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 | |
|---|---|---|---|---|---|---|
|
OAK
1026
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $13.7M | 0.02% |
364,870
+242,700
| +199% | +$9.73M |
|
|
VASC
1027
DELISTED
Vascular Solutions Inc
VASC
| $13.6M | 0.02% |
243,300
-84,500
| -26% | -$4.31M |
|
|
ENZ
1028
DELISTED
Enzo Biochem, Inc.
ENZ
| $13.6M | 0.02% |
1,965,500
+8,132
| +0.4% | +$51.9K |
|
|
MB
1029
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
| $13.6M | 0.02% |
636,800
+62,600
| +11% | +$1.27M |
|
|
PPL
1030
PPL Corp
PPL
$26.8B
| $13.6M | 0.02% |
398,200
-637,100
| -62% | -$21.4M |
|
|
FNHC
1031
DELISTED
FedNat Holding Company Common Stock
FNHC
| $13.6M | 0.02% |
725,300
+57,900
| +9% | +$1.03M |
|
1032
Textron
TXT
$15.1B
| $13.5M | 0.02% |
+279,000
| New | +$12.2M |
|
1033
AGCO
AGCO
$7.11B
| $13.5M | 0.02% |
234,100
+106,900
| +84% | +$5.77M |
|
|
FMBI
1034
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $13.5M | 0.02% |
535,771
+86,271
| +19% | +$1.91M |
|
1035
UFP Technologies
UFPT
$2.48B
| $13.5M | 0.02% |
531,100
+3,800
| +0.7% | +$98.2K |
|
1036
Gilat Satellite Networks
GILT
$886M
| $13.5M | 0.02% |
2,697,254
+19,900
| +0.7% | +$94.5K |
|
|
JE
1037
DELISTED
Just Energy Group Inc
JE
| $13.4M | 0.02% |
74,633
+11,743
| +19% | +$2.05M |
|
|
VALE.P
1038
DELISTED
Vale S A
VALE.P
| $13.4M | 0.02% |
1,950,100
-1,319,300
| -40% | -$8.74M |
|
1039
Entravision Communication
EVC
$820M
| $13.4M | 0.02% |
1,917,852
+196,730
| +11% | +$1.34M |
|
|
PGEM
1040
DELISTED
Ply Gem Holdings, Inc.
PGEM
| $13.4M | 0.02% |
825,400
+77,500
| +10% | +$1.15M |
|
|
SGEN
1041
DELISTED
Seagen Inc. Common Stock
SGEN
| $13.4M | 0.02% |
+253,313
| New | +$15.2M |
|
|
HABT
1042
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
| $13.4M | 0.02% |
774,000
+331,700
| +75% | +$5.08M |
|
|
TCO
1043
DELISTED
Taubman Centers Inc.
TCO
| $13.3M | 0.02% |
180,300
-73,500
| -29% | -$5.33M |
|
|
CTWS
1044
DELISTED
Connecticut Water Service Inc
CTWS
| $13.3M | 0.02% |
238,100
+3,800
| +2% | +$202K |
|
|
SPIL
1045
DELISTED
Siliconware Precision Industries Co Ltd
SPIL
| $13.3M | 0.02% |
1,820,169
+223,400
| +14% | +$1.65M |
|
|
BBBY
1046
Bed Bath & Beyond
BBBY
$423M
| $13.3M | 0.02% |
1,010,362
-37,135
| -4% | -$457K |
|
|
LKFT
1047
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.84B
| $13.2M | 0.02% |
205,500
+65,300
| +47% | +$4.02M |
|
|
CYOU
1048
DELISTED
Changyou.com Limited American Depositary Share
CYOU
| $13.2M | 0.02% |
620,800
+86,100
| +16% | +$2.18M |
|
1049
NVR
NVR
$16.8B
| $13.1M | 0.02% |
+7,850
| New | +$12.5M |
|
|
VLRS
1050
Controladora Vuela Compania de Aviacion
VLRS
$922M
| $13.1M | 0.02% |
870,800
+32,500
| +4% | +$541K |
|
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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.