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 | |
|---|---|---|---|---|---|---|
1051
Brookfield
BN
$111B
| $13.1M | 0.02% |
1,110,933
+213,568
| +24% | +$2.6M |
|
1052
Clean Energy Fuels
CLNE
$395M
| $13.1M | 0.02% |
4,571,378
+1,321,100
| +41% | +$4.99M |
|
1053
Erie Indemnity
ERIE
$13.5B
| $13.1M | 0.02% |
116,212
+27,641
| +31% | +$2.94M |
|
1054
STMicroelectronics
STM
$48.1B
| $13M | 0.02% |
1,146,124
-3,757,571
| -77% | -$35.6M |
|
1055
LivePerson
LPSN
$35.9M
| $13M | 0.02% |
114,540
+12,467
| +12% | +$1.54M |
|
1056
Cracker Barrel
CBRL
$1.31B
| $13M | 0.02% |
77,613
-176,119
| -69% | -$26.6M |
|
1057
Oracle
ORCL
$450B
| $12.9M | 0.02% |
335,700
-3,548,032
| -91% | -$139M |
|
|
PGRE
1058
DELISTED
Paramount Group
PGRE
| $12.9M | 0.02% |
806,900
-509,700
| -39% | -$8.04M |
|
|
FFNW
1059
DELISTED
First Financial Northwest, Inc
FFNW
| $12.9M | 0.02% |
653,407
+80,308
| +14% | +$1.32M |
|
|
CPL
1060
DELISTED
CPFL Energia S.A.
CPL
| $12.9M | 0.02% |
837,386
+89,900
| +12% | +$1.33M |
|
|
CWEI
1061
DELISTED
Clayton Williams Energy, Inc.
CWEI
| $12.9M | 0.02% |
107,972
+5,600
| +5% | +$561K |
|
|
BGFV
1062
DELISTED
Big 5 Sporting Goods
BGFV
| $12.8M | 0.02% |
740,662
+502,662
| +211% | +$8.84M |
|
|
FPO
1063
DELISTED
First Potomac Realty Trust
FPO
| $12.8M | 0.02% |
1,170,100
+90,300
| +8% | +$855K |
|
1064
Univest Financial
UVSP
$1.18B
| $12.7M | 0.02% |
412,089
-33,880
| -8% | -$903K |
|
1065
DigitalBridge
DBRG
$2.95B
| $12.7M | 0.02% |
213,175
-81,249
| -28% | -$4.59M |
|
1066
Lloyds Banking Group
LYG
$90B
| $12.7M | 0.02% |
4,098,201
-2,180,799
| -35% | -$6.38M |
|
|
AMCC
1067
DELISTED
Applied Micro Circuits Corporation New
AMCC
| $12.7M | 0.02% |
1,536,636
+295,093
| +24% | +$2.24M |
|
1068
IPG Photonics
IPGP
$3.57B
| $12.7M | 0.02% |
128,400
-70,200
| -35% | -$6.55M |
|
|
DNB
1069
DELISTED
Dun & Bradstreet
DNB
| $12.7M | 0.02% |
104,300
-206,100
| -66% | -$25.4M |
|
1070
Rollins
ROL
$17.4B
| $12.7M | 0.02% |
842,794
-910,575
| -52% | -$12.6M |
|
|
TIVO
1071
DELISTED
Tivo Inc
TIVO
| $12.6M | 0.02% |
604,373
-1,004,035
| -62% | -$20.4M |
|
|
HES
1072
DELISTED
Hess
HES
| $12.6M | 0.02% |
202,463
-16,000
| -7% | -$875K |
|
|
ZVO
1073
DELISTED
Zovio Inc. Common Stock
ZVO
| $12.6M | 0.02% |
1,244,458
+164,800
| +15% | +$1.43M |
|
|
CDR
1074
DELISTED
Cedar Realty Trust, Inc
CDR
| $12.6M | 0.02% |
291,833
-49,955
| -15% | -$2.17M |
|
|
RPT
1075
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $12.5M | 0.02% |
756,276
+7,076
| +0.9% | +$121K |
|
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.