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 | |
|---|---|---|---|---|---|---|
1001
Ducommun
DCO
$3.04B
| $14.3M | 0.02% |
558,400
+67,800
| +14% | +$1.65M |
|
1002
Nabors Industries
NBR
$1.33B
| $14.3M | 0.02% |
17,380
-33,886
| -66% | -$23.9M |
|
|
FMSA
1003
DELISTED
Fairmount Santrol Holdings Inc.
FMSA
| $14.2M | 0.02% |
1,207,769
+1,049,615
| +664% | +$9.71M |
|
|
BV
1004
DELISTED
Bazaarvoice, Inc.
BV
| $14.2M | 0.02% |
2,927,000
-462,700
| -14% | -$2.36M |
|
|
SINA
1005
DELISTED
Sina Corp
SINA
| $14.2M | 0.02% |
233,100
-87,700
| -27% | -$6.29M |
|
1006
Liquidity Services
LQDT
$1.35B
| $14.2M | 0.02% |
1,452,799
+141,900
| +11% | +$1.36M |
|
|
ISIL
1007
DELISTED
Intersil Corp
ISIL
| $14.2M | 0.02% |
+634,938
| New | +$14.1M |
|
|
MOMO
1008
Hello Group
MOMO
$867M
| $14.1M | 0.02% |
769,000
+64,100
| +9% | +$1.42M |
|
1009
First Commonwealth Financial
FCF
$2.18B
| $14.1M | 0.02% |
996,700
+195,500
| +24% | +$2.28M |
|
|
MDCO
1010
DELISTED
Medicines Co
MDCO
| $14.1M | 0.02% |
415,900
+407,800
| +5,035% | +$14.5M |
|
1011
Mercer International
MERC
$32.3M
| $14.1M | 0.02% |
1,324,700
+100,100
| +8% | +$907K |
|
1012
ANI Pharmaceuticals
ANIP
$1.72B
| $14.1M | 0.02% |
232,700
+41,800
| +22% | +$2.56M |
|
1013
Federated Hermes
FHI
$4.7B
| $14.1M | 0.02% |
498,300
-306,000
| -38% | -$8.48M |
|
1014
Winnebago Industries
WGO
$915M
| $14M | 0.02% |
443,169
+127,569
| +40% | +$3.97M |
|
|
KMG
1015
DELISTED
KMG Chemicals Inc
KMG
| $14M | 0.02% |
360,200
+45,300
| +14% | +$1.45M |
|
|
FCH
1016
DELISTED
Felcor Lodging Trust
FCH
| $14M | 0.02% |
1,748,402
+491,102
| +39% | +$3.48M |
|
1017
AGNC Investment
AGNC
$13B
| $14M | 0.02% |
+770,163
| New | +$14.6M |
|
|
FCE.A
1018
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $13.9M | 0.02% |
667,600
+586,700
| +725% | +$11.9M |
|
|
CSFL
1019
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $13.9M | 0.02% |
551,000
+52,800
| +11% | +$1.12M |
|
|
TAST
1020
DELISTED
Carrols Restaurant Group, Inc.
TAST
| $13.8M | 0.02% |
906,500
-178,500
| -16% | -$2.35M |
|
1021
O-I Glass
OI
$1.05B
| $13.8M | 0.02% |
+791,800
| New | +$14.4M |
|
1022
Central Garden & Pet Co
CENT
$2.79B
| $13.8M | 0.02% |
520,500
-61,970
| -11% | -$1.41M |
|
|
HT
1023
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $13.8M | 0.02% |
639,825
+62,500
| +11% | +$1.22M |
|
|
HTB
1024
HomeTrust Bancshares
HTB
$831M
| $13.7M | 0.02% |
529,915
+26,700
| +5% | +$581K |
|
|
FLIC
1025
DELISTED
First of Long Island Corp
FLIC
| $13.7M | 0.02% |
479,904
+56,976
| +13% | +$1.41M |
|
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.