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 | |
|---|---|---|---|---|---|---|
|
ZNH
1076
DELISTED
China Southern Airlines Company Limited
ZNH
| $12.5M | 0.02% |
487,000
+400
| +0.1% | +$11.2K |
|
|
WCIC
1077
DELISTED
WCI Communities, Inc.
WCIC
| $12.5M | 0.02% |
+533,200
| New | +$12.4M |
|
|
PTNR
1078
DELISTED
Partner Communications
PTNR
| $12.5M | 0.02% |
2,664,600
+10,300
| +0.4% | +$47.8K |
|
1079
McDonald's
MCD
$194B
| $12.5M | 0.02% |
102,600
+93,100
| +980% | +$10.9M |
|
|
BELFB
1080
Bel Fuse Inc Class B
BELFB
$4.24B
| $12.5M | 0.02% |
404,017
+82,317
| +26% | +$2.29M |
|
1081
Yelp
YELP
$1.32B
| $12.5M | 0.02% |
327,100
+26,900
| +9% | +$994K |
|
|
AEGN
1082
DELISTED
Aegion Corp
AEGN
| $12.5M | 0.02% |
525,500
+58,200
| +12% | +$1.29M |
|
|
HZN
1083
DELISTED
Horizon Global Corporation
HZN
| $12.4M | 0.02% |
517,100
+124,200
| +32% | +$2.8M |
|
|
TVPT
1084
DELISTED
Travelport Worldwide Limited
TVPT
| $12.4M | 0.02% |
880,100
+202,731
| +30% | +$2.82M |
|
1085
Eastman Chemical
EMN
$8.48B
| $12.4M | 0.02% |
+164,340
| New | +$11.9M |
|
|
PMD
1086
DELISTED
Psychemedics Corporation
PMD
| $12.3M | 0.02% |
499,990
+65,290
| +15% | +$1.46M |
|
|
UBA
1087
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $12.3M | 0.02% |
510,800
+68,700
| +16% | +$1.53M |
|
1088
Reliance Steel & Aluminium
RS
$21.7B
| $12.3M | 0.02% |
+154,712
| New | +$11.8M |
|
|
GCP
1089
DELISTED
GCP Applied Technologies Inc.
GCP
| $12.3M | 0.02% |
459,269
+179,869
| +64% | +$4.86M |
|
|
RAS
1090
DELISTED
RAIT Financial Trust
RAS
| $12.3M | 0.02% |
3,651,700
+543,400
| +17% | +$1.68M |
|
1091
MBIA
MBI
$258M
| $12.3M | 0.02% |
1,145,600
+1,023,600
| +839% | +$9.45M |
|
|
DCOM
1092
DELISTED
Dime Community Bancshares
DCOM
| $12.3M | 0.02% |
609,625
+70,153
| +13% | +$1.27M |
|
|
ARC
1093
DELISTED
ARC Document Solutions, Inc.
ARC
| $12.2M | 0.02% |
2,409,400
+120,300
| +5% | +$504K |
|
1094
Penske Automotive Group
PAG
$14.4B
| $12.2M | 0.02% |
+236,100
| New | +$11.5M |
|
|
AL
1095
DELISTED
Air Lease Corp
AL
| $12.2M | 0.02% |
355,600
+146,100
| +70% | +$4.81M |
|
1096
Plexus
PLXS
$7.23B
| $12.2M | 0.02% |
225,400
+36,600
| +19% | +$1.81M |
|
|
NS
1097
DELISTED
NuStar Energy L.P.
NS
| $12.2M | 0.02% |
244,100
+157,041
| +180% | +$7.48M |
|
|
RYZ
1098
Ryerson Holding Corp
RYZ
$1.51B
| $12.2M | 0.02% |
910,400
+34,300
| +4% | +$420K |
|
|
PERY
1099
DELISTED
Perry Ellis International Inc
PERY
| $12.1M | 0.02% |
485,700
+56,000
| +13% | +$1.25M |
|
|
CLC
1100
DELISTED
Clarcor
CLC
| $12.1M | 0.02% |
+146,700
| New | +$10.3M |
|
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.