
118,300
+61,400
| +108% | +$7.76M |
|
|
CBF
977
DELISTED
Capital Bank Financial Corp. Class A Common Stock
CBF
| $14.7M | 0.02% |
375,699
+278,399
| +286% | +$9.75M |
|
978
Civeo
CVEO
$345M
| $14.7M | 0.02% |
558,417
+30,500
| +6% | +$621K |
|
979
Shutterstock
SSTK
$217M
| $14.7M | 0.02% |
310,200
+9,300
| +3% | +$496K |
|
980
White Mountains Insurance
WTM
$5.06B
| $14.7M | 0.02% |
17,600
+4,800
| +38% | +$4.02M |
|
981
Wipro
WIT
$19.4B
| $14.7M | 0.02% |
8,103,467
-1,072,336
| -12% | -$1.92M |
|
982
LKQ Corp
LKQ
$6.25B
| $14.7M | 0.02% |
478,260
+301,200
| +170% | +$9.82M |
|
|
VR
983
DELISTED
Validus Hold Ltd
VR
| $14.6M | 0.02% |
266,064
-2,205
| -0.8% | -$117K |
|
|
SYNH
984
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $14.6M | 0.02% |
277,814
-94,186
| -25% | -$4.56M |
|
985
Camden National
CAC
$990M
| $14.6M | 0.02% |
328,700
-30,700
| -9% | -$1.13M |
|
|
TEP
986
DELISTED
Tallgrass Energy Partners, LP
TEP
| $14.6M | 0.02% |
307,900
+200,400
| +186% | +$9.32M |
|
|
JIVE
987
DELISTED
Jive Software, Inc.
JIVE
| $14.6M | 0.02% |
3,346,900
+278,700
| +9% | +$1.13M |
|
988
Autoliv
ALV
$8.89B
| $14.5M | 0.02% |
178,326
+71,247
| +67% | +$5.3M |
|
|
ASCMA
989
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
| $14.5M | 0.02% |
893,400
+55,500
| +7% | +$1.1M |
|
|
RATE
990
DELISTED
Bankrate Inc
RATE
| $14.5M | 0.02% |
1,311,958
-525,642
| -29% | -$4.97M |
|
|
IPXL
991
DELISTED
Impax Laboratories, Inc.
IPXL
| $14.5M | 0.02% |
1,093,002
+915,302
| +515% | +$15.6M |
|
|
PFC
992
DELISTED
Premier Financial Corp. Common Stock
PFC
| $14.5M | 0.02% |
570,390
+35,990
| +7% | +$815K |
|
993
Citizens Financial Group
CFG
$31.1B
| $14.5M | 0.02% |
+406,000
| New | +$12.3M |
|
994
Sturm, Ruger & Co
RGR
$600M
| $14.4M | 0.02% |
274,000
-79,100
| -22% | -$4.37M |
|
995
WesBanco
WSBC
$4.1B
| $14.4M | 0.02% |
334,673
+17,400
| +5% | +$650K |
|
|
AHT
996
Ashford Hospitality Trust
AHT
$20.2M
| $14.4M | 0.02% |
1,876
+390
| +26% | +$2.55M |
|
997
International Flavors & Fragrances
IFF
$21.4B
| $14.4M | 0.02% |
121,900
-3,000
| -2% | -$376K |
|
998
Jack Henry & Associates
JKHY
$10.8B
| $14.3M | 0.02% |
161,519
-35,000
| -18% | -$2.99M |
|
|
LQ
999
DELISTED
La Quinta Holdings Inc.
LQ
| $14.3M | 0.02% |
1,007,192
+934,492
| +1,285% | +$11.1M |
|
|
HW
1000
DELISTED
Headwaters Inc
HW
| $14.3M | 0.02% |
607,114
+591,900
| +3,890% | +$12M |
|
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.